IWM ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Bath Savings Trust Co	1,355	$299K	0.03%	+69	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	1,353	$299K	0.17%	-3,644	13F-HR Timeline
Running Point Capital Advisors, LLC	1,353	$299K	0.1%	+1	13F-HR Timeline
SEEDS INVESTOR LLC	1,351	$299K	0.09%	+409	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,350	$298K	0.2%	0	13F-HR Timeline
Amica Retiree Medical Trust	1,347	$298K	0.28%	-1,300	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	1,347	$298K	0.16%	-3	13F-HR Timeline
Penn Capital Management Company, LLC	1,342	$297K	0.03%	-3,504	13F-HR Timeline
W ADVISORS, LLC	1,335	$295K	0.18%	+112	13F-HR Timeline
Greenfield Savings Bank	1,335	$295K	0.14%	0	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	1,334	$295K	0.09%	0	13F-HR Timeline
BCGM Wealth Management, LLC	1,332	$294K	0.09%	+2	13F-HR Timeline
WOLFF WIESE MAGANA LLC	1,331	$294K	0.19%	-9	13F-HR Timeline
Rakuten Securities, Inc.	1,331	$294K	0.12%	-162	13F-HR Timeline
United Asset Strategies, Inc.	1,329	$294K	0.03%	new	13F-HR Timeline
Clark Asset Management, LLC	1,327	$293K	0.05%	+105	13F-HR Timeline
SP Asset Management LLC	1,326	$293K	0.02%	+4	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	1,324	$293K	0.34%	0	13F-HR Timeline
NCP Inc.	1,324	$292K	0.15%	+1	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	1,316	$291K	0.11%	new	13F-HR Timeline
Allred Capital Management, LLC	1,314	$290K	0.11%	0	13F-HR Timeline
Wolfstich Capital, LLC	1,313	$290K	0.26%		13F-HR Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	1,312	$290K	0.15%	0	13F-HR Timeline
Community Bank of Raymore	1,309	$289K	0.23%	0	13F-HR Timeline
Hayek Kallen Investment Management	1,305	$288K	0.1%	0	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	1,303	$288K	0.07%	0	13F-HR Timeline
GERBER, LLC	1,301	$287K	0.21%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,301	$287K	0.04%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	1,325	$287K	0.07%	new	13F-HR Timeline
Global Assets Advisory, LLC	1,298	$287K	0.16%	new	13F-HR Timeline
Cypress Wealth Services, LLC	1,296	$286K	0.06%	+91	13F-HR Timeline
JGP Wealth Management, LLC	1,295	$286K	0.04%	0	13F-HR Timeline
Grant Street Asset Management, Inc.	1,294	$286K	0.07%	0	13F-HR Timeline
Onyx Bridge Wealth Group LLC	1,293	$286K	0.04%	+100	13F-HR Timeline
New Harbor Financial Group, LLC	1,292	$285K	0.09%	new	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	1,292	$285K	0.09%	new	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	1,275	$282K	0.02%	-15	13F-HR Timeline Group
Compagnie Lombard Odier SCmA	1,271	$281K	<0.01%	+936	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	1,271	$281K	0.2%	+290	13F-HR Timeline
Sage Capital Management, LLC	1,262	$279K	0.14%	-20	13F-HR Timeline
Zuckerman Investment Group, LLC	1,245	$279K	0.03%	0	13F-HR Timeline
Henrickson Nauta Wealth Advisors, Inc.	1,259	$278K	0.11%	+204	13F-HR Timeline
Frisch Financial Group, Inc.	1,256	$278K	0.08%	-141	13F-HR Timeline
KWB Wealth	1,258	$278K	0.03%	0	13F-HR Timeline
Horan Capital Advisors, LLC.	1,257	$278K	0.09%	0	13F-HR Timeline
Axis Wealth Partners, LLC	1,257	$278K	0.23%		13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	1,254	$277K	0.06%	+11	13F-HR Timeline
Tanager Wealth Management LLP	1,254	$277K	0.04%	new	13F-HR Timeline
Lincoln Capital LLC	1,246	$275K	0.06%	0	13F-HR Timeline
D.B. Root & Company, LLC	1,244	$275K	0.09%	+78	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	1,243	$275K	0.07%	new	13F-HR Timeline Group
Burford Brothers, Inc.	1,240	$274K	0.13%	+106	13F-HR Timeline
Gemmer Asset Management LLC	1,239	$274K	0.03%	-14	13F-HR Timeline
Cedar Wealth Management, LLC	1,232	$272K	0.1%	-1,134	13F-HR Timeline
City State Bank	1,230	$272K	0.1%	-32	13F-HR Timeline
Helium Advisors LLC	1,225	$271K	0.21%		13F-HR Timeline
VAN STRUM & TOWNE INC.	1,225	$271K	0.1%	0	13F-HR Timeline
Park Place Capital Corp	1,215	$268K	0.08%	+312	13F-HR Timeline
NESTEGG ADVISORS, INC.	1,183	$268K	0.27%		13F-HR Timeline
Cliffwater LLC	1,213	$268K	0.07%	0	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	1,209	$267K	0.01%	+423	13F-HR Timeline Group
MINDSET WEALTH MANAGEMENT, LLC	1,207	$267K	0.1%	new	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	1,205	$266K	0.04%	+104	13F-HR Timeline
TrinityPoint Wealth, LLC	1,204	$266K	0.04%	0	13F-HR Timeline
Banque Transatlantique SAin group Banque Transatlantique SA	1,204	$266K	0.01%		13F-HR Timeline Group
NORTH POINT PORTFOLIO MANAGERS CORP/OH	1,204	$266K	0.05%	+10	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	1,201	$265K	0.06%	+86	13F-HR Timeline Group
ZEGA Investments, LLC	1,159	$265K	0.08%		13F-HR Timeline
CFM WEALTH PARTNERS LLC	1,199	$265K	0.04%	0	13F-HR Timeline
YANKCOM Partnership	1,198	$265K	0.14%		13F-HR Timeline
Stevard, LLC	1,195	$264K	0.99%	+36	13F-HR Timeline
Von Berge Wealth Management Group, LLC	1,154	$264K	0.16%	0	13F-HR Timeline
McIlrath & Eck, LLC	1,192	$263K	0.03%	+56	13F-HR Timeline
Forum Private Client Group LLC	1,190	$263K	0.12%	-174	13F-HR Timeline
Berger Financial Group, Inc	1,183	$261K	0.02%	new	13F-HR Timeline
Beacon Bank & Trust	1,182	$261K	0.06%	0	13F-HR Timeline
CPC Advisors, LLC	1,174	$259K	0.04%	+117	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	1,170	$259K	0.09%	0	13F-HR Timeline
Wealth Advisors of Tampa Bay, LLC	1,163	$257K	0.11%	-59	13F-HR Timeline
Integrity Wealth Solutions LLC	1,160	$256K	0.14%	-20	13F-HR Timeline
QUARRY HILL ADVISORS, LLC	1,160	$256K	0.17%	0	13F-HR Timeline
RAINIER FAMILY WEALTH INC	1,160	$256K	0.31%		13F-HR Timeline
Vertex Planning Partners, LLC	1,158	$256K	0.06%	+145	13F-HR Timeline
Prostatis Group LLC	1,158	$256K	0.07%	new	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	1,159	$256K	0.02%	new	13F-HR Timeline
Alpha Omega Wealth Management LLC	1,150	$254K	0.05%	0	13F-HR Timeline
ROFFMAN MILLER ASSOCIATES INC /PA/	1,146	$253K	0.02%	+19	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	1,145	$253K	0.02%	0	13F-HR Timeline
RENASANT BANK	1,144	$253K	0.16%	-43	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	1,144	$253K	0.11%	0	13F-HR Timeline
Wallace Advisory Group, LLC	1,144	$253K	0.17%	0	13F-HR Timeline
Catalina Capital Group, LLC	1,143	$253K	0.08%	-26	13F-HR Timeline
Landing Point Financial Group, LLC	1,129	$252K	0.19%		13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	1,141	$252K	0.18%	+162	13F-HR Timeline
Cassady Schiller Wealth Management, LLC	1,140	$252K	0.09%	0	13F-HR Timeline
Performance Wealth Partners, LLC	1,138	$251K	0.01%	+3	13F-HR Timeline
Mediolanum International Funds Ltd	1,138	$251K	<0.01%	new	13F-HR Timeline
Patten Group, Inc.	1,132	$250K	0.06%	0	13F-HR Timeline
ForthRight Wealth Management, LLC	1,131	$250K	0.08%	+3	13F-HR Timeline
Teamwork Financial Advisors, LLC	1,130	$250K	0.03%	-1,974	13F-HR Timeline
Straight Path Wealth Management	1,130	$250K	0.1%	0	13F-HR Timeline
Spurstone Advisory Services, LLC	1,129	$249K	4.75%		13F-HR Timeline
Fairman Group, LLC	1,129	$249K	0.21%	+3	13F-HR Timeline
CAPITAL INSIGHT PARTNERS, LLC	1,125	$249K	0.04%	0	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	1,123	$248K	0.04%	-28	13F-HR Timeline
PDS Planning, Inc	1,117	$247K	0.02%	+29	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	1,115	$246K	0.22%		13F-HR Timeline
TCP Asset Management, LLC	1,111	$246K	0.05%	-3	13F-HR Timeline
CORTLAND ASSOCIATES INC/MO	1,110	$245K	0.03%	0	13F-HR Timeline
HOWE & RUSLING INC	1,108	$245K	0.02%	+5	13F-HR Timeline
PEOPLES BANK /OH	1,104	$244K	0.14%	+174	13F-HR Timeline
EVERETT HARRIS & CO /CA/	1,104	$244K	<0.01%	0	13F-HR Timeline
Mountain Hill Investment Partners Corp.	1,104	$244K	0.25%		13F-HR Timeline
FSA Wealth Management LLC	1,102	$244K	0.1%	-26	13F-HR Timeline
Core Wealth Partners LLC	1,101	$243K	0.14%	-20	13F-HR Timeline
Manuka Financial, LLC	1,100	$243K	0.16%		13F-HR Timeline
Northern Financial Advisors Inc	1,095	$242K	0.19%	+2	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	1,092	$241K	0.02%	+125	13F-HR Timeline
IFC Advisors LLC	1,092	$241K	0.05%		13F-HR Timeline
Ariadne Wealth Management, LP	1,059	$240K	0.11%	0	13F-HR Timeline
Advanced Asset Management Advisors Inc	1,085	$240K	0.06%	+418	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	1,078	$238K	0.12%	0	13F-HR Timeline
WealthBridge Investment Counsel Inc.	1,077	$238K	0.09%	+30	13F-HR Timeline
Premier Path Wealth Partners, LLC	1,068	$236K	0.04%	new	13F-HR Timeline
OBSIDIAN CIO, LLC	1,067	$236K	0.04%	new	13F-HR Timeline
Fulcrum Equity Management	1,067	$236K	0.23%	new	13F-HR Timeline
Cladis Investment Advisory, LLC	1,067	$236K	0.17%	0	13F-HR Timeline
Wealth Group Ltd	1,064	$235K	0.07%	0	13F-HR Timeline
Atlas Legacy Advisors, LLC	1,064	$235K	0.06%		13F-HR Timeline
Robinswood Financial LLC	1,059	$234K	0.09%	-1	13F-HR Timeline
Cambridge Financial Group, LLC	1,059	$234K	0.1%	0	13F-HR Timeline
CABOT WEALTH MANAGEMENT INC	1,058	$234K	0.03%	-53	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	1,030	$233K	0.07%	new	13F-HR Timeline
SJS Investment Consulting Inc.	1,054	$233K	0.04%	0	13F-HR Timeline
CVA Family Office, LLC	1,053	$233K	0.04%	+1	13F-HR Timeline
Armor Investment Advisors, LLC	1,053	$233K	0.1%	-476	13F-HR Timeline
FIRST COMMUNITY TRUST NA	1,051	$232K	0.17%	0	13F-HR Timeline
Compass Investment Advisers LLC	1,050	$232K	0.67%		13F-HR Timeline
Main Street Group, LTD	1,047	$231K	0.09%	+50	13F-HR Timeline
Blankinship & Foster, LLC	1,047	$231K	0.06%	new	13F-HR Timeline
L. Roy Papp & Associates, LLP	1,046	$231K	0.03%	0	13F-HR Timeline
Pathway Financial Advisors LLC	1,046	$231K	0.05%	0	13F-HR Timeline
JT Stratford LLC	1,044	$231K	0.04%	-61	13F-HR Timeline
Visionary Horizons, LLC	1,042	$230K	0.15%	+3	13F-HR Timeline
Shakespeare Wealth Management, LLC	1,038	$229K	0.06%	0	13F-HR Timeline
JFG Wealth Management, LLC	1,038	$229K	0.05%	+5	13F-HR Timeline
Lauterbach Financial Advisors, LLC	1,038	$229K	0.14%	-8	13F-HR Timeline
Pictet North America Advisors SA	1,036	$229K	0.02%	0	13F-HR Timeline
Cassia Capital Partners, LLC	1,035	$229K	0.15%	new	13F-HR Timeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…	1,035	$229K	0.05%	-131	13F-HR Timeline
American Trust	1,032	$228K	0.02%	new	13F-HR Timeline
Unified Investment Management	1,028	$227K	0.26%		13F-HR Timeline
Retirement Wealth Solutions LLC	1,047	$227K	0.19%		13F-HR Timeline
Aspire Capital Advisors LLC	1,026	$227K	0.06%	+1	13F-HR Timeline
Maltin Wealth Management, Inc.	1,024	$226K	0.11%	-62	13F-HR Timeline
Main Line Retirement Advisors, LLC	1,023	$226K	0.15%	+3	13F-HR Timeline
Versant Capital Management, Inc	1,022	$226K	0.05%	-126	13F-HR Timeline
Trexquant Investment LP	1,021	$226K	<0.01%	-2,911	13F-HR Timeline
Executive Wealth Management, LLC	1,018	$225K	0.02%	-682	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,017	$225K	0.05%	new	13F-HR Timeline
Ring Mountain Capital, LLC	1,014	$224K	0.15%		13F-HR Timeline
Crumly & Associates Inc.	1,011	$223K	0.06%	+8	13F-HR Timeline
McNamara Financial Services, Inc.	1,010	$223K	0.05%	-178	13F-HR Timeline
Sulzberger Capital Advisors, Inc.	1,008	$223K	0.25%		13F-HR Timeline
Kings Path Partners LLC	1,007	$223K	0.1%	+677	13F-HR Timeline
Van Hulzen Asset Management, LLC	1,004	$222K	0.02%	new	13F-HR Timeline
Guardian Partners Inc.	1,000	$222K	0.02%		13F-HR Timeline
PBMares Wealth Management LLC	1,000	$221K	0.05%	0	13F-HR Timeline
1776 Wealth LLC	1,000	$221K	0.1%	0	13F-HR Timeline
Tenret Co LLC	1,000	$221K	0.14%	0	13F-HR Timeline
Intellus Advisors LLC	1,000	$221K	0.04%		13F-HR Timeline
Keudell/Morrison Wealth Management	999	$221K	0.06%	0	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	996	$220K	<0.01%	+48	13F-HR Timeline Group
Wealth Management Partners, LLC	993	$219K	0.09%	new	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	992	$219K	0.04%	0	13F-HR Timeline
Canvas Wealth Advisors, LLC	991	$219K	0.05%	new	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	991	$219K	0.01%	0	13F-HR Timeline
Beaumont Financial Advisors, LLC	989	$219K	0.02%	+15	13F-HR Timeline
Shilanski & Associates, Inc.	989	$219K	0.07%	+38	13F-HR Timeline
Sivia Capital Partners, LLC	985	$218K	0.11%	new	13F-HR Timeline
Comprehensive Money Management Services…	985	$218K	0.18%		13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	979	$216K	0.01%	new	13F-HR Timeline Group
Journey Advisory Group, LLC	1,065	$216K	0.03%	0	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	976	$216K		new	Timeline Ascentis Independent Advisors: 968 (0.04%) 13F-HR Ascentis Wealth Management, LLC: 8 (<0.01%) 13F-HR
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	973	$215K	0.03%	0	13F-HR Timeline
Marathon Strategic Advisors, LLC	970	$214K	0.23%	-3	13F-HR Timeline
SWP FINANCIAL LLC	966	$213K	0.13%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	965	$213K	0.02%	new	13F-HR Timeline
Creative Capital Management Investments…	964	$213K	0.09%	+664	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	962	$213K	0.15%	+1	13F-HR Timeline
Exchange Capital Management, Inc.	956	$211K	0.03%	new	13F-HR Timeline
Elequin Capital, LP	956	$211K	0.02%	new	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	954	$211K	0.07%		13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	954	$211K	0.06%	0	13F-HR Timeline
Destination Wealth Management	953	$211K	0.01%	new	13F-HR Timeline
ADG Wealth Management Group, LLC	951	$210K	0.19%		13F-HR Timeline
Cascade Wealth Advisors, Inc	950	$210K	0.14%	0	13F-HR Timeline
Code Waechter LLC	950	$210K	0.18%	0	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	950	$210K	0.05%	-174	13F-HR Timeline
Alteri Wealth LLC	946	$209K	0.06%		13F-HR Timeline