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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

963 managers (973 13F filers) reported a position in IWN shares at 2025-09-30, 50,445,467 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
963
13F filers
973
New
75
Added
278
Reduced
328
Sold out
51
Shares held by filers
50,445,467

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/6,709,138$1.19B0.09%-44,69213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,684,521$828M0.05%-268,98013F-HR/ATimelineGroup
TIAAgroup of 2 filers holding4,346,163$768M+1,670,038Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,163,674$383M+102,910Timeline
D.A. DAVIDSON & CO.1,216,060$215M1.38%+31,60913F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…1,151,075$204M1.85%-139,33513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,111,776$197M0.12%-11,56313F-HRTimelineGroup
LPL Financial LLC1,010,174$179M0.05%+6,19913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp994,564$176M0.59%-17,98513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN886,266$157M0.03%-36,87213F-HRTimelineGroup
UBS Group AGin group UBS Group AG839,571$148M0.03%-132,52113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC830,140$147M0.19%-75,65913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC730,504$129M0.02%-487,72713F-HRTimelineGroup
Betterment LLC718,375$127M0.25%-29,90813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co671,041$119M0.02%-36,14913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS650,147$115M0.09%+141,86913F-HRTimelineGroup
Cassaday & Co Wealth Management LLC626,428$111M2.55%+9,68513F-HRTimeline
Pacific Life Fund Advisors LLC550,817$97.4M9.99%-48,46913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP548,170$96.9M0.01%-11,03513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA507,200$89.7M0.02%-44,17213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO434,327$76.8M<0.01%-88,94913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC411,160$72.7M0.02%+17,14213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC403,492$71.3M0.27%-1,02613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC374,531$66.2M1.39%+4,64813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK336,913$59.6M0.33%-13,13213F-HRTimelineGroup
Jasper Ridge Partners, L.P.321,684$56.9M1.28%013F-HRTimeline
WHITTIER TRUST CO307,549$55.2M0.63%+35713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding299,096$52.9M+47,616Timeline
VICTORY CAPITAL MANAGEMENT INC279,720$49.5M0.03%-35,69513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO272,584$48.2M0.05%-12,58613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP270,078$47.7M0.03%-1,947,80413F-HRTimelineGroup
AMG National Trust Bank258,535$45.7M1.11%-7,92613F-HRTimeline
Cetera Investment Advisers256,578$45.4M0.05%+20,82013F-HRTimeline
MAI Capital Management254,083$44.9M0.28%-3,09613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…249,879$44.4M0.07%-10,29713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC244,581$43.3M0.01%+24,66813F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…239,595$42.4M2.86%-60,08813F-HRTimelineGroup
CHOREO, LLC236,397$41.8M0.54%-31413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …236,121$41.7M0.07%-51713F-HRTimelineGroup
Comprehensive Financial Management LLC230,481$40.8M1.13%013F-HRTimeline
Atom Investors LP229,369$40.6M3.07%-51,80213F-HRTimeline
Waldron Private Wealth LLC218,385$38.6M1.56%-97013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp212,212$37.5M0.01%-9,24813F-HRTimelineGroup
Facet Wealth, Inc.206,734$36.6M0.76%+9,86813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers206,539$36.5M0.05%-24,06713F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…201,748$35.7M0.01%+58,67513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…200,760$35.5M0.09%+67,90313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC187,793$33.2M0.04%-32,99013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.185,978$32.9M<0.01%+10,29213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC171,625$30.8M0.66%+95413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\164,847$29.1M0.03%-9,62513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/161,087$28.5M0.01%+7,24913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC160,016$28.3M0.04%-3,05413F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp158,488$28M3.34%-2,18113F-HRTimelineGroup
COURIER CAPITAL LLC150,787$26.7M1.53%+1,70713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP146,613$25.9M0.04%+13,13313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC145,056$25.6M0.21%+82913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP144,250$25.5M0.03%-4,73913F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…138,779$24.5M1.21%-130,70713F-HRTimeline
Modera Wealth Management, LLC135,792$24M0.28%-2,82813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson134,879$23.8M0.01%-90813F-HRTimelineGroup
HighTower Advisors, LLC132,789$23.5M0.03%+3,29813F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC132,380$23.4M1.01%+57,32513F-HRTimeline
Pure Financial Advisors, LLC130,421$23.1M0.37%+1,31413F-HRTimeline
FMR LLCin group FMR LLC128,588$22.7M<0.01%+25,55713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…127,462$22.5M0.04%+4,08613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS126,319$22.3M0.05%-2,91613F-HRTimeline
ROYCE & ASSOCIATES LP126,115$22.3M0.22%+48,41913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,037$22M0.03%+44,00213F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding116,402$20.6M+34,066Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP115,000$20.3M0.03%+113,50013F-HRTimelineGroup
Powell Investment Advisors, LLC113,998$20.2M7.05%-1,11113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC110,229$19.5M0.03%+1,07713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC109,108$19.3M0.01%+9,66113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding106,876$18.9M-1,552Timeline
COMERICA BANK104,093$18.4M0.07%-25,40813F-HRTimeline
Zhang Financial LLC102,318$18.1M0.73%-2,69113F-HRTimeline
Elite Financial, Inc.96,562$17.1M7.84%+61613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co92,448$16.3M0.19%-1,74013F-HRTimelineGroup
Leeward Investments, LLC - MA89,563$15.8M0.81%-42,00513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,286$15.8M0.03%+1,52613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.88,997$15.7M<0.01%-1,63313F-HRTimeline
SYNOVUS FINANCIAL CORP87,880$15.5M0.18%+5413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC84,815$15M0.09%-46013F-HR/ATimelineGroup
ASPIRIANT, LLC84,672$15M0.46%-28913F-HRTimeline
Creative Planningin group Creative Planning84,657$15M0.01%+79213F-HRTimelineGroup
Waverly Advisors, LLC78,883$13.9M0.14%-2,23813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC77,192$13.6M0.22%-1,22013F-HRTimeline
Wealthspire Advisors, LLC75,633$13.4M0.07%+71613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC74,380$13.2M0.1%-6,76013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC71,155$12.6M5.66%-2,12513F-HRTimeline
NorthCoast Asset Management LLC68,394$12.1M0.05%-74413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,038$11.9M0.01%-65,20613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding66,519$11.8M+2,109Timeline
Allworth Financial LP66,073$11.7M0.05%-1,17213F-HRTimeline
BAILARD, INC.65,905$11.7M0.25%-76113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC63,296$11.2M1.66%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,329$11.2M0.01%-71613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,816$11.1M0.01%new13F-HRTimelineGroup
SONATA CAPITAL GROUP INC62,715$11.1M4.1%-2213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC62,710$11.1M0.07%-27,45813F-HRTimeline
LBJ Family Wealth Advisors, Ltd.62,284$11M6%-27813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC61,340$10.8M0.9%-29213F-HRTimeline
FSA Wealth Management LLC61,073$10.8M3.95%+42713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,894$10.4M0.01%-1,46313F-HRTimelineGroup
TD Waterhouse Canada Inc.58,026$10.3M0.07%+4,44413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC56,769$10M0.02%+53,22213F-HRTimelineGroup
RTD Financial Advisors, Inc.55,992$9.9M1.19%-1,86913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…55,881$9.88M0.03%-1,95413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL55,091$9.74M0.03%-85813F-HRTimeline
Summit Financial, LLC54,163$9.58M0.15%+18,27313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding54,134$9.57M+14,817Timeline
FIRST HORIZON CORP53,519$9.46M0.44%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.53,182$9.4M0.02%+4,58613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…53,114$9.39M0.12%-7813F-HRTimelineGroup
IEQ CAPITAL, LLC52,985$9.37M0.03%+1513F-HRTimeline
Performa Ltd (US), LLC52,499$9.28M2.46%013F-HRTimeline
Marion Wealth Management51,981$9.19M2.18%+32513F-HRTimeline
Beacon Pointe Advisors, LLC51,692$9.14M0.08%+36,16313F-HRTimeline
TD Asset Management Inc51,086$9.03M0.01%+4,31813F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.49,557$8.76M0.03%+21,08213F-HRTimeline
One Capital Management, LLC49,308$8.72M0.28%-1,17313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,182$8.7M0.01%-53,67113F-HRTimelineGroup
Viewpoint Capital Management LLC46,394$8.2M3.61%+1,03213F-HRTimeline
Cresset Asset Management, LLC46,179$8.16M0.04%+92113F-HR/ATimeline
HB Wealth Management, LLC46,087$8.15M0.06%+3,67813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP45,322$8.01M0.1%-4113F-HRTimeline
ARIEL INVESTMENTS, LLC44,965$7.95M0.09%+23,49813F-HRTimeline
Corundum Group, Inc.43,625$7.71M3.17%+84213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC42,609$7.53M0.01%-13,24813F-HRTimelineGroup
FLOW TRADERS U.S. LLC42,236$7.47M0.3%-55,62413F-HRTimeline
Sanctuary Advisors, LLC41,002$7.25M0.04%+2,28013F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV40,048$7.08M0.01%+36613F-HRTimeline
HANCOCK WHITNEY CORP38,729$6.85M0.12%-9213F-HRTimeline
Foundation Wealth Management, LLC38,271$6.77M4.32%+10,80313F-HRTimeline
United Asset Strategies, Inc.38,191$6.75M0.54%-53013F-HRTimeline
Oldfather Financial Services, LLC38,016$6.72M2.09%+1,48813F-HRTimeline
LWM ADVISORS INC37,400$6.61M5.94%+1,17313F-HRTimeline
Integrated Investment Consultants, LLC36,387$6.43M1.09%+8,06813F-HRTimeline
Checchi Capital Advisers, LLC36,349$6.43M0.44%+25,87013F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…36,243$6.41M0.33%-80213F-HRTimelineGroup
Covenant Partners, LLC36,156$6.39M1.81%-9,59413F-HRTimeline
CM WEALTH ADVISORS LLC35,186$6.22M1.64%-3,29413F-HRTimeline
Independent Family Office, LLC34,597$6.12M2.59%+31213F-HRTimeline
Venture Visionary Partners LLC33,337$5.89M0.2%+10413F-HRTimeline
CWM, LLCin group CWM, LLC33,129$5.86M0.02%-1,71813F-HRTimelineGroup
Brooklyn FI, LLC33,087$5.85M1.31%-27113F-HRTimeline
Avantax Planning Partners, Inc.32,165$5.69M0.16%-1,23313F-HRTimeline
Idaho Trust Co31,978$5.65M1.9%-5,57513F-HRTimeline
SEGALL BRYANT & HAMILL, LLC31,508$5.57M0.07%+1,64113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC31,444$5.56M0.49%+41213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,224$5.52M0.07%+14113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.31,216$5.52M0.13%+1,97513F-HRTimeline
XML Financial, LLC30,894$5.46M0.44%-38113F-HRTimeline
McLean Asset Management Corp30,128$5.42M1.12%-2213F-HRTimeline
WESBANCO BANK INC30,532$5.4M0.15%-71413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV30,437$5.38M1.56%-2,13113F-HRTimeline
Financial Synergies Wealth Advisors, In…30,392$5.37M0.54%+11613F-HRTimeline
Glenmede Investment Management, LP30,368$5.37M0.03%-29,70813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,301$5.36M0.02%+3,44613F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.29,310$5.18M2.88%+23713F-HRTimeline
EARNEST PARTNERS LLC29,130$5.15M0.02%+47713F-HRTimeline
InvesTrust28,044$4.96M1.82%-3213F-HRTimeline
MML INVESTORS SERVICES, LLC27,746$4.91M0.01%-2,06113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC27,140$4.8M0.27%-3413F-HRTimeline
STEVENS CAPITAL PARTNERS26,646$4.71M1.41%+1,49613F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.26,352$4.66M4.05%-3,53613F-HRTimeline
RWA WEALTH PARTNERS, LLC25,827$4.57M0.05%+44713F-HRTimeline
Noble Family Wealth, LLC25,518$4.51M0.99%-1513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,482$4.51M0.07%-13013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC25,381$4.49M<0.01%-24,56113F-HR/ATimelineGroup
Sterling Capital Management LLC25,188$4.45M0.07%+9,79513F-HRTimeline
Whitegate Investment Counselors, Inc.24,620$4.35M1.43%+113F-HRTimeline
BOKF, NAin group BOKF, NA24,341$4.3M0.06%-26313F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,922$4.23M0.01%+28713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,647$4.18M0.03%+2,28713F-HRTimelineGroup
Private Advisor Group, LLC23,157$4.09M0.02%-60713F-HRTimeline
CITY HOLDING CO22,755$4.02M0.51%-47513F-HRTimeline
Parkside Financial Bank & Trust22,738$4.02M0.31%-75213F-HRTimeline
Sierra Capital LLC22,487$3.98M0.44%+513F-HRTimeline
Bare Financial Services, Inc22,199$3.93M1.17%013F-HRTimeline
Bishop & Co Investment Management, LLC21,727$3.84M1.28%-2913F-HRTimeline
CONNABLE OFFICE INC21,413$3.79M0.35%new13F-HRTimeline
My Personal CFO, LLC21,255$3.76M1.46%new13F-HRTimeline
Foundation Wealth Management, LLC\PA21,255$3.76M1.46%-1,83213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC20,676$3.66M0.6%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC20,632$3.65M0.05%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp20,556$3.63M<0.01%-11,70113F-HRTimelineGroup
Mill Creek Capital Advisors, LLC20,541$3.63M0.07%+1,66013F-HRTimeline
Atlas Brown,Inc.20,343$3.6M1.06%-29213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.20,148$3.56M0.54%-20013F-HRTimeline
Texas Yale Capital Corp.19,896$3.52M0.11%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.19,187$3.39M1.83%-4,45013F-HRTimeline
NewEdge Advisors, LLC18,812$3.33M0.02%+81513F-HRTimeline
GTS SECURITIES LLC18,355$3.25M0.12%-24,45813F-HRTimeline
Prosperity Planning, Inc.18,158$3.21M0.87%-1,65713F-HRTimeline
Brady Martz Wealth Solutions, LLC17,929$3.17M0.58%+2713F-HRTimeline
OneDigital Investment Advisors LLC17,773$3.14M0.03%+1,34313F-HRTimeline
GHP Investment Advisors, Inc.17,698$3.13M0.13%+2213F-HRTimeline
Visionary Wealth Advisors17,587$3.11M0.15%-68913F-HRTimeline