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Disclosery

IWM ISHARES TR

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SHS (fund)

2,576 managers (2,607 13F filers) reported a position in IWM shares at 2025-12-31, 284,945,206 shares in all. 192 filers opened a position and 141 filers sold out during the quarter.

Managers
2,576
13F filers
2,607
New
192
Added
881
Reduced
898
Sold out
141
Shares held by filers
284,945,206

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Quent Capital, LLC1,798$443K0.03%-8013F-HRTimeline
WEST PACES ADVISORS INC.1,794$442K0.09%-1213F-HRTimeline
Amplius Wealth Advisors, LLC1,791$441K0.04%-13213F-HRTimeline
Collar Capital Management, LLC1,791$441K0.29%-1013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,790$441K0.02%013F-HRTimeline
ARVEST INVESTMENTS, INC.1,784$439K0.06%-26213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,777$437K0.03%-613F-HRTimeline
TrustBankin group TrustBank1,775$437K0.18%13F-HRTimelineGroup
GHP Investment Advisors, Inc.1,770$436K0.02%+213F-HRTimeline
Marin Bay Wealth Advisors, LLC1,769$435K0.25%13F-HRTimeline
BLUELINE ADVISORS LLC1,766$435K0.35%13F-HRTimeline
Heritage Financial Services, LLC1,766$435K0.04%-3613F-HRTimeline
Conservest Capital Advisors, Inc.1,764$434K0.04%+413F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,761$433K0.15%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,760$433K0.28%013F-HRTimeline
Flagstone Financial Management1,758$433K0.11%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,758$433K0.03%-36913F-HRTimeline
Abacus Wealth Partners, LLC1,757$433K0.04%-5413F-HRTimeline
FIRST AMERICAN TRUST, FSB1,756$432K0.03%+12413F-HRTimeline
BIRCHBROOK, INC.1,754$432K0.22%+27413F-HRTimeline
Red Door Wealth Management, LLC1,753$431K0.04%+113F-HRTimeline
Financial Life Planners1,752$431K0.31%+2513F-HRTimeline
ELCO Management Co., LLC1,750$431K0.27%+2013F-HRTimeline
Amicus Financial Advisors, LLC1,739$428K0.12%13F-HRTimeline
AssuredPartners Investment Advisors, LLC1,739$428K0.06%new13F-HRTimeline
Sharkey, Howes & Javer1,735$427K0.05%-4813F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,735$427K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
One Wealth Advisors, LLC1,734$427K0.05%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,733$427K0.03%-10113F-HRTimeline
Zullo Investment Group, Inc.1,727$425K0.16%013F-HRTimeline
Legacies Wealth LLC1,716$422K0.24%+1,53913F-HRTimeline
ADVOCATE GROUP LLC1,716$422K0.07%013F-HRTimeline
Detalus Advisors, LLC1,715$422K0.1%013F-HRTimeline
Wealthstar Advisors, LLC1,714$422K0.23%-3213F-HRTimeline
WAYSTONE ADVISORS LLC1,713$422K0.36%13F-HRTimeline
Innova Wealth Partners1,704$419K0.21%+36913F-HRTimeline
True Vision MN LLC1,701$419K0.21%-2713F-HRTimeline
Atlas Private Wealth Advisors1,699$418K0.1%-113F-HRTimeline
Smallwood Wealth Investment Management,…1,695$417K0.22%-813F-HRTimeline
Rockwood Wealth Management, LLC1,695$417K0.03%-7013F-HRTimeline
Walsh & Associates, LLC1,695$417K0.41%13F-HRTimeline
NATURAL INVESTMENTS, LLC1,695$417K0.1%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,694$417K0.07%013F-HRTimeline
Total Wealth Planning & Management, Inc.1,692$417K0.33%13F-HRTimeline
Tradewinds, LLC.1,690$416K0.1%-9513F-HRTimeline
North Capital, Inc.1,687$415K0.36%+4013F-HR/ATimeline
CASTLE WEALTH MANAGEMENT LLC1,683$414K0.14%+28713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,683$414K0.13%+22213F-HRTimeline
Octavia Wealth Advisors, LLC1,674$412K0.04%-3813F-HRTimeline
TCI Wealth Advisors, Inc.1,673$412K0.02%-20613F-HRTimeline
Xcel Wealth Management, LLC1,671$411K0.11%013F-HRTimeline
Purkiss Capital Advisors LLC1,668$411K0.19%-17013F-HRTimeline
Pflug Koory, LLC1,665$410K0.19%013F-HRTimeline
Beacon Capital Management, LLC1,662$409K0.06%-17113F-HRTimeline
S.A. Mason LLC1,660$409K0.16%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,639$408K0.25%013F-HRTimeline
RiverFront Investment Group, LLC1,655$407K0.01%-31413F-HRTimeline
SAGE FINANCIAL GROUP INC1,654$407K0.03%013F-HRTimeline
Jordan Park Group LLC1,653$407K0.02%-1,15013F-HRTimeline
Inlet Private Wealth, LLC1,649$406K0.09%013F-HRTimeline
Quadrant Private Wealth Management, LLC1,648$406K0.07%013F-HRTimeline
Midwest Financial Group LLC1,648$406K0.18%-3013F-HRTimeline
PVG ASSET MANAGEMENT CORP1,646$405K0.86%new13F-HRTimeline
D.B. Root & Company, LLC1,645$405K0.1%+813F-HRTimeline
Flower City Capital1,644$405K0.21%013F-HRTimeline
Horizon Investments, LLC1,644$405K0.01%-121,22613F-HRTimeline
Washington Trust Bank1,643$404K0.03%+57013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RETIREMENT INCOME SOLUTIONS, INC1,639$403K0.07%013F-HRTimeline
Omnia Family Wealth, LLC1,638$403K0.12%-25,08413F-HRTimeline
Legend Capital Advisors LLC1,637$403K0.22%13F-HRTimeline
Westover Capital Advisors, LLC1,632$402K0.07%+313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,630$401K0.03%+813F-HRTimeline
Truepoint, Inc.1,629$401K0.01%013F-HRTimeline
Investmark Advisory Group LLC1,622$399K0.17%+213F-HRTimeline
Gemmer Asset Management LLC1,619$399K0.03%-39113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,619$399K0.01%013F-HRTimeline
Vickerman Investment Advisors, Inc.1,617$398K0.08%-2413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,616$398K0.01%013F-HRTimelineGroup
Tenon Financial LLC1,614$397K0.17%013F-HRTimeline
Harrington Investments, INC1,610$396K0.2%013F-HRTimeline
Cynosure Group, LLC3,334$396K0.04%+1,36813F-HRTimeline
Sterling Capital Management LLC1,607$396K0.01%-3913F-HRTimeline
LMCG INVESTMENTS, LLC1,606$395K0.02%-3513F-HRTimeline
Nicollet Investment Management, Inc.1,599$394K0.12%013F-HRTimeline
Successful Portfolios LLC1,514$394K0.2%-513F-HRTimeline
McMillan Office, Inc.1,600$394K0.05%13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,597$393K0.1%+10913F-HRTimeline
Polaris Investment Advisors, LLC1,590$391K0.28%13F-HRTimeline
KilterHowling LLC1,585$390K0.2%+513F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,585$390K0.02%013F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,583$390K0.02%-1013F-HRTimeline
Plan A Wealth LLC1,583$390K0.19%-10013F-HRTimeline
Trek Financial, LLC1,581$389K0.02%-1,15413F-HRTimeline
180 WEALTH ADVISORS, LLC1,578$388K0.04%-813F-HRTimeline
Exchange Bank1,576$388K0.27%-1,41713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,575$388K0.04%+46613F-HRTimeline
BOS Asset Management, LLC1,574$387K0.1%013F-HRTimeline
Ridge Creek Global, Inc1,570$387K0.32%13F-HRTimeline
Peoples Bank/KS1,569$386K0.39%013F-HRTimeline
InvesTrust1,553$382K0.15%+1513F-HRTimeline
Mirador Capital Partners LP1,552$382K0.05%-18513F-HRTimeline
Insight Wealth Strategies, LLC1,545$380K0.04%+513F-HRTimeline
Whalen Wealth Management Inc.1,542$379K0.2%new13F-HRTimeline
Ipswich Investment Management Co., Inc.1,540$379K0.09%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,537$378K0.1%+113F-HRTimeline
ENTREWEALTH, LLC1,425$378K0.17%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,530$377K0.01%-5513F-HRTimeline
Plotkin Financial Advisors, LLC1,527$376K0.18%-21913F-HRTimeline
Seros Financial, LLC1,527$376K0.22%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC1,526$376K0.08%+413F-HRTimeline
Rinkey Investments1,526$376K0.1%+4013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,522$375K0.1%013F-HRTimeline
McCollum Christoferson Group LLC1,522$375K0.11%+2713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,518$374K0.06%-3613F-HRTimeline
STALEY CAPITAL ADVISERS INC1,516$373K0.02%-2513F-HRTimeline
Ellevest, Inc.1,512$372K0.05%-18413F-HRTimeline
Latitude Advisors, LLC1,510$372K0.16%-20013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,505$370K0.04%013F-HRTimeline
Gallacher Capital Management LLC1,505$370K0.14%new13F-HRTimeline
Breakwater Investment Management1,504$370K0.13%013F-HRTimeline
Stokes Family Office, LLC1,502$370K0.03%-2113F-HRTimeline
Praetorian Wealth Management, Inc.1,502$370K0.07%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC1,502$370K0.23%+513F-HRTimeline
Pasadena Private Wealth, LLC1,500$369K0.05%013F-HRTimeline
Marshall Financial Group, LLC1,499$369K0.07%013F-HRTimeline
ExodusPoint Capital Management, LP1,497$369K<0.01%-3,19313F-HRTimeline
Asset One Wealth Management LLC1,404$368K0.05%13F-HRTimeline
Austin Wealth Management, LLC1,425$368K0.05%013F-HRTimeline
Genesis Wealth Advisors, LLC1,491$367K0.25%-2013F-HRTimeline
JBR Co Financial Management Inc1,490$367K0.15%+1613F-HRTimeline
Smart Portfolios, LLC1,487$366K0.36%+9913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,480$364K0.02%+2013F-HRTimelineGroup
Daner Wealth Management, LLC1,363$363K0.22%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,473$363K0.05%+113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH1,469$362K0.09%013F-HRTimeline
Strategic Equity Management1,468$361K0.12%new13F-HRTimeline
Interchange Capital Partners, LLC1,467$361K0.07%013F-HRTimeline
Seelaus Asset Management LLC1,461$360K0.29%+7513F-HRTimeline
Denver PWM, LLC1,661$358K0.12%013F-HRTimeline
Constant Guidance Financial LLC522$358K0.25%new13F-HRTimeline
Fortis Capital Advisors, LLC1,451$357K0.05%+213F-HRTimeline
Bedell Frazier Investment Counselling, …1,442$355K0.07%-52,44613F-HRTimeline
Omega Financial Group, LLC1,436$354K0.12%+213F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC1,435$353K0.14%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,435$353K0.13%013F-HRTimeline
Friedenthal Financial1,434$353K0.18%-14713F-HRTimeline
KW WEALTH MANAGEMENT LLC1,432$353K0.54%+6213F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,429$352K0.07%-17,53413F-HRTimeline
Lauterbach Financial Advisors, LLC1,429$352K0.17%+39113F-HRTimeline
Prosperity Planning, Inc.1,425$351K0.09%-15013F-HRTimeline
Dala Group, LLC1,424$351K0.3%13F-HRTimeline
Trueblood Wealth Management, LLC1,422$350K0.14%+313F-HRTimeline
Wallace Advisory Group, LLC1,420$350K0.37%+713F-HRTimeline
Redwood Family Wealth LLC1,420$350K0.35%13F-HRTimeline
Asio Capital, LLC1,418$349K0.05%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,415$348K0.1%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP1,411$347K0.02%new13F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC1,409$347K0.16%13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,405$346K0.1%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,403$345K<0.01%013F-HRTimelineGroup
High Net Worth Advisory Group LLC1,403$345K0.08%-11513F-HRTimeline
WealthBridge Investment Counsel Inc.1,402$345K0.1%-513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,401$345K0.05%-1413F-HRTimelineGroup
DeLarme Wealth Management, Inc.1,400$345K0.24%13F-HRTimeline
Ledyard National Bank1,397$344K0.03%-5313F-HRTimeline
WOLFF WIESE MAGANA LLC1,396$344K0.19%-313F-HRTimeline
XPONANCE LLC1,393$343K<0.01%-1,26913F-HRTimeline
Bath Savings Trust Co1,392$343K0.03%+19213F-HRTimeline
Newman Dignan & Sheerar, Inc.1,391$342K0.07%-6213F-HRTimeline
ArchPoint Investors1,390$342K0.08%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,382$340K0.02%+47413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,381$340K0.04%-14613F-HRTimeline
Gateway Wealth Partners, LLC1,380$340K0.04%-7613F-HRTimeline
Bay Capital Advisors, LLC1,379$340K0.21%+5013F-HRTimeline
MRP Capital Investments, LLC1,375$338K0.28%+33013F-HRTimeline
Piscataqua Savings Bank1,373$338K0.24%013F-HRTimeline
Goelzer Investment Management, Inc.1,369$337K0.02%-49413F-HRTimeline
Koss-Olinger Consulting, LLC1,362$335K0.03%+26513F-HRTimeline
Blankinship & Foster, LLC1,355$334K0.07%013F-HRTimeline
Running Point Capital Advisors, LLC1,354$333K0.09%013F-HRTimeline
Tassel Capital Management, Inc.1,349$332K0.2%-3613F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,350$332K0.07%-2213F-HRTimeline
Kessler Investment Group, LLC1,344$331K0.14%+113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,344$331K0.04%new13F-HRTimeline
Objectivity Squared, LLC1,343$331K0.18%+413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,343$331K0.12%+2813F-HRTimeline
Wealthspire Retirement, LLC1,341$330K0.02%+22413F-HRTimeline
BCGM Wealth Management, LLC1,339$330K0.08%+213F-HRTimeline
Main Street Group, LTD1,338$329K0.11%+28713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC1,323$329K0.31%new13F-HRTimeline
SP Asset Management LLC1,337$329K0.03%013F-HRTimeline
Dunhill Financial, LLC1,334$328K0.08%-13513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,238$328K0.05%013F-HRTimeline
MBA Advisors LLC1,332$328K0.13%-10013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,331$328K0.14%-2613F-HRTimeline
71 West Capital Partners1,327$327K0.02%13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,322$325K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC1,322$325K10.79%-53,31213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM1,321$325K0.03%-25313F-HRTimelineGroup
Financial Harvest, LLC1,319$325K0.2%013F-HRTimeline