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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,023 managers (1,035 13F filers) reported a position in IWN shares at 2026-03-31, 47,767,403 shares in all. 71 filers opened a position and 70 filers sold out during the quarter.

Managers
1,023
13F filers
1,035
New
71
Added
299
Reduced
362
Sold out
70
Shares held by filers
47,767,403

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/6,123,638$1.16B0.08%-1,753,51113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,360,341$827M0.05%+90,61513F-HRTimelineGroup
TIAAgroup of 5 filers holding2,815,723$526M+58,402Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,154,340$408M-42,212Timeline
D.A. DAVIDSON & CO.1,273,529$241M1.46%+27,18713F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…1,108,920$210M2.11%+2,55013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,100,598$209M0.12%-12,47713F-HRTimelineGroup
LPL Financial LLC1,062,477$201M0.05%-40,15913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,032,930$196M0.64%+14,92513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN876,818$166M0.03%-139,94613F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC859,009$163M0.1%+813,42513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding840,316$159M+34,233Timeline
COMMONWEALTH EQUITY SERVICES, LLC793,547$150M0.21%+91513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC727,598$138M0.02%+15,48913F-HRTimelineGroup
Betterment LLC672,519$128M0.24%-23,35813F-HRTimeline
Cassaday & Co Wealth Management LLC644,789$122M2.6%+9,13913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP607,703$115M0.02%-17,46713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA553,944$105M0.02%+20,65513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO464,365$85.8M0.01%+24,89713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC448,003$84.9M0.03%+9,30013F-HRTimelineGroup
Pacific Life Fund Advisors LLC428,929$81.3M9.34%-3,37813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC414,852$78.7M0.31%+17,89413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding395,600$75M-4,875Timeline
Badgley Phelps Wealth Managers, LLC390,279$74M1.47%+3,58713F-HRTimeline
Jasper Ridge Partners, L.P.321,684$61M1.36%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK321,635$61M0.3%-6,38413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP301,348$56.2M0.03%+24,60413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp284,106$53.9M0.01%+78,32713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC270,318$51.4M0.01%+7,77013F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO257,968$48.9M0.05%-10,64913F-HRTimelineGroup
MAI Capital Management257,584$48.8M0.28%-84213F-HRTimeline
Cetera Investment Advisers250,563$47.5M0.05%-22,17213F-HRTimeline
CHOREO, LLC243,933$46.2M0.57%-35713F-HRTimeline
AMG National Trust Bank237,810$45.1M0.98%-5,91713F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…237,549$45M2.87%-1,98213F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…233,132$44.2M0.13%-236,31213F-HRTimeline
Comprehensive Financial Management LLC230,481$43.7M1.45%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…211,095$40.6M0.09%-34,71413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC212,189$40.2M0.07%-69,13513F-HRTimelineGroup
WHITTIER TRUST CO199,452$38.5M0.43%-2,51413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers202,770$38.4M0.05%-5,82413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding200,721$38.1M+96,218Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…199,558$37.8M0.07%+4,65413F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …189,169$35.9M0.06%-30,62313F-HRTimelineGroup
FMR LLCin group FMR LLC177,073$33.6M<0.01%+25,08113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\175,722$33.3M0.04%+11,12913F-HRTimelineGroup
Waldron Private Wealth LLC166,686$31.6M1.23%-40,22813F-HRTimeline
Mariner, LLCin group Mariner, LLC159,270$30.1M0.04%-8,97413F-HRTimelineGroup
COURIER CAPITAL LLC154,386$29.3M1.64%+2,39813F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/154,164$29.2M0.01%-6,77313F-HRTimelineGroup
Pure Financial Advisors, LLC147,543$28M0.4%+5,80813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC143,250$27.2M0.22%-12,29413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp142,405$27M3.48%-15,47013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP140,851$26.7M0.04%-55313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.139,387$26.4M<0.01%+8,04513F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…136,382$25.9M<0.01%-32,21013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS136,078$25.8M0.02%-310,57313F-HRTimelineGroup
HighTower Advisors, LLC131,835$25M0.03%-3,33513F-HRTimeline
Modera Wealth Management, LLC130,686$24.8M0.3%-2,28513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,465$24.7M0.04%+9,38913F-HRTimelineGroup
Allworth Financial LP125,709$23.8M0.1%-1,61313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding117,892$22.4M-38,994Timeline
Powell Investment Advisors, LLC115,437$21.9M7.54%+1,28913F-HRTimeline
Arax Advisory Partners113,534$21.5M0.61%-88613F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson112,917$21.4M0.01%-20,19313F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC110,561$21.3M0.44%-3,13113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS110,499$20.9M0.04%-2,87113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC109,273$20.7M0.01%-14,06213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP108,564$20.2M0.03%-29,81313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC104,854$19.9M0.03%-10,53613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC103,769$19.7M0.01%+12,49713F-HRTimelineGroup
Zhang Financial LLC99,252$18.8M0.65%-70313F-HRTimeline
Elite Financial, Inc.96,411$18.3M8.19%+8713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC95,660$18.1M0.01%-100,52013F-HRTimeline
FLOW TRADERS U.S. LLC94,085$17.8M0.56%+63,47013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …92,497$17.5M0.13%+9613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.91,585$17.4M0.03%+2,01213F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC91,271$17.3M0.13%-119,43013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/90,807$17.2M0.02%+88,66513F-HRTimelineGroup
Creative Planningin group Creative Planning89,487$17M0.01%+1,95213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.92,508$16.8M0.01%-3,44913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co88,309$16.7M0.2%-86813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC84,756$16.1M0.08%-24913F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC83,735$15.9M0.28%-6,82413F-HRTimeline
Beacon Pointe Advisors, LLC81,688$15.5M0.08%+20,54313F-HRTimeline
ASPIRIANT, LLC79,883$15.1M0.43%-2,53213F-HRTimeline
Waverly Advisors, LLC79,742$15.1M0.11%-37113F-HRTimeline
CWM, LLCin group CWM, LLC76,058$14.4M0.04%+17,87913F-HRTimelineGroup
Wealthspire Advisors, LLC75,947$14.4M0.11%-1,53313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources73,836$14M<0.01%+19,66113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding73,257$13.9M+1,422Timeline
MONETA GROUP INVESTMENT ADVISORS LLC71,528$13.6M0.1%-78913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC70,605$13.4M5.42%+27513F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.69,913$13.3M0.04%-79,83713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP68,975$13.1M0.01%+32,47813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP68,799$13M0.01%-7,24713F-HRTimelineGroup
Strategic Equity Management68,553$13M4.89%new13F-HRTimeline
BAILARD, INC.67,723$12.8M0.3%-1,44213F-HRTimeline
ARIEL INVESTMENTS, LLC65,455$12.4M0.14%+32,13613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,114$12.3M0.01%+95713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC65,102$12.3M0.01%+48,65413F-HRTimelineGroup
SHAPIRO CAPITAL MANAGEMENT LLC62,635$11.9M0.74%+9,63513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…61,728$11.7M0.3%+48,44513F-HRTimelineGroup
Cresset Asset Management, LLC60,964$11.6M0.05%+7,45813F-HRTimeline
SONATA CAPITAL GROUP INC60,923$11.6M4.26%-30713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC60,099$11.4M0.9%-36513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…59,173$11.2M0.14%+5,87913F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.60,548$11.2M6.56%-1,57913F-HRTimeline
FIRST HORIZON CORP58,451$11.1M0.46%+3,77313F-HRTimeline
Leeward Investments, LLC - MA56,530$10.7M0.53%-1,25613F-HRTimeline
EP Wealth Advisors, LLC56,346$10.7M0.05%-1,78413F-HRTimeline
GTS SECURITIES LLC55,444$10.5M0.37%+37,22913F-HRTimeline
BLAIR WILLIAM & CO/IL54,781$10.4M0.03%+8113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…54,460$10.3M0.04%-3,53113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.54,177$10.3M0.01%+43,60313F-HRTimelineGroup
Corundum Group, Inc.53,508$10.1M3.39%-36113F-HRTimeline
RTD Financial Advisors, Inc.53,247$10.1M1.24%-2,16913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,496$10.1M0.06%+31,57713F-HRTimelineGroup
Navigation Group, LLC52,684$9.99M2.34%13F-HRTimeline
Marion Wealth Management52,080$9.87M2.19%-71613F-HRTimeline
Royal Fund Management, LLC39,407$9.8M0.94%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.51,196$9.71M0.01%13F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …50,500$9.57M1.21%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49,596$9.4M0.29%+48,50613F-HR/ATimelineGroup
Viewpoint Capital Management LLC48,249$9.15M4.27%+68313F-HRTimeline
HB Wealth Management, LLC47,166$8.94M0.06%+12613F-HRTimeline
Idaho Trust Co44,796$8.49M2.76%+11,27513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP43,595$8.27M0.11%-94413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…43,400$8.23M0.02%+42,50013F-HR/ATimelineGroup
Fortis Group Advisors, LLC39,181$8.14M1.35%+21,69213F-HRTimeline
HANCOCK WHITNEY CORP39,181$8.05M0.14%+58213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV42,210$8M0.01%+1,87313F-HRTimeline
CM WEALTH ADVISORS LLC41,123$7.8M1.66%+4,80213F-HRTimeline
Baker Avenue Asset Management, LP41,106$7.79M0.18%new13F-HRTimeline
Sanctuary Advisors, LLC40,389$7.66M0.04%+1,24313F-HRTimeline
One Capital Management, LLC39,792$7.54M0.21%-1,50113F-HRTimeline
LWM ADVISORS INC38,781$7.35M6.38%+62213F-HRTimeline
United Asset Strategies, Inc.38,671$7.33M0.58%+5613F-HRTimeline
OFS Enterprise LLC38,307$7.26M2.13%13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp37,825$7.17M0.01%-27,28413F-HRTimelineGroup
ROYCE & ASSOCIATES LP37,426$7.1M0.07%+15,76413F-HRTimeline
Foundation Wealth Management, LLC36,972$7.01M4.74%-35113F-HRTimeline
MONEYWISE, INC.36,154$6.85M2.99%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC35,817$6.79M0.01%+1,09513F-HRTimelineGroup
IEQ CAPITAL, LLC35,656$6.76M0.03%-6,30313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV35,235$6.68M1.75%+94213F-HRTimeline
SEGALL BRYANT & HAMILL, LLC35,146$6.66M0.1%-7,87213F-HR/ATimeline
HARBOUR INVESTMENTS, INC.34,823$6.6M0.1%+2,28413F-HRTimeline
Summit Financial, LLC34,791$6.6M0.08%-21,70613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…34,460$6.53M0.42%-104,08113F-HRTimeline
Independent Family Office, LLC34,403$6.52M2.68%-19413F-HRTimeline
Sterling Capital Management LLC33,553$6.36M0.12%+14,84413F-HRTimeline
Integrated Investment Consultants, LLC33,544$6.36M1.35%-3,93613F-HRTimeline
Venture Visionary Partners LLC32,939$6.25M0.21%-21513F-HRTimeline
TD Waterhouse Canada Inc.32,249$6.13M0.02%-22,61813F-HRTimeline
TD Asset Management Inc32,199$6.1M<0.01%-22,61613F-HRTimeline
XML Financial, LLC32,086$6.08M0.49%-10713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC31,936$6.05M0.46%+25913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA30,937$5.87M0.03%+2613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management30,822$5.84M0.07%+77413F-HRTimelineGroup
Brooklyn FI, LLC30,761$5.83M1.23%-1,43813F-HRTimeline
Avantax Planning Partners, Inc.30,585$5.8M0.16%-1,53013F-HRTimeline
Facet Wealth, Inc.30,277$5.74M0.1%-5,22413F-HRTimeline
RWA WEALTH PARTNERS, LLC30,083$5.7M0.06%+4,23913F-HRTimeline
NewEdge Advisors, LLC29,799$5.65M0.02%+8,55413F-HR/ATimeline
McLean Asset Management Corp29,699$5.63M0.99%-5113F-HRTimeline
Mullaney, Keating & Wright, Inc.29,517$5.6M3.04%-22413F-HRTimeline
INSTRUMENTAL WEALTH, LLC28,800$5.46M3.36%+87613F-HRTimeline
MML INVESTORS SERVICES, LLC28,796$5.46M0.02%-4,40213F-HRTimeline
Financial Synergies Wealth Advisors, In…28,684$5.44M0.52%+7213F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…28,273$5.36M0.03%+26,65113F-HRTimelineGroup
STEVENS CAPITAL PARTNERS28,230$5.35M1.29%+1,59613F-HRTimeline
MidFirst Bank28,227$5.35M0.44%-1,08013F-HRTimeline
InvesTrust28,204$5.35M2.25%+8213F-HRTimeline
WESBANCO BANK INC27,363$5.19M0.14%-1,00013F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…27,155$5.15M0.32%-18,47813F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC26,855$5.09M0.27%-28513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …26,281$4.98M0.07%-5913F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.26,165$4.96M3.97%-18713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV25,728$4.88M4.66%+5,18113F-HRTimeline
Noble Family Wealth, LLC25,703$4.87M1.01%013F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,508$4.84M0.02%-5,61013F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,813$4.7M0.01%-39713F-HRTimeline
Whitegate Investment Counselors, Inc.24,627$4.67M1.48%+5313F-HRTimeline
BOKF, NAin group BOKF, NA23,258$4.41M0.07%-4,73413F-HRTimelineGroup
Arkadios Wealth Advisors23,060$4.37M0.07%-30613F-HRTimeline
RPg Family Wealth Advisory, LLC22,926$4.35M0.91%+1,98613F-HRTimeline
Risk Paradigm Group, LLC22,886$4.34M3.7%+72213F-HRTimeline
Parkside Financial Bank & Trust22,885$4.34M0.33%+24213F-HRTimeline
BLUELINE ADVISORS LLC22,778$4.32M3.35%+10913F-HRTimeline
CITY HOLDING CO22,370$4.24M0.53%-51013F-HRTimeline
Private Advisor Group, LLC21,605$4.1M0.02%-2,16113F-HRTimeline
Bare Financial Services, Inc21,335$4.04M1.07%-80313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC20,676$3.92M0.59%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC20,507$3.89M0.05%-14,50013F-HRTimeline
Wealthfront Advisers LLC20,476$3.88M0.01%+3,94313F-HRTimeline
Farther Finance Advisors, LLC20,285$3.87M0.04%+7,92813F-HRTimeline
Geneos Wealth Management Inc.20,403$3.87M0.09%+2,34013F-HRTimeline
Atlas Brown,Inc.20,081$3.81M1.15%-17613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO19,900$3.77M0.4%+17,03813F-HRTimeline