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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,033 managers (1,045 13F filers) reported a position in IWN shares at 2025-12-31, 50,221,861 shares in all. 86 filers opened a position and 54 filers sold out during the quarter.

Managers
1,033
13F filers
1,045
New
86
Added
322
Reduced
308
Sold out
54
Shares held by filers
50,221,861

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
CENTAURUS FINANCIAL, INC.1,060$192K0.01%-5813F-HRTimeline
Cherry Tree Wealth Management, LLC1,043$189K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,037$188K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,029$186K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.988$179K0.02%13F-HRTimeline
Cornerstone Planning Group LLC917$178K0.03%+513F-HRTimeline
Versant Capital Management, Inc981$178K0.02%+12513F-HRTimeline
Copia Wealth Management973$176K0.13%+1613F-HRTimeline
Clearstead Trust, LLC946$171K0.03%013F-HRTimeline
Westside Investment Management, Inc.940$170K0.03%013F-HRTimeline
City State Bank939$170K0.05%013F-HRTimeline
Rice Partnership, LLC938$170K0.02%-2213F-HRTimeline
Sage Mountain Advisors LLC925$168K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.925$168K0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…900$163K<0.01%new13F-HRTimelineGroup
Walsh & Associates, LLC894$162K0.16%13F-HRTimeline
Addison Advisors LLC880$159K0.04%013F-HRTimeline
SG Americas Securities, LLC870$158K<0.01%-22013F-HRTimeline
Topsail Wealth Management, LLC823$149K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.810$147K0.08%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC807$146K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp793$144K0.01%013F-HRTimelineGroup
Red Tortoise LLC789$143K0.06%+413F-HRTimeline
GW&K Investment Management, LLC789$143K<0.01%new13F-HRTimeline
MOTCO782$142K0.01%013F-HRTimeline
WealthShield Partners, LLC772$140K0.02%013F-HRTimeline
J.Safra Asset Management Corp760$138K0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC756$137K0.06%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.754$137K0.02%013F-HRTimeline
Basepoint Wealth LLC753$136K0.08%new13F-HRTimeline
GAMMA Investing LLC720$130K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC719$130K0.01%+14413F-HRTimelineGroup
Dorato Capital Management656$127K0.1%13F-HRTimeline
LRI Investments, LLC678$123K0.01%-8013F-HRTimeline
Grove Bank & Trust659$119K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…658$119K0.06%013F-HRTimeline
Navigoe, LLC657$119K0.07%+213F-HRTimeline
JDM Financial Group LLC655$119K0.05%-3013F-HRTimeline
WEST PACES ADVISORS INC.650$118K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC647$117K0.03%013F-HRTimeline
Columbia Asset Management646$117K0.02%new13F-HRTimeline
AlphaCore Capital LLC629$114K<0.01%+58413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV629$114K0.01%-613F-HRTimeline
EPG Wealth Management LLC610$111K0.03%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.605$110K0.03%013F-HRTimeline
NVWM, LLC600$109K0.02%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC600$109K0.11%13F-HRTimeline
Coston, McIsaac & Partners597$108K0.03%+13813F-HRTimeline
Ares Financial Consulting, LLC575$104K0.1%13F-HRTimeline
Capital Investment Advisory Services, L…547$99.1K0.01%+37513F-HRTimeline
CNB Bank546$98.9K0.04%+7513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…542$98.2K0.03%+50713F-HRTimeline
CoreFirst Bank & Trust525$95.1K0.05%013F-HRTimeline
Manchester Capital Management LLC523$94.8K0.01%-47113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…489$88.6K<0.01%013F-HRTimelineGroup
3Chopt Investment Partners, LLC485$87.9K0.02%013F-HRTimeline
Balentine LLC480$87K<0.01%-3913F-HRTimeline
Windsor Advisory Group, LLC474$85.9K0.08%013F-HRTimeline
FIRST UNITED BANK & TRUST450$81.5K0.03%013F-HRTimeline
ATWOOD & PALMER INC439$79.6K<0.01%013F-HRTimeline
Caitlin John, LLC437$79.2K0.05%-4513F-HRTimeline
REDMONT WEALTH ADVISORS LLC430$78K0.12%013F-HRTimeline
Strategic Wealth Partners, Ltd.427$77.4K0.01%+113F-HRTimeline
BOK Financial Private Wealth, Inc.423$76.6K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC418$75.7K<0.01%+18313F-HRTimeline
MilWealth Group LLC417$75.6K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC413$74.8K0.04%013F-HRTimeline
SHP Wealth Management405$73.4K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.401$72.7K0.01%+213F-HRTimeline
DARA CAPITAL US, INC.400$72.5K0.06%13F-HRTimeline
Seneschal Advisors, LLC400$72.5K0.05%-1013F-HRTimeline
Financial Perspectives, Inc395$71.5K0.02%+113F-HRTimeline
Private Wealth Management Group, LLC390$70.7K0.02%+27013F-HRTimeline
Gunpowder Capital Management, LLC dba O…387$70.1K0.05%13F-HRTimeline
Community Bank, N.A.384$69.6K0.01%013F-HRTimeline
EASTERN BANK375$68K<0.01%-11413F-HRTimeline
TD Capital Management LLC366$66.3K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/360$65.2K0.01%013F-HRTimeline
Crewe Advisors LLC353$64K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC349$63K0.01%013F-HRTimeline
Marquette Asset Management, LLC347$62.9K0.01%+2313F-HRTimeline
Roble, Belko & Company, Inc340$62K0.01%013F-HRTimeline
BALLAST ADVISORS LLC338$61.2K0.02%013F-HRTimeline
Bangor Savings Bank337$61.1K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.339$61K0.06%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC330$59.8K<0.01%new13F-HRTimeline
HEARTLAND ADVISORS INC318$57.6K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.313$57K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC313$56.7K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.312$56.5K0.02%013F-HRTimeline
Golden State Wealth Management, LLC308$55.9K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA308$55.8K0.12%013F-HRTimeline
Root Financial Partners, LLC299$54.2K<0.01%-313F-HRTimeline
TrinityBridge Ltd300$54K<0.01%+7513F-HRTimeline
Covenant Partners, LLC294$53.3K0.02%-35,86213F-HRTimeline
Integrity Financial Corp /WA282$51.1K0.03%new13F-HRTimeline
GROUP ONE TRADING LLC281$50.9K<0.01%new13F-HRTimeline
EFG International AGin group EFG International AG277$50.2K<0.01%13F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…276$50K0.01%013F-HRTimeline
Evensky & Katz LLC274$50K<0.01%-413F-HRTimeline
Roxbury Financial LLC275$49.8K0.04%013F-HRTimeline
United Community Bankin group United Community Bank273$49.5K0.02%013F-HRTimelineGroup
Redwood Park Advisors LLC270$48.9K0.03%-1013F-HRTimeline
S&T Bank/PA261$47.3K0.01%013F-HRTimeline
WPG Advisers, LLC239$43.3K0.03%-713F-HRTimeline
Biltmore Family Office, LLC233$42.2K0.01%013F-HRTimeline
Archer Investment Corp231$41.9K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp216$39.1K0.03%013F-HRTimeline
Signature Equity Partners, LLC210$38K0.02%13F-HRTimeline
Pflug Koory, LLC205$37.1K0.02%013F-HRTimeline
CVA Family Office, LLC204$37K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC204$37K0.03%new13F-HRTimeline
Salomon & Ludwin, LLC199$36.9K<0.01%-213F-HRTimeline
Insight Inv LLC200$36.2K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC191$34.7K0.02%013F-HRTimeline
BIRCHBROOK, INC.189$34.2K0.02%013F-HRTimeline
First Command Advisory Services, Inc.185$33.5K<0.01%+2013F-HRTimeline
2UniFi Bank180$32.6K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP175$31.7K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC173$31.3K0.02%13F-HR/ATimeline
Bear Mountain Capital, Inc.157$30.7K0.01%013F-HRTimeline
MCF Advisors LLC163$29.5K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.159$28.8K0.01%013F-HRTimeline
RMG Wealth Management LLC300$28.1K<0.01%new13F-HRTimeline
Perkins Coie Trust Co155$28.1K0.01%013F-HRTimeline
Operose Advisors LLC152$27.5K0.01%+14513F-HRTimeline
DT Investment Partners, LLC150$27.2K<0.01%013F-HRTimeline
Investors Research Corp150$27.2K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC150$27.2K0.01%013F-HRTimeline
Hanson & Doremus Investment Management151$27K<0.01%013F-HRTimeline
Ransom Advisory, Ltd146$26.5K0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/145$26K0.01%013F-HRTimeline
Pacifica Partners Inc.137$25.1K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC137$24.9K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC130$23.6K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.126$22.8K0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC120$21.7K0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.115$20.9K0.02%13F-HRTimeline
SITTNER & NELSON, LLC101$20.2K0.01%013F-HRTimeline
Pandora Wealth, Inc.107$19.4K0.01%013F-HRTimeline
Abound Wealth Management103$18.6K<0.01%-5413F-HRTimeline
Keating Financial Advisory Services, In…102$18.5K<0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC100$18.2K<0.01%013F-HRTimeline
Horizons Wealth Management100$18.1K0.01%013F-HRTimeline
American Capital Advisory, LLC100$18.1K0.01%013F-HRTimeline
Elyxium Wealth, LLC100$18.1K0.01%new13F-HRTimeline
Crews Bank & Trust100$18.1K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$18K<0.01%013F-HRTimeline
SageView Advisory Group, LLC95$17.2K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.107$17.1K0.01%013F-HRTimeline
Park Place Capital Corp93$16.8K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc91$16.5K0.01%013F-HRTimeline
Quent Capital, LLC86$15.6K<0.01%013F-HRTimeline
WFA of San Diego, LLC85$15.4K0.01%013F-HRTimeline
Kings Path Partners LLC85$15.4K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC81$14.7K<0.01%013F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…79$14.3K0.01%13F-HRTimeline
Darwin Wealth Management, LLC78$14.3K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC78$14.1K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd78$14.1K<0.01%new13F-HRTimeline
Morling Financial Advisors, LLC78$14.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.76$13.8K<0.01%new13F-HRTimeline
Milestone Investment Advisors LLC76$13.7K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.73$13.3K0.01%13F-HRTimeline
Fairman Group, LLC72$13.1K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC72$13K0.01%-1213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…71$12.9K0.01%+2813F-HRTimelineGroup
Morton Brown Family Wealth, LLC70$12.7K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC69$12.5K<0.01%-6813F-HRTimeline
Peachtree Investment Partners, LLC68$12.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.67$12.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC67$12.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC65$11.8K<0.01%+2813F-HRTimeline
Fourth Dimension Wealth, LLC65$11.8K<0.01%-4813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.63$11.4K<0.01%013F-HRTimelineGroup
Vision Retirement, LLC62$11.2K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC60$10.9K<0.01%-313F-HRTimeline
AMERIFLEX GROUP, INC.58$10.5K0.01%-5813F-HRTimeline
Bogart Wealth, LLC57$10.3K<0.01%013F-HRTimeline
NWK Group, Inc.57$10.3K<0.01%013F-HRTimeline
Rossby Financial, LCC57$10.3K<0.01%013F-HRTimeline
NorthAvenue LLC56$10.1K0.01%13F-HRTimeline
one8zero8, LLC55$9.97K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC54$9.79K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC51$9.24K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd50$9.06K<0.01%013F-HRTimelineGroup
Turning Point Benefit Group, Inc.49$8.88K<0.01%013F-HRTimeline
Park Square Financial Group, LLC54$8.87K0.05%-813F-HRTimeline
McIlrath & Eck, LLC47$8.6K<0.01%013F-HRTimeline
Richardson Capital Management LLC45$8.15K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC45$8.15K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$8.01K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…44$8K0.01%013F-HRTimeline
GODSEY & GIBB, INC42$7.61K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…42$7.61K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp39$7.61K0.01%013F-HR/ATimeline
1 NORTH WEALTH SERVICES LLC40$7.25K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC40$7.25K<0.01%013F-HRTimeline
Signature Resources Capital Management,…37$6.71K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.35$6.34K<0.01%013F-HRTimeline