IWM ISHARES TR

SHS (fund)

2,342 managers (2,367 13F filers) reported a position in IWM shares at 2025-03-31, 311,259,675 shares in all. 109 filers opened a position and 250 filers sold out during the quarter.

Managers: 2,342
13F filers: 2,367
New: 109
Added: 780
Reduced: 1,075
Sold out: 250
Shares held by filers: 311,259,675

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Xcel Wealth Management, LLC	1,618	$323K	0.1%	-9	13F-HR Timeline
McAdam, LLC	1,615	$322K	0.02%	-859	13F-HR Timeline
Tenon Financial LLC	1,614	$322K	0.2%	0	13F-HR Timeline
Friedenthal Financial	1,614	$322K	0.19%	+18	13F-HR Timeline
Harrington Investments, INC	1,610	$321K	0.18%	0	13F-HR Timeline
Collaborative Wealth Managment Inc.	1,604	$320K	0.15%	-445	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	1,603	$320K	0.02%	0	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	1,601	$319K	0.13%	-1,106	13F-HR Timeline
Nicollet Investment Management, Inc.	1,599	$319K	0.11%	0	13F-HR Timeline
Koss-Olinger Consulting, LLC	1,599	$319K	0.03%	new	13F-HR Timeline
Northstar Financial Companies, Inc.	1,596	$318K	0.35%	-24	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,594	$318K	0.18%	-1,262	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	1,589	$317K	0.1%	-113	13F-HR Timeline
Paragon Private Wealth Management, LLC	1,587	$317K	0.15%	new	13F-HR Timeline
KilterHowling LLC	1,571	$316K	0.2%	0	13F-HR Timeline
CHAPIN DAVIS, INC.	1,584	$316K	0.11%	-42	13F-HR Timeline
IFC Advisors LLC	1,581	$315K	0.07%	+489	13F-HR Timeline
Fiduciary Group, LLC	1,578	$315K	0.03%	-99	13F-HR Timeline
Prosperity Planning, Inc.	1,575	$314K	0.1%	-23	13F-HR Timeline
BOS Asset Management, LLC	1,574	$314K	0.11%	-38	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,571	$313K	0.05%	+72	13F-HR Timeline
Impact Partnership Wealth, LLC	1,570	$313K	0.07%	+86	13F-HR Timeline
Inlet Private Wealth, LLC	1,569	$313K	0.08%	0	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	1,568	$313K	0.19%	+215	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	1,565	$312K	0.13%	0	13F-HR/A Timeline
Newman Dignan & Sheerar, Inc.	1,563	$312K	0.09%	+260	13F-HR/A Timeline
FIRST MANHATTAN CO. LLC.	1,555	$310K	<0.01%	+91	13F-HR Timeline
TCI Wealth Advisors, Inc.	1,554	$310K	0.02%	+2	13F-HR Timeline
Investmark Advisory Group LLC	1,553	$310K	0.15%	+81	13F-HR Timeline
HOWE & RUSLING INC	1,552	$310K	0.03%	+444	13F-HR Timeline
Bordeaux Wealth Advisors LLC	1,544	$308K	0.06%	+110	13F-HR Timeline
Buffington Mohr McNeal	1,544	$308K	0.06%	0	13F-HR Timeline
Successful Portfolios LLC	1,544	$308K	0.21%	-90	13F-HR Timeline
STALEY CAPITAL ADVISERS INC	1,541	$307K	0.01%	-903	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	1,540	$307K	0.15%	-723	13F-HR Timeline
InvesTrust	1,538	$307K	0.08%	-50	13F-HR Timeline
McCollum Christoferson Group LLC	1,537	$307K	0.09%	+65	13F-HR Timeline
Genesis Wealth Advisors, LLC	1,536	$306K	0.25%	0	13F-HR Timeline
Gemmer Asset Management LLC	1,534	$306K	0.03%	+295	13F-HR Timeline
Insight Wealth Strategies, LLC	1,528	$305K	0.04%	+3	13F-HR Timeline
Atlantic Edge Private Wealth Management…	1,520	$303K	0.09%	-40	13F-HR Timeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…	1,508	$301K	0.01%	+598	13F-HR Timeline Group
EPG Wealth Management LLC	1,507	$301K	0.08%	-99	13F-HR Timeline
Omega Financial Group, LLC	1,506	$300K	0.12%	-146	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	1,505	$300K	0.04%	0	13F-HR Timeline
Breakwater Investment Management	1,504	$300K	0.13%	0	13F-HR Timeline
Stokes Family Office, LLC	1,502	$300K	0.03%	0	13F-HR Timeline
Marshall Financial Group, LLC	1,499	$299K	0.07%	0	13F-HR Timeline
Guidance Point Advisors, LLC	1,496	$298K	0.09%	-427	13F-HR Timeline
AMI INVESTMENT MANAGEMENT INC	1,491	$297K	0.1%	-1,510	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	1,489	$297K	0.06%	-102	13F-HR Timeline
Israel Discount Bank of New York	1,481	$295K	0.23%	-765	13F-HR Timeline
Ledyard National Bank	1,479	$295K	0.03%	0	13F-HR Timeline
Welch Group, LLC	1,463	$293K	0.01%	new	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	1,470	$293K	0.28%	-489	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,468	$293K	0.05%	+1	13F-HR Timeline
Grant Street Asset Management, Inc.	1,468	$293K	0.07%	+174	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	1,466	$292K	0.11%	-105	13F-HR Timeline
JACKSON SQUARE CAPITAL, LLC	1,461	$291K	0.09%	-318	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,457	$291K	0.04%	-75,902	13F-HR/A Timeline Group
Wallace Advisory Group, LLC	1,311	$290K	0.2%	+167	13F-HR Timeline
JBR Co Financial Management Inc	1,449	$289K	0.17%	+44	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	1,443	$288K	0.01%	-126	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEVATION WEALTH PARTNERS, LLC	1,443	$288K	0.12%	-7	13F-HR Timeline
Asio Capital, LLC	1,443	$288K	0.06%	-197	13F-HR Timeline
ADIRONDACK TRUST CO	1,437	$287K	0.11%	0	13F-HR Timeline
Bluesphere Advisors LLC	1,434	$286K	0.16%	-938	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	1,435	$286K	0.13%	+50	13F-HR Timeline
Blankinship & Foster, LLC	1,433	$286K	0.07%	+386	13F-HR Timeline
D.B. Root & Company, LLC	1,432	$286K	0.09%	+188	13F-HR Timeline
Bell Bank	1,432	$286K	0.02%	+53	13F-HR Timeline
MBA Advisors LLC	1,432	$286K	0.14%	0	13F-HR Timeline
Smartleaf Asset Management LLC	1,422	$285K	0.03%	+492	13F-HR Timeline
NATURAL INVESTMENTS, LLC	1,430	$285K	0.08%	-177	13F-HR Timeline
HBW ADVISORY SERVICES LLC	1,426	$284K	0.04%	-1,080	13F-HR Timeline
ENTREWEALTH, LLC	1,425	$284K	0.22%	0	13F-HR Timeline
Presidio Capital Management, LLC	1,424	$284K	0.12%	-5,343	13F-HR Timeline
GSA CAPITAL PARTNERS LLP	1,423	$284K	0.03%	-3,244	13F-HR Timeline
PrairieView Partners, LLC	1,423	$283K	0.03%	-152	13F-HR Timeline
Core Wealth Partners LLC	1,416	$282K	0.16%	+315	13F-HR Timeline
ORG Partners LLC	1,415	$282K	0.07%	+800	13F-HR Timeline
Resurgent Financial Advisors LLC	1,415	$282K	0.17%	new	13F-HR Timeline
Trueblood Wealth Management, LLC	1,414	$282K	0.13%	0	13F-HR Timeline
Code Waechter LLC	1,412	$282K	0.23%	+462	13F-HR Timeline
High Net Worth Advisory Group LLC	1,408	$281K	0.08%	0	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	1,405	$280K	0.1%	0	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,403	$280K	<0.01%	-1	13F-HR Timeline Group
New Republic Capital, LLC	1,402	$280K	0.12%	-558	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	1,400	$279K	0.06%		13F-HR Timeline Group
DOHJ, LLC	1,400	$279K	0.06%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	1,398	$279K	0.11%	+3	13F-HR Timeline
Noble Wealth Management PBC	1,396	$278K	0.19%	0	13F-HR Timeline
KWB Wealth	1,258	$278K	0.03%	0	13F-HR Timeline
Kessler Investment Group, LLC	1,387	$277K	0.14%	-182	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	1,387	$277K	0.13%	-47	13F-HR Timeline
Austin Wealth Management, LLC	1,425	$277K	0.06%	0	13F-HR Timeline
Seelaus Asset Management LLC	1,386	$276K	0.26%	-405	13F-HR Timeline
Bath Savings Trust Co	1,383	$276K	0.03%	+28	13F-HR Timeline
Windsor Advisory Group, LLC	1,383	$276K	0.36%	-18	13F-HR Timeline
Wise Wealth Partners	1,382	$276K	0.66%	+3	13F-HR Timeline
Stablepoint Partners, LLC	1,380	$275K	0.05%	-86	13F-HR Timeline
WealthBridge Investment Counsel Inc.	1,377	$275K	0.1%	+300	13F-HR Timeline
Princeton Global Asset Management LLC	1,377	$275K	0.05%	-67	13F-HR Timeline
Wick Capital Partners, LLC	1,377	$275K	0.08%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	1,376	$275K	0.27%	0	13F-HR Timeline
River Street Advisors LLC	1,374	$274K	0.14%	-8	13F-HR Timeline
Dunhill Financial, LLC	1,368	$273K	0.12%	-288	13F-HR Timeline
Annex Advisory Services, LLC	1,356	$271K	0.01%	-111	13F-HR Timeline
WOLFF WIESE MAGANA LLC	1,355	$270K	0.18%	+24	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	1,353	$270K	0.1%	+37	13F-HR Timeline
Running Point Capital Advisors, LLC	1,353	$270K	0.09%	0	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	1,345	$268K	0.14%	-2	13F-HR Timeline
LINCOLN CAPITAL CORP	1,339	$267K	0.11%	new	13F-HR Timeline
FLC Capital Advisors	1,335	$266K	0.06%	-28	13F-HR Timeline
BCGM Wealth Management, LLC	1,334	$266K	0.08%	+2	13F-HR Timeline
PEOPLES BANK /OH	1,332	$266K	0.17%	+228	13F-HR Timeline
BURNEY CO/	1,332	$266K	0.01%	-470	13F-HR Timeline
SP Asset Management LLC	1,329	$265K	0.02%	+3	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	1,324	$264K	0.08%	-10	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	1,324	$264K	0.31%	0	13F-HR Timeline
NCP Inc.	1,324	$264K	0.36%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	1,325	$264K	0.06%	0	13F-HR/A Timeline
WEALTH ALLIANCE, LLC	1,323	$264K	0.03%	-9,921	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	1,320	$263K	0.2%	new	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,319	$263K	0.11%	-186	13F-HR Timeline
ARS Wealth Advisors Group, LLC	1,316	$263K	0.04%	-186	13F-HR Timeline
Allred Capital Management, LLC	1,314	$262K	0.1%	0	13F-HR Timeline
Wolfstich Capital, LLC	1,313	$262K	0.24%	0	13F-HR/A Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	1,312	$262K	0.17%	0	13F-HR Timeline
RENASANT BANK	1,310	$261K	0.17%	+166	13F-HR Timeline
Community Bank of Raymore	1,309	$261K	0.21%	0	13F-HR Timeline
Hayek Kallen Investment Management	1,305	$260K	0.1%	0	13F-HR Timeline
GERBER, LLC	1,301	$260K	0.22%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,301	$259K	0.03%	0	13F-HR Timeline
MERIDIAN MANAGEMENT CO	1,300	$259K	0.08%	-828	13F-HR/A Timeline
Avalon Trust Co	1,300	$259K	0.02%	-400	13F-HR Timeline
JGP Wealth Management, LLC	1,295	$258K	0.03%	0	13F-HR Timeline
Park Capital Management, LLC / WI	1,294	$258K	0.3%	-132	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	1,293	$258K	0.03%	-158	13F-HR Timeline
Cypress Wealth Services, LLC	1,293	$258K	0.05%	-3	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	1,422	$258K	0.14%	-1,112	13F-HR Timeline
FC Advisory LLC	1,291	$257K	0.09%	-111	13F-HR Timeline
Frisch Financial Group, Inc.	1,288	$257K	0.07%	+32	13F-HR Timeline
M. Kulyk & Associates, LLC	1,285	$256K	0.06%	new	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	1,272	$255K	0.02%	+113	13F-HR/A Timeline
New Century Financial Group, LLC	1,277	$255K	0.29%	-1,192	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	1,274	$254K	0.23%		13F-HR Timeline
Burford Brothers, Inc.	1,271	$254K	0.12%	+31	13F-HR Timeline
Retirement Planning Co of New England, …	1,270	$253K	0.13%	-225	13F-HR/A Timeline
Sage Capital Management, LLC	1,264	$252K	0.14%	+2	13F-HR Timeline
Canvas Wealth Advisors, LLC	1,338	$251K	0.06%	+347	13F-HR Timeline
Horan Capital Advisors, LLC.	1,257	$251K	0.08%	0	13F-HR Timeline
Axis Wealth Partners, LLC	1,253	$250K	0.18%	-4	13F-HR Timeline
Berger Financial Group, Inc	1,253	$250K	0.02%	+70	13F-HR Timeline
Victrix Investment Advisors	1,253	$250K	0.13%	new	13F-HR Timeline
CAPITAL ADVISORS INC/OK	1,251	$250K	<0.01%	-197	13F-HR Timeline
Zuckerman Investment Group, LLC	1,251	$250K	0.03%	+6	13F-HR Timeline
Fairman Group, LLC	1,131	$249K	0.23%	+2	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,250	$249K	0.18%	-100	13F-HR Timeline
Fulcrum Equity Management	1,245	$248K	0.27%	+178	13F-HR Timeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	1,240	$247K	0.09%	-500	13F-HR Timeline
Trexquant Investment LP	1,240	$247K	<0.01%	+219	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	1,238	$247K	0.05%	-16	13F-HR Timeline
Cedar Wealth Management, LLC	1,232	$246K	0.09%	0	13F-HR Timeline
PVG ASSET MANAGEMENT CORP	1,231	$246K	1.07%	-1,340	13F-HR Timeline
Greenfield Savings Bank	1,228	$245K	0.12%	-107	13F-HR Timeline
Helium Advisors LLC	1,228	$245K	0.18%	+3	13F-HR Timeline
VAN STRUM & TOWNE INC.	1,225	$244K	0.08%	0	13F-HR Timeline
ZEGA Investments, LLC	1,224	$244K	0.07%	+65	13F-HR Timeline
Glassman Wealth Services	1,219	$243K	0.04%	+432	13F-HR Timeline
Wealthspire Retirement, LLC	1,218	$243K	0.02%	-282	13F-HR Timeline
Cliffwater LLC	1,213	$242K	0.06%	0	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	1,211	$242K	<0.01%	0	13F-HR Timeline Group
MINDSET WEALTH MANAGEMENT, LLC	1,207	$241K	0.09%	0	13F-HR Timeline
Landing Point Financial Group, LLC	1,205	$240K	0.18%	+76	13F-HR Timeline
Mountain Hill Investment Partners Corp.	1,204	$240K	0.23%	+100	13F-HR Timeline
CFM WEALTH PARTNERS LLC	1,199	$239K	0.04%	0	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	1,199	$239K	0.01%	-814	13F-HR Timeline
YANKCOM Partnership	1,199	$239K	0.13%	+1	13F-HR Timeline
Independent Advisor Alliance	1,198	$239K	0.01%	-38,250	13F-HR Timeline
City State Bank	1,190	$237K	0.08%	-40	13F-HR Timeline
NESTEGG ADVISORS, INC.	1,186	$237K	0.25%	+3	13F-HR Timeline
Beacon Bank & Trust	1,182	$236K	0.06%	0	13F-HR Timeline
Atlas Legacy Advisors, LLC	1,182	$236K	0.06%	+118	13F-HR Timeline
Fortis Capital Advisors, LLC	1,181	$236K	0.05%	-8,422	13F-HR Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP	1,180	$235K	<0.01%	-261,441	13F-HR Timeline
Wealth Advisors of Tampa Bay, LLC	1,171	$234K	0.09%	+8	13F-HR Timeline
Lincoln Capital LLC	1,246	$234K	0.05%	0	13F-HR Timeline
Forum Private Client Group LLC	1,171	$234K	0.1%	-19	13F-HR Timeline
CPC Advisors, LLC	1,164	$232K	0.03%	-10	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	1,161	$232K	0.07%	-9	13F-HR Timeline
QUARRY HILL ADVISORS, LLC	1,160	$231K	0.15%	0	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	1,151	$230K	0.02%	-2,267	13F-HR Timeline
Onyx Bridge Wealth Group LLC	1,151	$230K	0.03%	-142	13F-HR Timeline
Alpha Omega Wealth Management LLC	1,150	$229K	0.04%	0	13F-HR Timeline
Traynor Capital Management, Inc.	1,149	$229K	0.02%	-2,055	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	1,145	$228K	0.03%	-60	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	1,145	$228K	0.02%	0	13F-HR Timeline
Prosperity Financial Group, Inc.group of 2 filers holding	1,144	$228K		-5,590	Timeline Prosperity Financial Group, Inc.: 1,144 (0.11%) 13F-HR Prosperity Wealth Management, Inc.: sold out, -5,591 13F-HR
Mediolanum International Funds Ltd	1,138	$228K	<0.01%	0	13F-HR Timeline