Skip to content
Disclosery

IWM ISHARES TR

Follow

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
Creekmur Asset Management LLC244$52.7K0.01%+1113F-HRTimeline
ROSS\JOHNSON & Associates LLC243$52.5K1.08%+213F-HRTimeline
Minot DeBlois Advisors LLC238$51.4K0.05%+5713F-HRTimeline
VSM Wealth Advisory, LLC235$50.7K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC234$50.5K0.05%013F-HRTimeline
Comprehensive Financial Planning, Inc./…234$50.4K0.04%-31413F-HRTimeline
American Capital Advisory, LLC230$49.6K0.02%-8613F-HRTimeline
Hemington Wealth Management226$48K0.01%-8413F-HRTimeline
Eukles Asset Management220$47.5K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.216$46.6K0.02%013F-HRTimeline
Mill Capital Management, LLC215$46.4K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC211$45.5K0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…209$45K0.01%013F-HRTimeline
IMG Wealth Management, Inc.208$44.9K0.03%+8413F-HRTimeline
Providence Capital Advisors, LLC207$44.8K0.01%new13F-HRTimeline
Weaver Capital Management LLC205$44.2K0.01%-113F-HRTimeline
Semmax Financial Advisors Inc.199$43.8K0.01%+113F-HRTimeline
Tradewinds Capital Management, LLC201$43.4K0.01%-1313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd200$43.2K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA198$42.7K0.03%+3213F-HRTimeline
Arjuna Capital195$42.1K0.01%013F-HRTimeline
Advantage Trust Co194$41.9K0.02%013F-HRTimeline
Painted Porch Advisors LLC194$41.9K0.02%+1013F-HRTimeline
Luminist Capital LLC192$41.8K0.04%-913F-HRTimeline
Washington Trust Advisors, Inc.192$41.4K<0.01%-2513F-HRTimeline
Pineridge Advisors LLC190$41.1K0.01%+9213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC187$40.4K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…181$39K<0.01%013F-HRTimelineGroup
Legacies Wealth LLC177$38.2K0.03%013F-HRTimeline
GODSEY & GIBB, INC176$38K<0.01%+1113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN175$37.8K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…171$36.9K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC170$36.7K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.168$36.4K0.03%013F-HRTimeline
Peachtree Investment Partners, LLC166$35.9K0.01%013F-HRTimeline
one8zero8, LLC165$35.6K0.01%013F-HRTimeline
Beacon Capital Management, Inc.164$35.4K<0.01%new13F-HRTimeline
Ameliora Wealth Management Ltd.160$34.5K0.01%-13513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.159$34.3K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC156$33.7K0.02%-3013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC150$32.4K<0.01%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd150$32.4K<0.01%-19,85013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group150$32.4K<0.01%013F-HR/ATimeline
Pingora Partners LLC150$32.4K0.02%new13F-HRTimeline
Navigoe, LLC150$32K0.02%013F-HRTimeline
Centerpoint Advisors, LLC144$31K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC143$30.9K0.04%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC141$30.4K0.01%new13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…140$30.2K<0.01%013F-HRTimeline
Insight Inv LLC138$29.8K0.02%013F-HRTimeline
Global Wealth Strategies & Associates136$29.3K0.01%-10013F-HRTimeline
CONQUIS FINANCIAL LLC135$29.1K0.03%-913F-HRTimeline
Opal Wealth Advisors, LLC131$28.3K0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.131$28.2K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC129$28K0.04%-21113F-HRTimeline
Templeton & Phillips Capital Management…126$27.2K0.02%+1613F-HRTimeline
Quest 10 Wealth Builders, Inc.122$26.3K0.03%-2413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC120$25.9K0.01%new13F-HRTimeline
Quaker Wealth Management, LLC120$25.9K0.01%new13F-HRTimeline
Cardinal Strategic Wealth Guidance117$25.2K0.01%013F-HRTimeline
Granite FO LLC117$25.2K0.01%013F-HRTimeline
Your Advocates Ltd., LLP114$24.6K0.01%+3013F-HRTimeline
West Branch Capital LLC109$23.5K0.01%-10813F-HRTimeline
Legacy Investment Solutions, LLC107$23.1K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…107$23.1K0.01%013F-HRTimelineGroup
IFS Advisors, LLC105$22.7K0.02%new13F-HRTimeline
Transce3nd, LLC104$22.5K0.01%+2213F-HRTimeline
Colony Family Offices, LLC104$22.4K0.01%013F-HRTimeline
Truvestments Capital LLC100$21.7K<0.01%-57813F-HRTimeline
MorganRosel Wealth Management, LLC100$21.6K0.01%013F-HRTimeline
Cordant, Inc.100$21.6K0.01%013F-HRTimeline
Alpha DNA Investment Management LLC100$21.6K0.41%new13F-HRTimeline
Bradley & Co. Private Wealth Management…100$21.6K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$21.6K<0.01%013F-HRTimeline
Kennebec Savings Bank100$21.6K0.02%013F-HRTimeline
Perritt Capital Management Inc91$19.8K0.01%013F-HR/ATimeline
Covenant Partners, LLC89$19.2K0.01%013F-HRTimeline
Richardson Capital Management LLC88$19K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/84$18.1K0.01%-28413F-HRTimeline
Prudent Man Investment Management, Inc.82$18.1K0.01%013F-HRTimeline
Ridgewood Investments LLC83$17.9K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC81$17.5K0.01%-113F-HRTimeline
GS Investments, Inc.75$16.2K0.01%-2513F-HRTimeline
Evergreen Private Wealth LLC74$16K0.01%013F-HRTimeline
CURIO WEALTH, LLC72$15.5K0.01%+7113F-HRTimeline
SRH ADVISORS, LLC70$15.1K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC67$14.5K0.01%013F-HRTimeline
Tidemark, LLC63$13.6K<0.01%-5413F-HRTimeline
TFC Financial Management, Inc.61$13.2K<0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.60$12.9K<0.01%013F-HRTimeline
Putney Financial Group LLC60$12.9K0.01%013F-HR/ATimeline
RMG Wealth Management LLC57$12.7K<0.01%13F-HRTimeline
Holos Integrated Wealth LLC56$12.3K0.01%013F-HRTimeline
Provident Wealth Management, LLC57$12.3K<0.01%-33113F-HRTimeline
Beaird Harris Wealth Management, LLC55$11.9K<0.01%+1013F-HRTimeline
Cornerstone Planning Group LLC50$11.1K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…51$11K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…51$11K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC50$11K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC51$10.8K0.01%+113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC50$10.8K<0.01%013F-HRTimeline
WFA of San Diego, LLC50$10.8K0.01%13F-HRTimeline
Family Manage LLC49$10.6K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.49$10.6K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC48$10.4K<0.01%013F-HRTimeline
Bullock Wealth Management Group45$9.87K0.01%013F-HRTimeline
Sawyer & Company, Inc30$9.01K<0.01%013F-HR/ATimeline
Chung Wu Investment Group, LLC40$8.63K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC39$8.5K<0.01%-2513F-HRTimeline
Christopher J. Hasenberg, Inc39$8.42K<0.01%-59413F-HRTimeline
PINNEY & SCOFIELD, INC.38$8.2K0.01%013F-HRTimeline
Graney & King, LLC30$6.49K<0.01%new13F-HRTimeline
Elequin Capital, LP30$6.47K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC30$6.47K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC30$6.47K0.01%013F-HRTimeline
CHELSEA COUNSEL CO29$6.26K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.29$6.26K<0.01%new13F-HRTimeline
Financial Freedom, LLC29$6.21K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC26$5.61K<0.01%013F-HRTimeline
Team Financial Group, LLC24$5.21K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…24$5.18K0.01%new13F-HRTimeline
Cheviot Value Management, LLC22$4.85K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC22$4.75K<0.01%-58713F-HRTimeline
New England Capital Financial Advisors …20$4.32K<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS16$3.45K<0.01%-4,10913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.16$3.45K<0.01%13F-HRTimeline
Kilter Group LLC15$3.24K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC11$2.37K<0.01%013F-HRTimeline
Solstein Capital, LLC11$2.37K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP10$2.21K<0.01%-56613F-HRTimeline
Coston, McIsaac & Partners13$2K<0.01%013F-HRTimeline
Fairscale Capital, LLC7$1.54K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC6$1.29K<0.01%-1,64013F-HRTimeline
Kentucky Trust Co6$1.29K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6$1.19K<0.01%013F-HRTimelineGroup
Hillsdale Investment Management Inc.5$1.08K<0.01%013F-HRTimeline
Sellwood Investment Partners LLC5$1.08K<0.01%013F-HRTimeline
Covestor Ltd4$1K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3$598<0.01%13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…2$432<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.