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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

954 managers (966 13F filers) reported a position in IWN shares at 2025-06-30, 52,582,894 shares in all. 51 filers opened a position and 65 filers sold out during the quarter.

Managers
954
13F filers
966
New
51
Added
302
Reduced
358
Sold out
65
Shares held by filers
52,582,894

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Optimist Retirement Group LLC2,164$341K0.16%+13613F-HRTimeline
Truepoint, Inc.2,138$337K0.01%-21813F-HRTimeline
PATTEN & PATTEN INC/TN2,126$335K0.02%013F-HRTimeline
Leo Wealth, LLC2,120$335K0.03%+40113F-HRTimeline
Tassel Capital Management, Inc.2,115$334K0.26%+6813F-HRTimeline
SG Americas Securities, LLC2,087$329K<0.01%-1,35813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,087$329K<0.01%+22913F-HR/ATimelineGroup
Coastwise Capital Group, LLC2,083$329K0.26%+1013F-HRTimeline
Certified Advisory Corp2,077$328K0.03%013F-HRTimeline
Aurelius Family Office LLC2,077$328K0.15%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,073$327K0.01%-53413F-HRTimelineGroup
DIVERSIFIED TRUST CO2,028$320K0.01%-4113F-HRTimeline
OLD NATIONAL BANCORP /IN/2,024$319K0.01%new13F-HRTimeline
Well Done, LLC2,024$319K0.06%-3313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,017$318K<0.01%-2413F-HRTimelineGroup
Skyline Advisors, Inc.2,017$318K0.12%+513F-HRTimeline
Crestwood Advisors Group, LLC2,016$318K0.01%013F-HRTimeline
MATHER GROUP, LLC.2,014$318K<0.01%-4913F-HRTimeline
GM Advisory Group, LLC2,013$318K0.02%-10413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,000$316K0.23%013F-HRTimeline
Regency Capital Management Inc.\DE2,000$316K0.17%013F-HRTimeline
Simplicity Wealth,LLC2,000$316K0.01%013F-HRTimeline
Diversified Enterprises, LLC1,989$314K0.02%-1913F-HRTimeline
Park Place Capital Corp1,942$313K0.07%-5,52613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,871$309K0.06%-12413F-HRTimeline
W ADVISORS, LLC1,950$308K0.18%013F-HRTimeline
McMill Wealth Management1,948$308K0.1%013F-HRTimeline
Clientfirst Wealth Management, LLC1,930$304K0.31%-50013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,925$304K0.08%013F-HRTimeline
Fort Point Capital Partners LLC1,907$301K0.03%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,906$301K0.02%-5013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,903$300K0.04%-113F-HRTimeline
Robertson Stephens Wealth Management, L…1,901$300K0.01%-4413F-HRTimeline
J.W. COLE ADVISORS, INC.1,892$298K0.01%+3913F-HRTimeline
Plante Moran Financial Advisors, LLC1,892$298K0.02%+5913F-HRTimeline
Clarius Group, LLC1,852$292K0.02%013F-HRTimeline
CHAPIN DAVIS, INC.1,851$292K0.08%013F-HRTimeline
HUB Investment Partners, LLC1,850$292K0.01%-25613F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$292K0.34%013F-HRTimeline
Linscomb Wealth, Inc.1,840$290K0.01%-15313F-HRTimeline
CERTUITY, LLC1,829$289K0.03%+11213F-HRTimeline
Three Bridge Wealth Advisors, LLC1,820$287K0.08%013F-HRTimeline
Financial Engines Advisors L.L.C.1,818$287K<0.01%-89513F-HRTimeline
Peak Asset Management, LLC1,805$285K0.05%013F-HRTimeline
Marotta Asset Management1,797$283K0.06%-24913F-HRTimeline
AdvisorNet Financial, Inc1,790$282K0.02%+913F-HRTimeline
Graypoint LLC1,777$280K0.02%013F-HRTimeline
First Nebraska Trust Co1,774$280K0.03%-3513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,765$278K0.03%013F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC1,757$277K0.04%013F-HRTimeline
Legacy Trust1,757$277K0.07%-1,90913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,708$277K0.1%+1713F-HRTimeline
Bordeaux Wealth Advisors LLC1,750$276K0.04%013F-HRTimeline
Coastal Bridge Advisors, LLC1,731$273K0.02%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,727$272K0.01%013F-HRTimeline
New England Private Wealth Advisors LLC1,663$270K0.04%+413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,709$270K0.05%-6313F-HRTimeline
SAPIENT CAPITAL LLC1,672$264K<0.01%+3513F-HRTimeline
Verum Partners LLC1,672$264K0.06%+713F-HRTimeline
DiNuzzo Private Wealth, Inc.1,665$263K0.03%013F-HRTimeline
LexAurum Advisors, LLC1,664$263K0.04%+9313F-HRTimeline
McNamara Financial Services, Inc.1,657$261K0.05%013F-HRTimeline
MGO ONE SEVEN LLC1,650$260K0.01%-25713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,629$257K0.07%-1913F-HRTimeline
Fulton Bank, N.A.1,624$256K0.01%+1813F-HRTimeline
Oliver Luxxe Assets LLC1,614$255K0.05%-5313F-HRTimeline
Investmark Advisory Group LLC1,614$255K0.12%+413F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,611$254K0.17%013F-HRTimeline
BEARING POINT CAPITAL, LLC1,578$249K0.05%-30013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,577$249K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,574$248K0.01%013F-HRTimelineGroup
Advance Capital Management, Inc.1,572$248K0.01%+5713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,572$248K0.01%-5313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,569$247K0.05%+713F-HRTimeline
Cornell Pochily Investment Advisors, In…1,566$247K0.08%+21713F-HRTimeline
Atala Financial Inc1,560$246K0.17%013F-HRTimeline
Capital Advantage, Inc.1,560$246K0.04%-92213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,556$245K0.03%013F-HRTimeline
Alexander Randolph Advisory, Inc.1,555$245K0.22%013F-HRTimeline
EQUITABLE TRUST CO1,547$244K0.01%-41013F-HRTimeline
Ellis Investment Partners, LLC1,542$243K0.05%+613F-HRTimeline
Glass Jacobson Investment Advisors llc1,535$242K0.09%-10713F-HRTimeline
TOWNSQUARE CAPITAL LLC1,528$241K0.02%-4,59713F-HRTimeline
Asset Dedication, LLC1,526$241K0.02%-7313F-HRTimeline
UNION SAVINGS BANK1,501$241K0.11%013F-HRTimeline
Laurel Wealth Advisors LLC1,516$239K0.04%-3713F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,500$237K<0.01%-97,60013F-HRTimelineGroup
Aufman Associates Inc1,500$237K0.15%new13F-HRTimeline
Navis Wealth Advisors, LLC1,500$237K0.2%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,496$236K0.02%-1313F-HRTimeline
Compass Ion Advisors, LLC1,496$236K0.03%013F-HRTimeline
1834 INVESTMENT ADVISORS CO1,495$236K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC1,495$236K0.01%013F-HRTimeline
Larson Financial Group LLC1,494$236K0.01%-7613F-HRTimeline
Summit Financial Wealth Advisors, LLC1,484$234K0.04%new13F-HRTimeline
Independence Bank of Kentucky1,484$234K0.03%-6013F-HRTimeline
Shepherd Financial Partners LLC1,465$231K0.02%013F-HRTimeline
Northstar Group, Inc.1,455$230K0.04%013F-HRTimeline
HM PAYSON & CO1,448$228K<0.01%+14913F-HRTimeline
WEDBUSH SECURITIES INC1,447$228K0.01%+313F-HRTimeline
Live Oak Private Wealth LLC1,438$227K0.03%013F-HRTimeline
Hoxton Planning & Management, LLC1,435$226K0.08%-2,98613F-HRTimeline
Gotham Asset Management, LLC1,433$226K<0.01%013F-HRTimeline
GWN SECURITIES INC.1,431$226K0.04%-1,33013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,424$225K0.07%-29013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,418$224K0.03%013F-HRTimeline
Keystone Wealth Services, LLC1,418$224K0.05%-2413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,410$222K0.03%013F-HRTimeline
Annandale Capital, LLC1,408$222K0.04%013F-HRTimeline
Huntleigh Advisors, Inc.1,407$222K0.04%-28013F-HRTimeline
Victrix Investment Advisors1,404$221K0.1%new13F-HRTimeline
Smith Salley Wealth Management1,399$221K0.01%013F-HRTimeline
MATAURO, LLC1,399$221K0.04%-3413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,389$219K0.01%-96613F-HRTimeline
FSC Wealth Advisors, LLC1,381$218K0.14%+10813F-HR/ATimeline
Ledyard National Bank1,375$217K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,373$217K<0.01%-38313F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC1,368$216K0.11%013F-HRTimeline
Rothschild Wealth LLC1,366$216K0.05%-913F-HRTimeline
Lionshead Wealth Management, LLC1,354$214K0.2%-8213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,350$213K0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,335$211K0.01%013F-HRTimeline
IHT Wealth Management, LLC1,333$210K0.01%-2413F-HRTimeline
Athena Investment Management1,325$209K0.12%013F-HRTimeline
Quantinno Capital Management LP1,312$207K<0.01%-28813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,311$207K<0.01%-88813F-HRTimeline
Investment Advisory Group, LLC1,303$206K0.06%new13F-HRTimeline
Cladis Investment Advisory, LLC1,300$205K0.13%new13F-HRTimeline
Destination Wealth Management1,298$205K0.01%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,296$204K0.03%new13F-HRTimelineGroup
William Howard & Co Financial Advisors …1,289$203K0.18%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,283$202K0.05%new13F-HRTimeline
Accel Wealth Management1,281$202K0.07%new13F-HRTimeline
SAXON INTERESTS, INC.1,331$201K0.09%013F-HRTimeline
Orion Porfolio Solutions, LLC1,271$200K<0.01%new13F-HR/ATimeline
Partners in Financial Planning1,270$200K0.04%new13F-HRTimeline
S.A. Mason LLC1,263$199K0.1%013F-HRTimeline
Anchor Investment Management, LLC1,234$195K0.02%013F-HRTimeline
CURIO WEALTH, LLC1,195$189K0.08%+1,19313F-HRTimeline
CENTAURUS FINANCIAL, INC.1,168$184K0.01%+2213F-HRTimeline
RHUMBLINE ADVISERS1,137$179K<0.01%-6813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,108$175K<0.01%-2413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,100$173K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,087$171K<0.01%-88413F-HRTimeline
Binnacle Investments Inc1,068$168K0.11%-11713F-HRTimeline
CENTRAL TRUST Co1,064$168K<0.01%013F-HRTimeline
Stephens Consulting, LLC1,061$167K0.04%-5013F-HRTimeline
Red Tortoise LLC1,044$165K0.08%+513F-HRTimeline
Cherry Tree Wealth Management, LLC1,043$165K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,037$164K0.01%013F-HRTimeline
Manchester Capital Management LLC994$157K0.02%013F-HRTimeline
Copia Wealth Management948$150K0.13%-10713F-HRTimeline
Clearstead Trust, LLC946$149K0.03%+70513F-HRTimeline
Westside Investment Management, Inc.940$148K0.03%+3513F-HRTimeline
City State Bank939$148K0.05%013F-HRTimeline
Rice Partnership, LLC938$148K0.03%013F-HRTimeline
Cornerstone Planning Group LLC908$146K0.03%+413F-HRTimeline
Addison Advisors LLC925$146K0.04%+9913F-HRTimeline
Washington Trust Advisors, Inc.925$146K0.01%013F-HRTimeline
Sage Mountain Advisors LLC894$141K0.01%+18513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp891$141K0.01%+9813F-HRTimelineGroup
Versant Capital Management, Inc856$135K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.855$135K0.11%013F-HRTimeline
Topsail Wealth Management, LLC823$130K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.810$128K0.09%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC807$127K0.01%013F-HRTimeline
WealthShield Partners, LLC772$122K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC758$120K0.01%+4113F-HRTimeline
LRI Investments, LLC758$120K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC756$119K0.06%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.754$119K0.02%013F-HRTimeline
Painted Porch Advisors LLC725$114K0.05%013F-HRTimeline
GAMMA Investing LLC720$114K0.01%-7413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC713$112K0.03%+313F-HRTimeline
EASTERN BANK685$108K<0.01%-31713F-HRTimeline
JDM Financial Group LLC685$108K0.05%013F-HRTimeline
Grove Bank & Trust659$104K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…658$104K0.06%013F-HRTimeline
Navigoe, LLC655$103K0.08%013F-HRTimeline
WEST PACES ADVISORS INC.650$103K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC647$102K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV635$100K0.01%-2513F-HRTimeline
Hemington Wealth Management636$100K0.01%+19413F-HRTimeline
Capital A Wealth Management, LLC615$95.5K1.07%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.605$95.4K0.03%013F-HRTimeline
EPG Wealth Management LLC604$95.3K0.03%-64013F-HRTimeline
NVWM, LLC600$94.7K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC575$90.7K0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC573$90.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC533$84K0.01%-6913F-HRTimeline
CoreFirst Bank & Trust525$82.8K0.05%new13F-HRTimeline
Balentine LLC519$81.9K<0.01%+1013F-HRTimeline
SOA Wealth Advisors, LLC.506$79.8K0.01%+11113F-HRTimeline
Parkworth Wealth Management, Inc.498$78.6K0.06%+213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…489$77.1K<0.01%013F-HRTimelineGroup
3Chopt Investment Partners, LLC485$76.5K0.02%-33313F-HRTimeline
Windsor Advisory Group, LLC474$74.8K0.11%013F-HRTimeline
CNB Bank471$74.3K0.04%013F-HRTimeline
Coston, McIsaac & Partners459$72K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST450$71K0.02%-12013F-HRTimeline