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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

963 managers (973 13F filers) reported a position in IWN shares at 2025-09-30, 50,445,467 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
963
13F filers
973
New
75
Added
278
Reduced
328
Sold out
51
Shares held by filers
50,445,467

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Coastwise Capital Group, LLC2,092$370K0.26%+913F-HRTimeline
GM Advisory Group, LLC2,090$370K0.02%+7713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,087$369K0.08%+16213F-HRTimeline
Aurelius Family Office LLC2,078$367K0.16%+113F-HRTimeline
Certified Advisory Corp2,077$367K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,077$367K<0.01%-1013F-HRTimelineGroup
Skyline Advisors, Inc.2,026$358K0.12%+913F-HRTimeline
OLD NATIONAL BANCORP /IN/2,025$358K0.01%+113F-HRTimeline
Well Done, LLC2,024$358K0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,018$357K0.01%+12613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,017$357K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC2,016$356K0.01%013F-HRTimeline
MATHER GROUP, LLC.2,014$356K<0.01%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,000$354K0.23%013F-HRTimeline
Regency Capital Management Inc.\DE2,000$354K0.17%013F-HRTimeline
Simplicity Wealth,LLC2,000$354K0.02%013F-HRTimeline
Krilogy Financial LLC1,981$351K0.01%new13F-HRTimeline
W ADVISORS, LLC1,950$345K0.18%013F-HRTimeline
McMill Wealth Management1,948$344K0.1%013F-HRTimeline
Aspen Grove Capital, LLC1,937$342K0.06%-1,11813F-HRTimeline
New Age Alpha Advisors, LLC1,932$342K0.01%-2,35513F-HRTimeline
IHT Wealth Management, LLC1,913$338K0.01%+58013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,910$338K<0.01%-7,00013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC1,910$338K0.02%-7,00013F-HRTimeline
Diversified Enterprises, LLC1,909$338K0.02%-8013F-HRTimeline
Fort Point Capital Partners LLC1,907$337K0.04%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,871$336K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…1,901$336K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,902$336K0.04%-113F-HRTimeline
Plante Moran Financial Advisors, LLC1,876$332K0.02%-1613F-HRTimeline
CHAPIN DAVIS, INC.1,856$328K0.08%+513F-HRTimeline
Clarius Group, LLC1,852$327K0.02%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,848$327K0.36%013F-HRTimeline
Savvy Advisors, Inc.1,838$325K0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,826$323K<0.01%+813F-HRTimeline
Three Bridge Wealth Advisors, LLC1,820$322K0.08%013F-HRTimeline
Peak Asset Management, LLC1,805$319K0.06%013F-HRTimeline
Marotta Asset Management1,797$319K0.06%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,803$319K0.01%+7613F-HRTimeline
Linscomb Wealth, Inc.1,785$316K0.01%-5513F-HRTimeline
Navigation Wealth Management, Inc.1,776$314K0.46%new13F-HRTimeline
First Nebraska Trust Co1,774$314K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,766$312K0.01%-63613F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY1,765$312K0.03%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,758$311K0.05%+4913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,757$311K0.04%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,711$310K0.1%+313F-HRTimeline
AdvisorNet Financial, Inc1,735$307K0.02%-5513F-HRTimeline
Investmark Advisory Group LLC1,734$307K0.13%+12013F-HRTimeline
CERTUITY, LLC1,720$304K0.02%-10913F-HRTimeline
LexAurum Advisors, LLC1,711$303K0.04%+4713F-HRTimeline
EQUITABLE TRUST CO1,706$302K0.01%+15913F-HRTimeline
HUB Investment Partners, LLC1,700$300K0.01%-15013F-HRTimeline
FSC Wealth Advisors, LLC1,695$300K0.17%+31413F-HRTimeline
Balefire, LLC1,692$299K0.06%new13F-HRTimeline
Legacy Trust1,689$299K0.06%-6813F-HRTimeline
Verum Partners LLC1,679$297K0.06%+713F-HRTimeline
SAPIENT CAPITAL LLC1,672$295K<0.01%013F-HRTimeline
New England Private Wealth Advisors LLC1,668$295K0.04%+513F-HRTimeline
McNamara Financial Services, Inc.1,657$293K0.05%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,656$293K0.02%-25013F-HRTimeline
Leo Wealth, LLC1,651$292K0.04%-46913F-HRTimeline
DiNuzzo Private Wealth, Inc.1,665$290K0.03%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,638$290K0.07%+913F-HRTimeline
Fulton Bank, N.A.1,624$287K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,622$287K0.01%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…1,619$286K0.09%+5313F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,611$285K0.16%013F-HRTimeline
Oliver Luxxe Assets LLC1,595$282K0.04%-1913F-HRTimeline
Advance Capital Management, Inc.1,586$280K0.01%+1413F-HRTimeline
Edgemoor Investment Advisors, Inc.1,585$280K0.02%new13F-HRTimeline
BEARING POINT CAPITAL, LLC1,578$279K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,576$279K0.05%+713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,574$278K0.01%013F-HRTimelineGroup
Capital Advantage, Inc.1,563$276K0.04%+313F-HRTimeline
Atala Financial Inc1,560$276K0.17%013F-HRTimeline
Ellis Investment Partners, LLC1,556$275K0.05%+1413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,556$275K0.03%013F-HRTimeline
Alexander Randolph Advisory, Inc.1,555$275K0.23%013F-HRTimeline
Destination Wealth Management1,555$275K0.01%+25713F-HRTimeline
Glass Jacobson Investment Advisors llc1,548$274K0.1%+1313F-HRTimeline
TOWNSQUARE CAPITAL LLC1,528$270K0.04%013F-HRTimeline
Asset Dedication, LLC1,526$270K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC1,507$267K0.01%+6013F-HRTimeline
Aufman Associates Inc1,500$265K0.15%013F-HRTimeline
Navis Wealth Advisors, LLC1,500$265K0.2%013F-HRTimeline
Compass Ion Advisors, LLC1,496$265K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,496$265K0.02%013F-HRTimeline
Summit Financial Wealth Advisors, LLC1,484$263K0.04%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,488$263K0.02%new13F-HRTimeline
Independence Bank of Kentucky1,484$262K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC1,476$261K0.01%-1913F-HRTimeline
Institute for Wealth Management, LLC.1,476$261K0.03%new13F-HRTimeline
Shepherd Financial Partners LLC1,465$259K0.02%013F-HRTimeline
Northstar Group, Inc.1,455$257K0.04%013F-HRTimeline
RHUMBLINE ADVISERS1,453$257K<0.01%+31613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,452$257K0.01%-12513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,451$256K0.01%new13F-HRTimeline
Live Oak Private Wealth LLC1,438$254K0.04%013F-HRTimeline
Gotham Asset Management, LLC1,433$253K<0.01%013F-HRTimeline
Larson Financial Group LLC1,433$253K0.01%-6113F-HRTimeline
Clientfirst Wealth Management, LLC1,430$253K0.2%-50013F-HRTimeline
Lionshead Wealth Management, LLC1,430$253K0.2%+7613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,427$252K0.07%+313F-HRTimeline
ROMANO BROTHERS AND COMPANY1,418$251K0.03%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,410$249K0.04%013F-HRTimeline
Hoxton Planning & Management, LLC1,409$249K0.08%-2613F-HRTimeline
1834 INVESTMENT ADVISORS CO1,399$247K0.03%-9613F-HRTimeline
Smith Salley Wealth Management1,399$247K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,396$247K-2,382Timeline
MATAURO, LLC1,395$247K0.04%-413F-HRTimeline
Ballentine Partners, LLC1,385$245K<0.01%new13F-HRTimeline
Ledyard National Bank1,375$243K0.02%013F-HRTimeline
Sharp Wealth Advisory, LLC1,375$243K0.13%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,374$243K0.11%+613F-HRTimeline
MEMBERS WEALTH LLC1,345$239K0.15%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,335$236K0.01%013F-HRTimeline
Athena Investment Management1,325$234K0.12%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,320$233K<0.01%new13F-HRTimeline
Keystone Wealth Services, LLC1,318$233K0.05%-10013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,311$232K0.01%-7813F-HRTimeline
SAXON INTERESTS, INC.1,331$232K0.09%013F-HRTimeline
Planned Solutions, Inc.1,302$230K0.08%new13F-HRTimeline
Cladis Investment Advisory, LLC1,300$230K0.13%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,296$229K0.03%013F-HRTimelineGroup
Capital Investment Advisors, LLC1,295$229K<0.01%new13F-HRTimeline
Investment Advisory Group, LLC1,295$229K0.06%-813F-HRTimeline
William Howard & Co Financial Advisors …1,289$228K0.19%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,283$227K0.06%013F-HRTimeline
S.A. Mason LLC1,263$223K0.1%013F-HRTimeline
Meridian Financial Partners LLC1,246$223K0.09%new13F-HRTimeline
Partners in Financial Planning1,259$223K0.04%-1113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,255$222K0.01%-9513F-HRTimelineGroup
Cannon Financial Strategists, Inc.1,242$220K0.03%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,237$219K0.01%new13F-HRTimeline
Anchor Investment Management, LLC1,236$218K0.02%+213F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,232$218K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wedmont Private Capital1,219$217K0.01%new13F-HRTimeline
Dakota Wealth Management1,218$215K<0.01%new13F-HR/ATimeline
Timonier Family Office, LTD.1,207$213K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,206$213K<0.01%-16713F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC1,200$212K0.03%new13F-HRTimeline
Sunpointe, LLC1,200$212K0.08%new13F-HRTimeline
Total Clarity Wealth Management, Inc.1,200$212K0.06%-1,99913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,190$210K0.12%new13F-HRTimeline
Blankinship & Foster, LLC1,189$210K0.05%new13F-HRTimeline
M.E. ALLISON & CO., INC.1,185$210K0.15%new13F-HRTimeline
Palisade Asset Management, LLC1,184$209K0.02%new13F-HRTimeline
McClarren Financial Advisors, Inc.1,183$209K0.13%new13F-HRTimeline
CGN Advisors LLC1,183$209K0.02%new13F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,173$207K0.15%new13F-HRTimeline
Genesee Capital Advisors, LLC1,170$207K0.09%new13F-HRTimeline
CENTRAL TRUST Co1,167$206K<0.01%+10313F-HRTimeline
CENTAURUS FINANCIAL, INC.1,118$198K0.01%-5013F-HRTimeline
HM PAYSON & CO1,100$194K<0.01%-34813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,100$194K<0.01%013F-HRTimelineGroup
SG Americas Securities, LLC1,090$193K<0.01%-99713F-HRTimeline
Federation des caisses Desjardins du Qu…1,087$192K<0.01%013F-HRTimeline
Binnacle Investments Inc1,063$188K0.11%-513F-HRTimeline
Cherry Tree Wealth Management, LLC1,043$184K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,037$183K0.01%013F-HRTimeline
Manchester Capital Management LLC994$176K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…972$172K0.01%new13F-HRTimelineGroup
Rice Partnership, LLC960$170K0.02%+2213F-HRTimeline
Copia Wealth Management957$169K0.13%+913F-HRTimeline
Clearstead Trust, LLC946$167K0.03%013F-HRTimeline
Westside Investment Management, Inc.940$166K0.03%013F-HRTimeline
Rossmore Private Capital940$166K0.02%new13F-HRTimeline
City State Bank939$166K0.05%013F-HRTimeline
Sage Mountain Advisors LLC925$164K0.01%+3113F-HRTimeline
Washington Trust Advisors, Inc.925$164K0.01%013F-HRTimeline
Cornerstone Planning Group LLC912$161K0.03%+413F-HRTimeline
Addison Advisors LLC880$156K0.04%-4513F-HRTimeline
Versant Capital Management, Inc856$151K0.02%013F-HRTimeline
Heartwood Wealth Advisors LLC824$146K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC823$146K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.810$143K0.09%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC807$143K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp793$140K0.01%-9813F-HRTimelineGroup
Red Tortoise LLC785$139K0.06%-25913F-HRTimeline
MOTCO782$138K0.01%new13F-HRTimeline
WealthShield Partners, LLC772$136K0.02%013F-HRTimeline
LRI Investments, LLC758$134K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC756$134K0.06%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.754$133K0.02%013F-HRTimeline
Painted Porch Advisors LLC725$128K0.05%013F-HRTimeline
GAMMA Investing LLC720$127K0.01%013F-HRTimeline
Texas Capital Bancshares Inc/TX716$127K0.05%new13F-HRTimeline
JDM Financial Group LLC685$121K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC660$117K0.01%-9813F-HRTimeline
Grove Bank & Trust659$117K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…658$117K0.06%013F-HRTimeline
Hopwood Financial Services, Inc.655$116K0.08%-20013F-HRTimeline
Navigoe, LLC655$115K0.07%013F-HRTimeline
WEST PACES ADVISORS INC.650$115K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC647$114K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV635$112K0.01%013F-HRTimeline
Hemington Wealth Management636$112K0.01%013F-HRTimeline
EPG Wealth Management LLC607$107K0.03%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.605$107K0.03%013F-HRTimeline