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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,023 managers (1,035 13F filers) reported a position in IWN shares at 2026-03-31, 47,767,403 shares in all. 71 filers opened a position and 70 filers sold out during the quarter.

Managers
1,023
13F filers
1,035
New
71
Added
299
Reduced
362
Sold out
70
Shares held by filers
47,767,403

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cornerstone Planning Group LLC964$202K0.03%+4713F-HRTimeline
Ballentine Partners, LLC1,061$201K<0.01%new13F-HRTimeline
K2 Financial Inc.975$201K0.15%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,060$201K0.01%013F-HRTimeline
CASTLEARK MANAGEMENT LLC1,060$201K0.01%-23013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,037$197K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,029$196K0.01%013F-HRTimeline
IPG Investment Advisors LLC981$186K0.03%new13F-HRTimeline
Copia Wealth Management973$184K0.13%013F-HRTimeline
Root Financial Partners, LLC972$184K0.01%+67313F-HRTimeline
Wealth Enhancement Trust Services, Inc.967$183K0.02%-2113F-HRTimeline
Westside Investment Management, Inc.965$183K0.03%+2513F-HRTimeline
Clearstead Trust, LLC946$179K0.03%013F-HRTimeline
Rice Partnership, LLC938$178K0.02%013F-HRTimeline
Sage Mountain Advisors LLC925$175K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.925$175K0.01%013F-HRTimeline
Walsh & Associates, LLC894$169K0.17%013F-HRTimeline
Addison Advisors LLC880$167K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC842$160K0.03%-20113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp824$156K0.01%+3113F-HRTimelineGroup
Topsail Wealth Management, LLC823$156K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.810$154K0.08%013F-HRTimeline
Red Tortoise LLC791$150K0.06%+213F-HRTimeline
MOTCO782$148K0.01%013F-HRTimeline
WealthShield Partners, LLC772$146K0.02%013F-HRTimeline
J.Safra Asset Management Corp762$144K0.01%+213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC756$143K0.07%013F-HRTimeline
Basepoint Wealth LLC755$143K0.08%+213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.754$143K0.02%013F-HRTimeline
CERTUITY, LLC728$138K0.01%-73113F-HRTimeline
Dorato Capital Management656$130K0.1%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC680$129K0.01%-3913F-HRTimelineGroup
LRI Investments, LLC678$129K0.01%013F-HRTimeline
Grove Bank & Trust659$125K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…658$125K0.07%013F-HRTimeline
JDM Financial Group LLC655$124K0.05%013F-HRTimeline
Navigoe, LLC658$124K0.07%+113F-HRTimeline
WEST PACES ADVISORS INC.650$123K0.02%013F-HRTimeline
Sunbelt Securities, Inc.619$117K0.01%+55213F-HRTimeline
EPG Wealth Management LLC612$116K0.03%+213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.605$115K0.03%013F-HRTimeline
NVWM, LLC600$114K0.03%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC600$114K0.11%013F-HRTimeline
Coston, McIsaac & Partners597$113K0.03%013F-HRTimeline
Ares Financial Consulting, LLC577$110K0.09%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV559$106K0.01%-7013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…553$105K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…547$104K0.01%013F-HRTimeline
CNB Bank546$104K0.04%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC647$102K0.04%013F-HRTimeline
CoreFirst Bank & Trust525$99.5K0.05%013F-HRTimeline
Manchester Capital Management LLC523$99.2K0.01%013F-HRTimeline
City State Bank523$99.2K0.03%-41613F-HRTimeline
Belvedere Trading LLC519$98.4K0.01%new13F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC502$95.2K<0.01%-3,31913F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…489$92.7K<0.01%013F-HRTimelineGroup
3Chopt Investment Partners, LLC485$92K0.02%013F-HRTimeline
Balentine LLC480$91K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC474$89.9K0.08%013F-HRTimeline
Main Street Group, LTD468$88.8K0.03%new13F-HRTimeline
FIRST UNITED BANK & TRUST450$85.3K0.03%013F-HRTimeline
ATWOOD & PALMER INC439$83.2K<0.01%013F-HRTimeline
Caitlin John, LLC437$82.9K0.05%013F-HRTimeline
Strategic Wealth Partners, Ltd.426$80.8K0.01%-113F-HRTimeline
SHP Wealth Management418$79.2K0.01%+1313F-HRTimeline
MilWealth Group LLC417$79.1K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC413$78.3K0.04%013F-HRTimeline
Key Capital Management, INC410$77.7K0.05%new13F-HRTimeline
SOA Wealth Advisors, LLC.402$76.3K0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC400$75.8K0.01%new13F-HRTimeline
DARA CAPITAL US, INC.400$75.8K0.07%013F-HRTimeline
Seneschal Advisors, LLC400$75.8K0.06%013F-HRTimeline
Financial Perspectives, Inc395$74.9K0.02%013F-HRTimeline
Marquette Asset Management, LLC393$74.5K0.01%+4613F-HRTimeline
Private Wealth Management Group, LLC390$73.9K0.02%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…387$73.4K0.06%013F-HRTimeline
Community Bank, N.A.384$72.8K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC369$70K0.01%+5613F-HRTimeline
Crewe Advisors LLC353$66.9K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.350$66.4K<0.01%-7313F-HRTimeline
Capital Advisors, Ltd. LLC349$66K0.01%013F-HRTimeline
BALLAST ADVISORS LLC338$64.1K0.02%013F-HR/ATimeline
Roble, Belko & Company, Inc340$64K0.01%013F-HRTimeline
Bangor Savings Bank337$63.9K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.312$59.2K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.313$59K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/309$58.6K0.01%-5113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA308$58.4K0.13%013F-HRTimeline
Rossby Financial, LCC287$54.7K0.01%+23013F-HRTimeline
Integrity Financial Corp /WA282$53.5K0.03%013F-HRTimeline
EFG International AGin group EFG International AG277$52.5K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC275$52.1K0.05%013F-HRTimeline
United Community Bankin group United Community Bank273$51.8K0.02%013F-HRTimelineGroup
Redwood Park Advisors LLC270$51.2K0.04%013F-HRTimeline
S&T Bank/PA261$49.5K0.02%013F-HRTimeline
TD Capital Management LLC247$46.8K<0.01%-11913F-HRTimeline
WPG Advisers, LLC237$44.9K0.03%-213F-HRTimeline
Golden State Wealth Management, LLC235$44.6K<0.01%-7313F-HRTimeline
AlphaCore Capital LLC233$44.2K<0.01%-39613F-HRTimeline
Biltmore Family Office, LLC233$44.2K0.01%013F-HRTimeline
Archer Investment Corp231$43.8K0.01%013F-HRTimeline
Mascoma Wealth Management LLC222$42.1K0.01%+19413F-HRTimeline
Murphy & Mullick Capital Management Corp216$41K0.03%013F-HRTimeline
Signature Equity Partners, LLC210$39.9K0.02%013F-HRTimeline
SIGNATUREFD, LLC209$39.6K<0.01%-20913F-HRTimeline
Pflug Koory, LLC205$38.9K0.02%013F-HRTimeline
CVA Family Office, LLC204$38.7K<0.01%013F-HRTimeline
Insight Inv LLC200$37.9K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC191$36.3K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP190$36K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.185$35.1K<0.01%013F-HRTimeline
Evensky & Katz LLC187$35K<0.01%-8713F-HRTimeline
Bogart Wealth, LLC182$34.5K<0.01%+12513F-HRTimeline
2UniFi Bank180$34.1K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP175$33.2K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC173$33K0.02%013F-HRTimeline
Salomon & Ludwin, LLC171$32.9K<0.01%-2813F-HRTimeline
Bear Mountain Capital, Inc.157$32.6K0.01%013F-HRTimeline
BIRCHBROOK, INC.170$32.2K0.02%-1913F-HRTimeline
MCF Advisors LLC163$30.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.159$30.1K0.01%013F-HRTimeline
Perkins Coie Trust Co155$29.4K0.01%013F-HRTimeline
Hanson & Doremus Investment Management151$29K<0.01%013F-HRTimeline
DT Investment Partners, LLC150$28.4K<0.01%013F-HRTimeline
Investors Research Corp147$27.9K0.01%-313F-HRTimeline
HORIZON BANCORP INC /IN/145$27K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC137$26K<0.01%013F-HRTimeline
Pacifica Partners Inc.137$26K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.136$25.8K0.01%new13F-HRTimeline
Armor Investment Advisors, LLC130$24.6K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.126$23.9K0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC120$22.8K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.115$21.9K0.02%013F-HRTimeline
Operose Advisors LLC107$20.3K<0.01%-4513F-HRTimeline
Basecamp Wealth Advisors LLC107$20.2K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…106$20K0.01%-17013F-HR/ATimeline
Abound Wealth Management103$19.4K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…102$19.3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC101$19.1K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC100$19K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$19K<0.01%013F-HRTimeline
Horizons Wealth Management100$19K0.01%013F-HRTimeline
American Capital Advisory, LLC100$19K0.01%013F-HRTimeline
Crews Bank & Trust100$19K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc91$17.3K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.89$16.9K0.01%-1813F-HRTimeline
CoreCap Advisors, LLC88$16.7K<0.01%+2113F-HRTimeline
Quent Capital, LLC86$16.4K<0.01%013F-HRTimeline
WFA of San Diego, LLC85$16.1K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC85$16.1K<0.01%new13F-HRTimeline
Kings Path Partners LLC85$16.1K0.01%013F-HR/ATimeline
Provenance Wealth Advisors, LLC81$15.4K<0.01%013F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…79$15K0.01%013F-HRTimeline
Darwin Wealth Management, LLC79$15K<0.01%+113F-HRTimeline
Morling Financial Advisors, LLC78$14.8K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.76$14.5K0.01%+313F-HRTimeline
Milestone Investment Advisors LLC76$14.4K<0.01%013F-HRTimeline
Fairman Group, LLC72$13.7K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC72$13.7K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC70$13.3K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC68$13K<0.01%013F-HRTimeline
Financial Life Planners67$12.7K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC65$12.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC63$12K<0.01%+313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.63$11.9K<0.01%013F-HRTimelineGroup
Vision Retirement, LLC62$11.8K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC54$11.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.58$11K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC57$10.8K<0.01%new13F-HR/ATimeline
NWK Group, Inc.57$10.8K<0.01%013F-HRTimeline
NorthAvenue LLC56$10.6K0.01%013F-HRTimeline
Park Place Capital Corp55$10.4K<0.01%-3813F-HRTimeline
one8zero8, LLC55$10.4K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.53$10.1K<0.01%+1913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC53$10K0.02%new13F-HRTimeline
FINANCIAL CONSULATE, INC51$9.67K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd50$9.48K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…49$9.29K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC47$9K<0.01%013F-HRTimeline
Richardson Capital Management LLC45$8.53K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…44$8.39K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$8.38K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp39$8.05K0.01%013F-HR/ATimeline
Atlantic Edge Private Wealth Management…42$7.96K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC40$7.58K<0.01%013F-HRTimeline
Dunhill Financial, LLC37$7.02K<0.01%-2813F-HRTimeline
Signature Resources Capital Management,…37$7.01K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.35$6.64K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…35$6.63K<0.01%-50713F-HRTimeline
Robinswood Financial LLC34$6.56K<0.01%013F-HR/ATimeline
Breakwater Investment Management31$5.88K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC30$5.69K<0.01%new13F-HRTimeline
Noble Wealth Management PBC30$5.69K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…28$5.31K<0.01%-4313F-HRTimelineGroup
GODSEY & GIBB, INC27$5.12K<0.01%-1513F-HRTimeline
Medallion Wealth Advisors, LLC27$5.12K<0.01%013F-HRTimeline
Burk Holdings LLC26$4.93K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC24$4.55K<0.01%new13F-HRTimeline
Hickory Point Bank & Trust22$4.17K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC22$4.17K<0.01%013F-HRTimeline