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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

978 managers (987 13F filers) reported a position in IWN shares at 2025-03-31, 55,804,230 shares in all. 48 filers opened a position and 119 filers sold out during the quarter.

Managers
978
13F filers
987
New
48
Added
277
Reduced
391
Sold out
119
Shares held by filers
55,804,230

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Capital Square, LLC2,304$348K0.2%013F-HRTimeline
LGT Financial Advisors LLC2,273$343K1.05%-10613F-HRTimeline
CJM Wealth Advisers, Ltd.2,273$343K0.12%+113F-HRTimeline
Total Wealth Planning, LLC2,268$342K0.05%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,265$342K<0.01%+93713F-HRTimelineGroup
Marotta Asset Management2,046$341K0.07%+10513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,260$341K0.04%-54313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,239$338K0.12%+713F-HRTimeline
Well Done, LLC2,057$338K0.06%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,199$332K0.01%-43913F-HRTimeline
FIDUCIENT ADVISORS LLC2,185$330K0.04%+713F-HRTimeline
N.E.W. Advisory Services LLC2,183$330K0.03%+47913F-HRTimeline
BridgePort Financial Solutions, LLC2,169$327K0.15%013F-HRTimeline
GRIES FINANCIAL LLC2,162$326K0.06%-3313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,161$326K0.01%+12313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.2,149$324K0.02%+19113F-HR/ATimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,130$322K0.14%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,127$321K0.02%-1,03013F-HRTimelineGroup
PATTEN & PATTEN INC/TN2,126$321K0.02%-15013F-HRTimeline
GM Advisory Group, LLC2,117$320K0.02%-74913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,008$319K0.13%+8313F-HRTimeline
HOWE & RUSLING INC2,108$318K0.03%013F-HRTimeline
HUB Investment Partners, LLC2,106$318K0.01%-513F-HRTimeline
Certified Advisory Corp2,077$314K0.04%013F-HRTimeline
Aurelius Family Office LLC2,077$314K0.16%+113F-HRTimeline
Coastwise Capital Group, LLC2,073$313K0.26%-99413F-HRTimeline
DIVERSIFIED TRUST CO2,069$312K0.01%-3013F-HRTimeline
MATHER GROUP, LLC.2,063$311K<0.01%+22113F-HRTimeline
Tassel Capital Management, Inc.2,047$309K0.27%-5613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,041$308K<0.01%013F-HRTimelineGroup
Optimist Retirement Group LLC2,028$306K0.15%+713F-HRTimeline
Bremer Bank National Association2,024$306K0.05%+213F-HRTimeline
Crestwood Advisors Group, LLC2,016$304K0.01%-3913F-HRTimeline
Skyline Advisors, Inc.2,012$304K0.12%+713F-HRTimeline
STEPH & CO2,010$303K0.11%+8913F-HRTimeline
Diversified Enterprises, LLC2,008$303K0.03%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,000$302K0.27%new13F-HRTimeline
Regency Capital Management Inc.\DE2,000$302K0.18%013F-HRTimeline
Simplicity Wealth,LLC2,000$302K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,996$301K0.01%-44013F-HRTimeline
Linscomb Wealth, Inc.1,993$301K0.01%-813F-HRTimeline
Federation des caisses Desjardins du Qu…1,971$298K<0.01%-12413F-HRTimeline
EQUITABLE TRUST CO1,957$295K0.02%+41013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,956$295K0.02%+70613F-HRTimeline
EVOKE WEALTH, LLC1,951$295K0.01%013F-HRTimeline
W ADVISORS, LLC1,950$294K0.18%013F-HRTimeline
McMill Wealth Management1,948$294K0.11%+7513F-HRTimeline
Robertson Stephens Wealth Management, L…1,945$294K0.01%013F-HRTimeline
New Age Alpha Advisors, LLC1,926$291K0.01%-15013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,925$291K0.08%013F-HRTimeline
MGO ONE SEVEN LLC1,907$288K0.01%-4313F-HRTimeline
Fort Point Capital Partners LLC1,907$288K0.03%-10013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,904$287K0.04%-84113F-HRTimeline
BEARING POINT CAPITAL, LLC1,878$284K0.06%+9513F-HRTimeline
Cullen Capital Management, LLC1,873$283K<0.01%-66513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,858$281K<0.01%-3813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,853$280K0.01%-4,85413F-HRTimeline
Clarius Group, LLC1,852$280K0.02%+58313F-HRTimeline
CHAPIN DAVIS, INC.1,851$279K0.1%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$279K0.33%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,833$277K0.02%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,828$276K0.04%-63813F-HRTimeline
Armstrong, Fleming & Moore, Inc1,823$275K0.33%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC1,820$275K0.1%013F-HRTimeline
First Nebraska Trust Co1,809$273K0.03%013F-HRTimeline
Peak Asset Management, LLC1,805$273K0.05%-1713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,995$270K0.06%-20913F-HRTimeline
Glass Jacobson Investment Advisors llc1,642$270K0.09%013F-HRTimeline
AdvisorNet Financial, Inc1,781$269K0.02%+1813F-HRTimeline
Graypoint LLC1,777$268K0.02%-67513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,772$268K0.06%-1813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,765$266K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,757$265K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,756$265K0.01%+16813F-HRTimelineGroup
Bordeaux Wealth Advisors LLC1,750$264K0.05%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,727$261K0.01%-5,19413F-HRTimeline
Leo Wealth, LLC1,719$260K0.04%-25113F-HRTimeline
CERTUITY, LLC1,717$259K0.03%-14613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,714$259K0.08%+213F-HRTimeline
Icon Wealth Advisors, LLC1,712$258K0.02%+113F-HRTimeline
Huntleigh Advisors, Inc.1,687$255K0.06%013F-HR/ATimeline
Blankinship & Foster, LLC1,677$253K0.06%013F-HRTimeline
Oliver Luxxe Assets LLC1,667$252K0.05%-44713F-HRTimeline
DiNuzzo Private Wealth, Inc.1,665$251K0.03%013F-HRTimeline
Verum Partners LLC1,665$251K0.07%+413F-HRTimeline
New England Private Wealth Advisors LLC1,659$250K0.04%+313F-HRTimeline
McNamara Financial Services, Inc.1,657$250K0.05%+9913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,648$249K0.08%+513F-HRTimeline
SAPIENT CAPITAL LLC1,637$247K<0.01%-2313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,625$245K0.01%+20113F-HRTimeline
Heritage Trust Co1,617$244K0.03%-1,21413F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,611$243K0.16%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,788$243K0.02%new13F-HRTimelineGroup
Investmark Advisory Group LLC1,610$243K0.12%+313F-HRTimeline
Fulton Bank, N.A.1,606$242K0.01%013F-HRTimeline
Quantinno Capital Management LP1,600$242K<0.01%-4,56713F-HRTimeline
Asset Dedication, LLC1,599$241K0.02%-21313F-HRTimeline
DAVENPORT & Co LLC1,584$239K<0.01%-3,10413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,577$238K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,574$238K0.01%013F-HRTimelineGroup
LexAurum Advisors, LLC1,571$237K0.05%013F-HRTimeline
Larson Financial Group LLC1,570$237K0.01%+813F-HRTimeline
Cynosure Group, LLC1,566$236K0.03%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,562$236K0.05%+513F-HRTimeline
NDWM LLC1,561$236K0.23%-80113F-HRTimeline
Atala Financial Inc1,560$236K0.17%-7813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,556$235K0.04%-2013F-HRTimeline
Alexander Randolph Advisory, Inc.1,555$235K0.23%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,691$235K0.1%+4513F-HRTimeline
Laurel Wealth Advisors LLC1,553$234K0.04%013F-HRTimeline
Independence Bank of Kentucky1,544$233K0.04%013F-HRTimeline
Qube Research & Technologies Ltd1,543$233K<0.01%new13F-HRTimeline
Soltis Investment Advisors LLC1,537$232K0.02%013F-HRTimeline
Ellis Investment Partners, LLC1,536$232K0.05%+513F-HRTimeline
Advance Capital Management, Inc.1,515$229K0.01%013F-HRTimeline
Palacios Wealth Management, LLC1,157$228K0.17%new13F-HRTimeline
Valmark Advisers, Inc.1,509$228K<0.01%+1213F-HRTimeline
OAKWORTH CAPITAL, INC.1,509$228K0.02%+1313F-HRTimeline
Elm Partners Management LLC1,508$228K0.01%-20813F-HR/ATimeline
UNION SAVINGS BANK1,501$227K0.11%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,500$226K0.01%-74513F-HRTimeline
Compass Ion Advisors, LLC1,496$226K0.03%+1813F-HRTimeline
1834 INVESTMENT ADVISORS CO1,495$226K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC1,495$226K0.01%+16813F-HRTimeline
Smartleaf Asset Management LLC1,484$224K0.02%+1,15513F-HRTimeline
Fisher Asset Management, LLC1,477$223K<0.01%-47313F-HRTimeline
Shepherd Financial Partners LLC1,465$221K0.03%013F-HRTimeline
Scientech Research LLC1,456$220K0.06%new13F-HRTimeline
Northstar Group, Inc.1,455$220K0.04%013F-HRTimeline
Wingate Wealth Advisors, Inc.1,453$219K0.25%+413F-HRTimeline
WEDBUSH SECURITIES INC1,444$218K0.01%-21013F-HRTimeline
Keystone Wealth Services, LLC1,442$218K0.06%013F-HRTimeline
Live Oak Private Wealth LLC1,438$217K0.04%013F-HRTimeline
Cascade Financial Partners, LLC1,438$217K0.03%-1313F-HRTimeline
Lionshead Wealth Management, LLC1,436$217K0.23%-1,38713F-HRTimeline
Gotham Asset Management, LLC1,433$216K<0.01%new13F-HRTimeline
MATAURO, LLC1,433$216K0.04%-9213F-HRTimeline
Lindbrook Capital, LLC1,430$216K0.02%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,418$214K0.03%+1513F-HRTimeline
Annandale Capital, LLC1,408$213K0.04%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,410$213K0.04%-25013F-HRTimeline
Independent Advisor Alliance1,408$213K0.01%-7,86213F-HRTimeline
Willis Investment Counsel1,400$211K0.01%013F-HRTimeline
Smith Salley Wealth Management1,399$211K0.01%013F-HRTimeline
Ledyard National Bank1,375$208K0.02%-45213F-HRTimeline
Rothschild Wealth LLC1,375$208K0.06%013F-HRTimeline
Clark Asset Management, LLC1,371$207K0.03%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,368$207K0.12%new13F-HRTimeline
MEMBERS WEALTH LLC1,357$205K0.15%+5813F-HRTimeline
IHT Wealth Management, LLC1,357$205K0.01%-57713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,350$204K0.01%-3013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…1,349$204K0.07%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,335$202K0.01%013F-HRTimeline
SAXON INTERESTS, INC.1,331$201K0.09%+2913F-HRTimeline
Advisor Resource Council3,842$200K0.02%new13F-HRTimeline
Athena Investment Management1,325$200K0.12%013F-HRTimeline
HM PAYSON & CO1,299$196K<0.01%-5513F-HRTimeline
FSC Wealth Advisors, LLC1,273$192K0.13%+27613F-HRTimeline
S.A. Mason LLC1,263$191K0.1%013F-HRTimeline
EPG Wealth Management LLC1,244$188K0.05%+23413F-HRTimeline
Anchor Investment Management, LLC1,234$186K0.02%013F-HRTimeline
WASHINGTON TRUST Co1,220$184K0.01%013F-HRTimeline
RHUMBLINE ADVISERS1,205$182K<0.01%+40613F-HR/ATimeline
Binnacle Investments Inc1,185$179K0.13%13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,146$173K0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,132$172K<0.01%-40313F-HRTimelineGroup
Stephens Consulting, LLC1,111$168K0.04%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,100$166K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1,096$166K0.16%-33613F-HRTimeline
CENTRAL TRUST Co1,064$161K<0.01%-513F-HRTimeline
Copia Wealth Management1,055$159K0.15%-24013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,044$158K0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,043$157K0.04%013F-HRTimeline
Red Tortoise LLC1,039$157K0.08%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,037$157K0.01%013F-HRTimeline
EASTERN BANK1,002$151K<0.01%-43313F-HRTimeline
Manchester Capital Management LLC994$150K0.02%013F-HRTimeline
City State Bank939$142K0.05%013F-HRTimeline
Rice Partnership, LLC938$142K0.03%+56313F-HRTimeline
Washington Trust Advisors, Inc.925$140K0.01%013F-HRTimeline
Westside Investment Management, Inc.905$137K0.03%+6613F-HRTimeline
Versant Capital Management, Inc856$129K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.855$129K0.1%-1,70713F-HRTimeline
Cornerstone Planning Group LLC904$129K0.03%-11213F-HRTimeline
Addison Advisors LLC826$125K0.03%013F-HRTimeline
Topsail Wealth Management, LLC823$124K0.03%+30013F-HRTimeline
3Chopt Investment Partners, LLC818$124K0.03%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC750$123K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.810$122K0.09%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC807$122K0.01%013F-HRTimeline
GAMMA Investing LLC794$120K0.01%013F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp793$120K0.01%013F-HRTimelineGroup
WealthShield Partners, LLC772$117K0.02%-1313F-HRTimeline
LRI Investments, LLC758$114K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC756$114K0.06%-10613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.754$114K0.02%-44413F-HRTimeline
Painted Porch Advisors LLC725$109K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC717$108K0.01%+9413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC710$107K0.03%-1013F-HRTimeline
Sage Mountain Advisors LLC709$107K0.01%013F-HRTimeline