IWN ISHARES TR

RUS 2000 VAL ETF (fund)

1,050 managers (1,060 13F filers) reported a position in IWN shares at 2024-12-31, 55,754,924 shares in all. 89 filers opened a position and 53 filers sold out during the quarter.

Managers: 1,050
13F filers: 1,060
New: 89
Added: 325
Reduced: 324
Sold out: 53
Shares held by filers: 55,754,924

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Total Clarity Wealth Management, Inc.	2,576	$423K	0.14%	+1,376	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	2,569	$422K	0.06%	-29	13F-HR Timeline
Hopwood Financial Services, Inc.	2,562	$421K	0.32%		13F-HR Timeline
Mesirow Financial Investment Management…	2,558	$420K	0.01%	+228	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	2,503	$419K	0.15%		13F-HR Timeline
Legacy Capital Group California, Inc.	2,540	$417K	0.13%	+27	13F-HR Timeline
Cullen Capital Management, LLC	2,538	$417K	<0.01%	new	13F-HR Timeline
Triad Wealth Partners, LLC	2,515	$413K	0.15%	new	13F-HR Timeline
Rehmann Capital Advisory Group	2,511	$412K	0.03%	-86	13F-HR Timeline
Mayflower Financial Advisors, LLC	2,509	$412K	0.06%	0	13F-HR Timeline
TRUST CO OF VERMONT	2,497	$410K	0.02%	+750	13F-HR Timeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.	2,496	$410K	0.04%	0	13F-HR Timeline Group
CROBAN	2,495	$410K	0.4%		13F-HR Timeline
Capital Advantage, Inc.	2,482	$407K	0.07%	new	13F-HR Timeline
Truepoint, Inc.	2,480	$407K	0.01%	-258	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	2,476	$406K	0.14%	-186	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	2,466	$405K	0.06%	-1,439	13F-HR Timeline
Graypoint LLC	2,452	$403K	0.02%	0	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	2,436	$400K	0.01%	+468	13F-HR Timeline
Clientfirst Wealth Management, LLC	2,431	$399K	0.4%		13F-HR Timeline
Aspen Grove Capital, LLC	2,417	$397K	0.08%	-240	13F-HR Timeline
Bleakley Financial Group, LLC	2,399	$394K	0.01%	+592	13F-HR Timeline
LMG Wealth Partners, LLC	2,392	$393K	0.09%	0	13F-HR Timeline
SMITH, MOORE & CO.	2,389	$392K	0.04%	-5	13F-HR Timeline
Keel Point, LLC	2,389	$392K	0.03%	new	13F-HR Timeline
LGT Financial Advisors LLC	2,379	$390K	0.86%	+13	13F-HR Timeline
BAXTER BROS INC	2,375	$390K	0.05%	0	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	2,371	$389K		+21	Timeline CARY STREET PARTNERS FINANCIAL LLC: 2,371 (0.01%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: sold out, -2,350 13F-HR
Capital Square, LLC	2,304	$388K	0.22%	-134	13F-HR Timeline
NDWM LLC	2,362	$388K	0.32%	-527	13F-HR Timeline
Emergent Wealth Advisors, LLC	2,357	$387K	0.28%	+12	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	2,340	$384K	0.49%	+2	13F-HR Timeline
Csenge Advisory Group	2,330	$383K	0.02%	new	13F-HR Timeline
Maxwell Wealth Strategies Inc.	2,321	$381K	0.16%	0	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	2,305	$378K	0.01%	new	13F-HR Timeline
WealthPLAN Partners, LLC	2,293	$376K	0.05%	-30	13F-HR Timeline
PATTEN & PATTEN INC/TN	2,276	$374K	0.02%	+1	13F-HR Timeline
CJM Wealth Advisers, Ltd.	2,272	$373K	0.13%	+2	13F-HR Timeline
Total Wealth Planning, LLC	2,268	$372K	0.06%	0	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	2,245	$369K	0.02%	-1,216	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	2,232	$366K	0.13%	+11	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	2,204	$365K	0.08%	-94	13F-HR Timeline
First Heartland Consultants, Inc.	2,206	$362K	0.04%	-977	13F-HR Timeline
GRIES FINANCIAL LLC	2,195	$360K	0.06%	-32	13F-HR Timeline
FIDUCIENT ADVISORS LLC	2,178	$358K	0.04%	+10	13F-HR Timeline
Procyon Advisors, LLC	2,167	$356K	0.02%	+255	13F-HR Timeline
Oliver Luxxe Assets LLC	2,114	$353K	0.06%	0	13F-HR/A Timeline
ELEVATION WEALTH PARTNERS, LLC	2,130	$350K	0.15%	-2	13F-HR Timeline
Cassady Schiller Wealth Management, LLC	2,122	$348K	0.13%	0	13F-HR Timeline
BridgePort Financial Solutions, LLC	2,169	$347K	0.16%		13F-HR Timeline
HUB Investment Partners, LLC	2,111	$347K	0.01%	+594	13F-HR Timeline
HOWE & RUSLING INC	2,108	$346K	0.03%	-52	13F-HR Timeline
Tassel Capital Management, Inc.	2,103	$345K	0.31%		13F-HR Timeline
DIVERSIFIED TRUST CO	2,099	$345K	0.01%	+61	13F-HR Timeline
Federation des caisses Desjardins du Qu…	2,095	$344K	<0.01%	-88	13F-HR Timeline
Well Done, LLC	2,057	$343K	0.06%	0	13F-HR Timeline
Certified Advisory Corp	2,077	$341K	0.04%	0	13F-HR Timeline
New Age Alpha Advisors, LLC	2,076	$341K	0.01%	new	13F-HR/A Timeline
Aurelius Family Office LLC	2,076	$341K	0.17%		13F-HR Timeline
Crestwood Advisors Group, LLC	2,055	$337K	0.01%	+350	13F-HR Timeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC	2,041	$335K	<0.01%	0	13F-HR Timeline Group
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	2,038	$335K	0.01%	+22	13F-HR Timeline Group
Bremer Bank National Association	2,022	$332K	0.07%	-1	13F-HR Timeline
Optimist Retirement Group LLC	2,021	$332K	0.16%	0	13F-HR Timeline
Nvest Financial, LLC	2,018	$331K	0.17%	+216	13F-HR Timeline
Fort Point Capital Partners LLC	2,007	$329K	0.04%	-156	13F-HR Timeline
Skyline Advisors, Inc.	2,005	$329K	0.13%	-440	13F-HR Timeline
Linscomb Wealth, Inc.	2,001	$329K	0.02%	-180	13F-HR Timeline
Regency Capital Management Inc.\DE	2,000	$328K	0.18%	0	13F-HR Timeline
Leo Wealth, LLC	1,970	$323K	0.03%	-47	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	1,958	$321K	0.02%	-49	13F-HR/A Timeline Group
EVOKE WEALTH, LLC	1,951	$320K	0.01%	0	13F-HR Timeline
MGO ONE SEVEN LLC	1,950	$320K	0.01%	new	13F-HR Timeline
Fisher Asset Management, LLC	1,950	$320K	<0.01%	+280	13F-HR Timeline
W ADVISORS, LLC	1,950	$320K	0.2%	0	13F-HR Timeline
Robertson Stephens Wealth Management, L…	1,945	$319K	0.01%	+359	13F-HR Timeline
Marotta Asset Management	1,941	$318K	0.07%	-105	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	1,935	$318K	0.01%	new	13F-HR Timeline Group
IHT Wealth Management, LLC	1,934	$317K	0.01%	-522	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	1,925	$316K	0.09%	0	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	1,925	$316K	0.13%	0	13F-HR Timeline
STEPH & CO	1,921	$315K	0.11%	-16	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	1,896	$311K	<0.01%	-149	13F-HR Timeline Group
CHAPIN DAVIS, INC.	1,851	$309K	0.1%	0	13F-HR Timeline
McMill Wealth Management	1,873	$307K	0.12%		13F-HR Timeline
CERTUITY, LLC	1,863	$306K	0.03%	+1	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	1,848	$303K	0.36%	0	13F-HR Timeline
MATHER GROUP, LLC.	1,842	$302K	<0.01%	+21	13F-HR Timeline
Plante Moran Financial Advisors, LLC	1,833	$301K	0.02%	+710	13F-HR Timeline
Ledyard National Bank	1,827	$300K	0.03%	+574	13F-HR Timeline
Tyler-Stone Wealth Management	1,825	$300K	0.05%	+8	13F-HR Timeline
Peak Asset Management, LLC	1,822	$299K	0.06%	0	13F-HR Timeline
Three Bridge Wealth Advisors, LLC	1,820	$299K	0.1%	0	13F-HR Timeline
REDMONT WEALTH ADVISORS LLC	1,818	$298K	0.52%	-1,870	13F-HR Timeline
Asset Dedication, LLC	1,812	$297K	0.02%	+68	13F-HR Timeline
First Nebraska Trust Co	1,809	$297K	0.03%	+35	13F-HR Timeline
Dana Investment Advisors, Inc.	1,808	$297K	0.01%	0	13F-HR Timeline
KENNEDY CAPITAL MANAGEMENT LLC	1,794	$295K	0.01%	new	13F-HR Timeline
RETIREMENT INCOME SOLUTIONS, INC	1,790	$294K	0.06%	+81	13F-HR Timeline
BEARING POINT CAPITAL, LLC	1,783	$293K	0.06%		13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	1,765	$290K	0.03%	0	13F-HR Timeline
AdvisorNet Financial, Inc	1,763	$289K	0.02%	-14	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	1,757	$288K	0.04%	0	13F-HR Timeline
Bordeaux Wealth Advisors LLC	1,750	$287K	0.05%	0	13F-HR/A Timeline
Elm Partners Management LLC	1,716	$282K	0.02%	+155	13F-HR Timeline
Owen LaRue, LLC	1,713	$281K	0.15%	new	13F-HR Timeline
MARSHALL FINANCIAL GROUP INC /ADV	1,712	$281K	0.09%	+9	13F-HR Timeline
Icon Wealth Advisors, LLC	1,711	$281K	0.02%	-6	13F-HR Timeline
N.E.W. Advisory Services LLC	1,704	$280K	0.03%	-78	13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	1,646	$278K	0.1%	-174	13F-HR Timeline
LAKE STREET ADVISORS GROUP, LLC	1,688	$277K	0.01%	0	13F-HR Timeline
Huntleigh Advisors, Inc.	1,687	$277K	0.06%		13F-HR Timeline
Blankinship & Foster, LLC	1,677	$275K	0.07%	+2	13F-HR Timeline
New Century Financial Group, LLC	1,654	$274K	0.12%	-36	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,665	$273K	0.03%	0	13F-HR Timeline
Verum Partners LLC	1,661	$273K	0.08%	+5	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	1,660	$273K	0.04%	0	13F-HR Timeline
SAPIENT CAPITAL LLC	1,660	$273K	0.01%	0	13F-HR Timeline
Litman Gregory Wealth Management LLC	1,657	$272K	0.02%	+273	13F-HR Timeline
WEDBUSH SECURITIES INC	1,654	$272K	0.01%	+216	13F-HR Timeline
New England Private Wealth Advisors LLC	1,656	$272K	0.04%	0	13F-HR Timeline
GREENLEAF TRUST	1,653	$271K	<0.01%	+106	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	1,643	$270K	0.08%	-15	13F-HR Timeline
Glass Jacobson Investment Advisors llc	1,642	$270K	0.09%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Atala Financial Inc	1,638	$269K	0.19%		13F-HR Timeline
HART & PATTERSON FINANCIAL GROUP LLC	1,621	$266K	0.13%	-36	13F-HR Timeline
EIGHT 31 FINANCIAL, LLC	1,611	$264K	0.2%	+213	13F-HR Timeline
Investmark Advisory Group LLC	1,607	$264K	0.13%	+4	13F-HR Timeline
Fulton Bank, N.A.	1,606	$264K	0.01%	0	13F-HR Timeline
Delta Investment Management, LLC	1,604	$263K	0.05%	new	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	1,588	$261K	0.01%	-57	13F-HR Timeline Group
SIGMA INVESTMENT COUNSELORS INC	1,577	$259K	0.02%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	1,576	$259K	0.04%	new	13F-HR/A Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	1,574	$258K	0.01%	0	13F-HR Timeline Group
LexAurum Advisors, LLC	1,571	$258K	0.05%	new	13F-HR Timeline
Cynosure Group, LLC	1,566	$257K	0.04%	-260	13F-HR Timeline
DHK Financial Advisors, Inc.	1,566	$257K	0.16%	0	13F-HR Timeline
Larson Financial Group LLC	1,562	$256K	0.01%	-289	13F-HR Timeline
McNamara Financial Services, Inc.	1,558	$256K	0.06%	-161	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	1,557	$256K	0.06%	+8	13F-HR Timeline
Alexander Randolph Advisory, Inc.	1,555	$255K	0.24%	0	13F-HR Timeline
Laurel Wealth Advisors LLC	1,553	$255K	0.04%	0	13F-HR Timeline
EQUITABLE TRUST CO	1,547	$254K	0.01%	new	13F-HR Timeline
Independence Bank of Kentucky	1,544	$253K	0.04%	-80	13F-HR Timeline
Soltis Investment Advisors LLC	1,537	$252K	0.02%	+18	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	1,535	$252K	<0.01%	+517	13F-HR Timeline Group
Ellis Investment Partners, LLC	1,531	$251K	0.05%	-23	13F-HR Timeline
University of Pittsburgh - Of the Commo…	1,615	$251K	0.26%	0	13F-HR Timeline
MATAURO, LLC	1,525	$250K	0.05%		13F-HR Timeline
Advance Capital Management, Inc.	1,515	$249K	0.01%	-231	13F-HR Timeline
UNION SAVINGS BANK	1,501	$246K	0.12%	0	13F-HR Timeline
Valmark Advisers, Inc.	1,497	$246K	<0.01%	+11	13F-HR Timeline
OAKWORTH CAPITAL, INC.	1,496	$246K	0.02%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	1,495	$245K	0.03%	-71	13F-HR Timeline
Compass Ion Advisors, LLC	1,478	$243K	0.03%	0	13F-HR Timeline
GERMAN AMERICAN BANCORP, INC.	1,472	$242K	0.03%	-137	13F-HR Timeline
Shepherd Financial Partners LLC	1,465	$241K	0.03%	0	13F-HR Timeline
Northstar Group, Inc.	1,455	$239K	0.04%	0	13F-HR Timeline
Cascade Financial Partners, LLC	1,451	$238K	0.03%	-10	13F-HR Timeline
Wingate Wealth Advisors, Inc.	1,449	$238K	0.23%		13F-HR Timeline
Keystone Wealth Services, LLC	1,442	$237K	0.06%	0	13F-HR Timeline
Live Oak Private Wealth LLC	1,438	$236K	0.04%	0	13F-HR Timeline
EASTERN BANK	1,435	$236K	<0.01%	+254	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	1,432	$235K	0.2%		13F-HR Timeline
Lindbrook Capital, LLC	1,430	$235K	0.02%	0	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	1,424	$234K	0.01%	+53	13F-HR Timeline
Sugarloaf Wealth Management, LLC	1,421	$233K	0.04%	+5	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	1,380	$231K	0.01%	+6	13F-HR Timeline
Annandale Capital, LLC	1,408	$231K	0.05%	0	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	1,403	$230K	0.03%	0	13F-HR Timeline
Willis Investment Counsel	1,400	$230K	0.02%	0	13F-HR Timeline
Smith Salley Wealth Management	1,399	$230K	0.01%	0	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	1,380	$227K	0.02%	-1,497	13F-HR Timeline Group
Rothschild Wealth LLC	1,375	$226K	0.07%	-6,420	13F-HR Timeline
Clark Asset Management, LLC	1,371	$225K	0.04%	new	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,358	$223K	<0.01%	new	13F-HR Timeline Group
HM PAYSON & CO	1,354	$222K	<0.01%	0	13F-HR Timeline
Cornell Pochily Investment Advisors, In…	1,349	$221K	0.08%	-125	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	1,346	$221K	0.01%	-6	13F-HR Timeline
Baker Avenue Asset Management, LP	1,343	$221K	0.01%	0	13F-HR Timeline
SCOTIA CAPITAL INC.	1,341	$220K	<0.01%	-100	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	1,335	$219K	0.01%	0	13F-HR Timeline
LONE PEAK GLOBAL INVESTORS LLC	1,330	$218K	0.05%	new	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,328	$218K	<0.01%	-1	13F-HR Timeline Group
Joel Isaacson & Co., LLC	1,327	$218K	0.01%	new	13F-HR Timeline
Athena Investment Management	1,325	$218K	0.13%	0	13F-HR Timeline
MEMBERS WEALTH LLC	1,299	$215K	0.16%		13F-HR Timeline
SAXON INTERESTS, INC.	1,302	$214K	0.09%	-18	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	1,296	$213K	0.03%	-1,270	13F-HR Timeline Group
Copia Wealth Management	1,295	$213K	0.2%		13F-HR Timeline
Destination Wealth Management	1,292	$212K	0.01%	new	13F-HR Timeline
William Howard & Co Financial Advisors …	1,289	$212K	0.19%	0	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	1,291	$212K	0.02%	new	13F-HR Timeline
WESPAC Advisors, LLC	1,289	$212K	0.16%	new	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	1,283	$211K	0.05%	0	13F-HR Timeline
PFG Advisors	1,280	$210K	0.01%	-219	13F-HR Timeline
Accel Wealth Management	1,279	$210K	0.08%	+2	13F-HR Timeline
Capital Investment Advisors, LLC	1,271	$209K	<0.01%	+42	13F-HR Timeline
Partners in Financial Planning	1,269	$208K	0.04%	+1	13F-HR Timeline
Clarius Group, LLC	1,269	$208K	0.01%	0	13F-HR Timeline