IWN ISHARES TR

RUS 2000 VAL ETF (fund)

1,023 managers (1,035 13F filers) reported a position in IWN shares at 2026-03-31, 47,767,403 shares in all. 71 filers opened a position and 70 filers sold out during the quarter.

Managers: 1,023
13F filers: 1,035
New: 71
Added: 299
Reduced: 362
Sold out: 70
Shares held by filers: 47,767,403

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bishop & Co Investment Management, LLC	5,123	$971K	0.33%	-16,281	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	5,084	$964K	0.01%	-283	13F-HR Timeline Group
CI INVESTMENTS INC.in group CI INVESTMENTS INC.	5,059	$959K	<0.01%	0	13F-HR Timeline Group
World Investment Advisors	5,058	$959K	0.02%	+887	13F-HR Timeline
Wealth Care LLC	5,000	$948K	0.84%		13F-HR Timeline
BRIGHTON JONES LLC	4,985	$945K	0.02%	new	13F-HR/A Timeline
BECKER CAPITAL MANAGEMENT INC	4,925	$934K	0.03%	-101	13F-HR Timeline
VAUGHAN & Co SECURITIES, INC.	4,918	$932K	0.49%	-41	13F-HR Timeline
Arista Wealth Management, LLC	4,900	$929K	0.11%	+96	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	4,851	$920K	0.39%	0	13F-HR Timeline
SAXON INTERESTS, INC.	4,818	$913K	0.32%	+3,487	13F-HR Timeline
ARK & TLK INVESTMENTS, LLC	4,804	$911K	0.25%	0	13F-HR Timeline
Cascade Financial Partners, LLC	4,733	$897K	0.09%	-8	13F-HR Timeline
Diversified Investment Strategies, LLC	4,732	$897K	0.57%	+86	13F-HR Timeline
LAUREL OAK WEALTH MANAGEMENT, LLC	4,730	$897K	0.15%	-224	13F-HR Timeline
Retirement Investment Advisors, Inc.	4,934	$894K	0.07%	0	13F-HR Timeline
MWA Asset Management	4,695	$891K	0.49%	-64	13F-HR/A Timeline
Opus Capital Group, LLC	4,693	$890K	0.1%	0	13F-HR Timeline
RENASANT BANK	4,690	$889K	0.63%	-33	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	4,690	$889K	0.67%	0	13F-HR Timeline
Guidance Point Advisors, LLC	4,641	$881K	0.21%	+9	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	4,640	$880K	0.03%	-2,150	13F-HR Timeline Group
PINNACLE ASSOCIATES LTD	4,616	$875K	0.01%	+157	13F-HR Timeline
First Business Financial Services, Inc.	4,604	$873K	0.08%	0	13F-HR Timeline
Belpointe Asset Management LLC	4,553	$863K	0.03%	+1,093	13F-HR Timeline
Kingsview Wealth Management, LLC	4,491	$851K	0.01%	+11	13F-HR Timeline
Gotham Asset Management, LLC	4,445	$843K	<0.01%	+3,012	13F-HR Timeline
Naviter Wealth, LLC	4,439	$842K	0.11%	0	13F-HR Timeline
CHEMUNG CANAL TRUST CO	4,422	$838K	0.17%	0	13F-HR Timeline
Firestone Capital Management	4,422	$838K	0.17%	0	13F-HR Timeline
DRAVO BAY LLC	4,401	$834K	0.34%	+39	13F-HR Timeline
Bricktown Capital, LLC	4,386	$832K	0.16%	0	13F-HR Timeline
Chicago Partners Investment Group LLC	4,024	$830K	0.02%	+212	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	4,376	$830K	0.07%	-2,253	13F-HR Timeline
Widmann Financial Services, Inc.	4,330	$821K	0.49%	0	13F-HR Timeline
Garde Capital, Inc.	4,318	$819K	0.05%	-105	13F-HR Timeline
Auxano Advisors, LLC	4,284	$812K	0.16%	-38	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	4,269	$809K	0.01%	-611	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
BIP Wealth, LLC	4,265	$809K	0.03%	+824	13F-HR Timeline
EVOKE WEALTH, LLC	4,263	$808K	0.01%	+23	13F-HR Timeline
Cornerstone Wealth Group, LLC	3,921	$805K	0.05%	new	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,237	$803K	<0.01%	-153	13F-HR Timeline Group
EQUITABLE TRUST CO	4,188	$794K	0.04%	+896	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	4,178	$792K	0.65%	+6	13F-HR Timeline
DAVIDSON TRUST CO	4,156	$788K	0.34%	+98	13F-HR Timeline
National Philanthropic Trust	4,139	$785K	0.01%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	4,098	$777K	0.06%	+3	13F-HR Timeline
Composition Wealth, LLC	4,087	$775K	0.01%	-489	13F-HR Timeline
Wealthspire Retirement, LLC	4,087	$775K	0.05%	-487	13F-HR Timeline
TAGStone Capital, Inc.	4,085	$774K	0.27%	new	13F-HR Timeline
Center for Financial Planning, Inc.	4,069	$771K	0.08%	-630	13F-HR Timeline
PRIVATE TRUST CO NA	4,040	$766K	0.07%	-130	13F-HR Timeline
Aprio Wealth Management, LLC	3,982	$755K	0.04%	-4	13F-HR Timeline
Tillman Hartley LLC	3,975	$754K	0.19%	-11	13F-HR Timeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …	3,662	$748K	0.01%	+686	13F-HR Timeline Group
Stegner Investment Associates Inc.	3,919	$743K	0.41%	0	13F-HR Timeline
Connecticut Wealth Management, LLC	3,918	$743K	0.03%	-470	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	3,881	$736K	0.26%	+5	13F-HR Timeline
Plum Street Advisors, LLC	3,880	$736K	0.25%	0	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	3,865	$733K	0.19%	-928	13F-HR Timeline
GK Wealth Management LLC	3,951	$730K	0.64%	new	13F-HR Timeline
DWR WEALTH MANAGEMENT, LLC	3,951	$730K	0.64%	+2	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	3,843	$729K	0.11%	0	13F-HR Timeline
Western Wealth Management, LLC	3,842	$728K	0.03%	-33	13F-HR/A Timeline
Foster Group, Inc.	3,825	$725K	0.02%	+17	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	3,817	$724K	0.02%	0	13F-HR Timeline
Kaufman Rossin Wealth, LLC	3,809	$722K	0.41%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	3,807	$722K	<0.01%	-65	13F-HR Timeline Group
QRG CAPITAL MANAGEMENT, INC.	3,802	$721K	0.01%	+1,130	13F-HR Timeline
Perigon Wealth Management, LLC	3,795	$719K	0.01%	0	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	3,785	$718K	0.34%	-1	13F-HR Timeline
LANARK FINANCIAL, INC.	3,774	$716K	0.05%	+168	13F-HR Timeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC	3,758	$714K	0.03%	+1,469	13F-HR Timeline Group
Gladstone Institutional Advisory LLC	3,756	$712K	0.03%	+1	13F-HR Timeline
Sigma Planning Corp	3,744	$710K	0.02%	+131	13F-HR Timeline
Hirtle & Co., LLC	3,719	$705K	0.02%	0	13F-HR Timeline
Krilogy Financial LLC	3,470	$702K	0.02%	+1,533	13F-HR Timeline
Welch & Forbes LLC	3,675	$697K	0.01%	0	13F-HR Timeline
Prospera Financial Services Inc	3,671	$697K	0.01%	-153	13F-HR Timeline
Eagle Strategies LLC	3,667	$695K	0.08%	-279	13F-HR Timeline
Rialto Wealth Management, LLC	3,644	$691K	0.16%	-9	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	3,616	$686K	0.27%	+6	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,582	$679K	0.03%	0	13F-HR Timeline
Avior Wealth Management, LLC	3,572	$677K	0.02%	-135	13F-HR Timeline
Diversified Portfolios, Inc.	3,572	$677K	0.06%	-100	13F-HR Timeline
Curtis Advisory Group, LLC	3,552	$673K	0.15%	+84	13F-HR Timeline
Chicago Capital, LLC	3,511	$666K	0.02%	0	13F-HR Timeline
CFG Wealth Management Services, Inc.	3,193	$663K	0.6%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3,495	$663K	0.24%	+10	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	3,486	$661K	0.09%	+42	13F-HR Timeline
Magnus Financial Group LLC	3,481	$660K	0.05%	-548	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	3,456	$655K	0.02%	-103	13F-HR Timeline Group
RED REEF ADVISORS LLC	3,446	$653K	0.68%	0	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	3,431	$650K	0.03%	+1	13F-HR Timeline
American Wealth Advisors, LLC	3,410	$646K	0.67%	+9	13F-HR Timeline
GAMMA Investing LLC	3,403	$645K	0.03%	+2,683	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	3,397	$644K	0.07%	new	13F-HR Timeline
Smithfield Trust Co	3,477	$642K	0.03%	-223	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	3,381	$641K	0.01%	+395	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	3,381	$641K	0.04%	-19	13F-HR Timeline
Atria Investments, Inc	3,379	$641K	0.01%	-11,381	13F-HR Timeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)	3,370	$639K	0.01%	-675	13F-HR Timeline Group
Sound View Wealth Advisors Group, LLC	3,354	$636K	0.04%	+1	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	3,344	$634K	0.01%	-39	13F-HR Timeline Group
Compound Planning, Inc.	3,337	$633K	0.02%	+735	13F-HR Timeline
Jordan Park Group LLC	3,321	$630K	0.03%	-1,308	13F-HR Timeline
Intrepid Financial Planning Group LLC	3,245	$627K	0.25%	-25	13F-HR Timeline
Evercore Wealth Management, LLC	3,300	$626K	0.01%	-1,100	13F-HR Timeline
SCS Capital Management LLC	3,285	$623K	0.01%	+1	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	3,284	$623K	0.06%	0	13F-HR Timeline
Yardley Wealth Management LLC	3,275	$621K	0.32%	0	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	3,245	$615K	0.03%	0	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	3,241	$614K	0.02%	-84	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,238	$614K	0.06%	-350	13F-HR Timeline
Smith Thornton Advisors LLC	3,225	$611K	0.31%	0	13F-HR Timeline
New Age Alpha Advisors, LLC	3,187	$604K	0.03%	+430	13F-HR Timeline
KDK Private Wealth Management, LLC	3,183	$603K	0.55%	-29	13F-HR Timeline
Archvest Wealth Advisors, Inc.	3,162	$599K	0.39%	-115	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	3,158	$599K	0.01%	+14	13F-HR Timeline Group
SMITHBRIDGE ASSET MANAGEMENT INC/DE	3,153	$598K	0.09%	-3,153	13F-HR Timeline
PFG Investments, LLC	3,147	$597K	0.03%	-147	13F-HR Timeline
Haverford Trust Co	3,108	$589K	0.01%	-239	13F-HR Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	3,082	$584K	0.04%	0	13F-HR Timeline
Key Financial Inc	3,062	$581K	0.1%	0	13F-HR Timeline
True North Advisors, LLC	3,028	$574K	0.07%	0	13F-HR Timeline
Embree Financial Group	3,025	$573K	0.07%	+2	13F-HR Timeline
Strategies Wealth Advisors, LLC	3,022	$573K	0.06%	-426	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	3,018	$572K	0.01%	new	13F-HR Timeline Group
Sage Capital Management, LLC	3,012	$571K	0.27%	+11	13F-HR Timeline
Quantbot Technologies LP	3,000	$569K	0.02%	new	13F-HR Timeline
Heritage Wealth Advisors	3,000	$569K	0.02%	-600	13F-HR Timeline
Keudell/Morrison Wealth Management	3,000	$569K	0.12%	0	13F-HR Timeline
Riverbend Wealth Management, LLC	3,000	$569K	0.35%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	2,988	$567K	0.18%	0	13F-HR Timeline
Caldwell Trust Co	2,987	$566K	0.05%	-318	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	2,976	$564K	0.02%	0	13F-HR Timeline Group
CAHABA WEALTH MANAGEMENT, INC.	2,972	$564K	0.04%	-42	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	2,967	$562K	0.01%	+8	13F-HR Timeline Group
HighPoint Advisor Group LLC	2,965	$562K	0.02%	+41	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	2,963	$562K	0.01%	-235	13F-HR Timeline Group
Broadview Financial Management, LLC	2,949	$559K	0.38%	-64	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	2,923	$554K	0.01%	0	13F-HR Timeline Group
CATALYST FINANCIAL PARTNERS LLC	2,923	$554K	0.07%	+117	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	2,913	$552K	0.09%	-81	13F-HR Timeline Group
FULTON BREAKEFIELD BROENNIMAN LLC	2,899	$550K	0.04%	-100	13F-HR Timeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…	2,896	$549K	0.05%		13F-HR Timeline Group
STEEL GROVE CAPITAL ADVISORS, LLC	2,884	$547K	0.06%	0	13F-HR Timeline
Paulson Wealth Management Inc.	2,857	$542K	0.13%	+157	13F-HR Timeline
St. Clair Advisors, LLC	2,856	$541K	0.14%	0	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	2,932	$531K	0.03%	-54	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	2,800	$531K	0.24%	0	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	2,787	$528K	0.04%	-44	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	2,766	$524K	0.02%	-103	13F-HR Timeline
DAVENPORT & Co LLC	2,758	$523K	<0.01%	-6,247	13F-HR Timeline
Financial Solutions Advisory Group, Inc.	2,750	$521K	0.07%		13F-HR Timeline
Creekside Partners	2,745	$520K	0.21%	+3	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	2,738	$519K	0.06%	-80	13F-HR Timeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK	2,732	$518K	<0.01%	new	13F-HR Timeline Group
BRANDYWINE OAK PRIVATE WEALTH LLC	2,694	$511K	0.04%	-27	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	2,679	$508K	0.17%	new	13F-HR Timeline
Strategic Wealth Advisors LLC	2,665	$505K	0.41%	+75	13F-HR Timeline
Legacy Advisors, LLC	2,654	$503K	0.06%	-295	13F-HR Timeline
APPLETON PARTNERS INC/MA	2,654	$503K	0.04%	0	13F-HR Timeline
Berkeley, Inc	2,646	$502K	0.17%	-137	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	2,641	$501K	0.02%	+168	13F-HR Timeline Group
CIBC WORLD MARKET INC.	2,638	$500K	<0.01%	+64	13F-HR Timeline
Maltin Wealth Management, Inc.	2,631	$499K	0.19%	-187	13F-HR Timeline
Strategic Blueprint, LLC	2,623	$497K	0.03%	-1,015	13F-HR Timeline
Summit Trail Advisors, LLC	2,590	$491K	0.01%	new	13F-HR Timeline
Versant Capital Management, Inc	2,584	$490K	0.05%	+1,603	13F-HR Timeline
First Western Trust Bank	2,581	$489K	0.02%	0	13F-HR Timeline
Legacy Trust	2,568	$487K	0.09%	0	13F-HR Timeline
Sharp Wealth Advisory, LLC	2,556	$485K	0.24%	+649	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	2,522	$480K	0.14%	-8	13F-HR Timeline
SAGE FINANCIAL GROUP INC	2,520	$478K	0.03%	-54	13F-HR Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding	2,513	$476K		+9	Timeline Ameritas Advisory Services, LLC: 1,731 (0.01%) 13F-HR Ameritas Investment Partners, Inc.: 782 (<0.01%) 13F-HR
Procyon Advisors, LLC	2,500	$474K	0.02%	-281	13F-HR Timeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.	2,496	$473K	0.03%	0	13F-HR Timeline Group
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	2,492	$472K	0.01%	+18	13F-HR Timeline Group
Ausdal Financial Partners, Inc.	2,484	$471K	0.02%	+48	13F-HR Timeline
Stonebridge Financial Planning Group, L…	2,477	$470K	0.17%	-182	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	2,472	$469K	0.01%	-1,227	13F-HR Timeline
TRUST POINT INC.	2,472	$469K	0.04%	0	13F-HR Timeline
Savvy Advisors, Inc.	2,463	$467K	0.01%	+924	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	2,462	$467K	0.03%	+1,207	13F-HR Timeline Group
MGO ONE SEVEN LLC	2,454	$465K	0.01%	+234	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	2,445	$464K	0.13%	0	13F-HR Timeline
CROBAN	2,442	$463K	0.22%	+80	13F-HR Timeline
MYCIO WEALTH PARTNERS, LLC	2,435	$462K	0.09%	+7	13F-HR Timeline
Lutz Financial Services LLC	2,431	$461K	0.03%	-9	13F-HR Timeline
Valmark Advisers, Inc.	2,424	$460K	0.01%	+55	13F-HR Timeline
Focus Financial Network, Inc.	2,418	$458K	0.02%	-549	13F-HR Timeline
Triad Wealth Partners, LLC	2,412	$457K	0.04%	+112	13F-HR Timeline
Emergent Wealth Advisors, LLC	2,403	$456K	0.27%	+6	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	2,386	$452K	<0.01%	+871	13F-HR Timeline Group
Keebeck Wealth Management	2,379	$451K	0.05%	0	13F-HR Timeline
Gator Capital Management, LLC	2,375	$450K	0.1%	0	13F-HR Timeline
DIVERSIFIED TRUST CO	2,369	$449K	0.01%	+249	13F-HR Timeline
Capital Square, LLC	2,168	$449K	0.21%	-54	13F-HR Timeline
Fulton Bank, N.A.	2,362	$448K	0.02%	-64	13F-HR Timeline