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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

963 managers (973 13F filers) reported a position in IWN shares at 2025-09-30, 50,445,467 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
963
13F filers
973
New
75
Added
278
Reduced
328
Sold out
51
Shares held by filers
50,445,467

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NVWM, LLC600$106K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC575$102K0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC573$101K0.01%013F-HRTimeline
CoreFirst Bank & Trust525$92.8K0.05%013F-HRTimeline
Balentine LLC519$91.8K<0.01%013F-HRTimeline
EASTERN BANK489$86.5K<0.01%-19613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…489$86.5K<0.01%013F-HRTimelineGroup
3Chopt Investment Partners, LLC485$85.8K0.02%013F-HRTimeline
Caitlin John, LLC482$85.3K0.06%new13F-HRTimeline
Windsor Advisory Group, LLC474$83.8K0.07%013F-HRTimeline
CNB Bank471$83.3K0.03%013F-HRTimeline
Coston, McIsaac & Partners459$81K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST450$79.6K0.03%013F-HRTimeline
ATWOOD & PALMER INC439$77.6K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC430$76.1K0.11%013F-HRTimeline
Strategic Wealth Partners, Ltd.426$75.3K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.422$74.7K<0.01%+4713F-HRTimeline
MilWealth Group LLC417$73.8K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC413$73K0.04%013F-HRTimeline
Seneschal Advisors, LLC410$72.5K0.05%new13F-HRTimeline
SOA Wealth Advisors, LLC.399$70.5K0.01%-10713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P398$70.4K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc394$69.6K0.02%+113F-HRTimeline
Community Bank, N.A.384$67.9K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/360$63.7K0.01%-6113F-HRTimeline
Crewe Advisors LLC353$62.4K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC349$62K0.01%-18413F-HRTimeline
Roble, Belko & Company, Inc340$60K0.01%013F-HRTimeline
BALLAST ADVISORS LLC338$59.8K0.02%013F-HRTimeline
Bangor Savings Bank337$59.6K<0.01%013F-HRTimeline
Marquette Asset Management, LLC324$57.3K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC313$55.3K0.01%+21613F-HRTimeline
Pinnacle Bancorp, Inc.312$55.2K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.313$55K0.02%013F-HRTimeline
Golden State Wealth Management, LLC308$54.5K0.01%+113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA308$54.5K0.11%new13F-HRTimeline
Root Financial Partners, LLC302$53.4K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC300$53K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redwood Park Advisors LLC280$49.5K0.04%013F-HRTimeline
Evensky & Katz LLC278$49K<0.01%-13113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…276$49K0.01%013F-HRTimeline
Roxbury Financial LLC275$48.6K0.04%013F-HRTimeline
United Community Bankin group United Community Bank273$48.3K0.01%013F-HRTimelineGroup
S&T Bank/PA261$46.1K0.01%-4113F-HRTimeline
Cloud Capital Management, LLC260$45K0.02%new13F-HRTimeline
WPG Advisers, LLC246$43.5K0.03%-6613F-HRTimeline
SIGNATUREFD, LLC235$41.6K<0.01%013F-HRTimeline
Biltmore Family Office, LLC233$41.2K0.01%-6513F-HRTimeline
Archer Investment Corp231$40.8K0.01%013F-HRTimeline
TrinityBridge Ltd225$40K<0.01%-15013F-HRTimeline
TruNorth Capital Management, LLC216$38.2K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp216$38.2K0.03%013F-HRTimeline
Pflug Koory, LLC205$36.2K0.02%013F-HRTimeline
CVA Family Office, LLC204$36.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC201$36.1K<0.01%-813F-HRTimeline
Insight Inv LLC200$35.4K0.02%-12713F-HRTimeline
Nalls Sherbakoff Group, LLC191$33.7K0.02%+113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS190$33.6K0.01%013F-HRTimeline
BIRCHBROOK, INC.189$33.4K0.02%013F-HRTimeline
2UniFi Bank180$31.8K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP175$30.9K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…172$30.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.165$29.2K<0.01%013F-HRTimeline
MCF Advisors LLC163$28.8K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.157$28.2K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.159$28.1K0.01%013F-HRTimeline
Abound Wealth Management157$27.7K0.01%+1213F-HRTimeline
Perkins Coie Trust Co155$27.4K0.01%013F-HRTimeline
Hanson & Doremus Investment Management151$27K<0.01%013F-HRTimeline
DT Investment Partners, LLC150$26.5K<0.01%013F-HRTimeline
Investors Research Corp150$26.5K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC150$26.5K0.02%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC150$26.5K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/145$26K0.01%013F-HRTimeline
Promus Capital, LLC139$24.6K0.02%013F-HRTimeline
Pacifica Partners Inc.137$24.3K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC137$24.2K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC137$24.2K0.01%new13F-HRTimeline
Main Street Group, LTD131$23.2K0.01%013F-HRTimeline
Armor Investment Advisors, LLC130$23K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.126$22.3K0.01%-8513F-HRTimeline
Private Wealth Management Group, LLC120$21.2K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.116$20.5K0.01%-9713F-HRTimeline
Fourth Dimension Wealth, LLC113$20K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.107$18.9K0.01%013F-HRTimeline
Pandora Wealth, Inc.107$18.9K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$18K<0.01%013F-HR/ATimeline
SITTNER & NELSON, LLC101$17.9K0.01%-5013F-HRTimeline
Beaird Harris Wealth Management, LLC100$17.8K<0.01%new13F-HRTimeline
Horizons Wealth Management100$17.7K0.01%013F-HRTimeline
American Capital Advisory, LLC100$17.7K0.01%new13F-HRTimeline
Crews Bank & Trust100$17.7K<0.01%013F-HRTimeline
Park Place Capital Corp93$16.4K<0.01%-1,84913F-HRTimeline
Gen-Wealth Partners Inc91$16.1K0.01%013F-HRTimeline
Quent Capital, LLC86$15.2K<0.01%new13F-HRTimeline
WFA of San Diego, LLC85$15K0.01%013F-HRTimeline
Kings Path Partners LLC85$15K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC84$14.9K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC81$14.3K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC78$13.9K<0.01%013F-HRTimeline
Morling Financial Advisors, LLC78$13.8K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC76$13.4K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC72$12.7K<0.01%013F-HRTimeline
Fairman Group, LLC72$12.7K0.01%+113F-HRTimeline
Morton Brown Family Wealth, LLC70$12.4K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC68$12K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.67$11.8K<0.01%+3013F-HRTimeline
CoreCap Advisors, LLC67$11.8K<0.01%+3013F-HRTimeline
Financial Life Planners66$11.7K0.01%new13F-HRTimeline
Founders Capital Management66$11.7K0.01%013F-HRTimeline
Founders Financial Alliance, LLC63$11.2K<0.01%+313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.63$11.1K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC62$11K0.05%-3813F-HRTimeline
Activest Wealth Management60$10.6K<0.01%+313F-HRTimeline
Rossby Financial, LCC57$10.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC57$10.1K<0.01%013F-HRTimeline
NWK Group, Inc.57$10.1K<0.01%013F-HRTimeline
one8zero8, LLC55$9.72K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC54$9.55K<0.01%013F-HRTimeline
Financial Avengers, Inc.53$9.37K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC51$9.02K<0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd50$8.84K<0.01%013F-HRTimelineGroup
Turning Point Benefit Group, Inc.49$8.7K0.01%new13F-HRTimeline
McIlrath & Eck, LLC47$8.37K<0.01%013F-HRTimeline
Richardson Capital Management LLC45$7.96K<0.01%013F-HRTimeline
AlphaCore Capital LLC45$7.96K<0.01%-40113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$7.82K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…44$7.76K0.01%013F-HRTimeline
GoalVest Advisory LLC43$7.6K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$7.6K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…42$7.43K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC40$7.07K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC40$7.07K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp39$6.79K0.01%13F-HR/ATimeline
Dunhill Financial, LLC37$6.55K<0.01%013F-HRTimeline
Signature Resources Capital Management,…37$6.54K<0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.35$6.19K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…35$6.19K0.01%013F-HRTimeline
Robinswood Financial LLC34$6.12K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.34$5.97K<0.01%013F-HRTimeline
Breakwater Investment Management31$5.48K<0.01%013F-HRTimeline
Noble Wealth Management PBC30$5.3K<0.01%13F-HRTimeline
Mascoma Wealth Management LLC28$4.95K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC27$4.77K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC25$4.42K<0.01%013F-HRTimeline
Longview Financial Advisors LLC22$3.89K<0.01%new13F-HRTimeline
ORG Partners LLC21$3.8K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…19$3.36K<0.01%013F-HRTimeline
Millstone Evans Group, LLC16$2.83K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC15$2.65K<0.01%-2,35113F-HR/ATimeline
Annandale Capital, LLC1,408$2.49K0.04%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$2K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC11$1.95K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…9$1.6K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC8$1.41K<0.01%-313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.7$1.24K<0.01%-1013F-HRTimeline
Operose Advisors LLC7$1.24K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.5$821<0.01%013F-HRTimeline
Bell Investment Advisors, Inc4$708<0.01%013F-HRTimeline
Kilter Group LLC4$708<0.01%013F-HRTimeline
Nemes Rush Group LLC4$707<0.01%013F-HRTimeline
Compass Financial Services Inc3$535<0.01%013F-HRTimeline