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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

978 managers (987 13F filers) reported a position in IWN shares at 2025-03-31, 55,804,230 shares in all. 48 filers opened a position and 119 filers sold out during the quarter.

Managers
978
13F filers
987
New
48
Added
277
Reduced
391
Sold out
119
Shares held by filers
55,804,230

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JDM Financial Group LLC685$103K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV660$99.6K0.01%+113F-HRTimeline
Grove Bank & Trust659$99.5K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…658$99.5K0.06%new13F-HRTimeline
Wealth Advisors of Tampa Bay, LLC657$99.2K0.04%new13F-HRTimeline
WEST PACES ADVISORS INC.650$98.1K0.02%013F-HRTimeline
Navigoe, LLC655$98K0.08%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.605$91.3K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC602$91K0.01%-10013F-HRTimeline
NVWM, LLC600$90.6K0.02%013F-HRTimeline
GeoWealth Management, LLC585$88.3K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC575$86.8K0.01%-4113F-HRTimelineGroup
Tortoise Investment Management, LLC573$86.5K0.01%-6413F-HR/ATimeline
FIRST UNITED BANK & TRUST570$86.1K0.03%-7113F-HRTimeline
ATWOOD & PALMER INC539$81.4K0.01%013F-HRTimeline
Insight Inv LLC527$79.6K0.05%013F-HRTimeline
HWG Holdings LP515$77.8K0.03%new13F-HRTimeline
Balentine LLC509$76.8K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC503$76K0.15%-1,31513F-HRTimeline
Parkworth Wealth Management, Inc.496$74.9K0.06%+213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…489$73.8K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.479$72.4K0.01%-6913F-HRTimeline
Windsor Advisory Group, LLC474$71.6K0.09%013F-HRTimeline
CNB Bank471$71.1K0.04%013F-HRTimeline
Trust Co460$69.5K0.01%013F-HRTimeline
Coston, McIsaac & Partners459$69K0.02%013F-HRTimeline
Hemington Wealth Management442$66K0.01%-5213F-HRTimeline
MilWealth Group LLC417$63K0.02%013F-HRTimeline
Brooklyn Investment Group414$62.5K0.01%+1113F-HRTimeline
Frazier Financial Advisors, LLC413$62.4K0.05%013F-HRTimeline
Evensky & Katz LLC408$62K<0.01%-313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P398$60K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.395$59.7K0.01%+113F-HRTimeline
Financial Perspectives, Inc392$59.2K0.02%+113F-HRTimeline
Princeton Global Asset Management LLC391$59K0.01%-36113F-HRTimeline
Bear Mountain Capital, Inc.383$55.9K0.02%013F-HRTimeline
Whipplewood Advisors, LLC39$52.8K0.04%-31113F-HRTimeline
Olde Wealth Management, LLC346$52K0.02%new13F-HRTimeline
BALLAST ADVISORS LLC338$51K0.02%013F-HRTimeline
Roble, Belko & Company, Inc340$51K0.01%013F-HRTimeline
Bangor Savings Bank337$50.9K<0.01%013F-HRTimeline
S&T Bank/PA335$50.6K0.02%-913F-HRTimeline
Headlands Technologies LLC334$50.4K0.01%-29313F-HRTimeline
WPG Advisers, LLC325$49.1K0.05%-9013F-HRTimeline
Marquette Asset Management, LLC324$48.9K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.312$47.1K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.313$47K0.02%-10413F-HRTimeline
Golden State Wealth Management, LLC307$46.5K0.01%+1813F-HR/ATimeline
Future Financial Wealth Managment LLC300$45.3K0.03%013F-HRTimeline
Centricity Wealth Management, LLC300$45.3K0.04%013F-HRTimeline
Biltmore Family Office, LLC298$45K0.01%+3513F-HRTimeline
Roxbury Financial LLC275$44.2K0.04%+15713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management293$44.2K0.01%13F-HRTimelineGroup
Redwood Park Advisors LLC280$42.3K0.04%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…276$42K0.01%013F-HRTimeline
United Community Bankin group United Community Bank273$41.2K0.02%013F-HRTimelineGroup
Cloud Capital Management, LLC257$38K0.03%13F-HRTimeline
Clearstead Trust, LLC241$36.4K0.01%013F-HRTimeline
SIGNATUREFD, LLC235$35.5K<0.01%-51913F-HRTimeline
AMERIFLEX GROUP, INC.232$35K0.01%-4513F-HRTimeline
Archer Investment Corp231$34.9K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.226$33.7K0.01%+113F-HRTimeline
TruNorth Capital Management, LLC216$32.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…216$32.6K<0.01%+13513F-HRTimeline
Murphy & Mullick Capital Management Corp216$32.6K0.03%013F-HRTimeline
Salomon & Ludwin, LLC214$32.3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.211$31.9K0.01%+8513F-HRTimeline
Glen Eagle Advisors, LLC210$31.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC210$31.7K<0.01%013F-HRTimeline
Pflug Koory, LLC205$31K0.02%013F-HRTimeline
CVA Family Office, LLC204$30.8K<0.01%013F-HRTimeline
Avalon Trust Co200$30.2K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC198$29.9K0.01%+11513F-HRTimeline
TSFG, LLC190$29K0.01%013F-HRTimeline
2UniFi Bank180$29K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS190$28.7K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC189$28.6K0.02%13F-HRTimeline
BIRCHBROOK, INC.189$28.5K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP175$26.4K<0.01%013F-HRTimelineGroup
MCF Advisors LLC163$24.6K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC161$24.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.159$24K0.01%013F-HRTimeline
Hoese & Co LLP158$23.9K0.02%013F-HRTimeline
Perkins Coie Trust Co155$23.4K0.01%013F-HRTimeline
Hanson & Doremus Investment Management151$23K<0.01%013F-HRTimeline
TrinityBridge Ltd150$23K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC151$22.8K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC150$22.6K0.01%013F-HRTimeline
DT Investment Partners, LLC150$22.6K<0.01%-7513F-HRTimeline
Investors Research Corp150$22.6K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC150$22.6K0.02%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC147$22.2K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/145$22K0.01%013F-HRTimeline
Abound Wealth Management145$21.8K0.01%013F-HRTimeline
Promus Capital, LLC139$21K0.02%013F-HR/ATimeline
Main Street Group, LTD132$19.9K0.01%013F-HRTimeline
Armor Investment Advisors, LLC130$19.6K0.01%013F-HRTimeline
Pacifica Partners Inc.137$19.6K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.126$19K0.01%+7813F-HRTimeline
Fourth Dimension Wealth, LLC113$17.1K0.01%+5013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.107$16.2K0.01%+1213F-HRTimeline
Pandora Wealth, Inc.107$16.2K0.01%13F-HRTimeline
Darwin Wealth Management, LLC95$15.7K0.01%013F-HRTimeline
Horizons Wealth Management100$15.1K0.01%013F-HRTimeline
Crews Bank & Trust100$15.1K<0.01%-5013F-HRTimeline
Park Square Financial Group, LLC100$15.1K0.01%-8313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$15K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…98$14.8K<0.01%-5013F-HRTimeline
Compass Planning Associates Inc89$13.4K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC88$13.3K<0.01%013F-HRTimeline
Beacon Capital Management, LLC85$12.9K<0.01%-5913F-HRTimeline
Kings Path Partners LLC85$12.8K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC84$12.7K0.01%013F-HRTimeline
Morling Financial Advisors, LLC78$11.8K<0.01%013F-HRTimeline
Fairman Group, LLC71$11.6K0.01%013F-HRTimeline
Milestone Investment Advisors LLC76$11.4K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC70$10.6K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC67$10.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.67$10.1K<0.01%+3013F-HRTimeline
Founders Capital Management66$9.96K0.01%013F-HRTimeline
Founders Financial Alliance, LLC63$9.55K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.63$9.51K<0.01%-313F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV65$9K<0.01%013F-HRTimeline
Activest Wealth Management57$8.62K<0.01%013F-HRTimeline
NWK Group, Inc.57$8.61K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …56$8.46K<0.01%13F-HRTimelineGroup
one8zero8, LLC55$8.3K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC54$8.15K<0.01%013F-HRTimeline
BFSG, LLC50$7.55K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC50$7.55K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd50$7.55K<0.01%013F-HR/ATimelineGroup
McIlrath & Eck, LLC47$7.13K<0.01%013F-HRTimeline
Rossby Financial, LCC48$6.94K<0.01%new13F-HRTimeline
Richardson Capital Management LLC45$6.79K<0.01%new13F-HRTimeline
AlphaCore Capital LLC45$6.79K<0.01%new13F-HRTimeline
GoalVest Advisory LLC43$6.49K<0.01%-2913F-HRTimeline
1 NORTH WEALTH SERVICES LLC40$6.04K<0.01%new13F-HRTimeline
Twin Lakes Capital Management, LLC40$6.04K<0.01%new13F-HRTimeline
Bogart Wealth, LLC39$5.89K<0.01%013F-HRTimeline
CoreCap Advisors, LLC38$5.8K<0.01%013F-HRTimeline
Ridgewood Investments LLC37$5.59K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…36$5.44K<0.01%new13F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.35$5.29K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…35$5.28K<0.01%013F-HRTimeline
Robinswood Financial LLC34$5.18K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.33$5.05K<0.01%013F-HRTimeline
Breakwater Investment Management31$4.68K<0.01%013F-HRTimeline
Noble Wealth Management PBC30$4.53K<0.01%-2613F-HRTimeline
Hexagon Capital Partners LLC29$4.38K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC28$4.23K<0.01%-4713F-HRTimeline
PrairieView Partners, LLC31$4K<0.01%013F-HRTimeline
Belmont Capital, LLC25$3.77K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC25$3.77K<0.01%+1513F-HRTimeline
First Pacific Financial25$3.77K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC24$3.62K<0.01%013F-HRTimeline
ORG Partners LLC21$3.21K<0.01%-3613F-HRTimeline
Bradley & Co. Private Wealth Management…19$2.87K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.17$2.57K<0.01%013F-HRTimeline
Millstone Evans Group, LLC16$2.42K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.16$2.42K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC15$2.27K<0.01%013F-HR/ATimeline
Nemes Rush Group LLC14$2.11K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12$2K<0.01%-11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kessler Investment Group, LLC13$1.96K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC13$1.96K<0.01%013F-HRTimeline
Quent Capital, LLC11$1.68K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC11$1.66K<0.01%-813F-HRTimeline
Provident Wealth Management, LLC11$1.66K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton9$1.36K<0.01%013F-HRTimeline
Operose Advisors LLC7$1.06K<0.01%013F-HRTimeline
Westend Capital Management, LLC6$906<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.5$821<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5$794<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC4$612<0.01%013F-HRTimeline
Bell Investment Advisors, Inc4$604<0.01%013F-HRTimeline
Transce3nd, LLC4$604<0.01%-913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,38013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC2$196Knew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.