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Disclosery

IWM ISHARES TR

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SHS (fund)

2,341 managers (2,369 13F filers) reported a position in IWM shares at 2025-06-30, 293,774,731 shares in all. 171 filers opened a position and 159 filers sold out during the quarter.

Managers
2,341
13F filers
2,369
New
171
Added
741
Reduced
1,015
Sold out
159
Shares held by filers
293,774,731

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gutierrez Wealth Advisory, LLC1,494$322K0.22%new13F-HRTimeline
Rinkey Investments1,486$321K0.1%new13F-HRTimeline
Guidance Point Advisors, LLC1,481$320K0.08%-1513F-HRTimeline
SSA SWISS ADVISORS AG1,410$320K0.15%-50513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,470$317K0.05%+213F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH1,469$317K0.09%new13F-HRTimeline
Dunhill Financial, LLC1,468$317K0.09%+10013F-HRTimeline
Interchange Capital Partners, LLC1,467$317K0.07%-1,61413F-HR/ATimeline
GSA CAPITAL PARTNERS LLP1,464$316K0.02%+4113F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,461$315K0.07%013F-HRTimeline
McCollum Christoferson Group LLC1,455$314K0.09%-8213F-HRTimeline
Newman Dignan & Sheerar, Inc.1,453$314K0.07%-11013F-HRTimeline
Omega Financial Group, LLC1,451$313K0.11%-5513F-HRTimeline
Austin Wealth Management, LLC1,425$313K0.06%013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,447$312K0.11%-1913F-HRTimeline
PrairieView Partners, LLC1,445$311K0.03%+2213F-HRTimeline
Innova Wealth Partners1,440$311K0.18%new13F-HRTimeline
Daner Wealth Management, LLC1,369$311K0.21%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,438$310K0.12%-10213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,435$310K0.12%-813F-HRTimeline
MBA Advisors LLC1,432$309K0.14%013F-HRTimeline
ENTREWEALTH, LLC1,425$308K0.21%013F-HRTimeline
Koss-Olinger Consulting, LLC1,422$307K0.03%-17713F-HRTimeline
Annex Advisory Services, LLC1,420$307K0.01%+6413F-HRTimeline
Asio Capital, LLC1,418$306K0.05%-2513F-HRTimeline
Trueblood Wealth Management, LLC1,416$306K0.13%+213F-HRTimeline
American Trust1,415$305K0.03%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,415$305K0.04%-4213F-HRTimelineGroup
Bogart Wealth, LLC1,413$305K0.01%+87013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,409$304K<0.01%new13F-HRTimeline
Maia Wealth LLC1,408$304K0.06%-32713F-HRTimeline
Kessler Investment Group, LLC1,403$303K0.12%+1613F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,403$303K<0.01%013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC1,395$301K0.11%-313F-HRTimeline
Sterling Investment Counsel, LLC1,394$301K0.18%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,393$301K0.13%+25013F-HRTimeline
WOLFF WIESE MAGANA LLC1,390$300K0.19%+3513F-HRTimeline
Smartleaf Asset Management LLC1,392$300K0.03%-3013F-HRTimeline
Seelaus Asset Management LLC1,386$299K0.26%013F-HRTimeline
Israel Discount Bank of New York1,385$299K1.13%-9613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,384$299K0.02%new13F-HR/ATimeline
HBW ADVISORY SERVICES LLC1,381$298K0.04%-4513F-HRTimeline
SK Wealth Management, LLC1,332$298K0.13%-1,06513F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,380$297K0.11%-5513F-HRTimeline
WealthBridge Investment Counsel Inc.1,377$297K0.1%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,369$295K0.4%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,362$294K0.07%-68313F-HRTimeline
Bath Savings Trust Co1,360$293K0.03%-2313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,359$293K0.04%-2,38913F-HRTimeline
Blankinship & Foster, LLC1,355$292K0.07%-7813F-HRTimeline
Running Point Capital Advisors, LLC1,353$292K0.08%013F-HRTimeline
Stablepoint Partners, LLC1,353$292K0.05%-2713F-HRTimeline
ADIRONDACK TRUST CO1,349$291K0.11%-8813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,345$290K0.14%013F-HRTimeline
Impact Partnership Wealth, LLC1,343$290K0.05%-22713F-HRTimeline
HORAN Wealth, LLC1,343$290K0.09%13F-HRTimeline
Wallace Advisory Group, LLC1,449$289K0.21%+13813F-HRTimeline
Smart Portfolios, LLC1,338$289K0.29%new13F-HRTimeline
BCGM Wealth Management, LLC1,335$288K0.08%+113F-HRTimeline
Objectivity Squared, LLC1,335$288K0.2%-16,69413F-HRTimeline
FLC Capital Advisors1,335$288K0.06%013F-HRTimeline
SP Asset Management LLC1,333$288K0.02%+413F-HRTimeline
BURNEY CO/1,332$287K0.01%013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,324$286K0.11%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,324$286K0.33%013F-HRTimeline
Bell Bank1,322$285K0.01%-11013F-HRTimeline
MERIDIAN MANAGEMENT CO1,300$285K0.08%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,323$285K<0.01%-9,17013F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC1,320$285K0.23%013F-HRTimeline
Acorn Wealth Advisors, LLC1,320$285K0.11%+113F-HRTimeline
Members Trust Co1,316$284K0.01%new13F-HRTimeline
CFO4Life Group, LLC1,314$284K0.04%-1,59313F-HRTimeline
Allred Capital Management, LLC1,314$284K0.11%013F-HRTimeline
Carter Financial Group, INC.1,313$283K0.19%13F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC1,312$283K0.16%013F-HRTimeline
Community Bank of Raymore1,309$282K0.21%013F-HRTimeline
Hayek Kallen Investment Management1,305$282K0.1%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,305$282K0.05%new13F-HRTimeline
River Street Advisors LLC1,305$282K0.12%-6913F-HRTimeline
Embree Financial Group1,303$281K0.04%-71513F-HRTimeline
GERBER, LLC1,301$281K0.2%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,301$281K0.03%013F-HRTimeline
Park Capital Management, LLC / WI1,294$279K0.26%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,293$279K0.03%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,289$278K0.12%-9813F-HRTimeline
KFA Private Wealth Group, LLC1,283$277K0.09%new13F-HRTimeline
Vienna Asset Management LLC1,277$276K0.19%-39013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,276$275K0.19%-60013F-HRTimeline
Retirement Planning Co of New England, …1,273$275K0.12%+313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,272$274K<0.01%+9213F-HRTimeline
Accelerate Investment Advisors LLC1,270$274K0.2%new13F-HRTimeline
Morton Capital Management LLC/CA1,265$273K0.05%new13F-HRTimeline
Frisch Financial Group, Inc.1,259$272K0.07%-2913F-HRTimeline
Werba Rubin Papier Wealth Management1,258$272K0.05%new13F-HRTimeline
Canvas Wealth Advisors, LLC1,211$271K0.05%-12713F-HRTimeline
JGP Wealth Management, LLC1,257$271K0.03%-3813F-HRTimeline
Sage Capital Management, LLC1,253$270K0.13%-1113F-HRTimeline
CAPITAL ADVISORS INC/OK1,251$270K<0.01%013F-HRTimeline
Zuckerman Investment Group, LLC1,251$270K0.03%013F-HRTimeline
Pettinga Financial Advisors LLC1,250$270K0.06%-47513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,250$270K0.17%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,247$269K0.1%-31813F-HRTimeline
Lincoln Capital LLC1,246$269K0.05%013F-HRTimeline
Berger Financial Group, Inc1,244$268K0.02%-913F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL1,240$268K0.12%013F-HRTimeline
JBR Co Financial Management Inc1,239$267K0.13%-21013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,238$267K0.05%013F-HRTimeline
DOHJ, LLC1,400$266K0.08%013F-HRTimeline
ARS Wealth Advisors Group, LLC1,233$266K0.03%-8313F-HRTimeline
Burford Brothers, Inc.1,229$265K0.12%-4213F-HRTimeline
Greenfield Savings Bank1,228$265K0.12%013F-HRTimeline
VAN STRUM & TOWNE INC.1,225$264K0.08%013F-HRTimeline
M. Kulyk & Associates, LLC1,225$264K0.06%-6013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,224$264KnewTimeline
FC Advisory LLC1,223$264K0.08%-6813F-HRTimeline
Fortis Capital Advisors, LLC1,222$264K0.05%+4113F-HRTimeline
Cliffwater LLC1,213$262K0.05%013F-HRTimeline
Palacios Wealth Management, LLC1,213$262K0.22%new13F-HRTimeline
Bulltick Wealth Management, LLC1,212$262K0.06%-67813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,211$261K<0.01%013F-HRTimelineGroup
MINDSET WEALTH MANAGEMENT, LLC1,207$260K0.09%013F-HRTimeline
Mountain Hill Investment Partners Corp.1,204$260K0.22%013F-HRTimeline
Helium Advisors LLC1,203$260K0.16%-2513F-HRTimeline
Wolfstich Capital, LLC1,203$260K0.57%-11013F-HRTimeline
Elk River Wealth Management LLC1,202$259K0.04%-86213F-HRTimeline
City State Bank1,200$259K0.08%+1013F-HRTimeline
CFM WEALTH PARTNERS LLC1,199$259K0.04%013F-HRTimeline
Atlas Legacy Advisors, LLC1,199$259K0.06%+1713F-HRTimeline
YANKCOM Partnership1,199$259K0.13%013F-HRTimeline
Von Berge Wealth Management Group, LLC1,155$258K0.14%013F-HRTimeline
ZEGA Investments, LLC1,193$257K0.06%-3113F-HRTimeline
NESTEGG ADVISORS, INC.1,189$257K0.25%+313F-HRTimeline
Beacon Bank & Trust1,182$255K0.06%013F-HRTimeline
Worth Asset Management, LLC1,180$255K0.13%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,179$254K0.08%+16713F-HRTimeline
CNB Bank1,179$254K0.12%-85013F-HRTimeline
Main Street Group, LTD1,178$254K0.08%+20213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,173$253K0.21%-29713F-HRTimeline
Wealth Advisors of Tampa Bay, LLC1,171$253K0.1%013F-HRTimeline
Bluesphere Advisors LLC1,170$253K0.13%-26413F-HRTimeline
Atlantic Edge Private Wealth Management…1,170$252K0.07%-35013F-HRTimeline
Forum Private Client Group LLC1,170$252K0.1%-113F-HRTimeline
CPC Advisors, LLC1,164$251K0.03%013F-HRTimeline
Finivi Inc.1,163$251K0.17%-12,15413F-HRTimeline
KWB Wealth1,258$251K0.03%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,161$251K0.06%013F-HRTimeline
QUARRY HILL ADVISORS, LLC1,160$250K0.15%013F-HRTimeline
Global Assets Advisory, LLC1,148$250K0.1%-3,04613F-HRTimeline
Alpha Omega Wealth Management LLC1,150$248K0.04%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,150$248K0.06%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,150$248K0.03%-113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,146$247K0.01%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC1,145$247K0.02%013F-HRTimeline
Axis Wealth Partners, LLC1,142$246K0.16%-11113F-HRTimeline
TruNorth Capital Management, LLC1,141$246K0.05%013F-HRTimeline
Glassman Wealth Services1,141$246K0.04%-7813F-HRTimeline
Journey Advisory Group, LLC1,136$245K0.02%+1313F-HRTimeline
Ariadne Wealth Management, LP1,059$245K0.12%013F-HRTimeline
Spurstone Advisory Services, LLC1,132$244K3.7%013F-HRTimeline
Straight Path Wealth Management1,130$244K0.08%013F-HRTimeline
Persium Advisors, LLC1,129$244K0.2%new13F-HRTimeline
Main Street Financial Solutions, LLC1,127$243K0.02%-1,38113F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/1,127$243K0.01%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,127$243K0.22%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,126$243K0.06%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,123$242K0.04%013F-HRTimeline
Fairman Group, LLC1,123$242K0.2%-813F-HRTimeline
RAINIER FAMILY WEALTH INC1,120$242K0.24%013F-HRTimeline
Wealthspire Retirement, LLC1,118$241K0.02%-10013F-HRTimeline
Vertex Planning Partners, LLC1,117$241K0.05%+213F-HRTimeline
BANK OZK1,114$240K0.09%new13F-HRTimeline
Strategies Wealth Advisors, LLC1,114$240K0.03%-72913F-HRTimeline
Legacy Wealth Management, LLC / MS1,111$240K0.07%-85113F-HRTimeline
Stonebridge Financial Group, LLC1,105$238K0.02%+3013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,104$238K0.1%-4013F-HRTimelineGroup
Retirement Wealth Solutions LLC1,104$238K0.17%+10313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,103$238K0.02%-49813F-HRTimeline
PETERSON WEALTH MANAGEMENT1,099$237K0.14%new13F-HRTimeline
Northern Financial Advisors Inc1,099$237K0.18%+213F-HRTimeline
Beaumont Financial Advisors, LLC1,090$235K0.02%013F-HRTimeline
PDS Planning, Inc1,088$235K0.02%013F-HRTimeline
Alpha Cubed Investments, LLC1,085$234K0.01%new13F-HRTimeline
One Day In July LLC1,083$234K0.02%new13F-HRTimeline
Cascade Wealth Advisors, Inc1,058$233K0.13%new13F-HRTimeline
Strategic Financial Services, Inc.1,079$233K0.01%-1,31213F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,078$233K0.11%013F-HRTimeline
EVERETT HARRIS & CO /CA/1,074$232K<0.01%013F-HRTimeline
Washington Trust Bank1,073$232K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gateway Wealth Partners, LLC1,072$231K0.04%new13F-HRTimeline
EWG Elevate Inc.1,068$230K0.07%-213F-HRTimeline
Flywheel Private Wealth LLC1,067$230K0.18%-64013F-HRTimeline
MMA ASSET MANAGEMENT LLC1,066$230K0.09%-1,99513F-HRTimeline
Robinswood Financial LLC1,064$230K0.08%+313F-HRTimeline
Wealth Group Ltd1,064$230K0.06%013F-HRTimeline
PEOPLES BANK /OH1,062$229K0.14%-27013F-HRTimeline
GoalVest Advisory LLC1,061$229K0.06%+74013F-HRTimeline
McIlrath & Eck, LLC1,060$229K0.03%-5313F-HRTimeline
Cambridge Financial Group, LLC1,059$229K0.09%-5013F-HRTimeline
CABOT WEALTH MANAGEMENT INC1,058$228K0.03%013F-HRTimeline
SJS Investment Consulting Inc.1,054$227K0.04%013F-HRTimeline