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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
Allred Capital Management, LLC1,314$323K0.12%013F-HRTimeline
ADIRONDACK TRUST CO1,312$323K0.11%-3513F-HRTimeline
Carter Financial Group, INC.1,312$323K0.19%-113F-HRTimeline
Grant Street Asset Management, Inc.1,311$323K0.06%-19913F-HRTimeline
Community Bank of Raymore1,309$322K0.22%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,308$322K0.37%-1613F-HRTimeline
River Street Advisors LLC1,305$321K0.12%013F-HRTimeline
V. M. MANNING & CO., INC.1,301$320K0.32%-31013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,301$320K0.03%013F-HRTimeline
MERIDIAN MANAGEMENT CO1,300$320K0.08%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,297$319K0.23%+17013F-HRTimeline
Colter Lewis Investment Partners LLC1,294$319K0.37%13F-HRTimeline
Park Capital Management, LLC / WI1,294$319K0.23%013F-HRTimeline
KFA Private Wealth Group, LLC1,290$318K0.08%+713F-HRTimeline
Burford Brothers, Inc.1,289$317K0.13%-1213F-HRTimeline
Old Peak Finance LLC1,287$317K0.2%13F-HRTimeline
Monte Financial Group, LLC1,281$315K0.12%+8213F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC1,281$315K3.05%-27013F-HRTimeline
Keudell/Morrison Wealth Management1,272$313K0.07%13F-HRTimeline
Frisch Financial Group, Inc.1,272$313K0.07%+313F-HRTimeline
Front Street Capital Management, Inc.1,273$313K0.04%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,270$313K0.12%+313F-HRTimeline
True Link Financial Advisors, LLC1,267$312K0.02%new13F-HRTimeline
Aviance Capital Partners, LLC1,265$311K0.04%013F-HRTimeline
Traynor Capital Management, Inc.1,260$310K0.02%+18313F-HRTimeline
KWB Wealth1,258$310K0.03%013F-HRTimeline
Godfrey Financial Associates, Inc.1,258$310K0.27%13F-HRTimeline
Select Equity Group, L.P.1,251$308K<0.01%new13F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,250$308K0.18%013F-HRTimeline
Lincoln Capital LLC1,246$307K0.06%013F-HRTimeline
Vigil Wealth Management, LLC1,245$306K0.25%13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,244$306K0.09%-19313F-HRTimeline
Zuckerman Investment Group, LLC1,243$306K0.03%-2213F-HRTimeline
QUARRY HILL ADVISORS, LLC1,243$306K0.14%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL1,240$305K0.13%013F-HRTimeline
Accelerate Investment Advisors LLC1,238$305K0.21%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,236$304K0.11%+9413F-HRTimeline
Sage Capital Management, LLC1,232$304K0.14%+113F-HRTimeline
Elk River Wealth Management LLC1,309$304K0.05%+1813F-HRTimeline
ROMANO BROTHERS AND COMPANY1,233$304K0.03%-6013F-HRTimeline
ARS Wealth Advisors Group, LLC1,233$304K0.03%013F-HRTimeline
Acorn Wealth Advisors, LLC1,233$303K0.09%-11713F-HRTimeline
Greenfield Savings Bank1,228$302K0.13%013F-HRTimeline
FC Advisory LLC1,225$302K0.09%+113F-HRTimeline
VAN STRUM & TOWNE INC.1,225$302K0.08%013F-HRTimeline
M. Kulyk & Associates, LLC1,225$302K0.06%013F-HRTimeline
Capital Developers, LLC1,223$301K0.27%13F-HRTimeline
Bogart Wealth, LLC1,220$300K0.01%+23313F-HRTimeline
Maia Wealth LLC1,154$300K0.05%-23713F-HRTimeline
Cliffwater LLC1,213$299K0.06%013F-HRTimeline
BURNEY CO/1,204$296K0.01%-10313F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,203$296K0.08%+213F-HRTimeline
Wolfstich Capital, LLC1,203$296K0.27%013F-HRTimeline
ZEGA Investments, LLC1,202$296K0.06%-2613F-HRTimeline
YANKCOM Partnership1,201$296K0.13%+213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,199$296K0.08%-34813F-HRTimeline
CV Advisors LLC1,200$295K0.08%-6513F-HRTimeline
Byrne Asset Management LLC1,200$295K0.16%-27513F-HRTimeline
Atlantic Edge Private Wealth Management…1,200$295K0.07%013F-HRTimeline
Approach Retirement Advisors, LLC1,200$295K0.25%13F-HRTimeline
CFM WEALTH PARTNERS LLC1,199$295K0.04%013F-HRTimeline
Park Place Capital Corp1,196$294K0.06%+98013F-HRTimeline
EWA, LLC1,194$294K0.07%new13F-HRTimeline
EVERETT HARRIS & CO /CA/1,192$293K<0.01%+11813F-HRTimeline
City State Bank1,190$293K0.08%-1013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,188$292K0.02%-413F-HRTimeline
DARA CAPITAL US, INC.1,185$292K0.26%13F-HRTimeline
Beacon Bank & Trust1,182$291K0.06%013F-HRTimeline
Axis Wealth Partners, LLC1,180$291K0.16%-2513F-HRTimeline
CNB Bank1,179$290K0.12%013F-HRTimeline
Mason Investment Advisory Services, Inc.1,174$289K0.01%+313F-HRTimeline
Noble Wealth Management PBC1,168$288K0.14%-5013F-HRTimeline
NFSG Corp1,167$287K0.04%-1,48813F-HRTimeline
BCI SECURITIES, INC.1,164$287K2.47%13F-HRTimeline
CPC Advisors, LLC1,164$287K0.03%013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/1,164$286K0.02%+113F-HRTimeline
Crown Wealth Group, LLC1,162$286K0.08%-1,07013F-HRTimeline
Downshift Financial, LLC1,119$286K0.18%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,161$286K0.06%013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.1,158$285K0.16%13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,157$285K0.19%-5313F-HRTimeline
Generation Capital Management LLC1,155$284K0.18%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,152$284K0.02%-6,29313F-HRTimeline
AVISO WEALTH MANAGEMENT1,151$283K0.12%new13F-HRTimeline
NESTEGG ADVISORS, INC.1,150$283K0.24%+8813F-HRTimeline
Alpha Omega Wealth Management LLC1,150$283K0.05%013F-HRTimeline
Stablepoint Partners, LLC1,147$282K0.04%-12813F-HRTimeline
BANK OZK1,146$282K0.1%-5213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,146$282K0.04%+1313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,142$281K0.03%+2013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,142$281K0.03%13F-HRTimeline
TruNorth Capital Management, LLC1,141$281K0.05%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,141$281K0.28%13F-HRTimeline
Chicago Wealth Management, Inc.1,139$280K0.11%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,139$280K0.19%-2613F-HRTimeline
Retirement Planning Co of New England, …1,138$280K0.11%+13513F-HRTimeline
Finivi Inc.1,137$280K0.16%-2013F-HRTimeline
Canvas Wealth Advisors, LLC1,135$279K0.05%-7713F-HRTimeline
Triton Wealth Management, PLLC1,074$279K0.1%new13F-HRTimeline
Kelsey Financial, LLC1,133$279K0.24%13F-HRTimeline
Persium Advisors, LLC1,133$279K0.2%013F-HRTimeline
Concorde Asset Management, LLC1,130$278K0.11%-15013F-HRTimeline
Straight Path Wealth Management1,130$278K0.08%013F-HRTimeline
Elmwood Wealth Management, Inc.1,129$278K0.09%new13F-HRTimeline
Stonebridge Financial Group, LLC1,129$278K0.02%+2413F-HRTimeline
Retirement Wealth Solutions LLC1,127$278K0.18%+3413F-HRTimeline
Maridea Wealth Management LLC1,126$277K0.04%+5313F-HRTimeline
American Trust1,125$277K0.02%+213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,124$277K0.18%-9913F-HRTimeline
Forum Private Client Group LLC1,116$275K0.09%-1213F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,114$274K0.1%013F-HRTimeline
Strategies Wealth Advisors, LLC1,114$274K0.03%-1,41513F-HRTimeline
Storen Legacy Partners, LLC1,107$272K0.09%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,105$272K0.1%+113F-HRTimelineGroup
CHAPIN DAVIS, INC.1,105$272K0.06%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,104$272K0.02%013F-HRTimeline
Shade Tree Advisors LLC1,100$271K0.21%new13F-HRTimeline
GERBER, LLC1,097$270K0.15%-20413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,097$270K0.08%-1,90013F-HRTimeline
Pathway Financial Advisors LLC1,053$270K0.03%013F-HRTimeline
W ADVISORS, LLC1,094$269K0.14%+20813F-HRTimeline
BCS Wealth Management1,090$268K0.03%new13F-HRTimeline
PDS Planning, Inc1,088$268K0.02%013F-HRTimeline
Brooklands Fund Management Ltd2,501$268K0.14%new13F-HRTimeline
United Community Bankin group United Community Bank1,086$267K0.1%-27913F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT1,085$267K0.2%-1713F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,084$267K0.21%13F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC1,083$267K0.13%-15913F-HRTimeline
RAINIER FAMILY WEALTH INC1,076$265K0.2%-4413F-HRTimeline
Mach-1 Financial Group, LLC1,075$265K0.05%new13F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC1,070$263K0.13%-2,34013F-HRTimeline
BLB&B Advisors, LLC1,070$263K0.01%new13F-HRTimeline
Ring Mountain Capital, LLC991$263K0.13%+113F-HRTimeline
STOLZ & ASSOCIATES, PS1,065$262K0.2%13F-HRTimeline
Wealth Group Ltd1,064$262K0.06%013F-HRTimeline
Accurate Wealth Management, LLC1,001$260K0.03%-24,05813F-HRTimeline
Main Street Financial Solutions, LLC1,057$260K0.02%-6113F-HRTimeline
O'ROURKE & COMPANY, Inc1,056$260K0.1%new13F-HRTimeline
Invst, LLC1,054$259K0.03%new13F-HRTimeline
Mountain Hill Investment Partners Corp.1,054$259K0.19%-5013F-HRTimeline
Flywheel Private Wealth LLC1,051$259K0.16%013F-HRTimeline
SHUFRO ROSE & CO LLC1,050$258K0.02%new13F-HRTimeline
Old Mission Investment Co LLC1,046$257K0.06%new13F-HRTimeline
Sandhill Capital Partners LLC1,045$257K0.02%+16813F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,044$257K0.03%+53313F-HRTimeline
Global Assets Advisory, LLC1,044$257K0.07%-413F-HRTimeline
CONNABLE OFFICE INC1,044$257K0.02%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,033$257K0.01%013F-HR/ATimelineGroup
Strategic Financial Services, Inc.969$257K0.01%013F-HRTimeline
VIAWEALTH, LLC1,041$256K0.14%-2,57713F-HRTimeline
Shakespeare Wealth Management, LLC1,037$255K0.06%+113F-HRTimeline
Pictet North America Advisors SA1,036$255K0.02%013F-HRTimeline
Manuka Financial, LLC1,034$255K0.16%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC1,030$254K0.03%-2813F-HRTimeline
Werba Rubin Papier Wealth Management1,027$253K0.07%-23313F-HRTimeline
McIlrath & Eck, LLC1,026$253K0.02%-3613F-HRTimeline
Armor Investment Advisors, LLC1,025$252K0.09%013F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.1,022$252K0.14%+11813F-HRTimeline
Sara-Bay Financial1,011$251K0.08%013F-HRTimeline
NORTHLAND SECURITIES, INC.1,014$250K0.24%13F-HRTimeline
Unified Investment Management1,014$250K0.25%013F-HRTimeline
One Day In July LLC1,014$250K0.02%-12813F-HRTimeline
Mullaney, Keating & Wright, Inc.1,013$249K0.13%+313F-HRTimeline
Capasso Planning Partners LLC1,012$249K0.14%new13F-HRTimeline
PEOPLES BANK /OH1,011$249K0.15%-113F-HRTimeline
ELEVATUS WELATH MANAGEMENT1,008$248K0.07%013F-HRTimeline
BXM Wealth LLC3,465$247K0.19%new13F-HRTimeline
Patten Group, Inc.1,001$246K0.05%+2813F-HRTimeline
Visionary Horizons, LLC1,000$246K0.13%+5113F-HRTimeline
1776 Wealth LLC1,000$246K0.09%013F-HRTimeline
Tenret Co LLC1,000$246K0.12%013F-HRTimeline
HERBST GROUP, LLC1,000$246K0.14%new13F-HRTimeline
Carroll Advisory Group, LLC1,000$246K0.11%13F-HRTimeline
John A. Wolfe & Associates, Inc.1,000$246K0.13%13F-HRTimeline
Professional Financial Advisors, LLC1,000$246K0.05%new13F-HRTimeline
COFG Advisors, LLC997$246K0.06%13F-HRTimeline
Brooklyn Investment Group979$245K0.01%new13F-HRTimeline
Vision Retirement, LLC993$244K0.07%13F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC991$244K0.03%013F-HRTimeline
International Private Wealth Advisors L…990$244K0.15%-3213F-HRTimeline
Nvest Financial, LLC989$243K0.1%new13F-HRTimeline
Kendall Capital Management989$243K0.05%+15613F-HRTimeline
Legacy Wealth Management, LLC / MS987$243K0.06%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD985$242K0.01%-613F-HRTimeline
Comprehensive Money Management Services…985$242K0.17%013F-HRTimeline
Fairman Group, LLC984$242K0.19%+313F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC984$242K0.06%013F-HRTimeline
DB&C Advisors, LLC983$242K0.3%13F-HRTimeline
Kemnay Advisory Services Inc.978$241K0.04%new13F-HRTimeline
Arcataur Capital Management LLC978$241K0.07%013F-HRTimeline
Requisite Capital Management, LLC977$240K0.05%+413F-HRTimeline
CORA CAPITAL ADVISORS LLC974$240K0.09%+7013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.974$240K0.03%+113F-HRTimeline
Destination Wealth Management973$240K0.01%-16613F-HRTimeline
Wealth Management Partners, LLC973$240K0.07%-2013F-HRTimeline
SJS Investment Consulting Inc.969$239K0.03%013F-HRTimeline
Global Wealth Management Investment Adv…966$238K0.04%-13013F-HRTimeline
JB Capital LLC965$237K0.01%+213F-HRTimeline
SwitchPoint Financial Planning, LLC964$237K0.17%013F-HRTimeline
Aspen Wealth Management LLC964$237K0.05%new13F-HRTimeline