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Disclosery

IWM ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Joseph P. Lucia & Associates, LLC944$209K0.09%new13F-HRTimeline
Legacy Private Trust Co.944$209K0.01%new13F-HRTimeline
Gordian Advisors LLC944$209K0.17%013F-HRTimeline
Rappaport Reiches Capital Management, L…944$209K0.05%new13F-HRTimeline
Reynders McVeigh Capital Management, LLC939$207K0.01%-10013F-HRTimeline
Sterling Investment Advisors, Ltd.936$207K0.05%013F-HRTimeline
Crown Wealth Group, LLC932$206K0.08%new13F-HRTimeline
Synergy Investment Management, LLC930$205K0.09%13F-HRTimeline
Smartleaf Asset Management LLC930$205K0.02%-8413F-HRTimeline
Professional Financial Advisors, LLC928$205K0.05%+213F-HRTimeline
Luminvest Wealth Management LLC924$204K0.08%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…921$204K0.02%-3513F-HRTimelineGroup
Elm Partners Management LLC921$204K0.01%-1613F-HRTimeline
Northwest Capital Management Inc919$203K0.09%013F-HRTimeline
Optas, LLC919$203K0.04%013F-HRTimeline
Prospect Financial Services LLC918$203K0.11%new13F-HRTimeline
Compass Planning Associates Inc917$203K0.21%13F-HRTimeline
Ridgepath Capital Management LLC916$202K0.09%+213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT915$202K0.02%new13F-HRTimeline
Palacios Wealth Management, LLC897$202K0.22%13F-HRTimeline
Blue Oak Capital, LLC910$201K0.12%13F-HRTimeline
Persium Advisors, LLC910$201K0.2%13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…910$201K0.01%new13F-HRTimelineGroup
ESL Trust Services, LLC910$201K0.04%013F-HRTimeline
Nelson Capital Management, LLC906$200K0.03%013F-HRTimeline
BIRCHBROOK, INC.904$200K0.11%013F-HRTimeline
Fourth Dimension Wealth, LLC899$199K0.1%13F-HRTimeline
GPS Wealth Strategies Group, LLC882$195K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV871$192K0.02%+53613F-HRTimeline
Hexagon Capital Partners LLC869$192K0.03%+51713F-HRTimeline
Glass Jacobson Investment Advisors llc859$190K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Element Wealth, LLC853$188K0.1%+34413F-HRTimeline
Icon Wealth Advisors, LLC840$186K0.02%new13F-HRTimeline
Towne Trust Company, N.A830$183K0.06%new13F-HRTimeline
Aberdeen Wealth Management LLC820$181K0.12%013F-HRTimeline
Rosenberg Matthew Hamilton807$178K0.05%013F-HRTimeline
Financial Connections Group, Inc.807$178K0.09%013F-HRTimeline
West Financial Advisors, LLC805$178K0.03%+18013F-HRTimeline
Trivant Custom Portfolio Group, LLC800$177K0.1%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…798$177K0.07%+62013F-HRTimeline
Glassman Wealth Services787$174K0.03%-22313F-HRTimeline
West Branch Capital LLC774$171K0.05%-10413F-HRTimeline
SLT Holdings LLC766$169K0.16%13F-HRTimeline
Comprehensive Financial Planning, Inc./…757$167K0.14%13F-HRTimeline
BFSG, LLC750$166K0.02%-8013F-HRTimeline
OAKWORTH CAPITAL, INC.747$165K0.01%-2513F-HRTimeline
Anchor Investment Management, LLC743$164K0.02%013F-HRTimeline
High Note Wealth, LLC738$163K0.04%new13F-HRTimeline
Kiely Wealth Advisory Group, Inc.695$158K0.1%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC708$156K0.03%+66513F-HRTimelineGroup
Citizens National Bank Trust Department700$155K0.03%013F-HRTimeline
AllSquare Wealth Management LLC683$151K0.09%-5013F-HRTimeline
Vermillion Wealth Management, Inc.669$148K0.08%13F-HRTimeline
ALBION FINANCIAL GROUP /UT666$147K0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.651$144K0.03%013F-HRTimeline
ATMOS ADVISORY, LLC650$144K0.1%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.635$140K0.07%013F-HRTimeline
Avion Wealth623$137K0.04%-4513F-HRTimeline
FIRST UNITED BANK & TRUST620$137K0.05%013F-HRTimeline
ORG Partners LLC615$136K0.02%+5513F-HRTimeline
Valued Wealth Advisors LLC616$136K0.09%+59813F-HRTimeline
First Pacific Financial616$136K0.03%+22413F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV616$136K0.02%-1013F-HRTimeline
Physician Wealth Advisors, Inc.615$136K0.02%new13F-HRTimeline
Pacifica Partners Inc.602$133K0.06%013F-HRTimeline
Roble, Belko & Company, Inc592$131K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.585$129K0.09%13F-HRTimeline
Truvestments Capital LLC581$128K0.03%013F-HRTimeline
DB Fitzpatrick & Co, Inc581$128K0.12%-12313F-HRTimeline
Western Pacific Wealth Management, LP576$127K0.1%013F-HRTimeline
Austin Private Wealth, LLC568$125K0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT560$124K<0.01%-13013F-HR/ATimeline
WPG Advisers, LLC558$123K0.11%13F-HRTimeline
Frazier Financial Advisors, LLC555$123K0.1%+213F-HRTimeline
Centricity Wealth Management, LLC553$122K0.11%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC553$122K0.01%+5913F-HRTimeline
HAZLETT, BURT & WATSON, INC.557$122K0.05%+113F-HRTimeline
Bogart Wealth, LLC548$121K0.01%+513F-HRTimeline
HHM Wealth Advisors, LLC547$121K0.02%+113F-HRTimeline
Private Wealth Management Group, LLC546$121K0.05%013F-HRTimeline
Horizons Wealth Management546$121K0.09%-16613F-HRTimeline
Pillar Financial Advisors, LLC543$120K0.09%13F-HRTimeline
Integrity Financial Corp /WA535$118K0.07%+35113F-HRTimeline
Trust Co528$117K0.01%013F-HRTimeline
Stephens Consulting, LLC527$116K0.03%013F-HRTimeline
Atlantic Private Wealth, LLC517$114K0.09%+113F-HRTimeline
Asset Dedication, LLC509$113K0.01%-4013F-HRTimeline
Clean Yield Group500$110K0.04%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.500$110K0.06%013F-HRTimeline
LRI Investments, LLC500$110K0.01%-3,11413F-HRTimeline
Winch Advisory Services, LLC499$110K0.03%+113F-HRTimeline
Darwin Wealth Management, LLC494$109K0.04%-2013F-HR/ATimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…490$108K0.01%+35013F-HRTimeline
CoreFirst Bank & Trust488$108K0.06%new13F-HRTimeline
TD Capital Management LLC485$107K0.01%013F-HRTimeline
MTM Investment Management, LLC484$107K0.04%-14713F-HRTimeline
Morling Financial Advisors, LLC475$105K0.04%+15713F-HRTimeline
Sound Income Strategies, LLC472$104K0.01%+24713F-HRTimeline
AMERIFLEX GROUP, INC.447$101K0.05%13F-HRTimeline
Lowe Wealth Advisors, LLC456$101K0.04%+43113F-HRTimeline
New England Capital Financial Advisors …453$100K0.05%+113F-HRTimeline
Capital Investment Counsel, Inc446$98.5K0.01%+17013F-HRTimeline
Sanctuary Wealth Management, L.L.C.443$97.9K0.06%013F-HRTimeline
Mesirow Institutional Investment Manage…443$97.9K0.01%new13F-HRTimeline
MOTCO437$96.6K0.01%-7413F-HRTimeline
Olistico Wealth, LLC423$93.5K0.05%-12613F-HRTimeline
Bollard Group LLC422$93K<0.01%013F-HRTimeline
Newton One Investments LLC420$92.8K0.04%new13F-HRTimeline
Abound Wealth Management412$90.9K0.03%-2213F-HRTimeline
Pineridge Advisors LLC404$89.2K0.03%-4713F-HRTimeline
Westside Investment Management, Inc.400$88.4K0.02%013F-HRTimeline
Skylands Capital, LLC400$88.4K0.01%013F-HRTimeline
Pingora Partners LLC400$88.4K0.06%-10013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC397$87.7K0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC393$87K0.01%013F-HRTimeline
Provident Wealth Management, LLC388$85.7K0.03%-11713F-HRTimeline
Hurley Capital, LLC380$85.3K0.07%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC377$83.3K0.06%+113F-HRTimeline
Kozak & Associates, Inc.371$83.2K0.02%+7713F-HRTimeline
Westend Capital Management, LLC370$81.8K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/368$81.3K0.04%new13F-HRTimeline
Mill Capital Management, LLC365$80.7K0.01%+313F-HRTimeline
Clearstead Trust, LLC356$78.7K0.02%013F-HRTimeline
Ceeto Capital Group, LLC352$78K0.03%new13F-HRTimeline
Pacific Center for Financial Services351$77.6K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC340$75.1K0.1%+2713F-HRTimeline
WealthCollab, LLC337$74.5K0.05%013F-HRTimeline
Coppell Advisory Solutions LLC337$74.4K0.01%013F-HRTimeline
Cetera Trust Company, N.A330$72.9K0.05%013F-HRTimeline
Hamilton Point Investment Advisors, LLC323$71.4K0.01%013F-HRTimeline
GoalVest Advisory LLC321$70.9K0.02%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC320$70.7K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.317$70K0.01%-2213F-HRTimeline
Founders Financial Alliance, LLC310$68.4K0.02%-613F-HRTimeline
Hemington Wealth Management310$68K0.02%+3313F-HRTimeline
Balentine LLC303$67K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.295$65.2K0.02%new13F-HRTimeline
HORIZON BANCORP INC /IN/296$65K0.03%-3313F-HRTimeline
Vermillion & White Wealth Management Gr…284$62.8K0.05%013F-HRTimeline
Cape Investment Advisory, Inc.275$60.8K0.02%+3413F-HRTimeline
Northwest Bank & Trust Co250$60.5K0.04%013F-HRTimeline
Roxbury Financial LLC248$60.2K0.06%13F-HRTimeline
CGC Financial Services, LLC270$59.7K0.02%013F-HRTimeline
Riverview Trust Co269$59.4K0.05%013F-HRTimeline
CAXTON ASSOCIATES LP267$59K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp266$58.8K0.01%013F-HRTimeline
Creekmur Asset Management LLC263$58.1K0.01%+713F-HRTimeline
Hartford Financial Management Inc.258$57K0.01%013F-HRTimeline
Ridgewood Investments LLC257$56.8K0.03%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.255$56.3K0.28%new13F-HRTimeline
Front Row Advisors LLC252$55.7K0.02%+4013F-HRTimeline
Luminist Capital LLC245$54.2K0.09%13F-HRTimeline
LFA - Lugano Financial Advisors SA245$54.1K0.04%new13F-HRTimeline
Murphy & Mullick Capital Management Corp244$53.9K0.05%13F-HRTimeline
ATWOOD & PALMER INC240$53K<0.01%013F-HRTimeline
Collier Financial239$52.8K0.05%13F-HRTimeline
Advantage Trust Co237$52.4K0.03%-15213F-HRTimeline
VSM Wealth Advisory, LLC235$51.9K0.02%13F-HRTimeline
MeadowBrook Investment Advisors LLC234$51.7K0.05%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.225$49.7K0.04%-1,60013F-HRTimeline
American Capital Advisory, LLC223$49.3K0.03%+2913F-HRTimeline
Eukles Asset Management220$48.6K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.217$47.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.216$47.7K0.02%013F-HRTimeline
HEARTLAND ADVISORS INC213$47.1K<0.01%new13F-HRTimeline
GKV Capital Management Co., Inc.212$46.8K0.02%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.211$46.6K0.03%013F-HRTimeline
Painted Porch Advisors LLC210$46.4K0.02%+913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…209$46K0.02%013F-HRTimeline
ROSS\JOHNSON & Associates LLC208$46K1.06%13F-HRTimeline
Weaver Capital Management LLC206$45.5K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.198$44.7K0.01%+113F-HRTimeline
Wingate Wealth Advisors, Inc.201$44.5K0.04%13F-HRTimeline
Tradewinds Capital Management, LLC201$44.4K0.01%-1913F-HRTimeline
DecisionPoint Financial, LLC201$44.4K0.01%-713F-HRTimeline
Transcendent Capital Group LLC201$44.4K0.02%-15,15713F-HRTimeline
IMG Wealth Management, Inc.195$43.1K0.04%13F-HRTimeline
Arjuna Capital195$43.1K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC187$41.3K0.02%+713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC186$41.2K0.02%013F-HRTimeline
Legacies Wealth LLC177$39.2K0.03%013F-HRTimeline
PSI Advisors, LLC175$38.7K0.01%+5813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN175$38.7K<0.01%-2713F-HRTimeline
Hilltop National Bank172$38K0.01%-22513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…171$37.8K0.02%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.168$37.1K<0.01%+3113F-HRTimelineGroup
Parkworth Wealth Management, Inc.167$37K0.03%13F-HRTimeline
Peachtree Investment Partners, LLC166$36.6K0.01%+113F-HRTimeline
GODSEY & GIBB, INC165$36.5K<0.01%013F-HRTimeline
one8zero8, LLC165$36.5K0.01%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC160$35.5K0.02%13F-HRTimeline
Family Manage LLC159$35.1K0.01%+11013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC152$33.6K<0.01%-1113F-HRTimeline
GS Investments, Inc.150$33.1K0.01%-3013F-HRTimeline
KIECKHEFER GROUP LLC150$33.1K0.02%13F-HRTimeline
Navigoe, LLC150$33K0.03%13F-HRTimeline
Financial Management Professionals, Inc.147$32.5K<0.01%new13F-HRTimeline
Cordant, Inc.146$32.3K0.02%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.146$32.3K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC140$30.9K0.01%013F-HRTimeline