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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,023 managers (1,035 13F filers) reported a position in IWN shares at 2026-03-31, 47,767,403 shares in all. 71 filers opened a position and 70 filers sold out during the quarter.

Managers
1,023
13F filers
1,035
New
71
Added
299
Reduced
362
Sold out
70
Shares held by filers
47,767,403

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cornell Pochily Investment Advisors, In…2,359$447K0.13%+113F-HRTimeline
Sankala Group LLC2,372$447K0.36%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,355$446K0.16%013F-HRTimelineGroup
INVESTED ADVISORS2,352$446K0.45%+11113F-HRTimeline
Mayflower Financial Advisors, LLC2,347$445K0.05%013F-HRTimeline
Diversified Enterprises, LLC2,316$439K0.02%-1013F-HRTimeline
Pettinga Financial Advisors LLC2,307$437K0.08%-7513F-HRTimeline
Vise Technologies, Inc.2,404$436K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,350$434K0.06%-5613F-HRTimelineGroup
CJM Wealth Advisers, Ltd.2,277$432K0.13%-1513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,260$428K0.04%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,251$427K0.05%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,249$426K0.13%013F-HRTimeline
SAPIENT CAPITAL LLC2,229$423K0.01%013F-HR/ATimeline
SMITH, MOORE & CO.2,223$422K0.03%+213F-HRTimeline
Elm Partners Management LLC2,276$421K0.02%013F-HRTimeline
FIDUCIENT ADVISORS LLC2,216$420K0.05%-5913F-HRTimeline
Paragon Capital Management Ltd2,214$420K0.09%-17413F-HRTimeline
Asset Dedication, LLC2,214$420K0.03%+78013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,214$420K0.01%-7313F-HRTimelineGroup
Cannell & Spears LLC2,205$418K0.01%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,201$417K<0.01%-12613F-HRTimelineGroup
AMARILLO NATIONAL BANK2,197$417K0.07%013F-HRTimeline
Friday Financial2,192$416K0.14%-25113F-HRTimeline
PATTEN & PATTEN INC/TN2,152$408K0.02%+10013F-HRTimeline
PW ADVISORS, LLC \ FL2,148$407K0.31%-1813F-HRTimeline
Tassel Capital Management, Inc.2,143$406K0.22%+613F-HRTimeline
BAXTER BROS INC2,135$405K0.05%-4013F-HRTimeline
Truepoint, Inc.2,122$402K0.01%-213F-HRTimeline
GM Advisory Group, LLC2,117$401K0.02%+213F-HRTimeline
Optimist Retirement Group LLC2,108$400K0.18%-5613F-HRTimeline
Crestwood Advisors Group, LLC2,106$399K0.01%+9013F-HRTimeline
N.E.W. Advisory Services LLC2,092$397K0.03%013F-HRTimeline
MATHER GROUP, LLC.2,084$395K<0.01%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,062$391K0.08%-2513F-HRTimeline
Skyline Advisors, Inc.2,043$387K0.14%+513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,028$384K0.02%+26213F-HRTimelineGroup
Aurelius Family Office LLC2,027$384K0.17%-4513F-HRTimeline
Well Done, LLC2,025$384K0.06%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,017$382K<0.01%013F-HRTimelineGroup
BridgePort Financial Solutions, LLC2,016$382K0.11%013F-HRTimeline
Leo Wealth, LLC2,004$380K0.03%+213F-HRTimeline
Investment Advisory Group, LLC2,003$380K0.1%+1813F-HRTimeline
Regency Capital Management Inc.\DE2,000$379K0.17%013F-HRTimeline
Premier Path Wealth Partners, LLC1,995$378K0.05%-22313F-HRTimeline
BCI SECURITIES, INC.1,988$377K3.71%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,976$375K0.01%-213F-HRTimeline
W ADVISORS, LLC1,950$370K0.19%013F-HRTimeline
McMill Wealth Management1,948$369K0.1%013F-HRTimeline
WEDBUSH SECURITIES INC1,947$369K0.01%+5213F-HRTimeline
HOWE & RUSLING INC1,943$368K0.02%-16513F-HRTimeline
Aspen Grove Capital, LLC1,937$367K0.07%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,929$366K0.01%+3113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,914$363K<0.01%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…1,912$362K0.01%+213F-HRTimeline
STEPH & CO1,907$362K0.1%-16513F-HRTimeline
Fort Point Capital Partners LLC1,907$362K0.05%013F-HRTimeline
Next Capital Management LLC1,898$360K0.11%new13F-HRTimeline
Rossmore Private Capital1,897$360K0.03%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,894$359K0.02%-3013F-HRTimeline
Cambridge Financial Group, LLC1,880$356K0.12%-47313F-HRTimeline
Navigation Wealth Management, Inc.1,879$356K1.28%+11113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,878$356K0.04%-2513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,873$355K0.03%-2,08013F-HRTimeline
CHAPIN DAVIS, INC.1,856$352K0.08%013F-HRTimeline
Icon Wealth Advisors, LLC1,712$350K0.02%-1,43213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,839$348K0.01%-2,31113F-HRTimelineGroup
Alvarez & Marsal Private Wealth Partner…1,819$345K0.05%013F-HRTimeline
Peak Asset Management, LLC1,805$342K0.06%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,796$341K0.05%-181,52713F-HRTimelineGroup
R.H. Investment Group, LLC1,708$339K0.26%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,692$338K0.05%-5513F-HRTimeline
First Nebraska Trust Co1,774$336K0.03%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,765$335K0.03%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,758$333K0.06%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,757$333K0.04%013F-HRTimeline
Investmark Advisory Group LLC1,756$333K0.14%+213F-HRTimeline
Oath Planning, LLC1,737$329K0.29%+413F-HRTimeline
AdvisorNet Financial, Inc1,734$329K0.02%-313F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,721$326K0.37%013F-HRTimeline
LexAurum Advisors, LLC1,709$324K0.04%13F-HRTimeline
Sunpointe, LLC1,709$324K0.11%+50913F-HRTimeline
Total Clarity Wealth Management, Inc.1,700$322K0.08%-81213F-HRTimeline
Laurel Wealth Advisors LLC1,515$321K0.03%-113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,685$320K0.02%+24613F-HRTimeline
Annandale Capital, LLC1,684$319K0.05%-61713F-HRTimeline
New England Private Wealth Advisors LLC1,676$318K0.04%+313F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,667$316K0.19%013F-HRTimeline
BEARING POINT CAPITAL, LLC1,665$316K0.05%+8713F-HRTimeline
DiNuzzo Private Wealth, Inc.1,665$316K0.03%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,638$311K0.02%-83113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,632$309K0.07%+813F-HRTimeline
Destination Wealth Management1,628$309K0.01%+313F-HRTimeline
DECISION INVESTMENTS, INC1,624$308K0.35%-1013F-HRTimeline
Three Bridge Wealth Advisors, LLC1,620$307K0.08%-20013F-HRTimeline
IHT Wealth Management, LLC1,603$304K0.01%-14013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,589$301K0.05%+413F-HRTimeline
Joel Isaacson & Co., LLC1,586$301K0.01%+213F-HRTimeline
Independence Bank of Kentucky1,585$300K0.04%+10113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,583$300K<0.01%-2,41113F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC1,574$298K0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO1,569$298K0.25%+913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC1,560$296K0.04%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,556$295K0.03%013F-HRTimeline
Alexander Randolph Advisory, Inc.1,555$295K0.25%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,548$293K0.1%013F-HRTimeline
Certified Advisory Corp1,545$293K0.03%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC1,535$291K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC1,530$290K0.03%+113F-HRTimeline
Ellis Investment Partners, LLC1,529$290K0.05%-2713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,527$290K0.01%+27113F-HRTimeline
Capital Advantage, Inc.1,525$289K0.04%013F-HRTimeline
Mesirow Financial Investment Management…1,524$289K<0.01%+23513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,511$286K0.02%-10013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,507$286K0.05%013F-HRTimeline
Meridian Financial Partners LLC1,471$285K0.11%+22513F-HRTimeline
Aufman Associates Inc1,500$284K0.14%013F-HRTimeline
Cladis Investment Advisory, LLC1,500$284K0.16%+20013F-HRTimeline
OAKWORTH CAPITAL, INC.1,496$284K0.02%013F-HRTimeline
Ducere Wealth Management LLC1,493$283K0.11%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,358$282K0.09%-33213F-HRTimeline
Summit Financial Wealth Advisors, LLC1,484$281K0.04%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,478$280K0.03%-2413F-HRTimeline
Northstar Group, Inc.1,455$276K0.04%013F-HRTimeline
RHUMBLINE ADVISERS1,452$275K<0.01%-93313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT1,445$274K<0.01%+13113F-HR/ATimeline
UNION SAVINGS BANK1,440$273K0.12%013F-HRTimeline
FourThought Financial Partners, LLC1,438$273K0.02%+19113F-HRTimeline
Live Oak Private Wealth LLC1,438$273K0.04%013F-HRTimeline
Lionshead Wealth Management, LLC1,431$271K0.2%+113F-HRTimeline
Clientfirst Wealth Management, LLC1,430$271K0.23%013F-HRTimeline
Clearwave Capital, LLC1,426$270K0.18%+6713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,410$267K0.04%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,409$267K0.05%+113F-HRTimeline
MATAURO, LLC1,407$267K0.04%+413F-HRTimeline
Kelman-Lazarov, Inc.1,405$266K0.04%new13F-HRTimeline
Hoxton Planning & Management, LLC1,404$266K0.08%-513F-HRTimeline
Smith Salley Wealth Management1,399$265K0.01%013F-HRTimeline
Linscomb Wealth, Inc.1,395$264K0.01%-39013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,378$261K0.01%+6513F-HR/ATimeline
Traveka Wealth, LLC1,374$260K0.1%013F-HRTimeline
Shepherd Financial Partners LLC1,359$258K0.02%-2613F-HRTimeline
TBH Global Asset Management, LLC1,351$256K0.05%new13F-HRTimeline
Larson Financial Group LLC1,349$256K0.01%-9913F-HRTimeline
Oliver Luxxe Assets LLC1,336$253K0.04%-22013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,335$253K0.01%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,330$252K0.07%-713F-HRTimeline
McNamara Financial Services, Inc.1,325$251K0.05%-2513F-HRTimeline
Athena Investment Management1,325$251K0.13%013F-HRTimeline
KLCM Advisors, Inc.1,320$250K0.02%-1813F-HRTimeline
Prime Capital Investment Advisors, LLC1,308$248K<0.01%+6813F-HRTimeline
Capital Investment Advisors, LLC1,305$247K<0.01%-1013F-HR/ATimeline
Planned Solutions, Inc.1,302$247K0.08%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,296$246K0.03%013F-HRTimelineGroup
Wedmont Private Capital1,230$244K0.01%-413F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,283$243K0.06%013F-HRTimeline
Keystone Wealth Services, LLC1,276$242K0.05%-4213F-HRTimeline
Avidian Wealth Enterprises, LLC1,274$241K0.01%new13F-HRTimeline
Cannon Financial Strategists, Inc.1,265$240K0.03%013F-HRTimeline
S.A. Mason LLC1,263$239K0.09%013F-HRTimeline
Partners in Financial Planning1,261$239K0.04%013F-HRTimeline
Clark Asset Management, LLC1,258$238K0.02%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,257$238K0.01%-9113F-HRTimeline
MLP3, LLC1,257$238K0.26%+213F-HRTimeline
BAYBAN1,250$237K0.21%013F-HRTimeline
Dakota Wealth Management1,248$237K0.01%013F-HR/ATimeline
ROCKLAND TRUST CO1,240$235K0.01%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO1,240$235K0.03%013F-HRTimeline
Anchor Investment Management, LLC1,237$235K0.02%+113F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,232$234K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAINIER FAMILY WEALTH INC1,229$233K0.16%new13F-HRTimeline
TCI Wealth Advisors, Inc.1,228$233K0.01%new13F-HRTimeline
GWN SECURITIES INC.1,195$227K0.04%+5113F-HRTimeline
M.E. ALLISON & CO., INC.1,195$227K0.15%+313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …1,190$226K0.13%013F-HRTimeline
Sovran Advisors, LLC1,085$225K0.02%+3813F-HRTimeline
CGN Advisors LLC1,183$224K0.02%013F-HRTimeline
Kirkwood Financial Services1,176$223K0.08%new13F-HRTimeline
Williams Jones Wealth Management, LLC.1,171$222K<0.01%new13F-HRTimeline
Genesee Capital Advisors, LLC1,170$222K0.09%013F-HRTimeline
CENTRAL TRUST Co1,167$221K<0.01%013F-HRTimeline
Blankinship & Foster, LLC1,151$218K0.05%+113F-HRTimeline
Palisade Asset Management, LLC1,148$218K0.02%-3613F-HRTimeline
Orion Porfolio Solutions, LLC1,138$216K<0.01%-813F-HRTimeline
Federation des caisses Desjardins du Qu…1,126$213K<0.01%013F-HRTimeline
Cove Private Wealth, LLC1,111$211K0.05%013F-HRTimeline
Fortis Capital Advisors, LLC1,104$209K0.03%new13F-HRTimeline
Fortitude Family Office, LLC1,102$209K0.05%013F-HRTimeline
McClarren Financial Advisors, Inc.1,101$209K0.12%new13F-HRTimeline
HM PAYSON & CO1,100$209K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,100$209K<0.01%013F-HRTimelineGroup
V2 Financial group LLC1,100$209K0.1%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.1,100$209K0.03%new13F-HRTimeline
HUB Investment Partners, LLC1,095$208K0.01%new13F-HRTimeline
Victrix Investment Advisors1,094$207K0.08%new13F-HRTimeline
Schneider Downs Wealth Management Advis…1,092$207K0.02%new13F-HRTimeline
Global View Capital Management LLC1,085$206K0.05%new13F-HRTimeline
Verum Partners LLC1,082$205K0.04%-60613F-HRTimeline
William Howard & Co Financial Advisors …1,081$205K0.18%-20813F-HRTimeline
Caprock Group, LLC1,065$202K<0.01%new13F-HRTimeline