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
Maridea Wealth Management LLC	1,073	$266K	0.04%	new	13F-HR Timeline
SLT Holdings LLC	1,100	$266K	0.17%	new	13F-HR Timeline
Waterloo Capital, L.P.	1,099	$266K	0.02%	-669	13F-HR Timeline
Global Wealth Management Investment Adv…	1,096	$265K	0.04%	new	13F-HR Timeline
Retirement Wealth Solutions LLC	1,093	$265K	0.17%	-11	13F-HR Timeline
Beaumont Financial Advisors, LLC	1,091	$264K	0.02%	+1	13F-HR Timeline
PDS Planning, Inc	1,088	$263K	0.02%	0	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	1,078	$261K	0.11%	0	13F-HR Timeline
Traynor Capital Management, Inc.	1,077	$261K	0.01%	+51	13F-HR Timeline
EVERETT HARRIS & CO /CA/	1,074	$260K	<0.01%	0	13F-HR Timeline
Washington Trust Bank	1,073	$260K	0.02%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
EWG Elevate Inc.	1,068	$258K	0.08%	0	13F-HR Timeline
Wealth Group Ltd	1,064	$257K	0.06%	0	13F-HR Timeline
NESTEGG ADVISORS, INC.	1,062	$257K	0.23%	-127	13F-HR Timeline
McIlrath & Eck, LLC	1,062	$257K	0.03%	+2	13F-HR Timeline
GoalVest Advisory LLC	1,061	$257K	0.05%	0	13F-HR Timeline
CABOT WEALTH MANAGEMENT INC	1,058	$256K	0.03%	0	13F-HR Timeline
Pathway Financial Advisors LLC	1,053	$255K	0.03%	+7	13F-HR Timeline
Flywheel Private Wealth LLC	1,051	$254K	0.2%	-16	13F-HR Timeline
Main Street Group, LTD	1,051	$254K	0.07%	-127	13F-HR Timeline
Palacios Wealth Management, LLC	1,051	$254K	0.17%	-162	13F-HR Timeline
Guild Investment Management, Inc.	1,050	$254K	0.2%	new	13F-HR Timeline
CAPITAL INSIGHT PARTNERS, LLC	1,050	$254K	0.04%	0	13F-HR Timeline
Global Assets Advisory, LLC	1,048	$254K	0.08%	-100	13F-HR Timeline
CONNABLE OFFICE INC	1,044	$253K	0.02%	new	13F-HR Timeline
Lauterbach Financial Advisors, LLC	1,038	$251K	0.13%	0	13F-HR Timeline
Ariadne Wealth Management, LP	1,059	$251K	0.11%	0	13F-HR Timeline
Pictet North America Advisors SA	1,036	$251K	0.02%	0	13F-HR Timeline
Shakespeare Wealth Management, LLC	1,036	$251K	0.06%	new	13F-HR Timeline
Manuka Financial, LLC	1,034	$250K	0.16%	+1	13F-HR Timeline
Banque Transatlantique SAin group Banque Transatlantique SA	1,033	$250K	0.01%	-113	13F-HR Timeline Group
Austin Private Wealth, LLC	1,031	$249K	0.02%	-10	13F-HR Timeline
Armor Investment Advisors, LLC	1,025	$248K	0.08%	-28	13F-HR Timeline
International Private Wealth Advisors L…	1,022	$247K	0.16%	new	13F-HR Timeline
Focused Wealth Management, Inc	1,020	$247K	0.03%	new	13F-HR Timeline
FSA Wealth Management LLC	1,014	$245K	0.09%	-3	13F-HR Timeline
Unified Investment Management	1,014	$245K	0.24%	0	13F-HR Timeline
PEOPLES BANK /OH	1,012	$245K	0.15%	-50	13F-HR Timeline
Sara-Bay Financial	1,011	$245K	0.07%	new	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	1,010	$244K	0.14%	new	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	1,008	$244K	0.06%	-118	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	1,008	$244K	0.07%	new	13F-HR Timeline
Retirement Planning Co of New England, …	1,003	$243K	0.1%	-270	13F-HR Timeline
J. Goldman & Co LP	1,002	$242K	0.01%	-8,160	13F-HR Timeline
Warren Street Wealth Advisors, LLC	1,002	$242K	0.07%	+5	13F-HR Timeline
PBMares Wealth Management LLC	1,001	$242K	0.04%	0	13F-HR Timeline
1776 Wealth LLC	1,000	$242K	0.09%	0	13F-HR Timeline
Tenret Co LLC	1,000	$242K	0.13%	0	13F-HR Timeline
Wealth Management Partners, LLC	993	$240K	0.08%	0	13F-HR Timeline
Ring Mountain Capital, LLC	990	$240K	0.13%	-27	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	991	$240K	0.01%	0	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	991	$240K	0.03%	+24	13F-HR Timeline
Bogart Wealth, LLC	987	$239K	0.01%	-426	13F-HR Timeline
Comprehensive Money Management Services…	985	$238K	0.17%	0	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	984	$238K	0.06%	+30	13F-HR Timeline
CFO4Life Group, LLC	982	$238K	0.03%	-332	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	981	$237K	0.05%	+41	13F-HR Timeline
Fairman Group, LLC	981	$237K	0.19%	-142	13F-HR Timeline
Koss-Olinger Consulting, LLC	1,097	$237K	0.02%	-325	13F-HR Timeline
Arcataur Capital Management LLC	978	$237K	0.07%	0	13F-HR Timeline
Alteri Wealth LLC	977	$236K	0.08%	+19	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	973	$236K	0.03%	0	13F-HR Timeline
Patten Group, Inc.	973	$235K	0.05%	new	13F-HR Timeline
Requisite Capital Management, LLC	973	$235K	0.04%	0	13F-HR Timeline
Core Wealth Partners LLC	969	$235K	0.11%	-985	13F-HR Timeline
SJS Investment Consulting Inc.	969	$234K	0.03%	-85	13F-HR Timeline
Strategic Financial Services, Inc.	969	$234K	0.01%	-110	13F-HR Timeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD	969	$234K	<0.01%	-354	13F-HR Timeline Group
Taylor & Morgan Wealth Management, LLC	965	$234K	0.14%	+1	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	965	$234K	0.01%	-4,219	13F-HR Timeline
SwitchPoint Financial Planning, LLC	964	$233K	0.17%	+15	13F-HR Timeline
Marathon Strategic Advisors, LLC	963	$233K	0.19%	-7	13F-HR Timeline
JB Capital LLC	963	$233K	0.01%	-82	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	961	$233K	0.02%	-56	13F-HR Timeline
Fiduciary Wealth Partners, LLC	958	$232K	0.1%	+428	13F-HR Timeline
Landmark Wealth Management, LLC	957	$231K	0.09%	-20	13F-HR Timeline
GeoWealth Management, LLC	956	$231K	0.01%	-96	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	954	$231K	0.04%	new	13F-HR Timeline
PFG Private Wealth Management, LLC	953	$230K	0.1%	new	13F-HR Timeline
Integrity Wealth Solutions LLC	953	$230K	0.1%	-18	13F-HR Timeline
Shilanski & Associates, Inc.	951	$230K	0.06%	0	13F-HR Timeline
Luminvest Wealth Management LLC	924	$230K	0.07%	0	13F-HR Timeline
Cushing Capital Partners, LLC	950	$230K	0.18%	0	13F-HR Timeline
Visionary Horizons, LLC	949	$230K	0.13%	+2	13F-HR Timeline
Bright Futures Wealth Management, LLC.	942	$228K	0.18%		13F-HR Timeline
CVA Family Office, LLC	936	$227K	0.03%	+1	13F-HR Timeline
Landing Point Financial Group, LLC	936	$226K	0.12%	+2	13F-HR Timeline
Independent Solutions Wealth Management…	933	$226K	0.04%	new	13F-HR Timeline
MRP Capital Investments, LLC	1,045	$226K	0.19%	-2,325	13F-HR/A Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	931	$225K		-40	Timeline Ascentis Independent Advisors: 836 (0.03%) 13F-HR Ascentis Wealth Management, LLC: 95 (<0.01%) 13F-HR
Reliant Wealth Planning	929	$225K	0.07%	new	13F-HR Timeline
Liberty Capital Management, Inc.	927	$224K	0.04%	0	13F-HR Timeline
Gordian Advisors LLC	927	$224K	0.15%	0	13F-HR Timeline
Bell Bank	926	$224K	0.01%	-396	13F-HR Timeline
Boreal Capital Management LLC	925	$224K	0.18%	0	13F-HR Timeline
Compass Planning Associates Inc	925	$224K	0.21%	+3	13F-HR Timeline
DF DENT & CO INC	923	$223K	<0.01%	new	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	921	$223K	0.02%	0	13F-HR Timeline Group
CURA WEALTH ADVISORS, LLC	921	$223K	0.09%	new	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	919	$222K	0.06%	+598	13F-HR Timeline
L. Roy Papp & Associates, LLP	917	$222K	0.02%	new	13F-HR Timeline
Sterling Investment Advisors, Ltd.	916	$222K	0.04%	new	13F-HR Timeline
Second Line Capital, LLC	914	$221K	0.05%	new	13F-HR Timeline
TCP Asset Management, LLC	913	$221K	0.04%	-52	13F-HR Timeline
Sheets Smith Investment Management	912	$221K	0.14%	new	13F-HR Timeline
Black Diamond Financial, LLC	911	$220K	0.02%	new	13F-HR Timeline
Asset Management Group, Inc.	910	$220K	0.04%	new	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	908	$220K	0.01%	0	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	905	$219K	0.02%	new	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	904	$219K	0.09%	new	13F-HR Timeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.	904	$219K	0.13%	new	13F-HR Timeline
Wealth Advisors of Tampa Bay, LLC	901	$218K	0.07%	-270	13F-HR Timeline
Roble, Belko & Company, Inc	900	$218K	0.03%	-13	13F-HR Timeline
Anchor Investment Management, LLC	900	$218K	0.02%	0	13F-HR Timeline
AHL INVESTMENT MANAGEMENT, INC.	900	$218K	0.15%	new	13F-HR Timeline
Embree Financial Group	887	$215K	0.03%	-416	13F-HR Timeline
W ADVISORS, LLC	886	$214K	0.11%	new	13F-HR Timeline
Sandhill Capital Partners LLC	877	$212K	0.01%	new	13F-HR Timeline
Alliance Wealth Advisors, LLC	876	$212K	0.11%	new	13F-HR Timeline
Crumly & Associates Inc.	875	$212K	0.05%	new	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	874	$212K	0.05%	-488	13F-HR Timeline
Team Hewins, LLC	873	$211K	0.07%	new	13F-HR Timeline
Optas, LLC	873	$211K	0.04%	new	13F-HR Timeline
MYECFO, LLC	869	$210K	0.1%	new	13F-HR Timeline
Hanson & Doremus Investment Management	869	$210K	0.03%	0	13F-HR Timeline
Front Row Advisors LLC	867	$210K	0.07%	0	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	867	$210K	0.04%		13F-HR Timeline
Rydar Equities, Inc.	863	$209K	0.17%	new	13F-HR Timeline
Sunbeam Capital Management, LLC	865	$209K	0.13%	new	13F-HR Timeline
Capital Investment Counsel, Inc	865	$209K	0.03%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	863	$209K	0.01%	+291	13F-HR Timeline
Mason & Associates, LLC	959	$207K	0.05%	0	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	855	$207K	0.01%	0	13F-HR Timeline
MAYPORT, LLC	854	$207K	0.04%	new	13F-HR Timeline
Grant Private Wealth Management Inc	852	$206K	0.13%	new	13F-HR Timeline
KENNEDY INVESTMENT GROUP, INC.	851	$206K	0.08%	new	13F-HR Timeline
FISHMAN JAY A LTD/MI	850	$206K	0.02%	new	13F-HR Timeline
Pettinga Financial Advisors LLC	850	$206K	0.04%	-400	13F-HR Timeline
KPP Advisory Services LLC	850	$206K	0.03%	-96	13F-HR Timeline
Stonegate Investment Group, LLC	850	$206K	<0.01%	new	13F-HR Timeline
Checchi Capital Advisers, LLC	849	$205K	0.01%	new	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	838	$205K	0.14%	new	13F-HR Timeline
Burns Matteson Capital Management, LLC	843	$204K	0.09%	0	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	842	$204K	0.02%	new	13F-HR Timeline
PACK Private Wealth, LLC	842	$204K	0.1%	new	13F-HR Timeline
Towne Trust Company, N.A	839	$203K	0.07%	0	13F-HR Timeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC	824	$203K	0.03%	-5,814	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	838	$203K	0.13%	new	13F-HR Timeline
Cassia Capital Partners, LLC	835	$202K	0.11%	-200	13F-HR Timeline
Kendall Capital Management	833	$202K	0.05%	new	13F-HR Timeline
Nelson Capital Management, LLC	830	$201K	0.02%	new	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	830	$201K	0.06%	-1,628	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	828	$200K	0.06%	new	13F-HR Timeline
Creative Capital Management Investments…	806	$195K	0.06%	0	13F-HR Timeline
Financial Connections Group, Inc.	807	$195K	0.08%	0	13F-HR Timeline
ESL Trust Services, LLC	805	$195K	0.04%	0	13F-HR Timeline
First Command Advisory Services, Inc.	801	$194K	<0.01%	+772	13F-HR Timeline
Avalon Trust Co	800	$194K	0.01%	-250	13F-HR Timeline
LFA - Lugano Financial Advisors SA	795	$192K	0.1%	-123	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	776	$188K	0.04%		13F-HR Timeline Group
Rosenberg Matthew Hamilton	764	$185K	0.04%	-66	13F-HR Timeline
Rice Partnership, LLC	758	$183K	0.03%	-18	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	752	$182K	0.02%	new	13F-HR Timeline
Versant Capital Management, Inc	736	$178K	0.02%	-209	13F-HR Timeline
Cetera Trust Company, N.A	735	$178K	0.1%	-244	13F-HR Timeline
High Note Wealth, LLC	727	$176K	0.04%	-4	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	706	$171K	<0.01%	-93	13F-HR Timeline Group
Windsor Advisory Group, LLC	704	$170K	0.15%	+1	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	700	$169K	0.11%	0	13F-HR Timeline
PICTON MAHONEY ASSET MANAGEMENT	700	$169K	<0.01%	+150	13F-HR Timeline
Dynamic Wealth Strategies, LLC	695	$168K	0.11%	-5	13F-HR Timeline
Premier Financial Group	695	$167K	0.04%	0	13F-HR Timeline
Horizons Wealth Management	687	$166K	0.11%	-25	13F-HR Timeline
Atlantic Private Wealth, LLC	686	$166K	0.11%	0	13F-HR Timeline
GPS Wealth Strategies Group, LLC	672	$163K	0.02%	+29	13F-HR Timeline
Mendota Financial Group, LLC	667	$161K	0.12%	new	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	665	$161K	0.13%	+50	13F-HR Timeline
Financial Management Professionals, Inc.	652	$158K	0.02%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	642	$155K	0.06%	+48	13F-HR Timeline
Asset Dedication, LLC	637	$154K	0.01%	+151	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	636	$154K	0.01%	+24	13F-HR Timeline
Roxbury Financial LLC	636	$154K	0.14%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	631	$153K	0.04%	-41	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	630	$152K	0.07%	-6	13F-HR Timeline
Aberdeen Wealth Management LLC	630	$152K	0.1%	0	13F-HR Timeline
Sound Income Strategies, LLC	621	$152K	0.01%	-17	13F-HR Timeline
Physician Wealth Advisors, Inc.	620	$150K	0.02%	+2	13F-HR Timeline
Citizens National Bank Trust Department	600	$145K	0.03%	0	13F-HR Timeline
Family Legacy Financial Solutions, LLC	588	$142K	0.11%	-9	13F-HR Timeline
DB Fitzpatrick & Co, Inc	579	$140K	0.13%	0	13F-HR Timeline
Avion Wealth	579	$140K	0.03%	0	13F-HR Timeline
Collier Financial	577	$140K	0.11%		13F-HR Timeline
Ballast, Inc.	567	$137K	0.03%	new	13F-HR Timeline
HHM Wealth Advisors, LLC	565	$137K	0.02%	+7	13F-HR Timeline
Darwin Wealth Management, LLC	558	$135K	0.04%	-12	13F-HR Timeline
WPG Advisers, LLC	558	$135K	0.1%	0	13F-HR Timeline
Private Wealth Management Group, LLC	546	$132K	0.04%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	544	$132K	0.06%	0	13F-HR Timeline
Pacifica Partners Inc.	542	$131K	0.05%	-30	13F-HR Timeline
Pillar Financial Advisors, LLC	543	$131K	0.08%	0	13F-HR Timeline