Skip to content

IWN ISHARES TR

Follow

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
Robinswood Financial LLC34$6.27K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.34$6.15K<0.01%013F-HRTimeline
Breakwater Investment Management31$5.62K<0.01%013F-HRTimeline
Noble Wealth Management PBC30$5.44K<0.01%013F-HRTimeline
Planning Project LLC28$5.09K<0.01%13F-HRTimeline
Mascoma Wealth Management LLC28$5.07K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC27$4.89K<0.01%013F-HRTimeline
Estate Planners Group, LLC26$4.73K<0.01%13F-HRTimeline
Game Plan Financial Advisors, LLC25$4.53K<0.01%013F-HRTimeline
Motiv8 Investments LLC22$4K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC22$3.99K<0.01%013F-HRTimeline
ORG Partners LLC21$3.92K<0.01%013F-HRTimeline
Modus Advisors, LLC20$3.62K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…19$3.44K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.19$3K<0.01%+713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Millstone Evans Group, LLC16$2.9K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC15$2.72K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC15$2.72K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC14$2.54K<0.01%13F-HRTimeline
New Republic Capital, LLC14$2.54K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners11$2.06K<0.01%013F-HRTimelineGroup
Garton & Associates Financial Advisors …10$1.81K<0.01%13F-HRTimeline
Sound Income Strategies, LLC8$1.55K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.7$1.27K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.4$776<0.01%13F-HRTimeline
Bell Investment Advisors, Inc4$725<0.01%013F-HRTimeline
Nemes Rush Group LLC4$725<0.01%013F-HRTimeline
Kilter Group LLC4$725<0.01%013F-HRTimeline
RHL GROUP, LLC4$725<0.01%13F-HRTimeline
Compass Financial Services Inc3$552<0.01%013F-HRTimeline
Activest Wealth Management3$544<0.01%-5713F-HRTimeline
Quaker Wealth Management, LLC1$182<0.01%new13F-HRTimeline
TSFG, LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.