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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,717,220$1.1B0.1%+399,08213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,483,192$900M0.06%+292,29613F-HR/ATimelineGroup
TIAAgroup of 3 filers holding2,754,272$451M+18,067Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,729,738$448M0.43%+145,08513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,076,167$341M+87,640Timeline
Alaska Permanent Fund Corp1,232,534$202M3%-182,33913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,219,525$200M0.13%+20,08113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,121,580$184M0.04%+38,46113F-HRTimelineGroup
D.A. DAVIDSON & CO.1,080,253$177M1.44%+30,25713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,045,357$172M0.58%-108,94213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,019,206$167M0.04%+154,23213F-HRTimelineGroup
LPL Financial LLC994,993$163M0.07%-18,11513F-HRTimeline
UBS Group AGin group UBS Group AG963,573$158M0.04%-38,91113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC920,007$151M0.22%-12,46113F-HRTimeline
Betterment LLC829,076$136M0.32%-40,65513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co679,484$112M0.02%-6,56713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP619,500$102M0.01%+5,85313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO612,313$101M0.01%-19,89413F-HRTimelineGroup
Cassaday & Co Wealth Management LLC603,320$99M2.7%+10,24413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC594,013$97.5M0.04%13F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC537,775$88.3M0.09%+219,47513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA535,177$87.9M0.02%+64,84013F-HRTimelineGroup
BAILARD, INC.502,799$82.5M2.11%-4,13813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\388,055$63.7M0.08%-335,52013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK357,808$58.7M0.36%-7,41813F-HRTimelineGroup
Pacific Life Fund Advisors LLC356,563$58.5M6.07%+90,84913F-HRTimeline
Badgley Phelps Wealth Managers, LLC353,722$58.1M1.36%-1713F-HRTimeline
Jasper Ridge Partners, L.P.346,539$56.9M1.8%013F-HRTimeline
WHITTIER TRUST CO317,299$52.1M0.69%+8,57513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding313,208$51.4M+169,459Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC306,025$50.2M0.22%+2,31913F-HRTimelineGroup
AMG National Trust Bank289,605$47.4M1.31%-13,46313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS266,297$43.7M0.03%+1,34713F-HRTimelineGroup
Facet Wealth, Inc.258,958$43.3M1.15%-190,02513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…262,751$43.1M0.08%+2,06713F-HR/ATimeline
MAI Capital Management258,696$42.5M0.32%+22,28113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp258,200$42.4M0.01%-22,45713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO247,881$40.7M0.05%-17,65913F-HRTimelineGroup
CHOREO, LLC235,553$38.7M0.56%+6,96113F-HRTimeline
Waldron Private Wealth LLC232,917$38.2M1.54%-3,48513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC232,740$38.2M0.01%+62,83213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …232,293$38.1M0.06%-3,93713F-HRTimelineGroup
Comprehensive Financial Management LLC230,481$37.8M1.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC227,439$37.3M0.05%+35,40113F-HRTimelineGroup
Cetera Investment Advisers226,156$37.1M0.08%+4,56813F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…221,933$36.4M3.03%-16713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB204,782$33.6M0.61%+3913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding204,519$33.6M+144,471Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP189,040$31M0.05%+97913F-HRTimelineGroup
FMR LLCin group FMR LLC184,917$30.4M<0.01%-12,45113F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…184,176$30.3M0.07%+96,18013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/174,792$28.7M0.01%-73913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC172,646$28.3M0.7%+5,73213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.169,622$27.8M<0.01%-17,65213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC165,595$27.2M0.05%-3,58313F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp160,090$26.3M3.7%+4,77813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…157,330$25.8M<0.01%+35,35313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC154,850$25.4M0.02%+32,78813F-HRTimelineGroup
Modera Wealth Management, LLC150,218$24.7M0.3%-3,86913F-HRTimeline
COURIER CAPITAL LLC146,287$24M1.66%+43913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC144,181$23.7M0.23%+1,16213F-HRTimeline
Atom Investors LP137,965$22.6M2.81%+18,74913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC136,764$22.5M0.02%+113,69713F-HRTimelineGroup
HighTower Advisors, LLC135,546$22.3M0.03%+11,08613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP135,211$22.2M0.04%-12,28113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…130,717$21.5M0.43%+130,68013F-HRTimelineGroup
Arax Advisory Partners130,003$21.3M1.34%-1,32513F-HRTimeline
COMERICA BANK127,183$20.9M0.08%+3,07013F-HR/ATimeline
GENDELL JEFFREY Lin group GENDELL JEFFREY L121,876$20M0.63%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding118,899$19.5M-6,071Timeline
Calamos Advisors LLCin group Calamos Advisors LLC113,214$18.6M0.09%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…112,612$18.5M0.03%+34,54113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…110,646$18.2M0.05%+3,69513F-HRTimelineGroup
Vestcor Inc110,500$18.1M0.6%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson108,259$17.8M0.01%-2,63913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC107,555$17.7M0.04%+1,07013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co106,734$17.5M0.23%-90113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC105,052$17.2M0.14%-3,00913F-HRTimelineGroup
Zhang Financial LLC103,224$16.9M0.97%-1,82313F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.102,425$16.8M0.06%+63,12013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…99,952$16.4M0.23%+6,38013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC98,982$16.2M0.02%new13F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC95,949$15.8M0.11%+26,81713F-HRTimeline
LHM, INC.95,768$15.7M5%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.95,699$15.7M0.03%-1,55313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC94,427$15.5M0.02%-17,27613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC94,171$15.5M0.22%-3,84913F-HRTimeline
Powell Investment Advisors, LLC93,477$15.3M7.11%+1,72813F-HRTimeline
SVB WEALTH LLC93,315$15.3M0.29%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC93,176$15.3M0.24%+12,64813F-HRTimeline
Waverly Advisors, LLC91,627$15M0.23%+8,08913F-HRTimeline
Covenant Partners, LLC91,042$14.9M4.61%-5,33913F-HRTimeline
SYNOVUS FINANCIAL CORP90,874$14.9M0.19%+50713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,108$14.8M0.04%+14,81613F-HRTimeline
ASPIRIANT, LLC85,846$14.1M0.51%+1,56413F-HRTimeline
ALLIANCEBERNSTEIN L.P.83,722$13.7M<0.01%+1,84113F-HRTimeline
Pure Financial Advisors, LLC81,440$13.4M0.3%+13,69113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,316$12.9M0.03%+7,80913F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC77,627$12.7M0.01%+69,78413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC77,375$12.7M0.01%+55,85113F-HR/ATimelineGroup
CHURCHILL MANAGEMENT Corp75,474$12.4M0.14%-3,61213F-HRTimeline
Creative Planningin group Creative Planning74,778$12.3M0.01%-2,35913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding72,954$12M-47,927Timeline
Hillcrest Wealth Advisors - NY, LLC72,705$11.9M5.67%+27513F-HRTimeline
NorthCoast Asset Management LLC67,918$11.2M0.05%+2,16813F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67,679$11.1M0.01%-1,98213F-HRTimelineGroup
EP Wealth Advisors, LLC67,269$11M0.09%-11413F-HRTimeline
Franklin Resourcesgroup of 2 filers holding65,969$10.8M+2,330Timeline
Wealthspire Advisors, LLC65,610$10.8M0.11%+3,54313F-HRTimeline
SONATA CAPITAL GROUP INC65,351$10.7M4.44%-32813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC62,993$10.3M0.97%-60113F-HRTimeline
LBJ Family Wealth Advisors, Ltd.62,278$10.2M6.1%-59213F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…61,479$10.1M0.04%+47413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,466$10.1M0.01%+9,60313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA60,934$10M0.05%-2,14413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC60,373$9.91M0.03%+7,21113F-HRTimelineGroup
Allworth Financial LP58,695$9.85M0.05%+4,70613F-HRTimeline
RTD Financial Advisors, Inc.59,745$9.81M1.26%-34413F-HRTimeline
CASTLEARK MANAGEMENT LLC58,880$9.67M0.34%-33,50013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC58,009$9.52M1.87%-17613F-HRTimeline
FSA Wealth Management LLC57,678$9.47M3.84%+11913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP57,500$9.44M0.02%+49,70013F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp55,340$9.14M0.01%+39,09613F-HRTimelineGroup
First Horizon Advisors, Inc.55,295$9.08M0.25%-1,49913F-HRTimeline
BLAIR WILLIAM & CO/IL53,831$8.84M0.03%-8,70413F-HRTimeline
ROYCE & ASSOCIATES LP53,691$8.81M0.08%-27,65213F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC53,526$8.79M0.66%+28,75113F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…53,505$8.78M0.08%-611,95013F-HRTimeline
TD Waterhouse Canada Inc.53,293$8.75M0.07%+70313F-HRTimeline
Kera Capital Partners, Inc.52,662$8.65M2.49%13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC51,940$8.53M0.01%+3,91113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.51,747$8.47M0.02%-35813F-HRTimelineGroup
SHAPIRO CAPITAL MANAGEMENT LLC51,320$8.43M0.29%-77,30013F-HRTimeline
IEQ CAPITAL, LLC51,203$8.41M0.08%+49,83913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP50,900$8.36M<0.01%-1,40013F-HRTimelineGroup
Marion Wealth Management48,431$7.95M2.11%+62513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP46,610$7.65M0.11%-1,15013F-HRTimeline
ARIEL INVESTMENTS, LLC46,404$7.62M0.08%+31,13113F-HRTimeline
Cresset Asset Management, LLC45,751$7.51M0.04%-8,45013F-HRTimeline
One Capital Management, LLC44,728$7.34M0.24%-11,39313F-HRTimeline
Summit Financial, LLC43,642$7.16M0.25%+31,74613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV42,929$7.05M0.02%-79113F-HRTimeline
Viewpoint Capital Management LLC42,784$7.02M3.69%+3,17713F-HRTimeline
HB Wealth Management, LLC41,680$6.84M0.07%-33813F-HRTimeline
Performa Ltd (US), LLC41,234$6.77M2.38%-5,75013F-HRTimeline
Venture Visionary Partners LLC41,051$6.74M0.29%-52113F-HR/ATimeline
CM WEALTH ADVISORS LLC41,040$6.74M2.2%-3,18413F-HRTimeline
Corundum Group, Inc.41,021$6.73M2.51%-1,66013F-HRTimeline
Heron Bay Capital Management39,395$6.47M1.35%-2813F-HRTimeline
Sanctuary Advisors, LLC37,808$6.39M0.04%+3,25913F-HRTimeline
TD Asset Management Inc38,447$6.31M0.01%-6,43413F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…37,723$6.19M0.23%-6,66213F-HRTimelineGroup
Heck Capital Advisors, LLC37,593$6.17M0.71%+36,41613F-HR/ATimeline
EARNEST PARTNERS LLC36,650$6.02M0.03%+21,23413F-HRTimeline
LWM ADVISORS INC36,179$5.94M5.96%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.36,062$5.92M0.04%+8,21713F-HRTimeline
CW Advisors, LLC35,825$5.88M0.08%-1,06313F-HRTimeline
HANCOCK WHITNEY CORP35,467$5.82M0.18%+1,73213F-HRTimeline
Idaho Trust Co35,459$5.82M2.93%+6,23513F-HRTimeline
Avantax Planning Partners, Inc.35,083$5.76M0.21%-2,90313F-HRTimeline
Independent Family Office, LLC34,985$5.74M2.98%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,564$5.67M0.08%-7,87413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC33,993$5.58M0.02%+4,64213F-HRTimeline
Oldfather Financial Services, LLC33,872$5.56M2.12%+2813F-HRTimeline
CWM, LLCin group CWM, LLC33,842$5.56M0.02%+4,13213F-HRTimelineGroup
WESBANCO BANK INC33,462$5.49M0.19%-57113F-HRTimeline
SEGALL BRYANT & HAMILL, LLC33,123$5.44M0.07%+1,63213F-HRTimeline
XML Financial, LLC32,243$5.29M0.49%+46213F-HRTimeline
Northeast Financial Consultants Inc31,957$5.25M0.22%+913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers31,556$5.18M0.01%-110,77813F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC31,555$5.18M0.77%new13F-HRTimeline
Brooklyn FI, LLC31,341$5.15M1.71%-1,08213F-HR/ATimeline
MMA ASSET MANAGEMENT LLC30,676$5.04M2.2%-74,88813F-HRTimeline
McLean Asset Management Corp29,539$4.85M1.46%+26213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,829$4.73M0.01%+26,67313F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,725$4.72M0.02%-89913F-HRTimeline
Mullaney, Keating & Wright, Inc.28,603$4.7M3.17%-55813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC28,256$4.64M0.53%+1,40013F-HRTimeline
InvesTrust28,015$4.59M1.28%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC27,621$4.53M0.29%-5,96513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK27,503$4.52M0.15%+15,29313F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV27,303$4.48M1.46%+3013F-HRTimeline
Financial Synergies Wealth Advisors, In…27,104$4.45M0.55%+14113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.27,014$4.43M0.05%+11,90913F-HR/ATimelineGroup
Whitegate Investment Counselors, Inc.26,785$4.4M1.51%+313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…26,390$4.33M0.01%-20,87013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC26,390$4.33M0.18%-20,87013F-HRTimeline
Noble Family Wealth, LLC26,435$4.33M1.19%-2913F-HRTimeline
BOKF, NAin group BOKF, NA26,921$4.31M0.07%-53213F-HRTimelineGroup
United Asset Strategies, Inc.26,219$4.3M0.4%+53513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …26,182$4.3M0.07%-35013F-HRTimelineGroup
Leeward Investments, LLC - MA26,021$4.27M0.21%-21,11213F-HRTimeline
Integrated Investment Consultants, LLC25,969$4.26M0.88%+6,64513F-HR/ATimeline
HARBOUR INVESTMENTS, INC.25,734$4.22M0.12%+45613F-HRTimeline
Sierra Capital LLC25,067$4.12M0.49%-1,36013F-HRTimeline
Bare Financial Services, Inc24,212$3.97M1.6%-49313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.24,049$3.95M2.07%+17513F-HRTimeline
Parkside Financial Bank & Trust24,020$3.94M0.52%-1,24613F-HRTimeline
Mill Creek Capital Advisors, LLC24,007$3.94M0.09%013F-HRTimeline
Private Advisor Group, LLC23,785$3.9M0.02%-19213F-HRTimeline