IWN ISHARES TR

RUS 2000 VAL ETF (fund)

1,050 managers (1,060 13F filers) reported a position in IWN shares at 2024-12-31, 55,754,924 shares in all. 89 filers opened a position and 53 filers sold out during the quarter.

Managers: 1,050
13F filers: 1,060
New: 89
Added: 325
Reduced: 324
Sold out: 53
Shares held by filers: 55,754,924

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
S.A. Mason LLC	1,263	$207K	0.11%	0	13F-HR Timeline
Compound Planning, Inc.	1,262	$207K	0.01%	new	13F-HR Timeline
FourThought Financial Partners, LLC	1,261	$207K	0.02%	-178	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	1,250	$205K	0.02%	new	13F-HR Timeline
Meridian Financial Partners LLC	1,246	$205K	0.11%	new	13F-HR Timeline
Orion Porfolio Solutions, LLC	1,243	$204K	<0.01%	-1	13F-HR Timeline
Orion Portfolio Solutions, LLC	1,243	$204K	<0.01%	-1	13F-HR Timeline
Cannon Financial Strategists, Inc.	1,242	$204K	0.03%	0	13F-HR Timeline
Portland Global Advisors LLC	1,240	$204K	0.03%	0	13F-HR Timeline
Wells Trecaso Financial Group, LLC	1,237	$203K	0.07%	0	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	1,235	$203K	<0.01%	+14	13F-HR Timeline Group
Anchor Investment Management, LLC	1,234	$203K	0.02%	0	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	1,234	$203K	0.02%	0	13F-HR Timeline
Westshore Wealth, LLC	1,233	$202K	0.08%	-132	13F-HR Timeline
PROFESSIONAL ADVISORY SERVICES INC	1,232	$202K	0.03%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Annex Advisory Services, LLC	1,230	$202K	0.01%	new	13F-HR Timeline
Wedmont Private Capital	1,253	$200K	0.01%	-46	13F-HR Timeline
WASHINGTON TRUST Co	1,220	$200K	0.01%	-12	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,198	$197K	0.03%	new	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	1,145	$188K	0.01%	+234	13F-HR Timeline
Stephens Consulting, LLC	1,111	$182K	0.05%	0	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	1,100	$180K	<0.01%	0	13F-HR Timeline Group
CENTRAL TRUST Co	1,069	$175K	<0.01%	+5	13F-HR Timeline
McClarren Financial Advisors, Inc.	1,051	$172K	0.48%	new	13F-HR Timeline
Cornerstone Planning Group LLC	1,016	$171K	0.04%	+3	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,043	$171K	0.04%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	1,037	$170K	0.01%	0	13F-HR Timeline
Red Tortoise LLC	1,036	$170K	0.09%	+6	13F-HR Timeline
EPG Wealth Management LLC	1,010	$166K	0.04%	-341	13F-HR Timeline
FSC Wealth Advisors, LLC	997	$164K	0.11%	+243	13F-HR Timeline
Manchester Capital Management LLC	994	$163K	0.02%	0	13F-HR Timeline
City State Bank	939	$154K	0.05%	0	13F-HR Timeline
Coppell Advisory Solutions LLC	929	$152K	0.02%	-250	13F-HR Timeline
Washington Trust Advisors, Inc.	925	$152K	0.01%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	890	$146K	0.03%	+1	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	862	$142K	0.08%	-6	13F-HR Timeline
Versant Capital Management, Inc	856	$141K	0.03%	0	13F-HR Timeline
Westside Investment Management, Inc.	839	$138K	0.03%	0	13F-HR Timeline
Addison Advisors LLC	826	$136K	0.04%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	810	$133K	0.1%		13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	807	$132K	0.01%	-1,655	13F-HR Timeline
RHUMBLINE ADVISERS	799	$131K	<0.01%	-517	13F-HR/A Timeline
GAMMA Investing LLC	794	$130K	0.01%	+132	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	793	$130K	0.01%	0	13F-HR Timeline Group
WealthShield Partners, LLC	785	$129K	0.02%	0	13F-HR Timeline
LRI Investments, LLC	758	$124K	0.01%	0	13F-HR Timeline
SIGNATUREFD, LLC	754	$124K	<0.01%	0	13F-HR Timeline
Princeton Global Asset Management LLC	752	$123K	0.02%	-20	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	750	$123K	0.01%	0	13F-HR Timeline
Painted Porch Advisors LLC	725	$119K	0.06%	0	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	720	$118K	0.04%	+3	13F-HR Timeline
Sage Mountain Advisors LLC	709	$116K	0.01%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	702	$115K	0.01%	0	13F-HR Timeline
JDM Financial Group LLC	685	$112K	0.06%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	659	$108K	0.01%	+80	13F-HR Timeline
Grove Bank & Trust	659	$108K	0.02%	0	13F-HR Timeline
Navigoe, LLC	655	$107K	0.1%		13F-HR Timeline
WEST PACES ADVISORS INC.	650	$107K	0.03%	0	13F-HR Timeline
FIRST UNITED BANK & TRUST	641	$105K	0.04%	-10	13F-HR Timeline
Tortoise Investment Management, LLC	637	$105K	0.01%	0	13F-HR/A Timeline
Headlands Technologies LLC	627	$103K	0.01%	+52	13F-HR Timeline
GPS Wealth Strategies Group, LLC	623	$102K	0.01%	+51	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	616	$101K	0.01%	0	13F-HR Timeline Group
JTC Employer Solutions Trustee Ltd	610	$100K	0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	605	$99.3K	0.03%	0	13F-HR Timeline
NVWM, LLC	600	$98.5K	0.02%	0	13F-HR Timeline
GeoWealth Management, LLC	585	$96K	<0.01%	new	13F-HR Timeline
BOK Financial Private Wealth, Inc.	548	$89.9K	0.01%	-67	13F-HR Timeline
ATWOOD & PALMER INC	539	$88.5K	0.01%	0	13F-HR Timeline
Insight Inv LLC	527	$86.5K	0.06%	new	13F-HR Timeline
CoreFirst Bank & Trust	525	$86.2K	0.05%	0	13F-HR Timeline
Topsail Wealth Management, LLC	523	$85.9K	0.02%		13F-HR Timeline
Balentine LLC	509	$83.6K	<0.01%	0	13F-HR Timeline
Parkworth Wealth Management, Inc.	494	$81.2K	0.07%		13F-HR Timeline
Hemington Wealth Management	494	$81K	0.02%	0	13F-HR Timeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…	489	$80.3K	<0.01%	0	13F-HR Timeline Group
Caitlin John, LLC	482	$79.2K	0.05%	0	13F-HR Timeline
Synergy Investment Management, LLC	475	$78K	0.03%		13F-HR Timeline
Windsor Advisory Group, LLC	474	$77.8K	0.09%	0	13F-HR Timeline
CNB Bank	471	$77.3K	0.04%	0	13F-HR Timeline
Trust Co	460	$75.5K	0.01%	new	13F-HR Timeline
Coston, McIsaac & Partners	459	$75K	0.02%	0	13F-HR Timeline
GW&K Investment Management, LLC	418	$69K	<0.01%	+254	13F-HR Timeline
MilWealth Group LLC	417	$68.5K	0.02%	0	13F-HR Timeline
WPG Advisers, LLC	415	$68.1K	0.06%		13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	417	$68K	0.03%	+2	13F-HR Timeline
Evensky & Katz LLC	411	$68K	<0.01%	+2	13F-HR Timeline
Frazier Financial Advisors, LLC	413	$67.6K	0.05%	0	13F-HR Timeline
Brooklyn Investment Group	403	$66.2K	0.02%	new	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	397	$65.2K	0.01%	new	13F-HR Timeline Group
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	398	$65K	<0.01%	+226	13F-HR Timeline Group
SOA Wealth Advisors, LLC.	394	$64.7K	0.01%	-186	13F-HR/A Timeline
Bear Mountain Capital, Inc.	383	$64.4K	0.03%	0	13F-HR Timeline
Financial Perspectives, Inc	391	$64.1K	0.02%	+60	13F-HR Timeline
Rice Partnership, LLC	375	$61.6K	0.01%	0	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	359	$58.9K	0.06%		13F-HR Timeline
Whipplewood Advisors, LLC	350	$57.5K	0.03%		13F-HR Timeline
S&T Bank/PA	344	$56.5K	0.02%	new	13F-HR Timeline
Roble, Belko & Company, Inc	340	$56K	0.01%	0	13F-HR Timeline
BALLAST ADVISORS LLC	338	$55.5K	0.02%	0	13F-HR Timeline
Bangor Savings Bank	337	$55.3K	0.01%	-138	13F-HR Timeline
Smartleaf Asset Management LLC	329	$53.9K	0.01%	0	13F-HR Timeline
Marquette Asset Management, LLC	324	$53.2K	0.01%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	312	$51.2K	0.02%	0	13F-HR Timeline
Future Financial Wealth Managment LLC	300	$49.3K	0.04%	0	13F-HR Timeline
Centricity Wealth Management, LLC	300	$49.3K	0.05%		13F-HR Timeline
Golden State Wealth Management, LLC	289	$47.5K	0.01%		13F-HR Timeline
AMERIFLEX GROUP, INC.	277	$46.4K	0.02%		13F-HR Timeline
Redwood Park Advisors LLC	280	$46K	0.04%		13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	276	$45K	0.02%	0	13F-HR Timeline
United Community Bankin group United Community Bank	273	$44.8K	0.02%	0	13F-HR Timeline Group
Biltmore Family Office, LLC	263	$43.2K	0.01%	0	13F-HR Timeline
Clearstead Trust, LLC	241	$39.6K	0.01%	0	13F-HR Timeline
Archer Investment Corp	231	$37.9K	0.01%	0	13F-HR Timeline
Semmax Financial Advisors Inc.	225	$37.7K	0.01%	+1	13F-HR Timeline
DT Investment Partners, LLC	225	$36.9K	<0.01%	-75	13F-HR Timeline
TruNorth Capital Management, LLC	216	$35.5K	0.01%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	216	$35.5K	0.03%		13F-HR Timeline
Salomon & Ludwin, LLC	214	$35.1K	<0.01%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	210	$34.5K	0.01%	+73	13F-HR Timeline
Sound Income Strategies, LLC	210	$34.5K	<0.01%	+8	13F-HR Timeline
Pflug Koory, LLC	205	$33.7K	0.02%	0	13F-HR Timeline
CVA Family Office, LLC	204	$33.5K	0.01%	new	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	190	$31.2K	0.01%	0	13F-HR Timeline
BIRCHBROOK, INC.	189	$31K	0.02%	0	13F-HR Timeline
TSFG, LLC	190	$31K	0.01%	0	13F-HR Timeline
Sanctuary Wealth Management, L.L.C.	185	$30.4K	0.02%	0	13F-HR Timeline
Park Square Financial Group, LLC	183	$30K	0.02%		13F-HR Timeline
2UniFi Bank	180	$29.6K	0.02%		13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	175	$28.7K	<0.01%	0	13F-HR Timeline Group
MCF Advisors LLC	163	$26.8K	<0.01%	0	13F-HR Timeline
Menard Financial Group LLC	162	$26.6K	0.02%	new	13F-HR Timeline
Financial Life Planners	161	$26.5K	0.02%		13F-HR Timeline
Provenance Wealth Advisors, LLC	161	$26.4K	<0.01%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	159	$26.1K	0.01%	0	13F-HR Timeline
Hoese & Co LLP	158	$25.9K	0.02%	new	13F-HR Timeline
Perkins Coie Trust Co	155	$25.4K	0.01%	0	13F-HR Timeline
Hanson & Doremus Investment Management	151	$25K	<0.01%	0	13F-HR Timeline
TrinityBridge Ltd	150	$25K	<0.01%	0	13F-HR Timeline
SITTNER & NELSON, LLC	151	$24.8K	0.01%	0	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	150	$24.6K	0.01%	0	13F-HR Timeline
Investors Research Corp	150	$24.6K	0.01%	0	13F-HR Timeline
Crews Bank & Trust	150	$24.6K	<0.01%		13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	150	$24.6K	0.01%	0	13F-HR Timeline
FPC INVESTMENT ADVISORY, INC.	147	$24.6K	0.02%	new	13F-HR Timeline
Atlantic Edge Private Wealth Management…	148	$24.3K	0.01%	0	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	147	$24.1K	<0.01%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
HORIZON BANCORP INC /IN/	145	$24K	0.01%	0	13F-HR Timeline
Abound Wealth Management	145	$23.7K	0.01%	0	13F-HR Timeline
Beacon Capital Management, LLC	144	$23.7K	<0.01%	+1	13F-HR Timeline
Promus Capital, LLC	139	$22.8K	0.02%		13F-HR/A Timeline
Pacifica Partners Inc.	137	$22.5K	0.01%	-77	13F-HR Timeline
Main Street Group, LTD	132	$21.6K	0.01%	+1	13F-HR Timeline
Roxbury Financial LLC	118	$21.4K	0.02%		13F-HR Timeline
Armor Investment Advisors, LLC	130	$21.3K	0.01%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	126	$20.7K	0.01%	0	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	124	$20K	<0.01%	new	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Venturi Wealth Management, LLC	113	$18.6K	<0.01%	+38	13F-HR Timeline
Element Wealth, LLC	108	$17.7K	0.01%	+1	13F-HR Timeline
Van Hulzen Asset Management, LLC	104	$17K	<0.01%	new	13F-HR Timeline
Horizons Wealth Management	100	$16.4K	0.01%	0	13F-HR Timeline
Ransom Advisory, Ltd	100	$16.4K	0.01%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	100	$16K	<0.01%	0	13F-HR Timeline
Darwin Wealth Management, LLC	95	$15.7K	0.01%	-5	13F-HR/A Timeline
RICHARDSON FINANCIAL SERVICES INC.	95	$15.6K	0.01%	-95	13F-HR Timeline
Compass Planning Associates Inc	89	$14.5K	0.01%		13F-HR Timeline
Wood Tarver Financial Group, LLC	88	$14K	<0.01%		13F-HR Timeline
Kings Path Partners LLC	85	$14K	0.01%	-27	13F-HR Timeline
WOLFF WIESE MAGANA LLC	84	$13.8K	0.01%	0	13F-HR Timeline
Cedar Mountain Advisors, LLC	83	$13.6K	<0.01%	new	13F-HR Timeline
Capital Investment Advisory Services, L…	81	$13.3K	<0.01%	+20	13F-HR Timeline
Morling Financial Advisors, LLC	78	$12.8K	<0.01%	0	13F-HR Timeline
Transcendent Capital Group LLC	78	$12.8K	0.01%	+8	13F-HR Timeline
Milestone Investment Advisors LLC	76	$12.4K	<0.01%	0	13F-HR Timeline
Mascoma Wealth Management LLC	75	$12.3K	<0.01%	+47	13F-HR Timeline
Talon Private Wealth, LLC	75	$12.3K	<0.01%	0	13F-HR/A Timeline
GoalVest Advisory LLC	72	$11.8K	<0.01%	0	13F-HR Timeline
Fairman Group, LLC	71	$11.6K	0.01%	+1	13F-HR Timeline
Morton Brown Family Wealth, LLC	70	$11.5K	<0.01%	0	13F-HR Timeline
Register Financial Advisors LLC	70	$11.5K	0.01%	0	13F-HR Timeline
Peachtree Investment Partners, LLC	67	$11K	<0.01%	0	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	66	$10.8K	<0.01%	+3	13F-HR Timeline Group
Founders Capital Management	66	$10.8K	0.01%	0	13F-HR Timeline
Founders Financial Alliance, LLC	63	$10.4K	<0.01%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	63	$10.3K	0.01%		13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	65	$10K	<0.01%	0	13F-HR Timeline
Eagle Bay Advisors LLC	60	$9.85K	0.01%	new	13F-HR Timeline
ORG Partners LLC	57	$9.4K	<0.01%	0	13F-HR Timeline
Activest Wealth Management	57	$9.37K	<0.01%	0	13F-HR Timeline
NWK Group, Inc.	57	$9.36K	<0.01%	new	13F-HR Timeline
Noble Wealth Management PBC	56	$9.19K	0.01%		13F-HR Timeline
one8zero8, LLC	55	$9.03K	<0.01%		13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	54	$8.87K	<0.01%	+30	13F-HR Timeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd	50	$8.21K	<0.01%		13F-HR Timeline Group
Pacific Capital Wealth Advisors, Inc.	49	$8.04K	<0.01%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	50	$8K	0.01%	0	13F-HR Timeline
Retirement Wealth Solutions LLC	50	$8K	0.01%		13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	48	$7.88K	<0.01%	0	13F-HR Timeline
McIlrath & Eck, LLC	47	$7.74K	<0.01%	0	13F-HR Timeline
Raleigh Capital Management Inc.	44	$7.22K	<0.01%	new	13F-HR Timeline