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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

954 managers (966 13F filers) reported a position in IWN shares at 2025-06-30, 52,582,894 shares in all. 51 filers opened a position and 65 filers sold out during the quarter.

Managers
954
13F filers
966
New
51
Added
302
Reduced
358
Sold out
65
Shares held by filers
52,582,894

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AlphaCore Capital LLC446$70.4K<0.01%+40113F-HRTimeline
ATWOOD & PALMER INC439$69.3K<0.01%-10013F-HRTimeline
REDMONT WEALTH ADVISORS LLC430$67.9K0.1%-7313F-HRTimeline
Strategic Wealth Partners, Ltd.426$67.2K0.01%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/421$66.4K0.01%new13F-HRTimeline
MilWealth Group LLC417$65.8K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC413$65.2K0.05%013F-HRTimeline
Evensky & Katz LLC409$65K<0.01%+113F-HRTimeline
Semmax Financial Advisors Inc.391$62.9K0.02%+16513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P398$62.8K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc393$62K0.02%+113F-HRTimeline
BOK Financial Private Wealth, Inc.375$59.1K<0.01%-10413F-HRTimeline
TrinityBridge Ltd375$59K<0.01%+22513F-HRTimeline
Whipplewood Advisors, LLC350$55.2K0.03%+31113F-HRTimeline
Roble, Belko & Company, Inc340$54K0.01%013F-HRTimeline
BALLAST ADVISORS LLC338$53.3K0.02%013F-HRTimeline
Bangor Savings Bank337$53.2K<0.01%013F-HRTimeline
Insight Inv LLC327$51.6K0.03%-20013F-HRTimeline
Marquette Asset Management, LLC324$51.1K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.312$49.2K0.02%013F-HRTimeline
WPG Advisers, LLC312$49.2K0.04%-1313F-HRTimeline
HAZLETT, BURT & WATSON, INC.313$49K0.02%013F-HRTimeline
Golden State Wealth Management, LLC307$48.6K0.01%013F-HRTimeline
S&T Bank/PA302$47.6K0.01%-3313F-HRTimeline
Future Financial Wealth Managment LLC300$47.3K0.03%013F-HRTimeline
Centricity Wealth Management, LLC300$47.3K0.04%013F-HRTimeline
Biltmore Family Office, LLC298$47K0.01%013F-HRTimeline
Redwood Park Advisors LLC280$44.2K0.03%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…276$44K0.01%013F-HRTimeline
Roxbury Financial LLC275$43.3K0.04%013F-HRTimeline
United Community Bankin group United Community Bank273$43.1K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC235$37.1K<0.01%013F-HRTimeline
Bellwether Advisors, LLC233$36.8K0.01%new13F-HRTimeline
Archer Investment Corp231$36.4K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp216$34.6K0.03%013F-HRTimeline
Salomon & Ludwin, LLC209$34.2K<0.01%-513F-HRTimeline
TruNorth Capital Management, LLC216$34.1K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.213$33.6K0.02%-1913F-HRTimeline
DHJJ Financial Advisors, Ltd.211$33.3K0.01%013F-HRTimeline
Pflug Koory, LLC205$32.3K0.02%013F-HRTimeline
CVA Family Office, LLC204$32.2K<0.01%013F-HRTimeline
Avalon Trust Co200$31.6K<0.01%013F-HRTimeline
TSFG, LLC190$30K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS190$30K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC190$30K0.02%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC189$29.8K<0.01%-56113F-HRTimeline
BIRCHBROOK, INC.189$29.8K0.02%013F-HRTimeline
2UniFi Bank180$28.4K0.02%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/176$27.8K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP175$27.6K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…172$27.1K<0.01%-4413F-HRTimeline
First Command Advisory Services, Inc.165$26K<0.01%new13F-HRTimeline
MCF Advisors LLC163$25.7K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.157$25.6K0.01%-22613F-HRTimeline
BARRETT & COMPANY, INC.159$25.1K0.01%013F-HRTimeline
Perkins Coie Trust Co155$24.5K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management151$24K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC151$23.8K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC150$23.7K0.01%013F-HRTimeline
DT Investment Partners, LLC150$23.7K<0.01%013F-HRTimeline
Investors Research Corp150$23.7K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC150$23.7K0.01%013F-HRTimeline
Talon Private Wealth, LLC150$23.7K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/145$23K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Abound Wealth Management145$22.8K0.01%013F-HRTimeline
Promus Capital, LLC139$21.9K0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC137$21.6K<0.01%-7313F-HRTimeline
Pacifica Partners Inc.137$21.6K0.01%013F-HRTimeline
Main Street Group, LTD131$20.7K0.01%-113F-HRTimeline
Armor Investment Advisors, LLC130$20.5K0.01%013F-HRTimeline
GeoWealth Management, LLC119$18.8K<0.01%-46613F-HRTimeline
Fourth Dimension Wealth, LLC113$17.8K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.107$16.9K0.01%013F-HRTimeline
Pandora Wealth, Inc.107$16.9K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$16K<0.01%013F-HRTimeline
Horizons Wealth Management100$15.8K0.01%013F-HRTimeline
Crews Bank & Trust100$15.8K<0.01%013F-HRTimeline
Park Square Financial Group, LLC100$15.8K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC97$15.3K<0.01%-10113F-HRTimeline
Gen-Wealth Partners Inc91$14.4K0.01%new13F-HRTimeline
Compass Planning Associates Inc89$14.1K0.01%013F-HRTimeline
Beacon Capital Management, LLC86$13.5K<0.01%+113F-HRTimeline
WFA of San Diego, LLC85$13.4K0.01%13F-HRTimeline
Kings Path Partners LLC85$13.4K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC84$13.3K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC88$13K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC81$12.8K<0.01%-8013F-HRTimeline
Darwin Wealth Management, LLC78$12.4K<0.01%-1713F-HRTimeline
Morling Financial Advisors, LLC78$12.3K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC76$11.9K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC72$11.4K<0.01%-7513F-HR/ATimeline
Fairman Group, LLC71$11.2K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC70$11K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC68$10.7K<0.01%+113F-HRTimeline
Founders Capital Management66$10.4K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV65$10K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.63$9.94K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC60$9.5K<0.01%-313F-HRTimeline
Activest Wealth Management57$9.01K<0.01%013F-HRTimeline
Bogart Wealth, LLC57$8.99K<0.01%+1813F-HRTimeline
NWK Group, Inc.57$8.99K<0.01%013F-HRTimeline
Rossby Financial, LCC57$8.99K<0.01%+913F-HRTimeline
one8zero8, LLC55$8.68K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC54$8.52K<0.01%013F-HRTimeline
Brooklyn Investment Group53$8.36K<0.01%-36113F-HR/ATimeline
Financial Avengers, Inc.53$8.36K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC50$7.89K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd50$7.89K<0.01%013F-HR/ATimelineGroup
McIlrath & Eck, LLC47$7.46K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA45$7.1K<0.01%new13F-HRTimeline
Richardson Capital Management LLC45$7.1K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…44$6.89K0.01%-1,05213F-HRTimeline
GoalVest Advisory LLC43$6.78K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…42$6.63K<0.01%-5613F-HRTimeline
1 NORTH WEALTH SERVICES LLC40$6.31K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC40$6.31K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.37$6.07K<0.01%-3013F-HRTimeline
Dunhill Financial, LLC37$5.84K<0.01%+3313F-HRTimeline
Ridgewood Investments LLC37$5.84K<0.01%013F-HRTimeline
CoreCap Advisors, LLC37$5.84K<0.01%-113F-HRTimeline
FIDUCIARY ADVISORS, INC.35$5.52K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…35$5.52K<0.01%013F-HRTimeline
Robinswood Financial LLC34$5.43K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.34$5.3K<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC30$4.98K<0.01%new13F-HRTimeline
Breakwater Investment Management31$4.89K<0.01%013F-HRTimeline
High Note Wealth, LLC30$4.73K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC28$4.42K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC27$4.35K<0.01%+313F-HRTimeline
PrairieView Partners, LLC31$4K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.25$3.97K<0.01%new13F-HRTimeline
Belmont Capital, LLC25$3.94K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC25$3.94K<0.01%013F-HRTimeline
ORG Partners LLC21$3.44K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…19$3K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.17$2.68K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …16$2.52K<0.01%13F-HRTimelineGroup
Millstone Evans Group, LLC16$2.52K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.16$2.52K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC2,366$2.37K<0.01%+2,35113F-HR/ATimeline
Kessler Investment Group, LLC13$2.05K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concord Wealth Partnersin group Concord Wealth Partners11$1.78K<0.01%+613F-HRTimelineGroup
Global Trust Asset Management, LLC11$1.74K<0.01%013F-HRTimeline
Sound Income Strategies, LLC11$1.73K<0.01%-19913F-HRTimeline
Provident Wealth Management, LLC10$1.58K<0.01%-113F-HRTimeline
Operose Advisors LLC7$1.1K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.5$821<0.01%013F-HRTimeline
Bell Investment Advisors, Inc4$632<0.01%013F-HRTimeline
Kilter Group LLC4$632<0.01%new13F-HRTimeline
Nemes Rush Group LLC4$631<0.01%-1013F-HRTimeline
Transce3nd, LLC4$631<0.01%013F-HRTimeline
Compass Financial Services Inc3$475<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.