IWM ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
J. L. Bainbridge & Co., Inc.	961	$237K	0.02%	0	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	961	$237K	0.03%	+7	13F-HR Timeline
Marathon Strategic Advisors, LLC	960	$236K	0.18%	-3	13F-HR Timeline
Van Hulzen Asset Management, LLC	960	$236K	0.02%	new	13F-HR Timeline
Fiduciary Wealth Partners, LLC	960	$236K	0.1%	+2	13F-HR Timeline
Torrey Growth & Income Advisors	958	$236K	0.08%	new	13F-HR Timeline
Landmark Wealth Management, LLC	956	$235K	0.09%	-1	13F-HR Timeline
First Interstate Bank	950	$234K	0.01%	-235	13F-HR Timeline
Cushing Capital Partners, LLC	950	$234K	0.17%	0	13F-HR Timeline
Allied Investment Advisors, LLC	948	$233K	0.04%	new	13F-HR Timeline
Beaumont Financial Advisors, LLC	947	$233K	0.02%	-144	13F-HR Timeline
Integrity Wealth Solutions LLC	945	$233K	0.09%	-8	13F-HR Timeline
FOCUSED ALPHA, LLC	939	$231K	0.07%		13F-HR Timeline
Landing Point Financial Group, LLC	938	$231K	0.12%	+2	13F-HR Timeline
CVA Family Office, LLC	936	$230K	0.03%	0	13F-HR Timeline
Bright Futures Wealth Management, LLC.	936	$230K	0.17%	-6	13F-HR Timeline
Independent Solutions Wealth Management…	933	$230K	0.04%	0	13F-HR Timeline
Reliant Wealth Planning	929	$229K	0.07%	0	13F-HR Timeline
Compass Planning Associates Inc	928	$228K	0.16%	+3	13F-HR Timeline
Bell Bank	926	$228K	0.01%	0	13F-HR Timeline
Boreal Capital Management LLC	925	$228K	0.17%	0	13F-HR Timeline
MOSELEY INVESTMENT MANAGEMENT INC	924	$228K	0.07%	new	13F-HR Timeline
Harbour Trust & Investment Management Co	924	$227K	0.02%	new	13F-HR Timeline
Alteri Wealth LLC	924	$227K	0.07%	-53	13F-HR Timeline
Luminvest Wealth Management LLC	924	$227K	0.06%	0	13F-HR Timeline
DF DENT & CO INC	923	$227K	<0.01%	0	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	921	$227K	0.02%	0	13F-HR Timeline Group
CURA WEALTH ADVISORS, LLC	921	$227K	0.09%	0	13F-HR Timeline
Vilga Financial Planning LLC	920	$226K	0.22%		13F-HR Timeline
L. Roy Papp & Associates, LLP	917	$226K	0.02%	0	13F-HR Timeline
Sterling Investment Advisors, Ltd.	916	$225K	0.04%	0	13F-HR Timeline
Second Line Capital, LLC	916	$225K	0.05%	+2	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	915	$225K	0.01%	+52	13F-HR Timeline
Clear Trail Advisors, LLC	913	$225K	0.05%		13F-HR Timeline
TCP Asset Management, LLC	913	$225K	0.04%	0	13F-HR Timeline
Core Wealth Partners LLC	913	$225K	0.1%	-56	13F-HR Timeline
Asset Management Group, Inc.	912	$225K	0.04%	+2	13F-HR Timeline
Black Diamond Financial, LLC	911	$224K	0.02%	0	13F-HR Timeline
ROCKLAND TRUST CO	911	$224K	0.01%	new	13F-HR Timeline
Roble, Belko & Company, Inc	900	$222K	0.03%	0	13F-HR Timeline
Anchor Investment Management, LLC	900	$222K	0.02%	0	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	894	$220K	0.01%	new	13F-HR Timeline
McLaughlin Asset Management, Inc.	893	$220K	0.2%		13F-HR Timeline
THOMPSON DAVIS & CO., INC.	892	$220K	0.13%	-1,605	13F-HR Timeline
Austin Private Wealth, LLC	889	$219K	0.02%	-142	13F-HR Timeline
Gordian Advisors LLC	887	$218K	0.14%	-40	13F-HR Timeline
Alliance Wealth Advisors, LLC	886	$218K	0.1%	+10	13F-HR Timeline
Insight Wealth Partners, LLC	885	$218K	0.09%	new	13F-HR Timeline
Ariadne Wealth Management, LP	833	$216K	0.09%	-226	13F-HR Timeline
Crumly & Associates Inc.	878	$216K	0.05%	+3	13F-HR Timeline
Front Row Advisors LLC	877	$216K	0.07%	+10	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	876	$216K	0.08%	-202	13F-HR Timeline
Wealth Advisors of Tampa Bay, LLC	874	$215K	0.07%	-27	13F-HR Timeline
Twelve Points Wealth Management LLC	826	$215K	0.05%	new	13F-HR Timeline
SEEDS INVESTOR LLC	872	$215K	0.04%	new	13F-HR Timeline
Annex Advisory Services, LLC	870	$214K	<0.01%	-717	13F-HR Timeline
Hanson & Doremus Investment Management	869	$214K	0.03%	0	13F-HR Timeline
MYECFO, LLC	869	$214K	0.09%	0	13F-HR Timeline
Pettinga Financial Advisors LLC	866	$213K	0.04%	+16	13F-HR Timeline
Rydar Equities, Inc.	866	$213K	0.17%	+3	13F-HR Timeline
Henrickson Nauta Wealth Advisors, Inc.	834	$213K	0.03%	new	13F-HR Timeline
Strategic Wealth Advisors LLC	868	$213K	0.18%		13F-HR Timeline
Sunbeam Capital Management, LLC	865	$213K	0.13%	0	13F-HR Timeline
Capital Investment Counsel, Inc	865	$213K	0.03%	0	13F-HR Timeline
William Mack & Associates, Inc.	860	$212K	0.1%	new	13F-HR Timeline
ISTHMUS PARTNERS, LLC	856	$211K	0.02%	new	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	855	$210K	0.01%	0	13F-HR Timeline
Team Hewins, LLC	855	$210K	0.07%	-18	13F-HR Timeline
MAYPORT, LLC	854	$210K	0.04%	0	13F-HR Timeline
BLALOCK WILLIAMS, LLC	851	$209K	0.17%	new	13F-HR Timeline
Premier Private Wealth Management LLC	799	$209K	0.22%		13F-HR Timeline
FISHMAN JAY A LTD/MI	850	$209K	0.02%	0	13F-HR Timeline
Affinity Capital Advisors, LLC	847	$209K	0.03%	new	13F-HR Timeline
KENNEDY INVESTMENT GROUP, INC.	844	$208K	0.08%	-7	13F-HR Timeline
Burns Matteson Capital Management, LLC	843	$208K	0.08%	0	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	842	$207K	0.02%	0	13F-HR Timeline
PACK Private Wealth, LLC	842	$207K	0.09%	0	13F-HR Timeline
WJ Financial Advisors LLC	839	$207K	0.18%	new	13F-HR Timeline
Towne Trust Company, N.A	839	$207K	0.06%	0	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	839	$206K	0.04%	-142	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	838	$206K	0.13%	0	13F-HR Timeline
CAPITAL INSIGHT PARTNERS, LLC	837	$206K	0.04%	-213	13F-HR Timeline
GoalVest Advisory LLC	835	$206K	0.04%	-226	13F-HR Timeline
Cassia Capital Partners, LLC	835	$206K	0.11%	0	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	834	$205K	0.09%	new	13F-HR Timeline
Proficio Capital Partners LLC	834	$205K	0.01%	new	13F-HR Timeline
QTR Family Wealth, LLC	770	$205K	0.09%	-985	13F-HR Timeline
Nelson Capital Management, LLC	830	$204K	0.02%	0	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	830	$204K	0.06%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	828	$204K	0.06%	0	13F-HR Timeline
STEVENS CAPITAL PARTNERS	827	$203K	0.05%	new	13F-HR Timeline
Opes Wealth Management LLC	826	$203K	0.03%	new	13F-HR Timeline
Keystone Financial Group	820	$202K	0.01%	new	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	818	$201K	0.13%	-20	13F-HR Timeline
BRAUN STACEY ASSOCIATES INC	817	$201K	0.01%	new	13F-HR Timeline
BWM Planning, LLC	814	$200K	0.05%	new	13F-HR Timeline
Creative Capital Management Investments…	806	$198K	0.06%	0	13F-HR Timeline
ESL Trust Services, LLC	805	$198K	0.04%	0	13F-HR Timeline
Financial Connections Group, Inc.	807	$198K	0.07%	0	13F-HR Timeline
Avalon Trust Co	800	$197K	0.01%	0	13F-HR Timeline
GeoWealth Management, LLC	799	$197K	0.01%	-157	13F-HR Timeline
LFA - Lugano Financial Advisors SA	795	$196K	0.1%	0	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	769	$189K	0.05%	-150	13F-HR Timeline
Rosenberg Matthew Hamilton	764	$188K	0.04%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	760	$187K	0.04%	-16	13F-HR Timeline Group
BFSG, LLC	754	$186K	0.02%	-14,603	13F-HR Timeline
AMERIFLEX GROUP, INC.	740	$182K	0.09%	+98	13F-HR Timeline
Sound Income Strategies, LLC	684	$182K	0.01%	+63	13F-HR Timeline
Versant Capital Management, Inc	736	$181K	0.02%	0	13F-HR Timeline
Cetera Trust Company, N.A	735	$181K	0.1%	0	13F-HR Timeline
Rice Partnership, LLC	728	$179K	0.02%	-30	13F-HR Timeline
High Note Wealth, LLC	727	$179K	0.04%	0	13F-HR Timeline
Estate Planners Group, LLC	721	$177K	0.08%		13F-HR Timeline
Windsor Advisory Group, LLC	721	$177K	0.16%	+17	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	712	$176K	0.06%	+672	13F-HR Timeline
Aberdeen Wealth Management LLC	713	$176K	0.08%	+83	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	712	$175K	0.02%	-40	13F-HR Timeline
PICTON MAHONEY ASSET MANAGEMENT	700	$172K	<0.01%	0	13F-HR Timeline
Financial Management Professionals, Inc.	700	$172K	0.02%	+48	13F-HR Timeline
Premier Financial Group	695	$172K	0.04%	0	13F-HR Timeline
Dynamic Wealth Strategies, LLC	695	$171K	0.1%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	694	$171K	0.01%	+597	13F-HR Timeline
Pioneer Family Office, LLC	690	$170K	0.11%		13F-HR Timeline
Atlantic Private Wealth, LLC	686	$169K	0.11%	0	13F-HR Timeline
Glassman Wealth Services	673	$166K	0.02%	-440	13F-HR Timeline
Mendota Financial Group, LLC	668	$165K	0.12%	+1	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	645	$159K	0.08%	new	13F-HR Timeline Group
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	634	$156K	<0.01%	-72	13F-HR Timeline Group
HARBOR CAPITAL ADVISORS, INC.	635	$156K	0.01%	new	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	624	$154K	0.07%	-6	13F-HR Timeline
Physician Wealth Advisors, Inc.	622	$153K	0.02%	+2	13F-HR Timeline
HHM Wealth Advisors, LLC	622	$153K	0.02%	+57	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	616	$152K	0.06%	+72	13F-HR Timeline
WASATCH ADVISORS LP	611	$150K	<0.01%	new	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	608	$150K	<0.01%	+94	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Citizens National Bank Trust Department	600	$148K	0.03%	0	13F-HR Timeline
REICON WEALTH ADVISORS, LLC	600	$148K	0.11%		13F-HR Timeline
Roxbury Financial LLC	599	$147K	0.13%	-37	13F-HR Timeline
Asset Dedication, LLC	594	$146K	0.01%	-43	13F-HR Timeline
Murphy & Mullick Capital Management Corp	589	$145K	0.1%	+175	13F-HR Timeline
Vermillion Wealth Management, Inc.	587	$145K	0.06%	-44	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	586	$144K	0.1%	-114	13F-HR Timeline
DB Fitzpatrick & Co, Inc	579	$143K	0.13%	0	13F-HR Timeline
Darwin Wealth Management, LLC	568	$140K	0.04%	+10	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	560	$138K	0.01%	-76	13F-HR Timeline
WPG Advisers, LLC	558	$137K	0.1%	0	13F-HR Timeline
Beacon Financial Strategies CORP	548	$135K	0.08%	new	13F-HR Timeline
Private Wealth Management Group, LLC	546	$134K	0.04%	0	13F-HR Timeline
Pillar Financial Advisors, LLC	543	$134K	0.08%	0	13F-HR Timeline
Pacifica Partners Inc.	537	$134K	0.06%	-5	13F-HR Timeline
Embree Financial Group	542	$133K	0.02%	-345	13F-HR Timeline
Collier Financial	538	$133K	0.1%	-39	13F-HR Timeline
Robinswood Financial LLC	536	$132K	0.04%	0	13F-HR Timeline
HARRIS ASSOCIATES L P	533	$131K	<0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	531	$131K	0.08%	+3	13F-HR Timeline
Trust Co	528	$130K	0.01%	0	13F-HR Timeline
CoreFirst Bank & Trust	520	$128K	0.07%	+32	13F-HR Timeline
ENTRUST FINANCIAL LLC	513	$126K	0.09%		13F-HR Timeline
First Command Advisory Services, Inc.	512	$126K	<0.01%	-289	13F-HR Timeline
Integrity Financial Corp /WA	508	$125K	0.06%	+1	13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	505	$124K	0.01%	+320	13F-HR Timeline
Balentine LLC	501	$123K	<0.01%	0	13F-HR Timeline
WHI TRUST Co LLC	500	$123K	0.09%		13F-HR Timeline
West Financial Advisors, LLC	498	$123K	0.02%	-12	13F-HR Timeline
Wealth Preservation Advisors, LLC	497	$122K	0.06%	0	13F-HR Timeline
Horizons Wealth Management	496	$122K	0.08%	-191	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	493	$121K	0.09%	0	13F-HR/A Timeline
Avion Wealth	492	$121K	0.03%	-87	13F-HR Timeline
Winch Advisory Services, LLC	490	$121K	0.03%	-13	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	484	$119K	0.33%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	475	$117K	0.04%	0	13F-HR Timeline
Morling Financial Advisors, LLC	475	$117K	0.04%	0	13F-HR Timeline
OAKWORTH CAPITAL, INC.	472	$116K	0.01%	-9	13F-HR Timeline
Ankerstar Wealth, LLC	465	$114K	0.11%		13F-HR Timeline
Seneschal Advisors, LLC	464	$114K	0.08%	0	13F-HR Timeline
First Pacific Financial	455	$112K	0.01%	+2	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	450	$111K	0.01%	+250	13F-HR Timeline Group
Olistico Wealth, LLC	423	$104K	0.05%	new	13F-HR Timeline
Bollard Group LLC	424	$104K	<0.01%	+1	13F-HR Timeline
Addison Advisors LLC	414	$102K	0.02%	new	13F-HR Timeline
FreeGulliver LLC	412	$101K	0.05%	new	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	411	$101K	0.03%	+94	13F-HR Timeline Group
Compagnie Lombard Odier SCmA	410	$101K	<0.01%	-65	13F-HR Timeline
MTM Investment Management, LLC	409	$101K	0.03%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	404	$99.4K	0.04%	0	13F-HR Timeline
TD Capital Management LLC	401	$98.6K	0.01%	+1	13F-HR Timeline
Skylands Capital, LLC	400	$98.5K	0.01%	0	13F-HR Timeline
Quintet Private Bank (Europe) S.A.	400	$98.5K	0.01%	new	13F-HR Timeline
1015 Capital Partners, LLC	395	$97.2K	0.1%		13F-HR Timeline
Clearstead Trust, LLC	394	$97K	0.02%	0	13F-HR Timeline
Hurley Capital, LLC	380	$93.5K	0.05%	0	13F-HR Timeline
Kozak & Associates, Inc.	359	$93.5K	0.02%	-16	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	375	$92K	0.01%	0	13F-HR Timeline
Founders Financial Alliance, LLC	373	$91.8K	0.02%	-143	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	371	$91K	0.03%	+47	13F-HR Timeline
FIRST UNITED BANK & TRUST	365	$89.8K	0.03%	-30	13F-HR Timeline
one8zero8, LLC	365	$89.8K	0.02%	+5	13F-HR Timeline
EPG Wealth Management LLC	362	$89K	0.02%	+1	13F-HR Timeline
Milestone Investment Advisors LLC	360	$88.6K	0.02%	new	13F-HR Timeline
Ceeto Capital Group, LLC	352	$87K	0.03%	0	13F-HR Timeline