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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
Signal Advisors Wealth, LLC1,053$227K0.02%new13F-HRTimeline
Armor Investment Advisors, LLC1,053$227K0.09%013F-HRTimeline
GeoWealth Management, LLC1,052$227K0.01%-1,03413F-HRTimeline
RENASANT BANK1,051$227K0.15%-25913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,050$227K0.04%013F-HRTimeline
Avalon Trust Co1,050$227K0.02%-25013F-HRTimeline
Ring Mountain Capital, LLC1,017$226K0.14%-5813F-HRTimeline
DUNCKER STREETT & CO INC1,046$226K0.04%013F-HRTimeline
Pathway Financial Advisors LLC1,046$226K0.03%013F-HRTimeline
JB Capital LLC1,045$226K0.01%new13F-HRTimeline
Austin Private Wealth, LLC1,041$225K0.02%new13F-HRTimeline
Lauterbach Financial Advisors, LLC1,038$224K0.12%013F-HRTimeline
Traynor Capital Management, Inc.1,026$224K0.02%-12313F-HRTimeline
Pictet North America Advisors SA1,036$224K0.02%013F-HRTimeline
Cassia Capital Partners, LLC1,035$223K0.13%013F-HRTimeline
Manuka Financial, LLC1,033$223K0.12%-6713F-HRTimeline
Integrity Investment Advisors, LLC1,032$223K0.17%+313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,023$221K<0.01%-1,06513F-HR/ATimelineGroup
FSA Wealth Management LLC1,017$220K0.09%-2513F-HRTimeline
J. L. Bainbridge & Co., Inc.1,017$219K0.02%013F-HRTimeline
Destination Wealth Management1,015$219K0.01%+1013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,015$219K0.04%13F-HRTimelineGroup
Unified Investment Management1,014$219K0.23%013F-HRTimeline
Wealth Management Partners, LLC993$218K0.08%new13F-HRTimeline
Clark Capital Management Group, Inc.1,011$218K<0.01%-1,33713F-HRTimeline
Onyx Bridge Wealth Group LLC1,010$218K0.03%-14113F-HRTimeline
McElhenny Sheffield Capital Management,…1,010$218K0.06%-1,24413F-HR/ATimeline
JUNCTURE WEALTH STRATEGIES, LLC1,008$218K0.08%-34513F-HRTimeline
PBMares Wealth Management LLC1,001$216K0.04%-6413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,000$216K0.01%new13F-HRTimeline
1776 Wealth LLC1,000$216K0.09%new13F-HRTimeline
Tenret Co LLC1,000$216K0.12%new13F-HRTimeline
Keudell/Morrison Wealth Management999$216K0.05%new13F-HRTimeline
Warren Street Wealth Advisors, LLC997$215K0.07%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD991$214K0.01%new13F-HRTimeline
Comprehensive Money Management Services…985$213K0.16%new13F-HRTimeline
Cetera Trust Company, N.A979$211K0.13%+40513F-HRTimeline
Arcataur Capital Management LLC978$211K0.07%new13F-HRTimeline
Landmark Wealth Management, LLC977$211K0.09%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.973$210K0.03%new13F-HRTimeline
Requisite Capital Management, LLC973$210K0.05%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding971$210K+948Timeline
Integrity Wealth Solutions LLC971$210K0.1%-1,67313F-HRTimeline
Marathon Strategic Advisors, LLC970$209K0.19%new13F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC967$209K0.02%-17813F-HRTimeline
SWP FINANCIAL LLC966$208K0.11%new13F-HRTimeline
TCP Asset Management, LLC965$208K0.04%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC964$208K0.14%new13F-HRTimeline
Mason & Associates, LLC959$207K0.05%-74513F-HRTimeline
Financial Harvest, LLC958$207K0.15%new13F-HRTimeline
Alteri Wealth LLC958$207K0.08%new13F-HRTimeline
Luminvest Wealth Management LLC924$206K0.07%new13F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC954$206K0.06%new13F-HRTimeline
Shilanski & Associates, Inc.951$205K0.06%new13F-HRTimeline
Cushing Capital Partners, LLC950$205K0.17%new13F-HRTimeline
SwitchPoint Financial Planning, LLC949$205K0.17%new13F-HRTimeline
Visionary Horizons, LLC947$204K0.13%new13F-HRTimeline
KPP Advisory Services LLC946$204K0.03%new13F-HR/ATimeline
Copperwynd Financial, LLC946$204K0.05%new13F-HRTimeline
USAdvisors Wealth Management, LLC948$204K0.08%-8,43713F-HRTimeline
Versant Capital Management, Inc945$204K0.03%-7713F-HRTimeline
CORTLAND ASSOCIATES INC/MO943$203K0.02%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC940$203K0.04%new13F-HRTimeline
Van Hulzen Asset Management, LLC939$203K0.02%new13F-HRTimeline
CVA Family Office, LLC935$202K0.03%013F-HRTimeline
Landing Point Financial Group, LLC934$201K0.13%-27113F-HRTimeline
NOVUS ADVISORS, LLC930$201K0.31%-85313F-HRTimeline
Park Square Financial Group, LLC930$201K0.15%+4013F-HRTimeline
Liberty Capital Management, Inc.927$200K0.04%new13F-HRTimeline
Gordian Advisors LLC927$200K0.14%new13F-HRTimeline
Boreal Capital Management LLC925$200K0.16%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…921$199K0.02%013F-HRTimelineGroup
Compass Planning Associates Inc922$199K0.18%+313F-HRTimeline
Northwest Capital Management Inc919$198K0.11%013F-HRTimeline
LFA - Lugano Financial Advisors SA918$198K0.12%+79513F-HRTimeline
Roble, Belko & Company, Inc913$197K0.03%+9313F-HRTimeline
ALBION FINANCIAL GROUP /UT908$196K0.01%013F-HRTimeline
Anchor Investment Management, LLC900$194K0.02%+15713F-HRTimeline
Riggs Asset Managment Co. Inc.873$188K0.05%-24,23813F-HRTimeline
Hanson & Doremus Investment Management869$188K0.03%+20013F-HRTimeline
Front Row Advisors LLC867$187K0.07%+57013F-HRTimeline
Capital Investment Counsel, Inc865$187K0.02%+9413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC855$184K0.01%-14513F-HRTimeline
Burns Matteson Capital Management, LLC843$182K0.09%-713F-HRTimeline
Towne Trust Company, N.A839$181K0.06%013F-HR/ATimeline
Rosenberg Matthew Hamilton830$179K0.04%+2313F-HRTimeline
Compagnie Lombard Odier SCmA818$177K<0.01%-29813F-HRTimeline
Financial Connections Group, Inc.807$174K0.07%-1013F-HRTimeline
Creative Capital Management Investments…806$174K0.06%013F-HRTimeline
ESL Trust Services, LLC805$174K0.04%-1513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…799$172K<0.01%-10213F-HRTimelineGroup
HARRIS ASSOCIATES L P783$169K<0.01%+25013F-HRTimeline
Rice Partnership, LLC776$167K0.03%-813F-HRTimeline
Park Place Capital Corp750$164K0.04%-15313F-HRTimeline
BFSG, LLC750$162K0.02%013F-HRTimeline
Piscataqua Savings Bank733$158K0.13%+41313F-HRTimeline
High Note Wealth, LLC731$158K0.04%-713F-HRTimeline
Premier Financial Group695$156K0.04%13F-HRTimeline
Horizons Wealth Management712$154K0.11%+16613F-HRTimeline
Allianz SEin group Allianz SE709$153K<0.01%+51813F-HRTimelineGroup
Windsor Advisory Group, LLC703$152K0.22%-68013F-HRTimeline
Dynamic Wealth Strategies, LLC700$151K0.11%+913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.700$151K0.1%+113F-HRTimeline
Quantbot Technologies LP698$151K<0.01%-19,65713F-HRTimeline
Wood Tarver Financial Group, LLC694$149K0.04%-14313F-HRTimeline
Atlantic Private Wealth, LLC686$148K0.1%+16913F-HRTimeline
Vermillion Wealth Management, Inc.672$145K0.07%+213F-HRTimeline
Financial Management Professionals, Inc.652$141K0.02%+50513F-HRTimeline
GPS Wealth Strategies Group, LLC643$139K0.02%-6113F-HRTimeline
Sound Income Strategies, LLC638$138K0.01%+28313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.636$137K0.06%-8913F-HRTimeline
Roxbury Financial LLC636$137K0.13%+14313F-HRTimeline
Aberdeen Wealth Management LLC630$136K0.09%new13F-HRTimeline
Physician Wealth Advisors, Inc.618$133K0.02%+213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.615$133K0.12%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV612$132K0.01%-25213F-HRTimeline
Citizens National Bank Trust Department600$129K0.03%-14513F-HRTimeline
Family Legacy Financial Solutions, LLC597$129K0.11%13F-HRTimeline
AMERIFLEX GROUP, INC.594$128K0.07%+14813F-HRTimeline
Ananym Capital Management, LP585$126K0.05%-1,11013F-HRTimeline
Avion Wealth579$125K0.03%-4413F-HR/ATimeline
DB Fitzpatrick & Co, Inc579$125K0.11%-213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC572$123K0.01%+5813F-HRTimeline
Pacifica Partners Inc.572$123K0.05%-3013F-HRTimeline
Darwin Wealth Management, LLC570$123K0.04%+7613F-HRTimeline
HHM Wealth Advisors, LLC558$120K0.01%+1113F-HRTimeline
WPG Advisers, LLC558$120K0.1%013F-HRTimeline
Centricity Wealth Management, LLC553$119K0.1%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.550$119K<0.01%-89313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PICTON MAHONEY ASSET MANAGEMENT550$119K<0.01%-4013F-HRTimeline
Morling Financial Advisors, LLC547$118K0.04%-56513F-HRTimeline
Private Wealth Management Group, LLC546$118K0.04%013F-HRTimeline
Greykasell Wealth Strategies, Inc.544$117K0.06%+52213F-HRTimeline
Pillar Financial Advisors, LLC543$117K0.08%013F-HRTimeline
Fiduciary Wealth Partners, LLC530$114K0.11%new13F-HRTimeline
Trust Co528$114K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC525$113K0.08%+313F-HRTimeline
West Financial Advisors, LLC521$112K0.02%-23113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV514$111K0.02%-3213F-HRTimeline
Integrity Financial Corp /WA513$111K0.06%013F-HRTimeline
Fourth Dimension Wealth, LLC509$110K0.05%-30113F-HRTimeline
Winch Advisory Services, LLC502$108K0.03%+213F-HRTimeline
Clean Yield Group500$108K0.03%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.500$108K0.06%013F-HRTimeline
Gitterman Wealth Management, LLC499$108K0.03%new13F-HRTimeline
Wealth Preservation Advisors, LLC497$107K0.07%-10913F-HRTimeline
MJT & Associates Financial Advisory Gro…494$107K0.13%013F-HR/ATimeline
First Pacific Financial492$106K0.02%+2413F-HRTimeline
CoreFirst Bank & Trust488$105K0.06%new13F-HRTimeline
Asset Dedication, LLC486$105K0.01%-1013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.484$104K0.32%013F-HRTimeline
OAKWORTH CAPITAL, INC.465$100K0.01%-22213F-HRTimeline
FIRST UNITED BANK & TRUST455$98.2K0.03%-12513F-HRTimeline
AllSquare Wealth Management LLC453$97.8K0.05%-23013F-HRTimeline
Lowe Wealth Advisors, LLC449$96.8K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.442$96K0.04%013F-HRTimeline
MOTCO437$95.9K0.01%013F-HRTimeline
Clearstead Trust, LLC439$94.7K0.02%+9013F-HRTimeline
TD Capital Management LLC424$91.4K0.01%-6213F-HRTimeline
Olistico Wealth, LLC423$91.3K0.05%013F-HRTimeline
Bollard Group LLC423$91K<0.01%+113F-HRTimeline
MTM Investment Management, LLC409$88.3K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc404$87.2K0.03%-45513F-HRTimeline
Westside Investment Management, Inc.400$86.3K0.02%013F-HRTimeline
Skylands Capital, LLC400$86.3K0.01%013F-HRTimeline
Hurley Capital, LLC380$82K0.06%013F-HRTimeline
Founders Financial Alliance, LLC377$81.4K0.02%-2713F-HRTimeline
JTC Employer Solutions Trustee Ltd375$81K0.01%013F-HRTimeline
Binnacle Investments Inc375$80.9K0.05%013F-HRTimeline
Cape Investment Advisory, Inc.371$80.1K0.03%+7013F-HRTimeline
EPG Wealth Management LLC360$77.7K0.02%-1,14713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.358$77.3K0.02%+2513F-HRTimeline
Ceeto Capital Group, LLC352$76K0.03%013F-HRTimeline
Pacific Center for Financial Services351$75.7K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp339$73.4K0.06%+7013F-HRTimeline
WealthCollab, LLC337$72.7K0.04%013F-HRTimeline
Stephens Consulting, LLC335$72.3K0.02%-19213F-HRTimeline
Advanced Asset Management Advisors Inc331$71.4K0.02%+1113F-HRTimeline
Kings Path Partners LLC330$71.2K0.03%013F-HRTimeline
Newton One Investments LLC327$70.6K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC323$69.7K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC321$69.2K0.02%+1113F-HRTimeline
Abound Wealth Management319$68.8K0.02%-1113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC302$68.5K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC317$68K0.01%013F-HRTimeline
Kozak & Associates, Inc.296$66.2K0.01%+113F-HRTimeline
Stone House Investment Management, LLC307$66.1K0.01%+113F-HRTimeline
Balentine LLC303$65.4K<0.01%013F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT302$65.2K0.01%new13F-HRTimeline
PFS Partners, LLC300$64.7K0.03%+3013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…292$63.2K0.02%-54713F-HRTimeline
Vermillion & White Wealth Management Gr…284$61.3K0.04%013F-HRTimeline
Rossby Financial, LCC282$60.9K0.02%-713F-HRTimeline
Hoese & Co LLP275$59.3K0.05%+22513F-HRTimeline
CGC Financial Services, LLC270$58.3K0.02%013F-HRTimeline
Riverview Trust Co269$58K0.07%013F-HRTimeline
SYM FINANCIAL Corp266$57.4K0.01%-10013F-HRTimeline
Hartford Financial Management Inc.258$55.7K0.02%013F-HRTimeline
TOWER TRUST & INVESTMENT Co250$53.9K0.04%013F-HRTimeline
Cornerstone National Bank & Trust Co246$53.1K0.02%013F-HRTimeline