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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,063 managers (1,075 13F filers) reported a position in IWN shares at 2026-06-30, 46,982,114 shares in all. 88 filers opened a position and 46 filers sold out during the quarter.

Managers
1,063
13F filers
1,075
New
88
Added
300
Reduced
357
Sold out
46
Shares held by filers
46,982,114

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
NWK Group, Inc.57$12.6K<0.01%013F-HRTimeline
NorthAvenue LLC56$12.4K0.01%013F-HRTimeline
Park Place Capital Corp55$12.2K<0.01%013F-HRTimeline
one8zero8, LLC55$12.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.54$12K<0.01%-413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC54$11.9K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.53$11.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC53$11.7K<0.01%-15613F-HRTimeline
FINANCIAL CONSULATE, INC51$11.3K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC50$11.1K<0.01%-1513F-HRTimeline
Richardson Capital Management LLC45$9.95K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC45$9.95K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…44$9.83K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$9.78K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.44$9.73K0.01%-4513F-HRTimeline
Atlantic Edge Private Wealth Management…42$9.29K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC40$8.88K<0.01%013F-HRTimeline
Provident Wealth Management, LLC40$8.85K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp39$8.63K0.01%013F-HRTimeline
Dunhill Financial, LLC37$8.2K<0.01%013F-HRTimeline
Signature Resources Capital Management,…37$8.18K<0.01%013F-HRTimeline
RMG Wealth Management LLC35$7.91K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…35$7.74K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.35$7.74K0.01%013F-HRTimeline
Robinswood Financial LLC34$7.65K<0.01%013F-HRTimeline
Breakwater Investment Management31$6.86K<0.01%013F-HRTimeline
Noble Wealth Management PBC30$6.64K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC28$6.19K<0.01%-19413F-HRTimeline
GODSEY & GIBB, INC27$5.97K<0.01%013F-HRTimeline
Burk Holdings LLC26$5.75K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC26$5.75K<0.01%-113F-HRTimeline
Longview Financial Advisors LLC22$4.87K<0.01%013F-HRTimeline
WealthShield Partners, LLC22$4.87K<0.01%-75013F-HRTimeline
Hickory Point Bank & Trust22$4.87K<0.01%013F-HRTimeline
Tidemark, LLC20$4.42K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…19$4.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.19$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Continuum Advisory, LLC17$3.76K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC16$3.54K<0.01%-813F-HRTimeline
Millstone Evans Group, LLC16$3.54K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC15$3.32K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC15$3.32K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC15$3.32K<0.01%13F-HRTimeline
New Republic Capital, LLC14$3.12K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC13$2.88K<0.01%new13F-HRTimeline
Accent Capital Management, LLC13$2.88K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC12$2.66K<0.01%013F-HRTimeline
Anchor Bay Capital, Inc.10$2.24K<0.01%13F-HRTimeline
Clean Yield Group8$1.77K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.7$1.55K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5$1.19K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc4$885<0.01%013F-HRTimeline
Nemes Rush Group LLC4$885<0.01%013F-HRTimeline
Kilter Group LLC4$885<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.4$885<0.01%013F-HRTimeline
GGM Financial LLC3$724<0.01%-1613F-HRTimeline
Synergy Investment Management, LLC3$665<0.01%new13F-HRTimeline
Activest Wealth Management3$664<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$664<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.2$442<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$222<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC1$222<0.01%new13F-HRTimeline
TSFG, LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.