IWN ISHARES TR

RUS 2000 VAL ETF (fund)

1,033 managers (1,045 13F filers) reported a position in IWN shares at 2025-12-31, 50,221,861 shares in all. 86 filers opened a position and 54 filers sold out during the quarter.

Managers: 1,033
13F filers: 1,045
New: 86
Added: 322
Reduced: 308
Sold out: 54
Shares held by filers: 50,221,861

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
NorthRock Partners, LLC	5,028	$911K	0.02%	+1,094	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	5,026	$911K	0.03%	-102	13F-HR Timeline
SOL Capital Management CO	5,010	$908K	0.08%	-50	13F-HR Timeline
VAUGHAN & Co SECURITIES, INC.	4,959	$899K	0.46%	-12	13F-HR Timeline
LAUREL OAK WEALTH MANAGEMENT, LLC	4,954	$898K	0.15%		13F-HR Timeline
Rehmann Capital Advisory Group	4,947	$896K	0.05%	+237	13F-HR Timeline
Retirement Investment Advisors, Inc.	4,934	$894K	0.07%	+751	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	4,922	$892K	0.32%	-223	13F-HR Timeline
Carnegie Investment Counsel	4,906	$889K	0.02%	+30	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,895	$887K	0.1%	+355	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	4,880	$884K	0.01%	new	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
GABLES CAPITAL MANAGEMENT INC.	4,851	$879K	0.37%	0	13F-HR Timeline
ARK & TLK INVESTMENTS, LLC	4,804	$871K	0.24%	0	13F-HR Timeline
Arista Wealth Management, LLC	4,804	$871K	0.11%	0	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	4,793	$869K	0.23%	-997	13F-HR Timeline
MWA Asset Management	4,759	$863K	0.48%	-127	13F-HR Timeline
Cascade Financial Partners, LLC	4,741	$859K	0.09%	-291	13F-HR Timeline
RENASANT BANK	4,723	$856K	0.58%	-113	13F-HR Timeline
Center for Financial Planning, Inc.	4,699	$852K	0.09%	-61	13F-HR Timeline
Opus Capital Group, LLC	4,693	$850K	0.09%	-25	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	4,690	$850K	0.48%	0	13F-HR Timeline
Diversified Investment Strategies, LLC	4,646	$842K	0.55%	-150	13F-HR Timeline
Guidance Point Advisors, LLC	4,632	$840K	0.19%	+62	13F-HR Timeline
Jordan Park Group LLC	4,629	$839K	0.05%	-904	13F-HR Timeline
First Business Financial Services, Inc.	4,604	$834K	0.08%	0	13F-HR Timeline
Composition Wealth, LLC	4,576	$829K	0.01%	-24	13F-HR Timeline
Wealthspire Retirement, LLC	4,574	$829K	0.05%	-37	13F-HR Timeline
ALLSTREET CAPITAL ADVISORS LLC	4,532	$821K	0.59%		13F-HR Timeline
Kingsview Wealth Management, LLC	4,480	$812K	0.01%	+91	13F-HR Timeline
PINNACLE ASSOCIATES LTD	4,459	$808K	0.01%	+281	13F-HR Timeline
Naviter Wealth, LLC	4,439	$804K	0.1%	0	13F-HR Timeline
Garde Capital, Inc.	4,423	$801K	0.05%	-2	13F-HR Timeline
Firestone Capital Management	4,422	$801K	0.17%	0	13F-HR Timeline
CHEMUNG CANAL TRUST CO	4,422	$801K	0.16%	+860	13F-HR Timeline
Evercore Wealth Management, LLC	4,400	$797K	0.01%	0	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,390	$796K	<0.01%	+100	13F-HR Timeline Group
Connecticut Wealth Management, LLC	4,388	$795K	0.03%	0	13F-HR Timeline
Bricktown Capital, LLC	4,386	$795K	0.13%	0	13F-HR Timeline
DRAVO BAY LLC	4,362	$790K	0.33%	-299	13F-HR Timeline
Widmann Financial Services, Inc.	4,330	$785K	0.48%	+1	13F-HR Timeline
Auxano Advisors, LLC	4,322	$783K	0.15%	-13	13F-HR Timeline
EVOKE WEALTH, LLC	4,240	$768K	0.01%	+11	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	4,172	$756K	0.62%	+12	13F-HR Timeline
World Investment Advisors	4,171	$756K	0.01%	+391	13F-HR/A Timeline
PRIVATE TRUST CO NA	4,170	$756K	0.07%	+204	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	4,150	$752K	0.02%	-1,153	13F-HR/A Timeline Group
National Philanthropic Trust	4,139	$750K	0.01%	0	13F-HR Timeline
Chicago Partners Investment Group LLC	3,812	$746K	0.02%	+651	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	4,095	$742K	0.06%	-140	13F-HR Timeline
DAVIDSON TRUST CO	4,058	$735K	0.31%	-80	13F-HR Timeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)	4,045	$733K	0.01%	-25	13F-HR Timeline Group
Magnus Financial Group LLC	4,029	$730K	0.06%	-156	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	3,994	$724K	<0.01%	-31	13F-HR Timeline Group
Aprio Wealth Management, LLC	3,986	$722K	0.04%	+1	13F-HR Timeline
Tillman Hartley LLC	3,986	$722K	0.18%	0	13F-HR Timeline
DWR WEALTH MANAGEMENT, LLC	3,949	$721K	0.67%		13F-HR Timeline
Apella Capital, LLC	3,972	$720K	0.01%	-126	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	3,953	$716K	0.05%	0	13F-HR Timeline
Eagle Strategies LLC	3,946	$715K	0.09%	+207	13F-HR Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC	3,938	$714K	<0.01%	new	13F-HR Timeline Group
Stegner Investment Associates Inc.	3,919	$710K	0.38%	+57	13F-HR Timeline
Plum Street Advisors, LLC	3,880	$703K	0.25%	+343	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	3,876	$702K	0.25%	+67	13F-HR Timeline
Western Wealth Management, LLC	3,875	$702K	0.03%	+321	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	3,872	$702K	<0.01%	-117	13F-HR Timeline Group
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	3,843	$696K	0.11%	+140	13F-HR Timeline
Prospera Financial Services Inc	3,824	$694K	0.01%	-825	13F-HR Timeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3,821	$692K	<0.01%	new	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	3,817	$692K	0.02%	-95	13F-HR Timeline
Kaufman Rossin Wealth, LLC	3,809	$690K	0.36%	new	13F-HR Timeline
Foster Group, Inc.	3,808	$690K	0.02%	-273	13F-HR Timeline
Perigon Wealth Management, LLC	3,795	$688K	0.01%	-80	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	3,786	$686K	0.3%	-24	13F-HR Timeline
Gladstone Institutional Advisory LLC	3,755	$681K	0.03%	-6	13F-HR Timeline
Hirtle & Co., LLC	3,719	$674K	0.02%	-1,158	13F-HR Timeline
Avior Wealth Management, LLC	3,707	$672K	0.02%	+85	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	3,699	$670K	0.01%	+1,316	13F-HR Timeline
Welch & Forbes LLC	3,675	$666K	0.01%	-50	13F-HR Timeline
Diversified Portfolios, Inc.	3,672	$665K	0.06%	-44	13F-HR Timeline
Heck Capital Advisors, LLC	3,669	$665K	0.05%	-245	13F-HR Timeline
Rialto Wealth Management, LLC	3,653	$662K	0.16%	0	13F-HR Timeline
Smithfield Trust Co	3,700	$660K	0.03%	-159	13F-HR Timeline
Strategic Blueprint, LLC	3,638	$659K	0.04%	+422	13F-HR Timeline
Sigma Planning Corp	3,613	$655K	0.02%	+11	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	3,610	$654K	0.25%	+13	13F-HR Timeline
LANARK FINANCIAL, INC.	3,606	$654K	0.05%	+130	13F-HR Timeline
Heritage Wealth Advisors	3,600	$652K	0.02%	0	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,582	$649K	0.02%	0	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	3,559	$645K	0.02%	+32	13F-HR Timeline Group
Chicago Capital, LLC	3,511	$636K	0.02%	0	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,588	$636K	0.07%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3,485	$632K	0.22%	+19	13F-HR Timeline
Curtis Advisory Group, LLC	3,468	$628K	0.13%	-62	13F-HR Timeline
Belpointe Asset Management LLC	3,460	$627K	0.02%	new	13F-HR Timeline
Strategies Wealth Advisors, LLC	3,448	$625K	0.06%	-307	13F-HR Timeline
RED REEF ADVISORS LLC	3,446	$624K	0.64%		13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	3,444	$624K	0.09%	+8	13F-HR Timeline
BIP Wealth, LLC	3,441	$624K	0.02%	-15	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	3,430	$621K	0.03%	+32	13F-HR Timeline
American Wealth Advisors, LLC	3,401	$616K	0.61%	+20	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	3,400	$616K	0.03%	-22	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	3,383	$613K	0.01%	+17	13F-HR Timeline Group
Sound View Wealth Advisors Group, LLC	3,353	$608K	0.04%	+1	13F-HR Timeline
Haverford Trust Co	3,347	$607K	0.01%	-33	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	3,325	$603K	0.02%	0	13F-HR Timeline
Caldwell Trust Co	3,305	$599K	0.05%	0	13F-HR Timeline
PFG Investments, LLC	3,294	$597K	0.03%	+73	13F-HR Timeline
EQUITABLE TRUST CO	3,292	$597K	0.03%	+1,586	13F-HR Timeline
SCS Capital Management LLC	3,284	$595K	0.01%	-23	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	3,284	$595K	0.06%	0	13F-HR Timeline
Archvest Wealth Advisors, Inc.	3,277	$594K	0.38%	+142	13F-HR/A Timeline
Yardley Wealth Management LLC	3,275	$593K	0.32%	0	13F-HR Timeline
Intrepid Financial Planning Group LLC	3,270	$592K	0.23%	-36	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	3,245	$588K	0.03%	-250	13F-HR Timeline
HARBOR CAPITAL ADVISORS, INC.	3,239	$587K	0.05%	-9,935	13F-HR Timeline
Smith Thornton Advisors LLC	3,225	$584K	0.3%	0	13F-HR Timeline
KDK Private Wealth Management, LLC	3,212	$582K	0.51%	-87	13F-HR/A Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	3,198	$580K	0.01%	+1,093	13F-HR Timeline Group
CFG Wealth Management Services, Inc.	3,193	$579K	0.53%		13F-HR Timeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …	2,976	$571K	0.03%	+187	13F-HR Timeline Group
Icon Wealth Advisors, LLC	3,144	$570K	0.04%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	3,144	$570K	0.01%	0	13F-HR Timeline Group
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	3,082	$558K	0.04%	0	13F-HR Timeline
Key Financial Inc	3,062	$555K	0.1%	0	13F-HR Timeline
TRUST CO OF VERMONT	3,059	$554K	0.02%	-269	13F-HR Timeline
True North Advisors, LLC	3,028	$549K	0.07%	0	13F-HR Timeline
Embree Financial Group	3,023	$548K	0.07%	+162	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	3,014	$546K	0.04%	+17	13F-HR Timeline
Broadview Financial Management, LLC	3,013	$546K	0.37%	+37	13F-HR Timeline
Sage Capital Management, LLC	3,001	$545K	0.25%	+13	13F-HR Timeline
Keudell/Morrison Wealth Management	3,000	$544K	0.11%		13F-HR Timeline
Riverbend Wealth Management, LLC	3,000	$544K	0.34%	0	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	2,999	$543K	0.03%	0	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	2,994	$543K	0.09%	-586	13F-HR Timeline Group
CASTLE WEALTH MANAGEMENT LLC	2,988	$541K	0.18%	+1	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	2,986	$541K	0.01%	+296	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	2,986	$541K	0.03%	-583	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	2,976	$539K	0.02%	0	13F-HR Timeline Group
WealthPLAN Partners, LLC	2,968	$538K	0.08%	0	13F-HR Timeline
Focus Financial Network, Inc.	2,967	$538K	0.02%	-279	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	2,959	$536K	0.01%	-154	13F-HR Timeline Group
Legacy Advisors, LLC	2,949	$534K	0.06%	-414	13F-HR Timeline
HighPoint Advisor Group LLC	2,924	$530K	0.01%	new	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	2,923	$530K	0.01%	0	13F-HR Timeline Group
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	2,896	$525K	0.05%	+4	13F-HR Timeline Group
STEEL GROVE CAPITAL ADVISORS, LLC	2,884	$523K	0.05%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	2,869	$520K	0.02%	+1,247	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	2,862	$519K	0.07%	new	13F-HR Timeline
St. Clair Advisors, LLC	2,856	$518K	0.13%	0	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	2,831	$513K	0.03%	-426	13F-HR/A Timeline
Maltin Wealth Management, Inc.	2,818	$511K	0.2%	+13	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	2,818	$511K	0.06%	0	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	2,806	$508K	0.06%	0	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	2,800	$507K	0.21%	new	13F-HR Timeline
Berkeley, Inc	2,783	$504K	0.16%	+1	13F-HR Timeline
Procyon Advisors, LLC	2,781	$504K	0.02%	+247	13F-HR Timeline
Legacy Capital Group California, Inc.	2,773	$502K	0.12%	+78	13F-HR Timeline
WASATCH ADVISORS LP	2,765	$501K	<0.01%	new	13F-HR Timeline
New Age Alpha Advisors, LLC	2,757	$500K	0.02%	+825	13F-HR Timeline
Cadence Bank	2,746	$498K	0.03%	-13	13F-HR Timeline
Creekside Partners	2,742	$497K	0.21%	+6	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	2,721	$493K	0.04%	0	13F-HR Timeline
Paulson Wealth Management Inc.	2,700	$489K	0.11%	-14	13F-HR Timeline
WEALTH ALLIANCE, LLC	2,686	$487K	0.05%	new	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	2,672	$484K	0.01%	+478	13F-HR Timeline
Stonebridge Financial Planning Group, L…	2,659	$482K	0.17%	+149	13F-HR Timeline
APPLETON PARTNERS INC/MA	2,654	$481K	0.03%	-288	13F-HR Timeline
Compound Planning, Inc.	2,602	$471K	0.01%	-1,383	13F-HR Timeline
Strategic Wealth Advisors LLC	2,590	$469K	0.4%		13F-HR Timeline
Sankala Group LLC	2,372	$469K	0.37%		13F-HR Timeline
First Western Trust Bank	2,581	$468K	0.02%	0	13F-HR Timeline
SAGE FINANCIAL GROUP INC	2,574	$466K	0.03%	-284	13F-HR Timeline
CIBC WORLD MARKET INC.	2,574	$466K	<0.01%	-288	13F-HR Timeline
Oak Barrel Wealth Advisory LLC	2,568	$465K	0.28%		13F-HR Timeline
Legacy Trust	2,568	$465K	0.09%	+879	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	2,530	$458K	0.13%	0	13F-HR Timeline
Total Clarity Wealth Management, Inc.	2,512	$455K	0.11%	+1,312	13F-HR Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding	2,504	$454K		+1,108	Timeline Ameritas Advisory Services, LLC: 2,204 (0.01%) 13F-HR Ameritas Investment Partners, Inc.: 300 (<0.01%) 13F-HR
BTC Capital Management, Inc.in group BTC Capital Management, Inc.	2,496	$452K	0.03%	0	13F-HR Timeline Group
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	2,474	$448K	0.01%	+2	13F-HR Timeline Group
Spire Wealth Managementin group Spire Wealth Management	2,473	$448K	0.02%	-189	13F-HR Timeline Group
TRUST POINT INC.	2,472	$448K	0.04%	0	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	2,469	$447K	0.03%	+981	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	2,445	$443K	0.13%	-58	13F-HR Timeline
Friday Financial	2,443	$443K	0.16%	+61	13F-HR Timeline
Lutz Financial Services LLC	2,440	$442K	0.03%	-8	13F-HR Timeline
Ausdal Financial Partners, Inc.	2,436	$441K	0.02%	+15	13F-HR Timeline
Independent Advisor Alliance	2,433	$441K	0.01%	+320	13F-HR Timeline
MYCIO WEALTH PARTNERS, LLC	2,428	$440K	0.09%	+14	13F-HR Timeline
Fulton Bank, N.A.	2,426	$440K	0.02%	+802	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	2,406	$439K	0.06%	-7	13F-HR Timeline Group
Vise Technologies, Inc.	2,404	$436K	0.01%	new	13F-HR Timeline
Emergent Wealth Advisors, LLC	2,397	$434K	0.24%	+12	13F-HR Timeline
Paragon Capital Management Ltd	2,388	$433K	0.09%	-86	13F-HR Timeline
RHUMBLINE ADVISERS	2,385	$432K	<0.01%	+932	13F-HR Timeline
Pettinga Financial Advisors LLC	2,382	$432K	0.08%	-175	13F-HR Timeline
Keebeck Wealth Management	2,379	$431K	0.05%	-290	13F-HR Timeline
Gator Capital Management, LLC	2,375	$430K	0.09%	0	13F-HR Timeline
Valmark Advisers, Inc.	2,369	$429K	0.01%	0	13F-HR Timeline
CROBAN	2,362	$428K	0.21%	-107	13F-HR Timeline