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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,063 managers (1,075 13F filers) reported a position in IWN shares at 2026-06-30, 46,982,114 shares in all. 88 filers opened a position and 46 filers sold out during the quarter.

Managers
1,063
13F filers
1,075
New
88
Added
300
Reduced
357
Sold out
46
Shares held by filers
46,982,114

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
DIVERSIFIED TRUST CO2,379$526K0.01%+1013F-HRTimeline
Gator Capital Management, LLC2,375$525K0.11%013F-HRTimeline
Fulton Bank, N.A.2,362$522K0.02%013F-HRTimeline
INVESTED ADVISORS2,361$522K0.46%+913F-HRTimeline
Cornell Pochily Investment Advisors, In…2,359$522K0.14%013F-HRTimeline
Sankala Group LLC2,312$520K0.35%-6013F-HRTimeline
St. Louis Trust Co8,485$512K0.06%013F-HRTimeline
Triad Wealth Partners, LLC2,273$510K0.03%-13913F-HRTimeline
Diversified Enterprises, LLC2,304$510K0.02%-1213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,292$507K0.06%-5813F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.290$507K0.24%-3,49513F-HRTimeline
Pettinga Financial Advisors LLC2,282$505K0.08%-2513F-HRTimeline
CJM Wealth Advisers, Ltd.2,278$504K0.13%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,260$500K0.04%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,250$498K0.05%-113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,249$498K0.13%013F-HRTimeline
SAPIENT CAPITAL LLC2,229$493K0.01%013F-HR/ATimeline
IMC-Chicago, LLC2,221$491K<0.01%new13F-HRTimeline
Paragon Capital Management Ltd2,219$491K0.09%+513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,219$491K0.01%+513F-HRTimelineGroup
FIDUCIENT ADVISORS LLC2,216$490K0.07%013F-HRTimeline
AMARILLO NATIONAL BANK2,191$485K0.08%-613F-HRTimeline
PATTEN & PATTEN INC/TN2,152$476K0.03%013F-HRTimeline
Tassel Capital Management, Inc.2,151$476K0.22%+813F-HRTimeline
PW ADVISORS, LLC \ FL2,148$475K0.32%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,121$469K0.01%+14513F-HRTimeline
Strategic Wealth Advisors LLC2,590$469K0.4%-7513F-HRTimeline
HOWE & RUSLING INC2,113$467K0.03%+17013F-HRTimeline
Optimist Retirement Group LLC2,108$466K0.18%013F-HRTimeline
Crestwood Advisors Group, LLC2,106$466K0.01%013F-HRTimeline
SMITH, MOORE & CO.2,093$463K0.03%-13013F-HRTimeline
N.E.W. Advisory Services LLC2,092$463K0.03%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,062$456K0.09%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,036$450K0.01%new13F-HRTimeline
Lutz Financial Services LLC2,031$449K0.03%-40013F-HRTimeline
COFG Advisors, LLC2,029$449K0.08%new13F-HRTimeline
Well Done, LLC2,026$448K0.06%+113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,017$446K0.01%013F-HRTimelineGroup
BridgePort Financial Solutions, LLC2,016$446K0.11%013F-HRTimeline
BAXTER BROS INC2,000$442K0.05%-13513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,000$442K<0.01%-66,97513F-HRTimelineGroup
Regency Capital Management Inc.\DE2,000$442K0.18%013F-HRTimeline
Investment Advisory Group, LLC1,989$440K0.1%-1413F-HRTimeline
BCI SECURITIES, INC.1,988$440K3.79%013F-HRTimeline
W ADVISORS, LLC1,974$437K0.2%+2413F-HRTimeline
Skyline Advisors, Inc.1,968$435K0.14%-7513F-HRTimeline
McMill Wealth Management1,948$431K0.1%013F-HR/ATimeline
Premier Path Wealth Partners, LLC1,948$431K0.05%-4713F-HRTimeline
Aspen Grove Capital, LLC1,937$428K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…1,913$423K0.01%+113F-HRTimeline
Fort Point Capital Partners LLC1,907$422K0.05%013F-HRTimeline
Next Capital Management LLC1,898$420K0.11%013F-HRTimeline
Rossmore Private Capital1,897$420K0.03%013F-HRTimeline
Capital Square, LLC1,906$419K0.18%-26213F-HRTimeline
Plante Moran Financial Advisors, LLC1,894$419K0.02%013F-HRTimeline
Navigation Wealth Management, Inc.1,894$419K0.58%+1513F-HRTimeline
Global View Capital Management LLC1,888$418K0.09%+80313F-HRTimeline
CHAPIN DAVIS, INC.1,856$411K0.07%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,844$408K0.03%-3413F-HRTimeline
AdvisorNet Financial, Inc1,837$406K0.02%+10313F-HRTimeline
STEPH & CO1,824$403K0.1%-8313F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,819$402K0.05%013F-HRTimeline
Edgestream Partners, L.P.1,815$401K0.01%new13F-HRTimeline
Aurelius Family Office LLC1,805$399K0.16%-22213F-HRTimeline
Peak Asset Management, LLC1,805$399K0.06%013F-HRTimeline
Mesirow Financial Investment Management…1,798$398K0.01%+27413F-HRTimeline
Investmark Advisory Group LLC1,787$395K0.15%+3113F-HRTimeline
First Nebraska Trust Co1,774$392K0.03%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,765$390K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,757$389K0.04%013F-HRTimeline
Cedar Mountain Advisors, LLC1,754$388K0.07%+1,38513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,753$388K0.02%-27513F-HRTimelineGroup
Oath Planning, LLC1,744$386K0.29%+713F-HRTimeline
Mayflower Financial Advisors, LLC1,742$385K0.03%-60513F-HRTimeline
WEDBUSH SECURITIES INC1,726$382K0.01%-22113F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,721$381K0.39%013F-HRTimeline
TCI Wealth Advisors, Inc.1,717$380K0.02%+48913F-HRTimeline
Truepoint, Inc.1,709$378K0.01%-41313F-HRTimeline
Sunpointe, LLC1,709$378K0.11%013F-HRTimeline
R.H. Investment Group, LLC1,708$378K0.28%013F-HRTimeline
LexAurum Advisors, LLC1,698$376K0.04%-1113F-HRTimeline
Destination Wealth Management1,691$374K0.01%+6313F-HRTimeline
Annandale Capital, LLC1,684$373K0.06%013F-HRTimeline
New England Private Wealth Advisors LLC1,684$373K0.04%+813F-HRTimeline
BEARING POINT CAPITAL, LLC1,665$368K0.05%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,665$368K0.04%013F-HRTimeline
Advyzon Investment Management, LLC1,658$367K0.03%new13F-HRTimeline
Jordan Park Group LLC1,644$364K0.02%-1,67713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,637$362K0.01%-4813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,636$362K<0.01%new13F-HRTimeline
DECISION INVESTMENTS, INC1,628$360K0.33%+413F-HRTimeline
Three Bridge Wealth Advisors, LLC1,620$358K0.09%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,618$358K0.07%new13F-HR/ATimeline
ALONGSIDE, LLC1,618$358K0.07%13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,600$356K0.05%-9213F-HRTimeline
J. M. Brown & Associates Inc.1,606$355K0.2%13F-HRTimeline
GREENLEAF TRUST1,594$353K<0.01%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,590$352K0.17%+40013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,589$352K0.04%013F-HRTimeline
Joel Isaacson & Co., LLC1,588$351K0.01%+213F-HRTimeline
Independence Bank of Kentucky1,585$351K0.04%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,574$348K0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO1,572$348K0.23%+313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,567$347K0.07%-6513F-HR/ATimeline
DIMENSION CAPITAL MANAGEMENT LLC1,560$345K0.04%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,559$345K<0.01%new13F-HR/ATimeline
Ocean Park Asset Management, LLC1,559$345K0.02%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,556$344K0.03%013F-HRTimeline
Bison Wealth, LLC1,551$344K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,549$343K0.01%-29013F-HRTimelineGroup
Certified Advisory Corp1,545$342K0.03%013F-HRTimeline
Ellis Investment Partners, LLC1,534$339K0.05%+513F-HRTimeline
Capital Advantage, Inc.1,531$339K0.04%+613F-HRTimeline
Compass Ion Advisors, LLC1,530$338K0.03%013F-HRTimeline
Laurel Wealth Advisors LLC1,515$335K0.03%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,507$333K0.05%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,758$333K0.06%013F-HRTimeline
Aufman Associates Inc1,500$332K0.13%013F-HRTimeline
Cladis Investment Advisory, LLC1,500$332K0.16%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,498$331K0.02%-37513F-HRTimeline
OAKWORTH CAPITAL, INC.1,496$331K0.02%013F-HRTimeline
Asset Dedication, LLC1,490$330K0.02%-72413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,486$328K0.03%new13F-HRTimeline
Summit Financial Wealth Advisors, LLC1,484$328K0.04%013F-HRTimeline
FourThought Financial Partners, LLC1,484$328K0.03%+4613F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,483$328K0.2%-18413F-HRTimeline
ROMANO BROTHERS AND COMPANY1,478$327K0.03%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,456$322K0.02%-5513F-HRTimeline
Northstar Group, Inc.1,455$322K0.04%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,450$321K0.08%-1,07213F-HRTimeline
Meridian Financial Partners LLC1,446$320K0.11%-2513F-HRTimeline
Arnold Financial Planning LLC1,444$319K0.24%new13F-HRTimeline
UNION SAVINGS BANK1,440$319K0.13%013F-HRTimeline
Live Oak Private Wealth LLC1,438$318K0.04%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,437$318K<0.01%-813F-HRTimeline
Lionshead Wealth Management, LLC1,431$317K0.21%013F-HRTimeline
Clearwave Capital, LLC1,430$316K0.17%+413F-HRTimeline
Clientfirst Wealth Management, LLC1,430$316K0.26%013F-HRTimeline
Balefire, LLC1,423$315K0.05%new13F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,410$312K0.07%+113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,410$312K0.04%013F-HRTimeline
Capital Investment Advisors, LLC1,407$311K<0.01%+10213F-HRTimeline
Hoxton Planning & Management, LLC1,404$311K0.08%013F-HRTimeline
Smith Salley Wealth Management1,399$309K0.01%013F-HRTimeline
Linscomb Wealth, Inc.1,395$309K0.01%013F-HRTimeline
Larson Financial Group LLC1,374$304K0.01%+2513F-HRTimeline
Traveka Wealth, LLC1,374$304K0.1%013F-HRTimeline
Shepherd Financial Partners LLC1,359$301K0.02%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,350$300K0.1%-813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,355$300K0.1%-1,00013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,348$298K0.09%-20013F-HRTimeline
Clark Asset Management, LLC1,340$296K0.02%+8213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,336$296K<0.01%-19113F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT1,335$295K0.02%013F-HRTimeline
Athena Investment Management1,325$293K0.17%013F-HRTimeline
McNamara Financial Services, Inc.1,324$293K0.05%-113F-HRTimeline
KLCM Advisors, Inc.1,321$292K0.02%+113F-HRTimeline
Planned Solutions, Inc.1,302$288K0.08%013F-HRTimeline
Summa Corp.1,299$287K0.09%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,296$287K0.03%013F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC1,283$284K0.06%013F-HRTimeline
Keystone Wealth Services, LLC1,276$282K0.05%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,265$280K0.02%-2,13213F-HRTimeline
Cannon Financial Strategists, Inc.1,265$280K0.03%013F-HRTimeline
S.A. Mason LLC1,263$279K0.09%013F-HRTimeline
Partners in Financial Planning1,262$279K0.04%+113F-HRTimeline
Oliver Luxxe Assets LLC1,260$279K0.04%-7613F-HRTimeline
BAYBAN1,250$276K0.21%013F-HRTimeline
ROCKLAND TRUST CO1,239$274K0.01%-113F-HRTimeline
1834 INVESTMENT ADVISORS CO1,235$273K0.03%-513F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,232$273K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CCG WEALTH MANAGEMENT, LLC1,231$272K0.06%-9913F-HRTimeline
RAINIER FAMILY WEALTH INC1,229$272K0.15%013F-HRTimeline
Cannell & Spears LLC1,215$269K<0.01%-99013F-HRTimeline
Highland Investment Advisors LLC1,208$267K0.12%13F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,213$267K0.06%new13F-HRTimeline
M.E. ALLISON & CO., INC.1,200$265K0.15%+513F-HRTimeline
GWN SECURITIES INC.1,189$263K0.04%-613F-HRTimeline
Kelman-Lazarov, Inc.1,188$263K0.03%-21713F-HRTimeline
CGN Advisors LLC1,183$262K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,173$259K0.03%+20613F-HR/ATimeline
Genesee Capital Advisors, LLC1,170$259K0.08%013F-HRTimeline
CENTRAL TRUST Co1,167$258K<0.01%013F-HRTimeline
Quadcap Wealth Management, LLC1,164$257K0.03%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,155$255K0.01%-10213F-HRTimeline
Black Diamond Financial, LLC1,155$255K0.02%new13F-HRTimeline
Blankinship & Foster, LLC1,152$255K0.05%+113F-HRTimeline
Palisade Asset Management, LLC1,148$254K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,135$251K<0.01%-44813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,130$250K0.01%-14413F-HRTimeline
Alexander Randolph Advisory, Inc.1,125$249K0.2%-43013F-HRTimeline
Prime Capital Investment Advisors, LLC1,121$248K<0.01%-18713F-HRTimeline
WEALTH ALLIANCE, LLC1,118$247K0.02%new13F-HRTimeline
Cove Private Wealth, LLC1,111$246K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,104$244K0.01%+4413F-HRTimeline
McClarren Financial Advisors, Inc.1,102$244K0.13%+113F-HRTimeline
Fortitude Family Office, LLC1,102$244K0.05%013F-HRTimeline
HM PAYSON & CO1,100$243K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,100$243K<0.01%013F-HRTimelineGroup
V2 Financial group LLC1,100$243K0.09%013F-HRTimeline