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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,033 managers (1,045 13F filers) reported a position in IWN shares at 2025-12-31, 50,221,861 shares in all. 86 filers opened a position and 54 filers sold out during the quarter.

Managers
1,033
13F filers
1,045
New
86
Added
322
Reduced
308
Sold out
54
Shares held by filers
50,221,861

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Cornell Pochily Investment Advisors, In…2,358$427K0.12%+73913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,355$427K0.17%-35013F-HRTimelineGroup
Mayflower Financial Advisors, LLC2,347$425K0.05%-13613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,327$422K<0.01%+1,12113F-HRTimelineGroup
Diversified Enterprises, LLC2,326$421K0.03%+41713F-HRTimeline
Annandale Capital, LLC2,301$417K0.07%+89313F-HRTimeline
Triad Wealth Partners, LLC2,300$417K0.04%-2013F-HRTimeline
CJM Wealth Advisers, Ltd.2,292$415K0.12%+1713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,287$414K0.01%+11513F-HRTimelineGroup
Elm Partners Management LLC2,276$412K0.02%013F-HR/ATimeline
FIDUCIENT ADVISORS LLC2,275$412K0.05%-1,63713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,260$410K0.04%013F-HRTimeline
Cambridge Financial Group, LLC2,353$408K0.14%+19913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,251$408K0.04%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,249$408K0.12%013F-HRTimeline
SAPIENT CAPITAL LLC2,229$407K0.01%+55713F-HRTimeline
INVESTED ADVISORS2,241$406K0.42%new13F-HRTimeline
Capital Square, LLC2,222$403K0.21%013F-HRTimeline
SMITH, MOORE & CO.2,221$402K0.03%-4513F-HRTimeline
MGO ONE SEVEN LLC2,220$402K0.01%+9313F-HRTimeline
Premier Path Wealth Partners, LLC2,218$402K0.05%-1913F-HRTimeline
Cannell & Spears LLC2,205$400K0.01%-11013F-HRTimeline
AMARILLO NATIONAL BANK2,197$398K0.07%-713F-HRTimeline
BAXTER BROS INC2,175$394K0.05%013F-HRTimeline
PW ADVISORS, LLC \ FL2,166$392K0.32%13F-HRTimeline
Optimist Retirement Group LLC2,164$392K0.18%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,142$388K<0.01%+6513F-HRTimelineGroup
Tassel Capital Management, Inc.2,137$387K0.23%+1213F-HRTimeline
Truepoint, Inc.2,124$385K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO2,120$384K0.01%013F-HRTimeline
Aurelius Family Office LLC2,072$384K0.16%-613F-HRTimeline
GM Advisory Group, LLC2,115$383K0.02%+2513F-HRTimeline
HOWE & RUSLING INC2,108$382K0.03%013F-HRTimeline
Coastwise Capital Group, LLC2,104$381K0.19%+1213F-HRTimeline
N.E.W. Advisory Services LLC2,092$379K0.03%-9113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,087$378K0.08%013F-HRTimeline
MATHER GROUP, LLC.2,084$378K<0.01%+7013F-HRTimeline
Krilogy Financial LLC1,937$377K0.01%-4413F-HRTimeline
STEPH & CO2,072$375K0.11%-11613F-HRTimeline
Fort Point Capital Partners LLC1,907$373K0.05%013F-HRTimeline
PATTEN & PATTEN INC/TN2,052$372K0.02%-4913F-HRTimeline
Skyline Advisors, Inc.2,038$369K0.12%+1213F-HRTimeline
Well Done, LLC2,025$367K0.05%+113F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,020$366K0.01%new13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,017$366K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC2,016$365K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC2,016$365K0.1%-26313F-HRTimeline
Leo Wealth, LLC2,002$363K0.03%+35113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,000$362K0.24%013F-HRTimeline
Regency Capital Management Inc.\DE2,000$362K0.15%013F-HRTimeline
BCI SECURITIES, INC.1,988$360K3.11%13F-HRTimeline
Investment Advisory Group, LLC1,985$360K0.09%+69013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,978$358K0.01%-4713F-HRTimeline
W ADVISORS, LLC1,950$353K0.18%013F-HRTimeline
McMill Wealth Management1,948$353K0.1%013F-HRTimeline
Aspen Grove Capital, LLC1,937$351K0.06%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,924$349K0.02%+4813F-HRTimeline
Robertson Stephens Wealth Management, L…1,910$346K0.01%+913F-HRTimeline
Sharp Wealth Advisory, LLC1,907$346K0.17%+53213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,903$345K0.04%+113F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,898$344K0.01%+9513F-HRTimeline
Rossmore Private Capital1,897$344K0.03%+95713F-HRTimeline
WEDBUSH SECURITIES INC1,895$343K0.01%+38813F-HRTimeline
CHAPIN DAVIS, INC.1,856$336K0.08%013F-HRTimeline
Clarius Group, LLC1,852$336K0.02%013F-HRTimeline
Advyzon Investment Management, LLC1,839$333K0.04%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC1,820$330K0.09%013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,819$330K0.06%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,810$328K<0.01%new13F-HRTimelineGroup
Peak Asset Management, LLC1,805$327K0.06%013F-HRTimeline
Linscomb Wealth, Inc.1,785$323K0.01%013F-HRTimeline
First Nebraska Trust Co1,774$321K0.03%013F-HRTimeline
Financial Engines Advisors L.L.C.1,771$321K<0.01%-5513F-HRTimeline
Navigation Wealth Management, Inc.1,768$320K0.48%-813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,766$320K0.01%013F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY1,765$320K0.03%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,747$319K0.05%-12413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,758$319K0.05%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,757$318K0.04%013F-HRTimeline
Investmark Advisory Group LLC1,754$318K0.14%+2013F-HRTimeline
IHT Wealth Management, LLC1,743$316K0.01%-17013F-HRTimeline
AdvisorNet Financial, Inc1,737$315K0.02%+213F-HRTimeline
Oath Planning, LLC1,733$314K0.31%13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,721$312K0.36%-12713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,690$306K0.1%-2113F-HRTimeline
Verum Partners LLC1,688$306K0.06%+913F-HRTimeline
New England Private Wealth Advisors LLC1,673$303K0.04%+513F-HR/ATimeline
J.W. COLE ADVISORS, INC.1,949$303K0.01%-6913F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,667$302K0.17%+5613F-HRTimeline
DiNuzzo Private Wealth, Inc.1,665$302K0.03%013F-HRTimeline
DECISION INVESTMENTS, INC1,634$296K0.32%13F-HRTimeline
Destination Wealth Management1,625$294K0.01%+7013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,624$294K0.07%-1413F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…1,622$294K<0.01%new13F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC1,611$292K0.02%-4513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,585$287K0.04%+913F-HRTimeline
Joel Isaacson & Co., LLC1,584$287K0.01%+10813F-HRTimeline
BEARING POINT CAPITAL, LLC1,578$286K0.04%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,574$285K0.01%013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC1,560$283K0.04%-91813F-HRTimeline
Stonebridge Financial Group, LLC / MO1,560$283K0.24%13F-HRTimeline
Ellis Investment Partners, LLC1,556$282K0.05%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,556$282K0.03%013F-HRTimeline
Oliver Luxxe Assets LLC1,556$282K0.04%-3913F-HRTimeline
Alexander Randolph Advisory, Inc.1,555$282K0.23%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,548$281K0.1%013F-HRTimeline
Certified Advisory Corp1,545$280K0.03%-53213F-HRTimeline
Savvy Advisors, Inc.1,539$279K0.01%-29913F-HRTimeline
Compass Ion Advisors, LLC1,529$277K0.03%+3313F-HRTimeline
Capital Advantage, Inc.1,525$276K0.04%-3813F-HRTimeline
Laurel Wealth Advisors LLC1,516$275K0.04%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,515$275K<0.01%-84813F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…1,507$273K0.05%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY1,502$272K0.03%+8413F-HRTimeline
Aufman Associates Inc1,500$272K0.14%013F-HRTimeline
Navis Wealth Advisors, LLC1,500$272K0.12%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,496$271K0.01%013F-HRTimeline
Summit Financial Wealth Advisors, LLC1,484$269K0.04%013F-HRTimeline
Independence Bank of Kentucky1,484$269K0.03%013F-HRTimeline
CERTUITY, LLC1,459$264K0.02%-26113F-HRTimeline
Northstar Group, Inc.1,455$264K0.04%013F-HRTimeline
Larson Financial Group LLC1,448$262K0.01%+1513F-HRTimeline
UNION SAVINGS BANK1,440$261K0.11%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,439$261K0.01%new13F-HRTimeline
Live Oak Private Wealth LLC1,438$261K0.04%013F-HRTimeline
Asset Dedication, LLC1,434$260K0.02%-9213F-HRTimeline
Gotham Asset Management, LLC1,433$260K<0.01%013F-HRTimeline
Westwood Wealth Management1,430$259K0.19%new13F-HRTimeline
Lionshead Wealth Management, LLC1,430$259K0.19%013F-HRTimeline
Clientfirst Wealth Management, LLC1,430$259K0.21%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,410$256K0.04%013F-HRTimeline
Hoxton Planning & Management, LLC1,409$255K0.08%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,408$255K0.06%13F-HRTimeline
MATAURO, LLC1,403$254K0.04%+813F-HRTimeline
Smith Salley Wealth Management1,399$254K0.01%013F-HRTimeline
Shepherd Financial Partners LLC1,385$251K0.02%-8013F-HRTimeline
Traveka Wealth, LLC1,374$249K0.1%new13F-HRTimeline
Clearwave Capital, LLC1,359$246K0.18%13F-HRTimeline
Meridian Financial Partners LLC1,246$246K0.1%013F-HRTimeline
McNamara Financial Services, Inc.1,350$245K0.05%-30713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,348$244K0.01%-10413F-HRTimeline
KLCM Advisors, Inc.1,338$243K0.02%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,337$242K0.1%-3713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,335$242K0.01%013F-HRTimeline
SAXON INTERESTS, INC.1,331$241K0.09%013F-HRTimeline
Athena Investment Management1,325$240K0.12%013F-HRTimeline
Keystone Wealth Services, LLC1,318$239K0.05%013F-HRTimeline
Capital Investment Advisors, LLC1,315$238K<0.01%+2013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,314$238K<0.01%-613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,313$238K0.01%+213F-HRTimeline
Planned Solutions, Inc.1,302$236K0.08%013F-HRTimeline
Cladis Investment Advisory, LLC1,300$236K0.13%013F-HRTimeline
HRT FINANCIAL LP1,301$235K<0.01%-1,65913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,296$235K0.03%013F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC1,290$234K0.01%new13F-HRTimeline
William Howard & Co Financial Advisors …1,289$234K0.2%013F-HRTimeline
Mesirow Financial Investment Management…1,289$234K<0.01%-1,46613F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,283$232K0.05%013F-HRTimeline
Wedmont Private Capital1,234$231K0.01%+1513F-HRTimeline
Cannon Financial Strategists, Inc.1,265$229K0.03%+2313F-HRTimeline
S.A. Mason LLC1,263$229K0.09%013F-HRTimeline
Partners in Financial Planning1,261$228K0.04%+213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,256$228K<0.01%new13F-HRTimeline
MLP3, LLC1,255$227K0.25%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,255$227K0.02%013F-HRTimelineGroup
BAYBAN1,250$227K0.2%13F-HRTimeline
Dakota Wealth Management1,248$226K<0.01%+3013F-HR/ATimeline
FourThought Financial Partners, LLC1,247$226K0.02%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO1,240$225K0.03%-15913F-HRTimeline
Prime Capital Investment Advisors, LLC1,240$225K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC1,236$224K0.02%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,235$224K0.01%-1,51713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,235$224K<0.01%-5,60813F-HRTimelineGroup
PROFESSIONAL ADVISORY SERVICES INC1,232$223K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CURIO WEALTH, LLC1,195$221K0.08%new13F-HRTimeline
Timonier Family Office, LTD.1,207$219K0.07%013F-HRTimeline
Sunpointe, LLC1,200$217K0.07%013F-HRTimeline
Canandaigua National Trust Co of Florida1,195$217K0.14%new13F-HRTimeline
M.E. ALLISON & CO., INC.1,192$216K0.15%+713F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,190$216K0.12%013F-HRTimeline
Palisade Asset Management, LLC1,184$215K0.02%013F-HRTimeline
CGN Advisors LLC1,183$214K0.02%013F-HRTimeline
Genesee Capital Advisors, LLC1,170$212K0.09%013F-HRTimeline
CENTRAL TRUST Co1,167$211K<0.01%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,165$211K0.08%new13F-HRTimeline
Blankinship & Foster, LLC1,150$208K0.05%-3913F-HRTimeline
Tranquility Partners, LLC1,148$208K0.07%new13F-HRTimeline
Orion Porfolio Solutions, LLC1,146$208K<0.01%-1,32513F-HRTimeline
GWN SECURITIES INC.1,144$207K0.04%new13F-HRTimeline
Asempa Wealth Advisors1,135$206K0.18%13F-HRTimeline
WASHINGTON TRUST Co1,131$205K0.01%new13F-HRTimeline
Sovran Advisors, LLC1,047$205K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,126$204K<0.01%+3913F-HRTimeline
Sowell Financial Services LLC1,122$203K0.01%new13F-HRTimeline
Cove Private Wealth, LLC1,111$201K0.06%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,110$201K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC1,102$200K0.05%new13F-HRTimeline
HM PAYSON & CO1,100$199K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,100$199K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,090$198K0.01%+11813F-HRTimelineGroup