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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

954 managers (966 13F filers) reported a position in IWN shares at 2025-06-30, 52,582,894 shares in all. 51 filers opened a position and 65 filers sold out during the quarter.

Managers
954
13F filers
966
New
51
Added
302
Reduced
358
Sold out
65
Shares held by filers
52,582,894

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,753,830$1.07B0.09%+422,17213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,953,501$781M0.05%-102,31913F-HRTimelineGroup
TIAAgroup of 2 filers holding2,676,125$422M-170,880Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,217,882$350M0.27%+157,46113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,060,764$325M-48,643Timeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…1,290,410$204M1.91%+55,95013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,218,231$192M0.03%+149,48413F-HRTimelineGroup
D.A. DAVIDSON & CO.1,184,451$187M1.32%+49,81113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,123,339$177M0.11%-75,62313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,012,549$160M0.55%-36,68813F-HRTimelineGroup
LPL Financial LLC1,003,975$158M0.05%+17,47913F-HRTimeline
UBS Group AGin group UBS Group AG972,092$153M0.03%-108,80913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN923,138$146M0.03%-18,41213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC905,799$143M0.19%-37,18713F-HRTimeline
Betterment LLC748,283$118M0.25%-46,19013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co707,190$112M0.02%+34,39713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC616,743$97.3M2.44%+8,66713F-HRTimeline
Pacific Life Fund Advisors LLC599,286$94.5M10.13%+97,82913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP559,205$88.2M0.01%-51,67113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA551,372$87M0.02%+5,65813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO523,276$82.6M0.01%+47,36113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS508,278$80.2M0.06%+253,32613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC404,518$63.7M0.25%+119,78513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC394,018$62.2M0.02%-131,11613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC369,883$58.4M1.29%+9,82413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK350,045$55.2M0.33%+6,93313F-HRTimelineGroup
Jasper Ridge Partners, L.P.321,684$50.7M1.27%-24,85513F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC315,415$49.8M0.03%+11,02013F-HRTimeline
WHITTIER TRUST CO307,192$48.5M0.58%-15,49813F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…299,683$47.3M3.4%+31,88613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO285,170$45M0.05%+42,47513F-HRTimelineGroup
Atom Investors LP281,171$44.4M3.93%+40,15013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…260,176$42.9M0.07%+7,78113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…269,486$42.5M2.28%+258,80013F-HRTimeline
AMG National Trust Bank266,461$42M1.11%-11,72913F-HRTimeline
MAI Capital Management257,179$40.6M0.28%+6613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding251,480$39.7M-970Timeline
CHOREO, LLC236,711$37.3M0.52%+5,74313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …236,638$37.3M0.06%+1,53113F-HRTimelineGroup
Cetera Investment Advisers235,758$37.2M0.06%+5,94513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers230,606$36.4M0.06%+7,86813F-HRTimelineGroup
Comprehensive Financial Management LLC230,481$36.4M1.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp221,460$34.9M0.01%-14,05913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC220,783$34.8M0.05%+48,96213F-HRTimelineGroup
Waldron Private Wealth LLC219,355$34.6M1.51%-2,57313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC219,913$34.5M0.01%+4,85913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB204,437$32.3M0.57%+3113F-HRTimeline
Facet Wealth, Inc.196,866$31.6M0.72%-33,05213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.175,686$27.7M<0.01%-3,08813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\174,472$27.5M0.03%-205,61913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC170,671$26.9M0.61%-6,96013F-HRTimeline
Mariner, LLCin group Mariner, LLC163,070$25.7M0.04%-8,91613F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp160,669$25.3M3.3%-2,27913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/153,838$24.3M0.01%-2,33713F-HRTimelineGroup
COURIER CAPITAL LLC149,080$23.5M1.43%+1,70213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP148,989$23.5M0.03%-33,33413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC144,227$22.8M0.2%-1,18013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…143,073$22.6M<0.01%-369,23213F-HRTimelineGroup
Modera Wealth Management, LLC138,620$21.9M0.27%-5,63513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson135,787$21.4M0.01%-2,15013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP133,480$21.1M0.03%-70,10313F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…132,857$21M0.05%-48,10613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC132,244$20.9M0.02%-41,56613F-HRTimelineGroup
Leeward Investments, LLC - MA131,568$20.8M1.1%-4,57913F-HRTimeline
COMERICA BANK129,501$20.4M0.08%+3,17613F-HRTimeline
HighTower Advisors, LLC129,491$20.4M0.03%-1,75513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS129,235$20.4M0.05%+45,48813F-HRTimeline
Pure Financial Advisors, LLC129,107$20.4M0.36%+35,47413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…123,376$19.5M0.04%+4,22613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…118,026$18.6M0.03%+37,70113F-HRTimelineGroup
Powell Investment Advisors, LLC115,109$18.2M6.81%+17,82913F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC113,214$17.9M0.08%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC109,152$17.2M0.03%+1,49713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding108,428$17.1M-7,911Timeline
Zhang Financial LLC105,009$16.6M0.76%+1,75513F-HRTimeline
FMR LLCin group FMR LLC103,031$16.3M<0.01%-58,07713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC102,853$16.2M0.01%-129,23213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC99,447$15.7M0.01%+21113F-HRTimelineGroup
FLOW TRADERS U.S. LLC97,860$15.4M0.57%+44,04713F-HRTimeline
Elite Financial, Inc.95,946$15.3M7.55%-3,96213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co94,188$14.9M0.18%-11,09713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.90,630$14.3M<0.01%+86413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC90,168$14.2M0.1%+19,42113F-HRTimeline
SYNOVUS FINANCIAL CORP87,826$13.9M0.17%-69113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.87,760$13.8M0.02%+1,93613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC85,275$13.5M0.1%-3,57113F-HR/ATimelineGroup
ASPIRIANT, LLC84,961$13.4M0.43%-90113F-HRTimeline
Creative Planningin group Creative Planning83,865$13.2M0.01%+8,45413F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding82,336$13M+21,457Timeline
MONETA GROUP INVESTMENT ADVISORS LLC81,140$12.8M0.15%-11,19113F-HRTimeline
Waverly Advisors, LLC81,121$12.8M0.14%-6,79413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,035$12.8M0.02%+10,02413F-HR/ATimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC78,412$12.4M0.21%-7,74113F-HRTimeline
ROYCE & ASSOCIATES LP77,696$12.3M0.13%+2,46913F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC75,055$11.8M0.52%-20,79013F-HRTimeline
Wealthspire Advisors, LLC74,917$11.8M0.07%-1,52913F-HRTimeline
CHURCHILL MANAGEMENT Corp74,794$11.8M0.13%-41113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC73,280$11.6M5.44%-1,42513F-HRTimeline
NorthCoast Asset Management LLC69,138$10.9M0.05%+4,81913F-HRTimeline
Allworth Financial LP67,245$10.6M0.05%-1,79213F-HRTimeline
BAILARD, INC.66,666$10.5M0.25%-14713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding64,410$10.2M-3,236Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…64,045$10.1M0.01%-2,82613F-HRTimelineGroup
SONATA CAPITAL GROUP INC62,737$9.9M3.95%-1,68613F-HRTimeline
LBJ Family Wealth Advisors, Ltd.62,562$9.87M5.74%+18513F-HRTimeline
EP Wealth Advisors, LLC62,532$9.86M0.06%-9,00513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC61,632$9.72M0.87%-19013F-HRTimeline
CW Advisors, LLC60,935$9.61M0.09%+21,64813F-HRTimeline
FSA Wealth Management LLC60,646$9.57M3.73%+1,24313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,357$9.52M0.01%+4,33713F-HRTimelineGroup
Glenmede Investment Management, LP60,076$9.48M0.05%13F-HRTimeline
RTD Financial Advisors, Inc.57,861$9.13M1.17%-97213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…57,835$9.12M0.03%-98213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL55,949$8.83M0.02%+2,64213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC55,857$8.81M0.01%+4,40013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…54,895$8.66M0.23%-13,20413F-HRTimelineGroup
TD Waterhouse Canada Inc.53,582$8.62M0.06%+7,43813F-HRTimeline
First Horizon Advisors, Inc.54,450$8.59M0.22%-3,55413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…53,192$8.39M0.12%+1,29413F-HRTimelineGroup
IEQ CAPITAL, LLC52,970$8.36M0.05%-2,10013F-HRTimeline
Performa Ltd (US), LLC52,499$8.28M2.5%+5,97513F-HRTimeline
Marion Wealth Management51,656$8.15M2.04%+2,12413F-HRTimeline
One Capital Management, LLC50,481$7.96M0.28%+4,05613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC49,942$7.88M<0.01%-57,88313F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC49,746$7.85M0.01%-4,33013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.48,596$7.67M0.01%-2,45813F-HRTimelineGroup
TD Asset Management Inc46,768$7.38M0.01%+8,16313F-HRTimeline
Covenant Partners, LLC45,750$7.22M2.15%-15,69113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP45,363$7.16M0.1%-23313F-HRTimeline
Viewpoint Capital Management LLC45,362$7.16M3.51%-20513F-HRTimeline
Cresset Asset Management, LLC45,258$7.14M0.04%+2,98013F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL43,650$6.89M0.05%new13F-HRTimeline
GTS SECURITIES LLC42,813$6.75M0.3%-18,27613F-HRTimeline
Corundum Group, Inc.42,783$6.75M2.98%+1,76213F-HRTimeline
HB Wealth Management, LLC42,409$6.69M0.05%+38113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.40,861$6.45M0.04%+12,64713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV39,682$6.26M0.01%-1,46713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding39,317$6.2M-90,570Timeline
HANCOCK WHITNEY CORP38,821$6.12M0.12%+3,55813F-HRTimeline
Sanctuary Advisors, LLC38,722$6.11M0.04%+4,73713F-HRTimeline
United Asset Strategies, Inc.38,721$6.11M0.52%+11,69913F-HRTimeline
CM WEALTH ADVISORS LLC38,480$6.07M1.79%-81913F-HRTimeline
Idaho Trust Co37,553$5.92M2.12%+2,83513F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…37,045$5.84M0.3%-67813F-HRTimelineGroup
Oldfather Financial Services, LLC36,528$5.76M1.98%+1,71513F-HRTimeline
LWM ADVISORS INC36,227$5.72M5.5%-38213F-HRTimeline
Summit Financial, LLC35,890$5.66M0.13%-4,93013F-HRTimeline
CWM, LLCin group CWM, LLC34,847$5.5M0.02%+2,10313F-HRTimelineGroup
Independent Family Office, LLC34,285$5.41M2.51%-70013F-HRTimeline
Avantax Planning Partners, Inc.33,398$5.27M0.17%-43613F-HRTimeline
Brooklyn FI, LLC33,358$5.26M1.35%+2,39213F-HRTimeline
Venture Visionary Partners LLC33,233$5.24M0.2%-12713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV32,568$5.14M1.58%+4,64213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp32,257$5.09M0.01%+1,28113F-HR/ATimelineGroup
McLean Asset Management Corp30,150$4.94M1.3%+1,99813F-HRTimeline
XML Financial, LLC31,275$4.93M0.43%+1,50013F-HRTimeline
WESBANCO BANK INC31,246$4.93M0.15%-85313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,083$4.9M0.06%-2,80213F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC31,032$4.9M0.49%+2,83313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.30,585$4.83M0.2%-17,22313F-HRTimeline
Financial Synergies Wealth Advisors, In…30,276$4.78M0.52%+11313F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.29,888$4.72M4.43%13F-HR/ATimeline
SEGALL BRYANT & HAMILL, LLC29,867$4.71M0.07%+1,08113F-HRTimeline
MML INVESTORS SERVICES, LLC29,807$4.7M0.01%-3,12213F-HRTimeline
HARBOUR INVESTMENTS, INC.29,241$4.61M0.12%+23213F-HRTimeline
Mullaney, Keating & Wright, Inc.29,073$4.59M3%+53313F-HRTimeline
EARNEST PARTNERS LLC28,653$4.52M0.02%-4,44413F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.28,475$4.49M0.02%-14,01813F-HRTimeline
Integrated Investment Consultants, LLC28,319$4.47M0.88%+8,13713F-HRTimeline
InvesTrust28,076$4.43M1.71%+5513F-HRTimeline
Foundation Wealth Management, LLC27,468$4.33M3.02%+5,19913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC27,174$4.29M0.25%-40213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC26,855$4.24M0.02%+12,78013F-HRTimelineGroup
STEVENS CAPITAL PARTNERS25,150$4.05M1.45%+1,25713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,612$4.04M0.06%013F-HRTimelineGroup
SVB WEALTH LLC25,535$4.03M0.22%new13F-HRTimeline
Noble Family Wealth, LLC25,533$4.03M0.98%-90213F-HRTimeline
RWA WEALTH PARTNERS, LLC25,380$4M0.05%-5613F-HRTimeline
Whitegate Investment Counselors, Inc.24,619$3.88M1.32%-2,11913F-HRTimeline
BOKF, NAin group BOKF, NA24,604$3.88M0.06%-44013F-HRTimelineGroup
Twin Tree Management, LP23,825$3.76M0.09%-26,13413F-HRTimeline
Private Advisor Group, LLC23,764$3.75M0.02%+50813F-HRTimeline
Cambridge Investment Research Advisors,…23,635$3.73M0.01%-2,34913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.23,637$3.73M1.82%-21613F-HRTimeline
Parkside Financial Bank & Trust23,490$3.71M0.4%-50413F-HRTimeline
CITY HOLDING CO23,230$3.66M0.48%-3513F-HRTimeline
Foundation Wealth Management, LLC\PA23,087$3.64M1.58%013F-HRTimeline
Sierra Capital LLC22,482$3.55M0.41%-2,58813F-HRTimeline
Bare Financial Services, Inc22,199$3.5M1.18%-2,01313F-HRTimeline
Bishop & Co Investment Management, LLC21,756$3.43M1.23%+1,59013F-HRTimeline
ARIEL INVESTMENTS, LLC21,467$3.39M0.04%-19,15013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,360$3.37M0.03%-1,29113F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC20,676$3.26M0.59%-2713F-HRTimeline
Atlas Brown,Inc.20,635$3.26M1.05%+913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC20,632$3.25M0.04%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.20,348$3.21M0.55%+1,76313F-HRTimeline
Texas Yale Capital Corp.19,896$3.14M0.1%-15013F-HRTimeline
Prosperity Planning, Inc.19,815$3.13M0.9%+20913F-HRTimeline
Geneos Wealth Management Inc.19,186$3.03M0.07%-19,87913F-HRTimeline
Mill Creek Capital Advisors, LLC18,881$2.98M0.07%013F-HRTimeline