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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,063 managers (1,075 13F filers) reported a position in IWN shares at 2026-06-30, 46,982,114 shares in all. 88 filers opened a position and 46 filers sold out during the quarter.

Managers
1,063
13F filers
1,075
New
88
Added
300
Reduced
357
Sold out
46
Shares held by filers
46,982,114

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SCHNIEDERS CAPITAL MANAGEMENT, LLC.1,100$243K0.03%013F-HRTimeline
Cambridge Financial Group, LLC1,100$243K0.08%-78013F-HRTimeline
Orion Porfolio Solutions, LLC1,100$243K<0.01%-3813F-HRTimeline
Sovran Advisors, LLC1,085$243K0.02%013F-HRTimeline
Schneider Downs Wealth Management Advis…1,092$242K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,089$241K<0.01%-3713F-HRTimeline
Verum Partners LLC1,086$240K0.04%+413F-HRTimeline
Williams Jones Wealth Management, LLC.1,084$240K<0.01%-8713F-HRTimeline
Fortis Capital Advisors, LLC1,081$239K0.03%-2313F-HRTimeline
Kirkwood Financial Services1,070$237K0.07%13F-HRTimeline
Caprock Group, LLC1,065$236K<0.01%013F-HRTimeline
CASTLEARK MANAGEMENT LLC1,060$234K0.01%013F-HRTimeline
Ballentine Partners, LLC1,056$234K<0.01%-513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,183$232K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,037$229K0.01%013F-HRTimeline
Accel Wealth Management1,035$229K0.05%new13F-HRTimeline
SAGE RHINO CAPITAL LLC1,035$229K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,029$228K0.01%013F-HRTimeline
NWF Advisory Services Inc.1,027$227K0.02%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/1,024$227K0.06%new13F-HRTimeline
United Advisor Group, LLC1,020$226K0.02%new13F-HRTimeline
Rothschild Wealth LLC1,020$226K0.02%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/1,009$223K0.09%new13F-HRTimeline
WASHINGTON TRUST Co1,000$221K0.01%new13F-HRTimeline
WATERS PARKERSON & CO., LLC1,000$221K0.01%new13F-HRTimeline
Forest Hill Capital, LLC1,000$221K0.17%new13F-HRTimeline
Detalus Advisors, LLC1,000$221K0.04%new13F-HRTimeline
Navis Wealth Advisors, LLC1,000$221K0.08%new13F-HRTimeline
BCS Private Wealth Management, Inc.1,000$221K0.07%new13F-HRTimeline
Financial Engines Advisors L.L.C.995$220K<0.01%new13F-HRTimeline
Csenge Advisory Group985$218K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC984$218K0.01%new13F-HRTimeline
IPG Investment Advisors LLC981$217K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC980$217K<0.01%-39813F-HRTimeline
Ellevest, Inc.1,418$217K0.03%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC972$215K0.13%new13F-HRTimeline
RFG Advisory, LLC971$215K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC967$215K0.03%+313F-HRTimeline
Capstone Wealth Management, Inc.960$214K0.16%new13F-HRTimeline
Westside Investment Management, Inc.965$213K0.03%013F-HRTimeline
K2 Financial Inc.962$213K0.15%-1313F-HRTimeline
Manhattan West Asset Management, LLC964$213K0.04%new13F-HRTimeline
MANCHESTER FINANCIAL INC960$212K0.04%new13F-HRTimeline
Timonier Family Office, LTD.952$211K0.06%13F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC948$210K0.02%new13F-HRTimeline
Clearstead Trust, LLC946$209K0.03%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC945$209K0.06%new13F-HRTimeline
Rice Partnership, LLC938$207K0.03%013F-HRTimeline
Glenview Trust Co937$207K<0.01%new13F-HR/ATimeline
Marble Harbor Investment Counsel, LLC935$207K0.02%new13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co933$206K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC927$205K0.01%-4513F-HRTimeline
IFG Advisory, LLC925$205K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC925$205K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.925$205K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…913$202K0.01%new13F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.905$200K0.02%new13F-HRTimeline
High Probability Advisors, LLC905$200K0.02%new13F-HRTimeline
Addison Advisors LLC880$195K0.09%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp857$190K0.01%+3313F-HRTimelineGroup
Topsail Wealth Management, LLC823$182K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.810$179K0.09%013F-HRTimeline
Walsh & Associates, LLC794$176K0.14%-10013F-HRTimeline
MOTCO782$173K0.01%013F-HRTimeline
J.Safra Asset Management Corp764$169K0.01%+213F-HRTimeline
Capital Investment Advisory Services, L…758$168K0.01%+21113F-HRTimeline
Basepoint Wealth LLC758$168K0.1%+313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.754$167K0.02%013F-HRTimeline
CERTUITY, LLC728$161K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC713$158K0.01%+3313F-HRTimelineGroup
LRI Investments, LLC678$150K0.01%013F-HRTimeline
Grove Bank & Trust659$146K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…658$146K0.06%013F-HRTimeline
Navigoe, LLC658$145K0.08%013F-HRTimeline
JDM Financial Group LLC655$145K0.05%013F-HRTimeline
Dorato Capital Management656$144K0.1%013F-HRTimeline
WEST PACES ADVISORS INC.650$144K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC647$143K0.03%013F-HRTimeline
EPG Wealth Management LLC614$136K0.03%+213F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC600$133K0.12%013F-HRTimeline
Coston, McIsaac & Partners597$132K0.03%013F-HRTimeline
Ares Financial Consulting, LLC579$128K0.09%+213F-HRTimeline
Copia Wealth Management573$127K0.08%-40013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV559$124K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC555$123K0.01%+15513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…553$122K<0.01%013F-HRTimeline
SHP Wealth Management547$121K0.01%+12913F-HRTimeline
CNB Bank539$119K0.05%-713F-HRTimeline
FIRST UNITED BANK & TRUST527$117K0.03%+7713F-HRTimeline
CoreFirst Bank & Trust525$116K0.06%013F-HRTimeline
City State Bank523$116K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.519$115K0.01%+9313F-HRTimeline
Manchester Capital Management LLC500$111K0.01%-2313F-HRTimeline
Downshift Financial, LLC490$108K0.05%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…489$108K<0.01%013F-HRTimelineGroup
3Chopt Investment Partners, LLC485$107K0.02%013F-HRTimeline
Windsor Advisory Group, LLC474$105K0.08%013F-HRTimeline
Balentine LLC472$104K<0.01%-813F-HRTimeline
Main Street Group, LTD468$104K0.02%013F-HRTimeline
ATWOOD & PALMER INC439$97.1K0.01%013F-HRTimeline
MilWealth Group LLC417$92.3K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC413$91.4K0.05%013F-HRTimeline
Key Capital Management, INC410$90.7K0.05%013F-HRTimeline
EASTERN BANK405$89.6K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.404$89.3K0.02%+213F-HRTimeline
Financial Perspectives, Inc396$87.5K0.02%+113F-HRTimeline
Marquette Asset Management, LLC393$86.9K0.01%013F-HRTimeline
Glassman Wealth Services393$86.9K0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…390$86.3K0.06%+313F-HRTimeline
Caitlin John, LLC387$85.6K0.05%-5013F-HRTimeline
Community Bank, N.A.384$84.9K0.01%013F-HRTimeline
AlphaCore Capital LLC381$84.3K<0.01%+14813F-HRTimeline
Seneschal Advisors, LLC372$82.3K0.06%-2813F-HRTimeline
BOK Financial Private Wealth, Inc.351$77.6K<0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC349$77K0.01%013F-HRTimeline
Roble, Belko & Company, Inc340$75K0.01%013F-HRTimeline
BALLAST ADVISORS LLC338$74.8K0.02%013F-HRTimeline
Bangor Savings Bank337$74.5K0.01%013F-HRTimeline
Qube Research & Technologies Ltd329$72.8K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.312$69K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.313$69K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/309$68.4K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA308$68.1K0.13%013F-HRTimeline
Integrity Financial Corp /WA282$62.4K0.03%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…281$62.3K0.01%+23213F-HRTimelineGroup
EFG International AGin group EFG International AG277$61.3K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.276$61.1K0.01%new13F-HRTimeline
Rossby Financial, LCC276$61.1K0.01%-1113F-HRTimeline
Roxbury Financial LLC275$60.7K0.05%013F-HRTimeline
Private Wealth Management Group, LLC270$59.7K0.01%-12013F-HRTimeline
Redwood Park Advisors LLC270$59.7K0.04%013F-HRTimeline
LifeSteps Financial, Inc.268$59.3K0.03%new13F-HRTimeline
S&T Bank/PA261$57.7K0.02%013F-HRTimeline
TD Capital Management LLC248$54.9K<0.01%+113F-HRTimeline
United Community Bankin group United Community Bank238$52.6K0.02%-3513F-HRTimelineGroup
WPG Advisers, LLC237$52.4K0.03%013F-HRTimeline
Golden State Wealth Management, LLC235$52K<0.01%013F-HRTimeline
Biltmore Family Office, LLC233$51.5K0.01%013F-HRTimeline
Archer Investment Corp231$51.1K0.01%013F-HR/ATimeline
MCF Advisors LLC228$50.4K<0.01%+6513F-HRTimeline
Providence Capital Advisors, LLC224$49.5K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp216$47.8K0.03%013F-HRTimeline
Signature Equity Partners, LLC211$46.7K0.02%+113F-HRTimeline
Pflug Koory, LLC205$45.3K0.02%013F-HRTimeline
CVA Family Office, LLC204$45.1K<0.01%013F-HRTimeline
Insight Inv LLC200$44.2K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC192$42.4K0.03%+113F-HRTimeline
Evensky & Katz LLC188$41K<0.01%+113F-HRTimeline
First Command Advisory Services, Inc.185$40.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC182$40.3K<0.01%013F-HRTimeline
NBH Bank180$39.8K0.02%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP175$38.7K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC173$38.3K0.02%013F-HR/ATimeline
BIRCHBROOK, INC.170$37.6K0.02%013F-HRTimeline
Salomon & Ludwin, LLC165$36.6K<0.01%-613F-HRTimeline
BARRETT & COMPANY, INC.159$35.2K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.157$34.5K0.01%013F-HRTimeline
Perkins Coie Trust Co155$34.3K0.01%013F-HRTimeline
DARA CAPITAL US, INC.150$33.2K0.02%-25013F-HRTimeline
DT Investment Partners, LLC150$33.2K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management151$33K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/145$32K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC137$30.4K<0.01%013F-HRTimeline
Pacifica Partners Inc.137$30.3K0.01%013F-HRTimeline
CoreCap Advisors, LLC131$29K<0.01%+4313F-HRTimeline
Armor Investment Advisors, LLC130$28.8K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.126$27.9K0.01%013F-HRTimeline
TrinityBridge Ltd120$27K<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.116$25.6K0.02%+113F-HRTimeline
Quent Capital, LLC112$24.8K<0.01%+2613F-HRTimeline
Operose Advisors LLC108$23.9K<0.01%+113F-HRTimeline
Basecamp Wealth Advisors LLC107$23.6K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.106$23.4K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…106$23K0.01%013F-HRTimeline
Abound Wealth Management103$22.7K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…102$22.6K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC101$22.3K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC100$22.2K<0.01%013F-HRTimeline
American Capital Advisory, LLC100$22.1K0.01%013F-HRTimeline
Crews Bank & Trust100$22.1K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc91$20.1K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC85$18.8K<0.01%013F-HRTimeline
Kings Path Partners LLC85$18.8K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC81$17.9K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC79$17.5K<0.01%013F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…79$17.5K0.02%013F-HRTimeline
Morling Financial Advisors, LLC78$17.3K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.76$16.9K0.01%013F-HRTimeline
Milestone Investment Advisors LLC76$16.7K<0.01%013F-HRTimeline
Fairman Group, LLC72$16K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC72$15.9K0.01%013F-HRTimeline
Allied Private Wealth LLC72$15.7K0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC70$15.5K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC69$15.2K<0.01%+113F-HRTimeline
Financial Life Planners67$14.8K0.01%013F-HRTimeline
Kroeger Financial Partners64$14.2K0.01%13F-HRTimeline
Founders Financial Alliance, LLC63$14K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.63$13.9K<0.01%013F-HRTimelineGroup
Vision Retirement, LLC62$13.7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC57$12.6K<0.01%013F-HRTimeline