IWM ISHARES TR

SHS (fund)

2,411 managers (2,438 13F filers) reported a position in IWM shares at 2025-09-30, 272,350,218 shares in all. 196 filers opened a position and 113 filers sold out during the quarter.

Managers: 2,411
13F filers: 2,438
New: 196
Added: 801
Reduced: 968
Sold out: 113
Shares held by filers: 272,350,218

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
KilterHowling LLC	1,580	$382K	0.21%	+4	13F-HR Timeline
Prosperity Planning, Inc.	1,575	$381K	0.1%	0	13F-HR Timeline
BANK HAPOALIM BMin group BANK HAPOALIM BM	1,574	$381K	0.05%	-322	13F-HR Timeline Group
BOS Asset Management, LLC	1,574	$381K	0.11%	0	13F-HR Timeline
Penn Capital Management Company, LLC	1,570	$380K	0.03%	-3,025	13F-HR Timeline
Peoples Bank/KS	1,569	$380K	0.38%	-254	13F-HR Timeline
V. M. MANNING & CO., INC.	1,611	$379K	0.35%	0	13F-HR Timeline
CAPITAL ADVISORS INC/OK	1,561	$378K	0.01%	+310	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	1,554	$376K	0.07%	+20	13F-HR Timeline
ACUTE INVESTMENT ADVISORY, LLC	1,551	$375K	3.15%	-385	13F-HR Timeline
McElhenny Sheffield Capital Management,…	1,548	$375K	0.09%	+538	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	1,547	$374K	0.12%	new	13F-HR Timeline
STALEY CAPITAL ADVISERS INC	1,541	$373K	0.02%	0	13F-HR Timeline
Insight Wealth Strategies, LLC	1,540	$373K	0.04%	+4	13F-HR Timeline
InvesTrust	1,538	$372K	0.14%	0	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	1,536	$372K	0.1%	+25	13F-HR/A Timeline
LAKE STREET PRIVATE WEALTH, LLC	1,527	$369K	0.05%	+168	13F-HR Timeline
Stokes Family Office, LLC	1,523	$369K	0.04%	+21	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	1,522	$368K	0.08%	+3	13F-HR Timeline
CIM INVESTMENT MANAGEMENT INC	1,522	$368K	0.1%	-44	13F-HR Timeline
HOWE & RUSLING INC	1,519	$368K	0.03%	-9	13F-HR Timeline
Successful Portfolios LLC	1,519	$368K	0.21%	-25	13F-HR Timeline
High Net Worth Advisory Group LLC	1,518	$367K	0.09%	-5	13F-HR Timeline
Genesis Wealth Advisors, LLC	1,511	$366K	0.26%	0	13F-HR Timeline
Grant Street Asset Management, Inc.	1,510	$365K	0.08%	+1	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	1,505	$364K	0.04%	0	13F-HR Timeline
Breakwater Investment Management	1,504	$364K	0.13%	0	13F-HR Timeline
Black Swift Group, LLC	1,500	$363K	0.06%	-2,850	13F-HR Timeline
Pasadena Private Wealth, LLC	1,500	$363K	0.05%	-200	13F-HR Timeline
Marshall Financial Group, LLC	1,499	$363K	0.07%	0	13F-HR Timeline
Gutierrez Wealth Advisory, LLC	1,497	$362K	0.23%	+3	13F-HR Timeline
McCollum Christoferson Group LLC	1,495	$362K	0.1%	+40	13F-HR Timeline
BNC WEALTH MANAGEMENT, LLC	1,488	$360K	0.09%	-616	13F-HR Timeline
Rinkey Investments	1,486	$360K	0.1%	0	13F-HR Timeline
Denver PWM, LLC	1,661	$358K	0.11%	0	13F-HR Timeline
BIRCHBROOK, INC.	1,480	$358K	0.19%	-125	13F-HR Timeline
Byrne Asset Management LLC	1,475	$357K	0.22%	new	13F-HR Timeline
JBR Co Financial Management Inc	1,474	$357K	0.15%	+235	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,472	$356K	0.06%	+2	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	1,469	$355K	0.09%	0	13F-HR Timeline
Dunhill Financial, LLC	1,469	$355K	0.09%	+1	13F-HR Timeline
MCDONALD PARTNERS LLC	1,467	$355K	0.11%	-3,560	13F-HR Timeline
Interchange Capital Partners, LLC	1,467	$355K	0.07%	0	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	1,461	$354K	0.12%	+23	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	1,460	$353K	0.02%	-75	13F-HR Timeline Group
Gateway Wealth Partners, LLC	1,456	$352K	0.05%	+384	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	1,453	$352K	0.08%	0	13F-HR Timeline
Ledyard National Bank	1,450	$351K	0.03%	-150	13F-HR Timeline
Fortis Capital Advisors, LLC	1,449	$351K	0.06%	+227	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	1,442	$349K	0.04%	-1,046	13F-HR/A Timeline Group
PURE PORTFOLIOS HOLDINGS LLC	1,437	$348K	0.11%	-10	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,435	$347K	0.13%	0	13F-HR/A Timeline
Omega Financial Group, LLC	1,434	$347K	0.12%	-17	13F-HR Timeline
Austin Wealth Management, LLC	1,425	$347K	0.05%	0	13F-HR Timeline
MBA Advisors LLC	1,432	$346K	0.15%	0	13F-HR Timeline
ENTREWEALTH, LLC	1,425	$345K	0.18%	0	13F-HR Timeline
Trueblood Wealth Management, LLC	1,419	$343K	0.13%	+3	13F-HR Timeline
Asio Capital, LLC	1,418	$343K	0.05%	0	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,415	$342K	0.04%	0	13F-HR Timeline Group
FLAGSHIP WEALTH ADVISORS, LLC	1,415	$342K	0.11%	+168	13F-HR Timeline
SSA SWISS ADVISORS AG	1,410	$341K	0.16%	0	13F-HR Timeline
WealthBridge Investment Counsel Inc.	1,407	$340K	0.1%	+30	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	1,405	$340K	0.1%	-501	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,403	$339K	<0.01%	0	13F-HR Timeline Group
Maia Wealth LLC	1,391	$339K	0.06%	-17	13F-HR Timeline
WOLFF WIESE MAGANA LLC	1,399	$339K	0.19%	+9	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	1,396	$338K	0.11%	+1	13F-HR Timeline
ArchPoint Investors	1,390	$336K	0.09%	new	13F-HR Timeline
Smart Portfolios, LLC	1,388	$336K	0.32%	+50	13F-HR Timeline
Seelaus Asset Management LLC	1,386	$335K	0.27%	0	13F-HR/A Timeline
Tassel Capital Management, Inc.	1,385	$335K	0.21%	-399	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	1,374	$332K		+150	Timeline Wellington Shields Capital Manage…: 1,003 (0.04%) 13F-HR Wellington Shields & Co., LLC: 371 (0.02%) 13F-HR
Piscataqua Savings Bank	1,373	$332K	0.26%	+640	13F-HR Timeline
Daner Wealth Management, LLC	1,363	$332K	0.22%	-6	13F-HR Timeline
KW WEALTH MANAGEMENT LLC	1,370	$332K	0.57%		13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	1,369	$331K	0.42%	0	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	1,372	$331K	0.11%	-8	13F-HR Timeline
United Community Bankin group United Community Bank	1,365	$330K	0.1%	-755	13F-HR Timeline Group
CCG WEALTH MANAGEMENT, LLC	1,357	$328K	0.15%	-229	13F-HR Timeline
Blankinship & Foster, LLC	1,355	$328K	0.07%	0	13F-HR Timeline
Running Point Capital Advisors, LLC	1,354	$328K	0.09%	+1	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,350	$327K	0.1%	+30	13F-HR Timeline
ADIRONDACK TRUST CO	1,347	$326K	0.11%	-2	13F-HR Timeline
Benchmark Investment Advisors LLC	1,344	$325K	0.19%		13F-HR Timeline
Kessler Investment Group, LLC	1,343	$325K	0.14%	-60	13F-HR Timeline
Objectivity Squared, LLC	1,339	$324K	0.19%	+4	13F-HR Timeline
BCGM Wealth Management, LLC	1,337	$324K	0.08%	+2	13F-HR Timeline
SP Asset Management LLC	1,337	$323K	0.03%	+4	13F-HR Timeline
FLC Capital Advisors	1,335	$323K	0.06%	0	13F-HR Timeline
Innova Wealth Partners	1,335	$323K	0.17%	-105	13F-HR Timeline
Bay Capital Advisors, LLC	1,329	$322K	0.21%	-249	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	1,324	$320K	0.35%	0	13F-HR Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP	1,322	$320K	<0.01%	+50	13F-HR Timeline
Financial Harvest, LLC	1,319	$319K	0.22%	+361	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	1,315	$318K	0.12%	-78	13F-HR Timeline
Allred Capital Management, LLC	1,314	$318K	0.11%	0	13F-HR Timeline
Carter Financial Group, INC.	1,313	$318K	0.19%	0	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	1,309	$317K	0.12%	-15	13F-HR Timeline
Community Bank of Raymore	1,309	$317K	0.22%	0	13F-HR Timeline
BURNEY CO/	1,307	$316K	0.01%	-25	13F-HR Timeline
River Street Advisors LLC	1,305	$316K	0.12%	0	13F-HR Timeline
GERBER, LLC	1,301	$315K	0.2%	0	13F-HR Timeline
Burford Brothers, Inc.	1,301	$315K	0.13%	+72	13F-HR Timeline
MERIDIAN MANAGEMENT CO	1,300	$315K	0.08%	0	13F-HR Timeline
Park Capital Management, LLC / WI	1,294	$313K	0.25%	0	13F-HR Timeline
Cypress Wealth Services, LLC	1,294	$313K	0.05%	-3,854	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	1,293	$313K	0.04%	0	13F-HR Timeline
Elk River Wealth Management LLC	1,291	$312K	0.05%	+89	13F-HR Timeline
Warner Group LLC	1,285	$311K	0.21%		13F-HR Timeline
KFA Private Wealth Group, LLC	1,283	$311K	0.09%	0	13F-HR Timeline
Concorde Asset Management, LLC	1,280	$310K	0.13%		13F-HR Timeline
Israel Discount Bank of New York	1,281	$310K	0.92%	-104	13F-HR Timeline
Stablepoint Partners, LLC	1,275	$308K	0.05%	-78	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	1,238	$308K	0.05%	0	13F-HR Timeline
Front Street Capital Management, Inc.	1,273	$308K	0.05%	new	13F-HR Timeline
Frisch Financial Group, Inc.	1,269	$307K	0.07%	+10	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	1,267	$306K	0.12%	-22	13F-HR Timeline
Lincoln Capital LLC	1,246	$306K	0.06%	0	13F-HR Timeline
CV Advisors LLC	1,265	$306K	0.08%	new	13F-HR Timeline
Zuckerman Investment Group, LLC	1,265	$306K	0.03%	+14	13F-HR Timeline
Aviance Capital Partners, LLC	1,265	$306K	0.04%	new	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,301	$306K	0.03%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	1,260	$305K	0.05%	+2	13F-HR Timeline
Wallace Advisory Group, LLC	1,413	$305K	0.25%	-36	13F-HR Timeline
JGP Wealth Management, LLC	1,248	$305K	0.03%	-9	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,250	$302K	0.17%	0	13F-HR Timeline
QUARRY HILL ADVISORS, LLC	1,243	$301K	0.15%	+83	13F-HR Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	1,242	$301K	0.15%	-70	13F-HR Timeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	1,240	$300K	0.14%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	1,238	$299K	0.2%	-32	13F-HR Timeline
SK Wealth Management, LLC	1,221	$299K	0.11%	-111	13F-HR Timeline
ARS Wealth Advisors Group, LLC	1,233	$298K	0.03%	0	13F-HR Timeline
Sage Capital Management, LLC	1,231	$298K	0.13%	-22	13F-HR Timeline
Hayek Kallen Investment Management	2,800	$298K	0.09%	+1,495	13F-HR Timeline
Canvas Wealth Advisors, LLC	1,212	$298K	0.05%	+1	13F-HR Timeline
Greenfield Savings Bank	1,228	$297K	0.13%	0	13F-HR Timeline
ZEGA Investments, LLC	1,228	$297K	0.07%	+35	13F-HR Timeline
VAN STRUM & TOWNE INC.	1,225	$296K	0.09%	0	13F-HR Timeline
M. Kulyk & Associates, LLC	1,225	$296K	0.06%	0	13F-HR Timeline
FC Advisory LLC	1,224	$296K	0.09%	+1	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	1,223	$296K	0.16%	-122	13F-HR Timeline
Noble Wealth Management PBC	1,218	$295K	0.16%		13F-HR Timeline
Cliffwater LLC	1,213	$293K	0.06%	0	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	1,210	$293K	0.19%	-66	13F-HR Timeline
Axis Wealth Partners, LLC	1,205	$292K	0.17%	+63	13F-HR Timeline
Wolfstich Capital, LLC	1,203	$291K	0.59%	0	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	1,201	$291K	0.08%	-6	13F-HR Timeline
Bath Savings Trust Co	1,200	$290K	0.03%	-160	13F-HR Timeline
City State Bank	1,200	$290K	0.08%	0	13F-HR Timeline
Atlantic Edge Private Wealth Management…	1,200	$290K	0.07%	+30	13F-HR Timeline
Monte Financial Group, LLC	1,199	$290K	0.11%	new	13F-HR Timeline
CFM WEALTH PARTNERS LLC	1,199	$290K	0.04%	0	13F-HR Timeline
YANKCOM Partnership	1,199	$290K	0.13%	0	13F-HR Timeline
BANK OZK	1,198	$290K	0.1%	+84	13F-HR Timeline
Turtle Creek Wealth Advisors, LLC	1,192	$288K	0.03%	new	13F-HR Timeline
Helium Advisors LLC	1,191	$288K	0.24%	-12	13F-HR Timeline
First Interstate Bank	1,185	$287K	0.02%	-2,686	13F-HR Timeline
Beacon Bank & Trust	1,182	$286K	0.06%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	1,181	$286K	0.05%	+135	13F-HR Timeline
Engineers Gate Manager LP	1,179	$285K	<0.01%	-6,596	13F-HR Timeline
CNB Bank	1,179	$285K	0.12%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	1,171	$283K	0.01%	new	13F-HR Timeline
Guidance Point Advisors, LLC	1,169	$283K	0.07%	-312	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	1,165	$282K	0.21%	-8	13F-HR Timeline
CPC Advisors, LLC	1,164	$282K	0.03%	0	13F-HR Timeline
ROFFMAN MILLER ASSOCIATES INC /PA/	1,163	$281K	0.02%	+36	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	1,161	$281K	0.07%	0	13F-HR Timeline
Finivi Inc.	1,157	$280K	0.18%	-6	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	1,154	$279K	0.09%	-25	13F-HR Timeline
Alpha Omega Wealth Management LLC	1,150	$278K	0.05%	0	13F-HR/A Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	1,145	$277K	<0.01%	new	13F-HR Timeline Group
Galvin, Gaustad & Stein, LLC	1,145	$277K	0.02%	0	13F-HR Timeline
Northern Financial Advisors Inc	1,144	$277K	0.15%	+45	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	1,142	$276K	0.11%	new	13F-HR Timeline
One Day In July LLC	1,142	$276K	0.02%	+59	13F-HR Timeline
TruNorth Capital Management, LLC	1,141	$276K	0.05%	0	13F-HR Timeline
Destination Wealth Management	1,139	$276K	0.01%	+124	13F-HR Timeline
Siligmueller & Norvid Wealth Advisors L…	1,138	$275K	0.12%	new	13F-HR Timeline
Clear Harbor Asset Management, LLC	1,137	$275K	0.02%	-8,428	13F-HR/A Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	1,133	$274K	0.04%	+10	13F-HR Timeline
Persium Advisors, LLC	1,133	$274K	0.21%	+4	13F-HR Timeline
Straight Path Wealth Management	1,130	$273K	0.08%	0	13F-HR Timeline
Forum Private Client Group LLC	1,128	$273K	0.1%	-42	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	1,127	$273K	0.23%	0	13F-HR Timeline
American Trust	1,123	$272K	0.02%	-292	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	1,122	$271K	0.03%	-28	13F-HR Timeline
KWB Wealth	1,258	$271K	0.03%	0	13F-HR Timeline
RAINIER FAMILY WEALTH INC	1,120	$271K	0.24%	0	13F-HR Timeline
Vertex Planning Partners, LLC	1,118	$271K	0.05%	+1	13F-HR Timeline
Main Street Financial Solutions, LLC	1,118	$270K	0.02%	-9	13F-HR Timeline
Wealthspire Retirement, LLC	1,117	$270K	0.02%	-1	13F-HR/A Timeline
ACCESS FINANCIAL SERVICES, INC.	1,114	$270K	0.1%	new	13F-HR Timeline
Glassman Wealth Services	1,113	$269K	0.04%	-28	13F-HR Timeline
GRIFFIN ASSET MANAGEMENT, INC.	1,109	$268K	0.03%	new	13F-HR Timeline
CHAPIN DAVIS, INC.	1,105	$267K	0.07%	-509	13F-HR Timeline
Stonebridge Financial Group, LLC	1,105	$267K	0.02%	0	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	1,104	$267K	0.1%	0	13F-HR Timeline Group
Mountain Hill Investment Partners Corp.	1,104	$267K	0.23%	-100	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	1,104	$267K	0.02%	+1	13F-HR Timeline
PETERSON WEALTH MANAGEMENT	1,102	$267K	0.18%	+3	13F-HR Timeline