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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

978 managers (987 13F filers) reported a position in IWN shares at 2025-03-31, 55,804,230 shares in all. 48 filers opened a position and 119 filers sold out during the quarter.

Managers
978
13F filers
987
New
48
Added
277
Reduced
391
Sold out
119
Shares held by filers
55,804,230

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,331,658$956M0.08%-385,56213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,055,820$763M0.05%-427,37213F-HRTimelineGroup
TIAAgroup of 2 filers holding2,847,005$430M+105,613Timeline
Alaska Permanent Fund Corp2,402,269$348M4.89%+1,169,73513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,109,407$318M+33,240Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,060,421$312M0.28%-669,31713F-HR/ATimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…1,234,460$186M1.86%+1,180,95513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,198,962$181M0.09%-20,56313F-HRTimelineGroup
D.A. DAVIDSON & CO.1,134,640$171M1.38%+54,38713F-HRTimeline
UBS Group AGin group UBS Group AG1,080,901$163M0.04%+117,32813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,068,747$161M0.03%-52,83313F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp1,049,237$158M0.58%+3,88013F-HRTimelineGroup
LPL Financial LLC986,496$149M0.06%-8,49713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC942,986$142M0.2%+22,97913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN941,550$142M0.03%-77,65613F-HRTimelineGroup
Betterment LLC794,473$120M0.28%-34,60313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co672,793$102M0.02%-6,69113F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP610,876$92.2M0.01%-8,62413F-HRTimelineGroup
Cassaday & Co Wealth Management LLC608,076$91.8M2.58%+4,75613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA545,714$82.4M0.02%+10,53713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC525,134$79.3M0.03%-68,87913F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…512,305$77.3M0.01%+354,97513F-HRTimelineGroup
Pacific Life Fund Advisors LLC501,457$75.7M8.49%+144,89413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO475,915$71.9M0.01%-136,39813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\380,091$57.4M0.08%-7,96413F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC360,059$54.4M1.31%+6,33713F-HRTimeline
Jasper Ridge Partners, L.P.346,539$52.3M1.68%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK343,112$51.8M0.33%-14,69613F-HRTimelineGroup
WHITTIER TRUST CO322,690$48.7M0.68%+5,39113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC304,395$46M0.05%-233,38013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC284,733$43M0.19%-21,29213F-HRTimelineGroup
AMG National Trust Bank278,190$42M1.18%-11,41513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…267,797$40.4M3.26%+45,86413F-HRTimelineGroup
MAI Capital Management257,113$38.8M0.29%-1,58313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS254,952$38.5M0.03%-11,34513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding252,450$38.1M-60,758Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…252,395$38.1M0.07%-10,35613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO242,695$36.6M0.05%-5,18613F-HR/ATimelineGroup
Atom Investors LP241,021$36.4M4.48%+103,05613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp235,519$35.6M0.01%-22,68113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …235,107$35.5M0.06%+2,81413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC232,085$35M0.03%+77,23513F-HRTimelineGroup
CHOREO, LLC230,968$34.9M0.54%-4,58513F-HRTimeline
Comprehensive Financial Management LLC230,481$34.8M1.1%013F-HRTimeline
Cetera Investment Advisers229,813$34.7M0.07%+3,65713F-HRTimeline
Facet Wealth, Inc.229,918$33.9M0.88%-29,04013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers222,738$33.6M0.06%+191,18213F-HRTimelineGroup
Waldron Private Wealth LLC221,928$33.5M1.58%-10,98913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC215,054$32.3M0.01%-17,68613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB204,406$30.9M0.58%-37613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP203,583$30.7M0.05%+68,37213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP182,323$27.5M0.04%-6,71713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…180,963$27.3M0.07%-3,21313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.178,774$27M<0.01%+9,15213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC177,631$26.8M0.68%+4,98513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC173,810$26.2M0.03%+37,04613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC171,986$26M0.04%+6,39113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC171,821$25.9M0.04%-55,61813F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp162,948$24.6M3.45%+2,85813F-HRTimelineGroup
FMR LLCin group FMR LLC161,108$24.3M<0.01%-23,80913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/156,175$23.6M0.01%-18,61713F-HRTimelineGroup
COURIER CAPITAL LLC147,378$22.3M1.46%+1,09113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC145,407$22M0.21%+1,22613F-HRTimeline
Modera Wealth Management, LLC144,255$21.8M0.29%-5,96313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson137,937$20.9M0.01%+29,67813F-HRTimelineGroup
Leeward Investments, LLC - MA136,147$20.6M1.09%+110,12613F-HRTimeline
HighTower Advisors, LLC131,246$19.8M0.03%-4,30013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding129,887$19.6M-74,632Timeline
COMERICA BANK126,325$19.1M0.08%-85813F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.125,000$18.8M0.19%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd122,531$18.5M0.41%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…119,150$18M0.04%+8,50413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding116,339$17.6M-2,560Timeline
Calamos Advisors LLCin group Calamos Advisors LLC113,214$17.1M0.08%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC107,825$16.3M0.01%+30,45013F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC107,655$16.3M0.03%+10013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co105,285$15.9M0.21%-1,44913F-HRTimelineGroup
Zhang Financial LLC103,254$15.6M0.82%+3013F-HRTimeline
Elite Financial, Inc.99,908$15.1M7.98%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC99,236$15M0.02%+25413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP99,100$15M0.03%+41,60013F-HRTimelineGroup
Powell Investment Advisors, LLC97,280$14.7M7.21%+3,80313F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC95,845$14.5M0.6%+44,52513F-HRTimeline
Pure Financial Advisors, LLC93,633$14.1M0.3%+12,19313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC92,331$13.9M0.19%-1,84013F-HRTimeline
ALLIANCEBERNSTEIN L.P.89,766$13.6M<0.01%+6,04413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC88,846$13.4M0.11%-16,20613F-HR/ATimelineGroup
SYNOVUS FINANCIAL CORP88,517$13.4M0.17%-2,35713F-HRTimeline
Waverly Advisors, LLC87,915$13.3M0.16%-3,71213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC86,153$13M0.22%-7,02313F-HRTimeline
ASPIRIANT, LLC85,862$13M0.45%+1613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.85,824$13M0.02%-9,87513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS83,747$12.6M0.03%-6,36113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,325$12.1M0.02%-32,28713F-HRTimelineGroup
Wealthspire Advisors, LLC76,446$11.5M0.07%+10,83613F-HRTimeline
Creative Planningin group Creative Planning75,411$11.4M0.01%+63313F-HRTimelineGroup
ROYCE & ASSOCIATES LP75,227$11.4M0.12%+21,53613F-HRTimeline
CHURCHILL MANAGEMENT Corp75,205$11.4M0.14%-26913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC74,705$11.3M5.58%+2,00013F-HRTimeline
EP Wealth Advisors, LLC71,537$10.8M0.09%+4,26813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,011$10.7M0.02%-7,30513F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC70,747$10.7M0.08%-25,20213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…68,099$10.6M0.32%-62,61813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding67,646$10.2M-5,308Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,871$10.1M0.01%-80813F-HRTimelineGroup
BAILARD, INC.66,813$10.1M0.26%-435,98613F-HRTimeline
Allworth Financial LP69,037$10M0.06%+10,34213F-HRTimeline
SONATA CAPITAL GROUP INC64,423$9.73M4.23%-92813F-HRTimeline
NorthCoast Asset Management LLC64,319$9.71M0.05%-3,59913F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,652$9.61M0.02%+34,82313F-HR/ATimelineGroup
LBJ Family Wealth Advisors, Ltd.62,377$9.42M6.01%+9913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC61,822$9.33M0.91%-1,17113F-HRTimeline
Covenant Partners, LLC61,441$9.28M3%-29,60113F-HRTimeline
GTS SECURITIES LLC61,089$9.22M0.4%new13F-HRTimeline
Franklin Resourcesgroup of 2 filers holding60,879$9.19M-5,090Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA60,210$9.09M0.05%-72413F-HRTimelineGroup
FSA Wealth Management LLC59,403$8.97M3.81%+1,72513F-HRTimeline
RTD Financial Advisors, Inc.58,833$8.88M1.19%-91213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…58,817$8.88M0.04%-2,66213F-HRTimelineGroup
First Horizon Advisors, Inc.58,004$8.76M0.25%+2,70913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,020$8.46M0.01%-5,44613F-HRTimelineGroup
IEQ CAPITAL, LLC55,070$8.31M0.07%+3,86713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC54,960$8.3M1.79%-3,04913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC54,076$8.16M0.01%+2,13613F-HRTimelineGroup
FLOW TRADERS U.S. LLC53,813$8.12M0.34%+38,83913F-HRTimeline
BLAIR WILLIAM & CO/IL53,307$8.05M0.02%-52413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…51,898$7.84M0.11%-48,05413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC51,457$7.77M0.01%-42,97013F-HRTimelineGroup
Twin Tree Management, LP49,959$7.54M0.17%new13F-HRTimeline
Marion Wealth Management49,532$7.48M2%+1,10113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.47,808$7.22M0.33%+25,01113F-HRTimeline
Performa Ltd (US), LLC46,524$7.02M2.34%+5,29013F-HRTimeline
One Capital Management, LLC46,425$7.01M0.24%+1,69713F-HRTimeline
TD Waterhouse Canada Inc.46,144$6.95M0.06%-7,14913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP45,596$6.88M0.1%-1,01413F-HRTimeline
Viewpoint Capital Management LLC45,567$6.88M3.7%+2,78313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.51,054$6.73M0.01%-69313F-HRTimelineGroup
GENDELL JEFFREY Lin group GENDELL JEFFREY L43,438$6.56M0.28%-78,43813F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.42,493$6.42M0.02%-59,93213F-HRTimeline
Cresset Asset Management, LLC42,278$6.38M0.03%-3,47313F-HRTimeline
HB Wealth Management, LLC42,028$6.35M0.05%+34813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV41,149$6.21M0.01%-1,78013F-HRTimeline
Corundum Group, Inc.41,021$6.19M2.97%013F-HRTimeline
Summit Financial, LLC40,820$6.16M0.17%-2,82213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD40,810$6.16M0.01%new13F-HR/ATimelineGroup
ARIEL INVESTMENTS, LLC40,617$6.13M0.07%-5,78713F-HRTimeline
CW Advisors, LLC39,287$5.95M0.07%+3,46213F-HRTimeline
CM WEALTH ADVISORS LLC39,299$5.93M1.9%-1,74113F-HRTimeline
Geneos Wealth Management Inc.39,065$5.9M0.09%+21,89513F-HRTimeline
TD Asset Management Inc38,605$5.83M0.01%+15813F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…37,723$5.7M0.28%013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC37,032$5.59M0.01%+21,14913F-HR/ATimelineGroup
LWM ADVISORS INC36,609$5.46M5.62%+43013F-HRTimeline
HANCOCK WHITNEY CORP35,263$5.32M0.17%-20413F-HRTimeline
Independent Family Office, LLC34,985$5.28M2.78%013F-HRTimeline
Oldfather Financial Services, LLC34,813$5.26M2%+94113F-HRTimeline
Idaho Trust Co34,718$5.24M2.14%-74113F-HRTimeline
Sanctuary Advisors, LLC33,985$5.13M0.04%-3,82313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,885$5.12M0.07%-67913F-HRTimelineGroup
Avantax Planning Partners, Inc.33,834$5.11M0.18%-1,24913F-HRTimeline
Venture Visionary Partners LLC33,360$5.04M0.21%-7,69113F-HRTimeline
EARNEST PARTNERS LLC33,097$5M0.02%-3,55313F-HRTimeline
MML INVESTORS SERVICES, LLC32,929$4.97M0.02%-1,06413F-HRTimeline
CWM, LLCin group CWM, LLC32,744$4.94M0.02%-1,09813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,626$4.93M0.06%+21,70413F-HRTimelineGroup
WESBANCO BANK INC32,099$4.85M0.17%-1,36313F-HRTimeline
MMA ASSET MANAGEMENT LLC32,043$4.84M2.04%+1,36713F-HRTimeline
SANDERS MORRIS HARRIS LLC31,702$4.79M0.74%+14713F-HRTimeline
Heron Bay Capital Management31,350$4.73M0.99%-8,04513F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp30,976$4.68M0.01%-24,36413F-HRTimelineGroup
Brooklyn FI, LLC30,966$4.68M1.44%-37513F-HRTimeline
Financial Synergies Wealth Advisors, In…30,163$4.55M0.55%+3,05913F-HRTimeline
XML Financial, LLC29,775$4.5M0.42%-2,46813F-HRTimeline
HARBOUR INVESTMENTS, INC.29,009$4.38M0.13%+3,27513F-HRTimeline
SEGALL BRYANT & HAMILL, LLC28,786$4.35M0.07%-4,33713F-HRTimeline
Mullaney, Keating & Wright, Inc.28,540$4.31M2.9%-6313F-HRTimeline
OLD MISSION CAPITAL LLC28,355$4.28M0.08%+9,66013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,214$4.26M0.03%-7,84813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC28,199$4.26M0.49%-5713F-HRTimeline
InvesTrust28,021$4.23M1.16%+613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV27,926$4.22M1.45%+62313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC27,576$4.16M0.29%-4513F-HRTimeline
United Asset Strategies, Inc.27,022$4.08M0.38%+80313F-HRTimeline
Whitegate Investment Counselors, Inc.26,738$4.04M1.43%-4713F-HRTimeline
Noble Family Wealth, LLC26,435$3.99M1.1%013F-HRTimeline
Cambridge Investment Research Advisors,…25,984$3.92M0.01%-2,74113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,612$3.87M0.06%-57013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC25,436$3.84M0.05%+2,53813F-HRTimeline
Sierra Capital LLC25,070$3.79M0.46%+313F-HRTimeline
BOKF, NAin group BOKF, NA25,044$3.78M0.07%-1,87713F-HRTimelineGroup
McLean Asset Management Corp28,152$3.71M1.23%-1,38713F-HRTimeline
Bare Financial Services, Inc24,212$3.66M1.4%013F-HRTimeline
Parkside Financial Bank & Trust23,994$3.62M0.46%-2613F-HRTimeline
STEVENS CAPITAL PARTNERS23,893$3.61M1.69%+5,41613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.23,853$3.6M1.9%-19613F-HRTimeline
CITY HOLDING CO23,265$3.51M0.49%+41513F-HRTimeline
Private Advisor Group, LLC23,256$3.51M0.02%-52913F-HRTimeline
Foundation Wealth Management, LLC\PA23,087$3.49M1.66%-60113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,651$3.42M0.03%-32313F-HRTimelineGroup
Foundation Wealth Management, LLC22,269$3.36M2.63%+10513F-HRTimeline