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Disclosery

IWM ISHARES TR

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SHS (fund)

2,496 managers (2,528 13F filers) reported a position in IWM shares at 2024-12-31, 293,736,635 shares in all. 186 filers opened a position and 106 filers sold out during the quarter.

Managers
2,496
13F filers
2,528
New
186
Added
973
Reduced
759
Sold out
106
Shares held by filers
293,736,635

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Stegner Investment Associates Inc.1,905$421K0.28%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Amundiin group Amundi1,895$420K<0.01%+1,80013F-HRTimelineGroup
Midwest Financial Group LLC1,900$420K0.24%-4813F-HRTimeline
McElhenny Sheffield Capital Management,…1,898$419K0.14%-48313F-HRTimeline
My Legacy Advisors, LLC1,871$419K0.16%+2413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,891$418K0.03%+413F-HRTimeline
Abacus Wealth Partners, LLC1,891$418K0.06%-613F-HRTimeline
LEIGH BALDWIN & CO., LLC1,887$417K0.35%13F-HR/ATimeline
Causey Wealth LLC1,881$416K0.24%13F-HRTimeline
UPTICK PARTNERS, LLC1,877$415K0.15%-5313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,814$414K0.02%-6013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,873$414K0.04%+10413F-HRTimeline
Goelzer Investment Management, Inc.1,863$412K0.02%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,860$411K0.02%013F-HRTimeline
D. SCOTT NEAL, INC.1,860$411K0.23%013F-HRTimeline
Bangor Savings Bank1,856$410K0.04%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,852$409K0.03%-39613F-HRTimeline
XPONANCE LLC1,849$409K<0.01%+54213F-HRTimeline
True North Advisors, LLC1,843$407K0.1%+72913F-HRTimeline
Magnus Financial Group LLC1,842$407K0.04%+23613F-HRTimeline
TWO SIGMA SECURITIES, LLC1,833$405K0.07%-9,59713F-HRTimeline
Beacon Capital Management, LLC1,826$403K0.05%+49613F-HRTimeline
Quent Capital, LLC1,824$403K0.04%+10713F-HRTimeline
WEST PACES ADVISORS INC.1,810$400K0.1%-38713F-HRTimeline
GHP Investment Advisors, Inc.1,808$400K0.02%-513F-HRTimeline
BURNEY CO/1,802$398K0.01%-1,88013F-HRTimeline
Sharp Wealth Advisory, LLC1,793$396K0.3%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,792$396K0.12%new13F-HRTimeline
Seelaus Asset Management LLC1,791$396K0.36%-10013F-HRTimeline
Mason & Associates, LLC1,787$395K0.12%-26713F-HRTimeline
Ironwood Investment Counsel, LLC1,785$395K0.07%-13313F-HRTimeline
Conservest Capital Advisors, Inc.1,784$394K0.04%+1313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,756$393K0.28%-9513F-HRTimeline
SignalPoint Asset Management, LLC1,780$393K0.1%-3513F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,779$393K0.09%-8613F-HRTimeline
Pettinga Financial Advisors LLC1,775$392K0.09%+15013F-HRTimeline
Wealthstar Advisors, LLC1,771$391K0.17%13F-HRTimeline
Collar Capital Management, LLC1,771$391K0.33%13F-HRTimeline
Alpha Cubed Investments, LLC1,768$391K0.02%new13F-HRTimeline
Flagstone Financial Management1,765$390K0.13%+713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,764$390K0.08%+45113F-HRTimeline
Tradewinds, LLC.1,729$390K0.11%-27813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,534$389K0.15%13F-HRTimeline
Clarity Financial LLC1,762$389K0.05%new13F-HRTimeline
SAPIENT CAPITAL LLC1,759$389K0.01%+25213F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,758$388K0.16%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,753$387K0.08%+2713F-HRTimeline
Truepoint, Inc.1,752$387K0.01%-13713F-HRTimeline
LM Advisors LLC1,750$387K0.07%-113F-HR/ATimeline
Zullo Investment Group, Inc.1,748$386K0.16%-10013F-HRTimeline
Heritage Financial Services, LLC1,747$386K0.05%013F-HRTimeline
Register Financial Advisors LLC1,743$385K0.19%+1313F-HRTimeline
True Vision MN LLC1,741$385K0.23%-3913F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL1,740$384K0.14%-1,21513F-HRTimeline
S.A. Mason LLC1,735$383K0.2%+2013F-HRTimeline
David Wealth Management LLC1,735$383K0.32%13F-HRTimeline
SAGE FINANCIAL GROUP INC1,734$383K0.03%-56913F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,735$383K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sterling Capital Management LLC1,731$382K0.01%-5,56313F-HRTimeline
Sprinkle Financial Consultants LLC1,722$380K0.26%+413F-HRTimeline
CURA WEALTH ADVISORS, LLC1,721$380K0.17%13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,718$380K0.41%13F-HRTimeline
ADVOCATE GROUP LLC1,716$379K0.07%013F-HRTimeline
Elk River Wealth Management LLC1,709$378K0.07%+50713F-HRTimeline
Canal Capital Management, LLC1,706$377K0.06%+513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,702$376K0.14%+10613F-HRTimeline
Avalon Trust Co1,700$376K0.03%013F-HRTimeline
Saiph Capital, LLC1,697$375K0.17%+4913F-HRTimeline
Rollins Financial Advisors, LLC1,689$373K0.06%+11013F-HRTimeline
Smallwood Wealth Investment Management,…1,689$373K0.26%+313F-HRTimeline
Total Wealth Planning & Management, Inc.1,683$372K0.37%13F-HRTimeline
Horizon Investments, LLC1,682$372K0.01%+6713F-HRTimeline
Minot DeBlois Advisors LLC1,681$371K0.34%13F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY1,680$371K0.12%013F-HRTimeline
Fiduciary Group, LLC1,677$371K0.04%-11913F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,670$369K0.11%013F-HRTimeline
Aurora Private Wealth, Inc.1,670$369K0.28%-21313F-HRTimeline
Pflug Koory, LLC1,665$368K0.19%013F-HRTimeline
Quadrant Private Wealth Management, LLC1,663$367K0.09%013F-HRTimeline
Dunhill Financial, LLC1,656$366K0.17%+43513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,652$365K0.02%+49813F-HRTimeline
Omega Financial Group, LLC1,652$365K0.14%-29613F-HRTimeline
Kaizen Financial Strategies1,649$364K0.21%+20313F-HRTimeline
Sovereign Financial Group, Inc.1,647$364K0.08%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,646$364K0.02%+613F-HRTimeline
DUNCKER STREETT & CO INC1,644$363K0.07%+91913F-HRTimeline
Strata Wealth Advisors, LLC1,642$363K0.11%+40013F-HRTimeline
Asio Capital, LLC1,640$362K0.07%+29713F-HRTimeline
TD Asset Management Inc1,637$362K<0.01%-3713F-HRTimeline
ELEVATUS WELATH MANAGEMENT1,636$361K0.12%-3413F-HRTimeline
BANK OF HAWAII1,635$361K0.02%-5413F-HRTimeline
Successful Portfolios LLC1,634$361K0.24%-213F-HRTimeline
Flower City Capital1,634$361K0.22%-1113F-HRTimeline
Root Financial Partners, LLC1,632$361K0.04%+50613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,629$360K0.1%new13F-HRTimeline
Westover Capital Advisors, LLC1,629$360K0.08%013F-HRTimeline
Xcel Wealth Management, LLC1,627$360K0.1%+4913F-HRTimeline
CHAPIN DAVIS, INC.1,626$359K0.12%013F-HRTimeline
Rockwood Wealth Management, LLC1,627$359K0.04%-7813F-HRTimeline
Peak Planning Group, LLC1,623$359K0.15%+113F-HRTimeline
Northstar Financial Companies, Inc.1,620$358K0.34%13F-HRTimeline
Tenon Financial LLC1,614$357K0.23%013F-HRTimeline
BOS Asset Management, LLC1,612$356K0.13%+4513F-HRTimeline
Harrington Investments, INC1,610$356K0.2%013F-HRTimeline
NATURAL INVESTMENTS, LLC1,607$355K0.1%13F-HRTimeline
Roundview Capital LLC1,606$355K0.02%-1613F-HRTimeline
EPG Wealth Management LLC1,606$355K0.09%+613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,603$354K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,601$354K0.03%+313F-HRTimeline
Stonebridge Financial Group, LLC1,599$353K0.04%13F-HRTimeline
Prosperity Planning, Inc.1,598$353K0.11%-4613F-HRTimeline
Nicollet Investment Management, Inc.1,599$353K0.12%013F-HRTimeline
Friedenthal Financial1,596$353K0.21%-5213F-HRTimeline
AssuredPartners Investment Advisors, LLC1,591$352K0.07%13F-HRTimeline
KilterHowling LLC1,571$351K0.2%013F-HRTimeline
InvesTrust1,588$350K0.1%13F-HRTimeline
Kades & Cheifetz LLC1,584$350K0.18%+513F-HRTimeline
GTS SECURITIES LLC1,582$350K0.02%-310,35113F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,572$347K0.05%-19113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,571$347K0.13%+2813F-HRTimeline
PrairieView Partners, LLC1,575$347K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,569$347K0.01%+12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kessler Investment Group, LLC1,569$347K0.16%-30713F-HRTimeline
Inlet Private Wealth, LLC1,569$347K0.09%013F-HRTimeline
WorthPointe, LLC1,567$346K0.14%-37513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,565$346K0.2%13F-HRTimeline
Atlantic Edge Private Wealth Management…1,560$345K0.11%013F-HRTimeline
Greenland Capital Management LP1,557$344K0.07%new13F-HRTimeline
TCI Wealth Advisors, Inc.1,552$343K0.03%+10113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,550$342K0.1%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…1,545$341K0.13%+45213F-HRTimelineGroup
Buffington Mohr McNeal1,544$341K0.06%-4113F-HRTimeline
Wood Tarver Financial Group, LLC1,539$340K0.11%13F-HRTimeline
Genesis Wealth Advisors, LLC1,536$339K0.3%13F-HRTimeline
Insight Wealth Strategies, LLC1,525$337K0.05%+413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,515$335K0.25%13F-HR/ATimelineGroup
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,512$334K0.02%-47813F-HRTimelineGroup
Acorn Wealth Advisors, LLC1,505$333K0.14%-12613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,505$333K0.04%new13F-HRTimeline
Breakwater Investment Management1,504$332K0.14%013F-HR/ATimeline
Wambolt & Associates, LLC1,502$332K0.11%new13F-HRTimeline
Stokes Family Office, LLC1,502$332K0.04%+213F-HRTimeline
ARS Wealth Advisors Group, LLC1,502$332K0.05%+113F-HRTimeline
Wealthspire Retirement, LLC1,500$331K0.03%+5013F-HRTimeline
Marshall Financial Group, LLC1,499$331K0.08%013F-HRTimeline
180 WEALTH ADVISORS, LLC1,499$331K0.05%+913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,498$331K0.03%new13F-HRTimelineGroup
Retirement Planning Co of New England, …1,495$330K0.16%-1013F-HRTimeline
Sandhill Capital Partners LLC1,491$330K0.03%+48113F-HRTimeline
Wescott Financial Advisory Group, LLC1,485$328K0.03%+313F-HRTimeline
Impact Partnership Wealth, LLC1,484$328K0.07%new13F-HRTimeline
Ledyard National Bank1,479$327K0.03%-6113F-HRTimeline
Investmark Advisory Group LLC1,472$325K0.16%+113F-HRTimeline
McCollum Christoferson Group LLC1,472$325K0.1%013F-HRTimeline
Global Wealth Management Investment Adv…1,468$324K0.07%+9813F-HRTimeline
Annex Advisory Services, LLC1,467$324K0.01%-12213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,467$324K0.05%+213F-HRTimeline
Stablepoint Partners, LLC1,466$324K0.06%-7113F-HRTimeline
FIRST MANHATTAN CO. LLC.1,464$323K<0.01%-39513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,456$322K0.17%13F-HRTimeline
Austin Wealth Management, LLC1,425$321K0.07%-6613F-HRTimeline
ROMANO BROTHERS AND COMPANY1,451$321K0.04%-2613F-HRTimeline
Legacy Capital Wealth Partners, LLC1,450$320K0.08%+17013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,450$320K0.14%-15513F-HRTimeline
CAPITAL ADVISORS INC/OK1,448$320K0.01%+24213F-HRTimeline
Fortitude Advisory Group L.L.C.1,445$319K0.19%013F-HRTimeline
Princeton Global Asset Management LLC1,444$319K0.06%-5213F-HRTimeline
ADIRONDACK TRUST CO1,437$318K0.12%-1113F-HRTimeline
Gallacher Capital Management LLC1,435$317K0.16%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,434$317K0.15%-8613F-HRTimeline
Bordeaux Wealth Advisors LLC1,434$317K0.05%+20013F-HR/ATimeline
MBA Advisors LLC1,432$316K0.16%-2,58313F-HRTimeline
Park Capital Management, LLC / WI1,426$315K0.38%13F-HRTimeline
GatePass Capital, LLC1,420$314K0.34%13F-HRTimeline
Daner Wealth Management, LLC1,369$313K0.23%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,414$313K0.04%+23413F-HRTimeline
Trueblood Wealth Management, LLC1,414$312K0.15%013F-HRTimeline
Park Square Financial Group, LLC1,411$312K0.22%13F-HRTimeline
High Net Worth Advisory Group LLC1,408$311K0.09%-31513F-HRTimeline
ENTREWEALTH, LLC1,425$310K0.29%13F-HRTimeline
JBR Co Financial Management Inc1,405$310K0.19%+19013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,405$310K0.11%-813F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,404$310K<0.01%+113F-HRTimelineGroup
FC Advisory LLC1,402$310K0.1%+213F-HRTimeline
Windsor Advisory Group, LLC1,401$310K0.36%+1913F-HRTimeline
DOHJ, LLC1,400$309K0.07%013F-HRTimeline
ProVise Management Group, LLC1,397$309K0.03%-7013F-HRTimeline
Noble Wealth Management PBC1,396$308K0.21%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC1,395$308K0.12%+113F-HRTimeline
FARMERS TRUST CO1,392$308K0.06%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,385$306K0.12%13F-HRTimeline
River Street Advisors LLC1,382$305K0.16%013F-HRTimeline
Bedell Frazier Investment Counselling, …1,381$305K0.08%-59013F-HRTimeline
Wise Wealth Partners1,379$305K0.75%13F-HRTimeline
Bell Bank1,379$305K0.02%013F-HRTimeline
Wick Capital Partners, LLC1,377$304K0.09%+27713F-HR/ATimeline
Navis Wealth Advisors, LLC1,376$304K0.33%-19513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,375$304K0.14%-16313F-HRTimeline
One Wealth Advisors, LLC1,364$301K0.04%new13F-HRTimeline
FLC Capital Advisors1,363$301K0.07%+1813F-HRTimeline