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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,050 managers (1,060 13F filers) reported a position in IWN shares at 2024-12-31, 55,754,924 shares in all. 89 filers opened a position and 53 filers sold out during the quarter.

Managers
1,050
13F filers
1,060
New
89
Added
325
Reduced
324
Sold out
53
Shares held by filers
55,754,924

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BELLEVUE ASSET MANAGEMENT, LLC42$6.89K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …40$6.57K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC39$6.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC38$6.3K<0.01%013F-HRTimeline
Ridgewood Investments LLC37$6.07K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.37$6.06K<0.01%-11313F-HRTimeline
AlphaMark Advisors, LLC34$6K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.35$5.75K0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…35$5.75K<0.01%013F-HRTimeline
Robinswood Financial LLC34$5.61K<0.01%-57013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.33$5.47K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD33$5.42K<0.01%new13F-HRTimeline
Breakwater Investment Management31$5.09K<0.01%new13F-HR/ATimeline
PrairieView Partners, LLC31$5K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC29$4.76K<0.01%013F-HRTimeline
Belmont Capital, LLC25$4.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC24$3.94K<0.01%13F-HRTimeline
FLP Wealth Management, LLC23$3.78K0.01%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…21$3.45K<0.01%new13F-HRTimeline
WFA Asset Management Corp20$3.28K<0.01%new13F-HRTimeline
Continuum Advisory, LLC20$3.28K<0.01%-113F-HRTimeline
Global Trust Asset Management, LLC19$3.12K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…19$3.12K<0.01%13F-HRTimeline
Game Plan Financial Advisors, LLC10$2.88K<0.01%-6513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.17$2.79K<0.01%013F-HRTimeline
Millstone Evans Group, LLC16$2.63K<0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.16$2.63K<0.01%13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.15$2.46K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC15$2.46K<0.01%013F-HR/ATimeline
Nemes Rush Group LLC14$2.3K<0.01%-5713F-HRTimeline
Spectrum Wealth Counsel, LLC13$2.13K<0.01%013F-HRTimeline
Transce3nd, LLC13$2.13K<0.01%13F-HRTimeline
Quent Capital, LLC11$1.81K<0.01%new13F-HRTimeline
Provident Wealth Management, LLC11$1.81K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC10$1.64K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton9$1.48K<0.01%013F-HRTimeline
Operose Advisors LLC7$1.15K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC7$1.15K<0.01%13F-HRTimeline
Westend Capital Management, LLC6$985<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5$861<0.01%013F-HRTimelineGroup
Prudent Man Investment Management, Inc.5$821<0.01%13F-HRTimeline
Dunhill Financial, LLC4$665<0.01%013F-HRTimeline
Winch Advisory Services, LLC4$664<0.01%013F-HRTimeline
Bell Investment Advisors, Inc4$657<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3$543<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2$4780.04%-2,83513F-HRTimeline
Prestige Wealth Management Group LLC2$329<0.01%013F-HR/ATimeline
RE Dickinson Investment Advisors, LLC58$950.01%013F-HR/ATimeline
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Edge Capital Group, LLC26$937K-5,72913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.