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Disclosery

IWM ISHARES TR

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SHS (fund)

2,342 managers (2,367 13F filers) reported a position in IWM shares at 2025-03-31, 311,259,675 shares in all. 109 filers opened a position and 250 filers sold out during the quarter.

Managers
2,342
13F filers
2,367
New
109
Added
780
Reduced
1,075
Sold out
250
Shares held by filers
311,259,675

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Hartford Financial Management Inc.258$51.5K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co246$49.1K0.02%+18913F-HRTimeline
TOWER TRUST & INVESTMENT Co250$48.7K0.04%13F-HRTimeline
ROSS\JOHNSON & Associates LLC241$48.1K0.83%+3313F-HRTimeline
ATWOOD & PALMER INC240$47.9K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates236$47.1K0.01%+10313F-HRTimeline
VSM Wealth Advisory, LLC235$46.9K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC234$46.7K0.04%013F-HRTimeline
Creekmur Asset Management LLC233$46.5K0.01%-3013F-HRTimeline
Eukles Asset Management220$43.9K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.217$43.3K<0.01%013F-HRTimeline
West Branch Capital LLC217$43.2K0.01%-55713F-HRTimeline
BARRETT & COMPANY, INC.216$43.1K0.02%013F-HRTimeline
Mill Capital Management, LLC215$42.9K<0.01%-15013F-HRTimeline
Tradewinds Capital Management, LLC214$42.7K0.01%+1313F-HRTimeline
GKV Capital Management Co., Inc.212$42.3K0.02%013F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC211$42.1K0.01%-49713F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.211$42.1K0.03%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…209$42K0.01%013F-HRTimeline
Weaver Capital Management LLC206$41.1K0.01%013F-HRTimeline
von Borstel & Associates, Inc.210$41K0.01%new13F-HRTimeline
Luminist Capital LLC201$40K0.04%-4413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd200$39.9K<0.01%new13F-HRTimelineGroup
Semmax Financial Advisors Inc.198$39.8K0.01%013F-HRTimeline
Arjuna Capital195$38.9K0.01%013F-HRTimeline
Advantage Trust Co194$38.7K0.02%-4313F-HRTimeline
Allianz SEgroup of 2 filers holding191$38.1K-8,209Timeline
BURKETT FINANCIAL SERVICES, LLC187$37.3K0.02%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC186$37.1K0.02%-113F-HRTimeline
Amundiin group Amundi195$37K<0.01%-1,70013F-HRTimelineGroup
Painted Porch Advisors LLC184$36.7K0.02%-2613F-HRTimeline
Minot DeBlois Advisors LLC181$36.1K0.04%-1,50013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…181$36K<0.01%+18013F-HRTimelineGroup
Centiva Capital, LP180$35.9K<0.01%-9,73613F-HRTimeline
Legacies Wealth LLC177$35.4K0.03%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN175$34.9K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…171$34.1K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC170$33.9K0.02%new13F-HRTimeline
Parkworth Wealth Management, Inc.168$33.5K0.03%+113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.168$33.5K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA166$33.1K0.03%-88513F-HRTimeline
Peachtree Investment Partners, LLC166$33.1K0.01%013F-HRTimeline
GODSEY & GIBB, INC165$32.9K<0.01%013F-HRTimeline
one8zero8, LLC165$32.9K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC162$32.2K0.02%+213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.159$31.7K0.03%-6613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC150$29.9K<0.01%-213F-HRTimeline
Brooklyn Investment Group150$29.9K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.147$29.3K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.146$29.1K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.146$29.1K0.03%+1713F-HRTimeline
Navigoe, LLC150$29K0.03%013F-HRTimeline
Centerpoint Advisors, LLC144$29K0.01%+1913F-HRTimeline
CONQUIS FINANCIAL LLC144$28.7K0.03%+913F-HRTimeline
Financial Network Wealth Advisors LLC143$28.5K0.04%new13F-HRTimeline
PSI Advisors, LLC141$28.1K0.01%-3413F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…140$27.9K<0.01%-35013F-HRTimeline
Insight Inv LLC138$27.5K0.02%013F-HRTimeline
Kathleen S. Wright Associates Inc.131$26.1K0.01%013F-HRTimeline
IMG Wealth Management, Inc.124$24.8K0.02%-7113F-HRTimeline
LFA - Lugano Financial Advisors SA123$24.5K0.02%-12213F-HRTimeline
NBZ Investment Advisors LLC122$24.3K0.01%+10613F-HRTimeline
Atala Financial Inc122$24.3K0.02%013F-HRTimeline
Tidemark, LLC117$23.4K0.01%+1913F-HRTimeline
Cardinal Strategic Wealth Guidance117$23.3K0.01%013F-HRTimeline
Granite FO LLC117$23.3K0.01%013F-HRTimeline
Templeton & Phillips Capital Management…110$21.9K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…107$21.3K0.02%013F-HRTimelineGroup
Colony Family Offices, LLC104$20.7K0.01%-1513F-HRTimeline
GS Investments, Inc.100$19.9K0.01%-5013F-HRTimeline
MorganRosel Wealth Management, LLC100$19.9K0.01%new13F-HRTimeline
Cordant, Inc.100$19.9K0.01%-4613F-HRTimeline
Bradley & Co. Private Wealth Management…100$19.9K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$19.9K<0.01%013F-HRTimeline
Kennebec Savings Bank100$19.9K0.02%013F-HRTimeline
Ruedi Wealth Management, Inc.99$19.8K0.01%013F-HRTimeline
Pineridge Advisors LLC98$19.6K0.01%-30613F-HRTimeline
Perritt Capital Management Inc91$18.3K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.82$18.1K0.01%013F-HRTimeline
Covenant Partners, LLC89$17.8K0.01%013F-HRTimeline
Richardson Capital Management LLC88$17.5K0.01%-113F-HRTimeline
Your Advocates Ltd., LLP84$16.8K0.01%+513F-HRTimeline
Ridgewood Investments LLC83$16.6K0.01%-17413F-HRTimeline
SIMA Wealth Partners, LLC82$16.4K0.01%013F-HRTimeline
Transce3nd, LLC82$16.4K0.01%-2413F-HRTimeline
CURIO WEALTH, LLC1$15.9K0.12%-7113F-HRTimeline
Evergreen Private Wealth LLC74$14.8K0.01%013F-HRTimeline
SRH ADVISORS, LLC70$14K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC68$13.4K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC67$13.4K0.01%013F-HRTimeline
DecisionPoint Financial, LLC64$12.8K<0.01%-13713F-HRTimeline
TFC Financial Management, Inc.61$12.2K<0.01%-1513F-HRTimeline
Stuart Chaussee & Associates, Inc.60$12K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC60$12K<0.01%new13F-HRTimeline
Quarry LP60$12K<0.01%+713F-HRTimeline
Putney Financial Group LLC60$12K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.56$11.2K0.01%013F-HRTimeline
Holos Integrated Wealth LLC56$11.2K0.01%013F-HRTimeline
Compass Wealth Management LLC52$10.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…51$10.2K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…51$10.2K0.01%+1413F-HRTimeline
Ulland Investment Advisors, LLC50$10K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC50$10K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC50$9.97K<0.01%013F-HRTimeline
Hoese & Co LLP50$9.97K0.01%013F-HRTimeline
Family Manage LLC49$9.78K<0.01%-11013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC48$9.58K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC50$9.57K<0.01%013F-HRTimeline
Bullock Wealth Management Group45$9.03K0.01%-3013F-HRTimeline
Addison Advisors LLC45$8.98K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC45$8.98K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC59$7.78K0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.38$7.58K0.01%013F-HRTimeline
Hughes Financial Services, LLC37$7.38K<0.01%new13F-HRTimeline
Sawyer & Company, Inc30$6K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.30$5.99K<0.01%new13F-HRTimeline
Elequin Capital, LP30$5.99K<0.01%-92613F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC30$5.99K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC30$5.99K0.01%013F-HRTimeline
CHELSEA COUNSEL CO29$5.79K<0.01%013F-HRTimeline
Financial Freedom, LLC29$5.73K<0.01%013F-HRTimeline
WFA Asset Management Corp25$5.26K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC26$5.19K<0.01%-1713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding23$4.62K-953Timeline
Greykasell Wealth Strategies, Inc.22$4.39K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC22$4.38K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC20$3.99K0.01%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.15$2.99K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC15$2.99K<0.01%-113F-HRTimeline
Global Trust Asset Management, LLC11$2.19K<0.01%013F-HRTimeline
Solstein Capital, LLC11$2.19K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC11$2.19K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners13$2K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6$2K<0.01%013F-HRTimelineGroup
Fairscale Capital, LLC7$1.4K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.7$1.4K<0.01%new13F-HR/ATimeline
Covestor Ltd4$1K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.5$997<0.01%013F-HRTimeline
Sellwood Investment Partners LLC5$997<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…2$399<0.01%013F-HRTimeline
Robbins Farley1$200<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,81413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.