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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

Filings received so far for Q3 2026: 37 13F filers report a position in IWN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
LBJ Family Wealth Advisors, Ltd.59,728$12.5M6.39%-38213F-HRTimeline
LWM ADVISORS INC37,856$7.93M5.99%-64413F-HRTimeline
Venture Visionary Partners LLC35,375$7.41M0.19%+1,33613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC33,959$7.11M0.46%+3513F-HRTimeline
Farther Finance Advisors, LLC21,628$4.53M0.03%+14713F-HRTimeline
Apella Capital, LLC12,209$2.56M0.03%+7,21913F-HRTimeline
Veery Capital, LLC7,373$1.54M0.41%-32913F-HRTimeline
Valeo Financial Advisors, LLC7,029$1.47M0.03%+9013F-HRTimeline
Aletheian Wealth Advisors LLC6,805$1.43M0.57%+25313F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,298$1.11M0.03%-13013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,895$816K0.23%+813F-HRTimeline
GAMMA Investing LLC3,403$713K0.02%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,896$607K0.05%013F-HRTimelineGroup
Versant Capital Management, Inc2,584$541K0.05%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,260$473K0.04%013F-HRTimeline
SAPIENT CAPITAL LLC2,229$467K0.01%013F-HRTimeline
STEPH & CO1,708$358K0.09%-11613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,698$356K<0.01%new13F-HRTimeline
DECISION INVESTMENTS, INC1,628$341K0.31%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,464$307K0.05%+5413F-HRTimeline
Avidian Wealth Enterprises, LLC1,318$276K0.01%+18813F-HRTimeline
ROCKLAND TRUST CO1,239$260K0.01%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,232$258K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Canandaigua National Trust Co of Florida1,195$250K0.14%13F-HRTimeline
Cambridge Financial Group, LLC1,100$243K0.08%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,074$225K0.02%-9913F-HRTimeline
Grove Bank & Trust659$138K0.01%013F-HRTimeline
Dorato Capital Management656$138K0.09%013F-HRTimeline
EASTERN BANK606$127K<0.01%+20113F-HRTimeline
ATWOOD & PALMER INC439$91.9K<0.01%013F-HRTimeline
Bangor Savings Bank337$70.6K0.01%013F-HRTimeline
Roxbury Financial LLC275$57.5K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP175$36.7K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC132$27.6K<0.01%+113F-HRTimeline
Horizons Wealth Management100$20.9K0.01%13F-HRTimeline
Noble Wealth Management PBC30$6.28K<0.01%013F-HRTimeline
Hickory Point Bank & Trust22$4.61K<0.01%013F-HRTimeline