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Disclosery

IWM ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Robinswood Financial LLC536$130K0.04%-52813F-HRTimeline
HARRIS ASSOCIATES L P533$129K<0.01%-25013F-HRTimeline
Frazier Financial Advisors, LLC528$128K0.08%+313F-HRTimeline
Trust Co528$128K0.01%013F-HRTimeline
Founders Financial Alliance, LLC516$125K0.02%+13913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.514$124K<0.01%-3613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RESOURCES MANAGEMENT CORP /CT/ /ADV511$124K0.02%-313F-HR/ATimeline
West Financial Advisors, LLC510$123K0.02%-1113F-HRTimeline
Integrity Financial Corp /WA507$123K0.06%-613F-HRTimeline
Winch Advisory Services, LLC503$122K0.03%+113F-HRTimeline
Balentine LLC501$121K<0.01%+19813F-HRTimeline
Clean Yield Group500$121K0.03%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.500$121K0.06%013F-HRTimeline
Wealth Preservation Advisors, LLC497$120K0.07%013F-HRTimeline
MJT & Associates Financial Advisory Gro…493$119K0.1%-113F-HRTimeline
CoreFirst Bank & Trust488$118K0.06%013F-HRTimeline
Guerra Advisors Inc486$118K0.04%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.484$117K0.33%013F-HRTimeline
OAKWORTH CAPITAL, INC.481$116K0.01%+1613F-HRTimeline
Fourth Dimension Wealth, LLC475$115K0.04%-3413F-HRTimeline
Compagnie Lombard Odier SCmA475$115K<0.01%-34313F-HRTimeline
Morling Financial Advisors, LLC475$115K0.04%-7213F-HRTimeline
Seneschal Advisors, LLC464$112K0.08%new13F-HRTimeline
First Pacific Financial453$110K0.02%-3913F-HRTimeline
AllSquare Wealth Management LLC453$110K0.06%013F-HRTimeline
Lowe Wealth Advisors, LLC449$109K0.04%013F-HRTimeline
MOTCO437$106K0.01%013F-HRTimeline
Icon Wealth Advisors, LLC428$104K0.01%new13F-HRTimeline
Bollard Group LLC423$102K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp414$101K0.08%+7513F-HRTimeline
MTM Investment Management, LLC409$99K0.03%013F-HRTimeline
Oak Harvest Investment Services1,000$98K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc404$97.8K0.04%013F-HRTimeline
Corundum Trust Company, INC403$97.5K0.21%new13F-HRTimeline
TD Capital Management LLC400$96.8K0.01%-2413F-HRTimeline
Westside Investment Management, Inc.400$96.8K0.02%013F-HRTimeline
Skylands Capital, LLC400$96.8K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST395$95.6K0.03%-6013F-HRTimeline
Clearstead Trust, LLC394$95.3K0.02%-4513F-HRTimeline
Hurley Capital, LLC380$91.9K0.05%013F-HRTimeline
JTC Employer Solutions Trustee Ltd375$91K0.01%013F-HRTimeline
Binnacle Investments Inc375$90.7K0.05%013F-HRTimeline
EPG Wealth Management LLC361$87.3K0.02%+113F-HRTimeline
Kozak & Associates, Inc.375$87.3K0.02%+7913F-HRTimeline
one8zero8, LLC360$87.1K0.02%+19513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.352$85.1K0.02%-613F-HRTimeline
Ceeto Capital Group, LLC352$85K0.02%013F-HRTimeline
Pacific Center for Financial Services351$84.9K0.02%013F-HRTimeline
PFS Partners, LLC340$82.3K0.04%+4013F-HRTimeline
WealthCollab, LLC337$81.5K0.04%013F-HRTimeline
Kings Path Partners LLC330$79.8K0.03%013F-HRTimeline
Newton One Investments LLC328$79.3K0.02%+113F-HRTimeline
Advanced Asset Management Advisors Inc326$78.9K0.02%-513F-HRTimeline
Hamilton Point Investment Advisors, LLC323$78.2K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.324$78K0.03%-11813F-HRTimeline
Capital Advisors, Ltd. LLC317$77K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.317$76.7K0.03%-1,43913F-HRTimelineGroup
Stone House Investment Management, LLC307$74.4K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC307$74.3K0.07%+6913F-HRTimeline
Richardson Capital Management LLC295$71.5K0.03%+20713F-HRTimeline
Abound Wealth Management285$68.9K0.02%-3413F-HRTimeline
Vermillion & White Wealth Management Gr…284$68.7K0.04%013F-HRTimeline
Rossby Financial, LCC282$68.4K0.02%013F-HRTimeline
Luminist Capital LLC279$67.7K0.06%+8713F-HRTimeline
Hoese & Co LLP275$66.5K0.05%013F-HRTimeline
CGC Financial Services, LLC270$65.3K0.02%013F-HRTimeline
Riverview Trust Co269$65.1K0.08%013F-HRTimeline
SYM FINANCIAL Corp266$64.4K0.01%013F-HRTimeline
Hartford Financial Management Inc.258$62.4K0.02%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.255$61.7K0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co250$60.5K0.04%013F-HRTimeline
Cornerstone National Bank & Trust Co246$59.5K0.02%013F-HRTimeline
ROSS\JOHNSON & Associates LLC244$59.1K1.11%+113F-HRTimeline
Creekmur Asset Management LLC242$58.6K0.01%-213F-HRTimeline
VSM Wealth Advisory, LLC235$56.9K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…234$56.7K0.04%013F-HRTimeline
MeadowBrook Investment Advisors LLC234$56.6K0.05%013F-HRTimeline
Hemington Wealth Management226$54K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…220$53.3K0.02%-7213F-HRTimeline
Eukles Asset Management220$53.2K0.02%013F-HRTimeline
Northwest Capital Management Inc219$53K0.06%-70013F-HRTimeline
BARRETT & COMPANY, INC.216$52.3K0.02%013F-HRTimeline
Park Place Capital Corp216$52.3K0.01%-53413F-HRTimeline
American Capital Advisory, LLC213$51.6K0.02%-1713F-HRTimeline
United Financial Planning Group LLC213$51.5K0.03%13F-HRTimeline
IMG Wealth Management, Inc.211$51.1K0.03%+313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC211$51.1K0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…209$51K0.01%013F-HRTimeline
Mill Capital Management, LLC209$50.6K<0.01%-613F-HRTimeline
Weaver Capital Management LLC205$49.6K0.01%013F-HRTimeline
Your Advocates Ltd., LLP204$49.4K0.02%+9013F-HRTimeline
Tradewinds Capital Management, LLC201$48.6K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd200$48.4K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA198$47.9K0.04%013F-HRTimeline
Arjuna Capital195$47.2K0.01%013F-HRTimeline
Advantage Trust Co194$46.9K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.192$46.5K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC188$45.4K0.02%+113F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…185$44.8K<0.01%+4513F-HRTimeline
Painted Porch Advisors LLC185$44.8K0.02%-913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…181$44K<0.01%013F-HRTimelineGroup
Legacies Wealth LLC177$42.9K0.03%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN175$42.3K<0.01%013F-HRTimeline
JPL Wealth Management, LLC174$42.1K0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…171$41.4K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC170$41.1K0.02%013F-HRTimeline
Peachtree Investment Partners, LLC167$40.4K0.01%+113F-HRTimeline
GODSEY & GIBB, INC165$39.9K<0.01%-1113F-HRTimeline
Caitlin John, LLC165$39.9K0.03%new13F-HRTimeline
Ameliora Wealth Management Ltd.160$38.7K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC156$37.8K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$36.3K0.01%new13F-HRTimeline
Navigoe, LLC150$36K0.02%013F-HRTimeline
GGM Financial LLC145$35K0.02%new13F-HRTimeline
Financial Network Wealth Advisors LLC143$34.6K0.04%013F-HRTimeline
Providence Capital Advisors, LLC136$33K0.01%-7113F-HRTimeline
Global Wealth Strategies & Associates136$32.9K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC135$32.7K0.04%+613F-HRTimeline
CONQUIS FINANCIAL LLC135$32.7K0.03%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC132$31.9K0.01%+10213F-HRTimeline
Kathleen S. Wright Associates Inc.131$31.7K0.01%013F-HRTimeline
Templeton & Phillips Capital Management…126$30.5K0.02%013F-HRTimeline
Decker Retirement Planning Inc.126$30.5K0.02%-30,77113F-HRTimeline
Abich Financial Wealth Management LLC124$30K0.01%13F-HRTimeline
Perritt Capital Management Inc122$29.5K0.01%+3113F-HRTimeline
Quest 10 Wealth Builders, Inc.122$29.5K0.03%013F-HRTimeline
Quaker Wealth Management, LLC120$29K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC120$29K0.01%013F-HRTimeline
Granite FO LLC117$28.3K0.02%013F-HRTimeline
Annandale Capital, LLC11,400$27.6K0.48%013F-HRTimeline
Measured Wealth Private Client Group, L…114$27.6K0.01%new13F-HRTimeline
West Branch Capital LLC109$26.4K0.01%013F-HRTimeline
Insight Inv LLC108$26.1K0.02%-3013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA108$26.1K0.05%new13F-HRTimeline
IFS Advisors, LLC105$25.4K0.01%013F-HRTimeline
Colony Family Offices, LLC104$25.2K0.01%013F-HRTimeline
Beacon Capital Management, Inc.103$24.9K<0.01%-6113F-HRTimeline
Cardinal Strategic Wealth Guidance100$24.2K0.01%-1713F-HRTimeline
Cordant, Inc.100$24.2K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…100$24.2K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$24.2K<0.01%013F-HRTimeline
Kennebec Savings Bank100$24.2K0.02%013F-HRTimeline
KERR FINANCIAL PLANNING Corp102$24.2K0.03%13F-HR/ATimeline
Beaird Harris Wealth Management, LLC97$23.5K<0.01%+4213F-HRTimeline
Covenant Partners, LLC89$21.5K0.01%013F-HRTimeline
Cloud Capital Management, LLC90$20K0.01%new13F-HRTimeline
Clayton Financial Group LLC77$18.6K0.01%new13F-HRTimeline
GS Investments, Inc.75$18.1K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.82$18.1K0.01%013F-HRTimeline
Centerpoint Advisors, LLC74$18K0.01%-7013F-HRTimeline
SIMA Wealth Partners, LLC74$17.9K0.01%-713F-HRTimeline
Evergreen Private Wealth LLC74$17.9K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC73$17.7K<0.01%-1,33613F-HRTimeline
CURIO WEALTH, LLC72$17.4K0.01%013F-HRTimeline
SRH ADVISORS, LLC70$16.9K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC68$16.5K0.01%new13F-HRTimeline
Tidemark, LLC63$15.3K<0.01%013F-HRTimeline
TFC Financial Management, Inc.61$14.8K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…61$14.8K0.02%+3713F-HRTimeline
Stuart Chaussee & Associates, Inc.60$14.5K<0.01%013F-HRTimeline
RMG Wealth Management LLC57$13.9K<0.01%013F-HRTimeline
Provident Wealth Management, LLC57$13.8K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC56$13.3K0.01%013F-HRTimeline
Cornerstone Planning Group LLC50$12.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…51$12.3K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC51$12.2K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC50$12.1K<0.01%013F-HRTimeline
WFA of San Diego, LLC50$12.1K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC50$12K0.01%013F-HRTimeline
Family Manage LLC49$11.9K<0.01%013F-HRTimeline
Bullock Wealth Management Group45$11K0.01%013F-HRTimeline
Pineridge Advisors LLC45$10.9K<0.01%-14513F-HRTimeline
Signature Resources Capital Management,…40$9.68K0.01%-1113F-HRTimeline
Chung Wu Investment Group, LLC40$9.68K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…40$9.68K0.02%-4,01113F-HRTimeline
DecisionPoint Financial, LLC39$9.46K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.38$9.19K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC37$8.95K0.01%new13F-HRTimeline
Graney & King, LLC34$8.26K0.01%+413F-HRTimeline
Accredited Wealth Management, LLC590$7.26K0.01%+56013F-HRTimeline
Elequin Capital, LP30$7.26K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO29$7.02K<0.01%013F-HRTimeline
Financial Freedom, LLC29$6.98K<0.01%013F-HRTimeline
Truvestments Capital LLC28$6.78K<0.01%-7213F-HRTimeline
Quarry LP28$6.78K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC26$6.29K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC25$6.01K<0.01%new13F-HRTimeline
Sawyer & Company, Inc30$6K<0.01%013F-HRTimeline
Team Financial Group, LLC24$5.86K<0.01%013F-HRTimeline
Cheviot Value Management, LLC22$5.48K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC22$5.32K<0.01%013F-HRTimeline
New England Capital Financial Advisors …20$4.84K<0.01%013F-HRTimeline
Wiser Advisor Group LLC20$4.84K0.01%new13F-HRTimeline
Kilter Group LLC15$3.63K<0.01%013F-HRTimeline
Coston, McIsaac & Partners13$3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC11$2.66K<0.01%013F-HRTimeline
Solstein Capital, LLC11$2.66K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP10$2.49K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC8$1.94K<0.01%-13313F-HRTimeline
Fairscale Capital, LLC7$1.69K<0.01%013F-HRTimeline