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Public ownership evidence

iShares Russell 2000 Value ETF (IWN) Ownership Disclosures

Read IWN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2851,028$11,287,303None
Corient Private Wealth LP2026-06-302026-08-2868,216$15,089,387None
Legacy Edge Advisors, LLC2025-09-302026-08-2710,137$1,792,323None
Dakota Wealth Management2025-09-302026-08-271,218$215,355None
Dakota Wealth Management2025-12-312026-08-271,248$226,151None
Dakota Wealth Management2026-03-312026-08-271,248$236,609None
Kirkwood Financial Services2026-06-302026-08-261,070$236,737None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2617,727$3,921,276None
Kings Path Partners LLC2026-03-312026-08-2285$16,115None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-221,567$346,609None
Rehmann Capital Advisory Group2026-06-302026-08-218,665$1,916,708None
Kingsview Wealth Management, LLC2026-06-302026-08-203,045$673,463None
Archer Investment Corp2026-06-302026-08-20231$51,097None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20771$170,545None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2014,584$3,225,980None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2041,926$9,273,955None
Sankala Group LLC2026-06-302026-08-192,312$519,530None
Beacon Pointe Advisors, LLC2026-06-302026-08-1965,608$14,512,514None
Copia Wealth Management2026-06-302026-08-19573$126,748None
JDM Financial Group LLC2026-06-302026-08-19655$144,886None
Twin Lakes Capital Management, LLC2026-06-302026-08-1940$8,880None
Nest Investments, LLC2026-03-312026-08-199,100$1,725,354None
Nest Investments, LLC2025-12-312026-08-198,849$1,603,516None
Glenview Trust Co2026-06-302026-08-19937$207,264None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-191,618$357,902None
Legacy Edge Advisors, LLC2025-06-302026-08-189,537$1,504,557None
Legacy Edge Advisors, LLC2025-03-312026-08-1810,369$1,565,512None
Legacy Edge Advisors, LLC2024-09-302026-08-1810,153$1,693,723None
Legacy Edge Advisors, LLC2024-06-302026-08-189,828$1,496,804None
Legacy Edge Advisors, LLC2024-03-312026-08-188,108$1,287,631None
Legacy Edge Advisors, LLC2024-12-312026-08-189,812$1,606,224None
Legacy Edge Advisors, LLC2023-12-312026-08-189,815$1,524,578None
Maxele Advisors, LLC2026-06-302026-08-185,434$1,202,034None
Strive Financial Group ,LLC2026-06-302026-08-18173$38,268None
McMill Wealth Management2026-06-302026-08-181,948$430,979None
Caitlin John, LLC2026-06-302026-08-18387$85,604None
Corient Private Wealth LP2026-06-302026-08-18120,058$26,556,530None
Integrated Investment Consultants, LLC2026-06-302026-08-1835,777$7,913,917None
Pure Financial Advisors, LLC2026-06-302026-08-18147,065$32,530,715None
Transamerica Financial Advisors, LLC2026-06-302026-08-18281$62,288None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-188,608$1,904,828None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18192$42,410None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18191$36,261None
Equitable Holdings, Inc.2026-06-302026-08-1826,394$5,838,443None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-18489$108,166None
Fayez Sarofim & Co2026-06-302026-08-18933$206,380None
Jefferies Financial Group Inc.2026-06-302026-08-188,229$1,820,277None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1839,415$8,718,598None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,104$244,000None
EFG International AG2026-06-302026-08-15277$61,272None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Kirkwood Financial Services ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Kings Path Partners LLC ↗WEST MICHIGAN ADVISORS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.