IWM ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Insight Inv LLC	138	$30.5K	0.02%	new	13F-HR Timeline
PFS Partners, LLC	135	$29.8K	0.02%	+30	13F-HR Timeline
CONQUIS FINANCIAL LLC	135	$29.8K	0.03%		13F-HR Timeline
Global Wealth Strategies & Associates	133	$29.4K	0.01%	0	13F-HR Timeline
Kathleen S. Wright Associates Inc.	131	$28.9K	0.01%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	129	$28.5K	0.03%		13F-HR Timeline
Centerpoint Advisors, LLC	125	$28K	0.01%	0	13F-HR Timeline
Field & Main Bank	122	$27K	0.01%	new	13F-HR Timeline
Atala Financial Inc	122	$27K	0.02%		13F-HR Timeline
Colony Family Offices, LLC	119	$26.3K	0.01%	+15	13F-HR Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP	119	$26.3K	0.01%	+107	13F-HR Timeline
EnRich Financial Partners LLC	118	$26.2K	0.01%	-1	13F-HR Timeline
Cardinal Strategic Wealth Guidance	117	$25.9K	0.01%	0	13F-HR Timeline
Granite FO LLC	117	$25.9K	0.01%	0	13F-HR Timeline
Templeton & Phillips Capital Management…	110	$24.3K	0.02%	-93	13F-HR Timeline
Legacy Investment Solutions, LLC	107	$24.2K	0.02%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	107	$24.2K	0.02%	0	13F-HR Timeline Group
Transce3nd, LLC	106	$23.5K	0.01%		13F-HR Timeline
Sugar Maple Asset Management, LLC	105	$23.2K	0.02%	new	13F-HR Timeline
Castleview Partners, LLC	100	$22.1K	0.01%	0	13F-HR/A Timeline
NewSquare Capital LLC	100	$22.1K	<0.01%	0	13F-HR Timeline
Bradley & Co. Private Wealth Management…	100	$22.1K	0.01%		13F-HR Timeline
Ramirez Asset Management, Inc.	100	$22.1K	<0.01%	0	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	100	$22.1K	0.01%	0	13F-HR Timeline
Ruedi Wealth Management, Inc.	99	$21.9K	0.01%	0	13F-HR Timeline
Kennebec Savings Bank	100	$21.7K	0.02%	0	13F-HR Timeline
Tidemark, LLC	98	$21.7K	0.01%	+1	13F-HR Timeline
Perritt Capital Management Inc	91	$20.2K	0.01%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	90	$20K	0.02%	0	13F-HR Timeline
Covenant Partners, LLC	89	$19.7K	0.01%	0	13F-HR Timeline
Richardson Capital Management LLC	89	$19.6K	0.01%	+1	13F-HR Timeline
SIMA Wealth Partners, LLC	82	$18.1K	0.02%	-5	13F-HR Timeline
Prudent Man Investment Management, Inc.	82	$18.1K	0.01%		13F-HR Timeline
Raleigh Capital Management Inc.	80	$17.7K	0.01%	0	13F-HR Timeline
Your Advocates Ltd., LLP	79	$17.5K	0.01%	+33	13F-HR Timeline
TFC Financial Management, Inc.	76	$16.9K	<0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	75	$16.6K	0.01%	+30	13F-HR Timeline
Evergreen Private Wealth LLC	74	$16.4K	0.01%	0	13F-HR Timeline
CURIO WEALTH, LLC	72	$15.9K	0.01%		13F-HR Timeline
SRH ADVISORS, LLC	70	$15.5K	<0.01%	0	13F-HR Timeline
Piscataqua Savings Bank	70	$15.5K	0.01%	0	13F-HR Timeline
WINNACLE WEALTH LLC	68	$14.9K	0.01%		13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	67	$14.8K	0.01%	0	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	65	$14.4K	<0.01%	new	13F-HR Timeline
Stuart Chaussee & Associates, Inc.	60	$13.3K	<0.01%	0	13F-HR Timeline
Putney Financial Group LLC	60	$13.3K	0.01%		13F-HR Timeline
Cornerstone National Bank & Trust Co	57	$12.6K	0.01%	0	13F-HR Timeline
Hopwood Financial Services, Inc.	56	$12.4K	0.01%		13F-HR Timeline
Holos Integrated Wealth LLC	56	$12.4K	0.01%		13F-HR Timeline
Quarry LP	53	$11.7K	<0.01%	new	13F-HR Timeline
Compass Wealth Management LLC	52	$11.5K	<0.01%	0	13F-HR Timeline
Cornerstone Planning Group LLC	50	$11.4K	<0.01%	-5	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	51	$11.3K	<0.01%	0	13F-HR Timeline Group
CHILTON CAPITAL MANAGEMENT LLC	50	$11K	<0.01%	-163	13F-HR Timeline
Hoese & Co LLP	50	$11K	0.01%	new	13F-HR Timeline
Mainstream Capital Management LLC	50	$11K	0.01%	new	13F-HR Timeline
Ulland Investment Advisors, LLC	50	$11K	0.01%	0	13F-HR Timeline
Decker Retirement Planning Inc.	49	$10.8K	0.01%		13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	48	$10.6K	<0.01%	-19	13F-HR Timeline
Aventura Private Wealth, LLC	43	$9.5K	0.01%		13F-HR Timeline
PINNEY & SCOFIELD, INC.	38	$8.4K	0.01%		13F-HR Timeline
Signature Resources Capital Management,…	37	$8.18K	0.01%	+4	13F-HR Timeline
Modus Advisors, LLC	35	$7.76K	<0.01%	new	13F-HR Timeline
Peterson Wealth Services	35	$7.73K	<0.01%	new	13F-HR Timeline
Sawyer & Company, Inc	30	$7K	<0.01%	-201	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	30	$6.63K	<0.01%	0	13F-HR Timeline
Accredited Wealth Management, LLC	30	$6.63K	0.01%		13F-HR Timeline
CHELSEA COUNSEL CO	29	$6.41K	<0.01%	0	13F-HR Timeline
Financial Freedom, LLC	29	$6.33K	<0.01%	0	13F-HR Timeline
Aviso Financial Inc.	27	$5.97K	<0.01%	new	13F-HR Timeline
Pathway Financial Advisers, LLC	27	$5.77K	<0.01%	+1	13F-HR Timeline
Mendota Financial Group, LLC	25	$5.6K	<0.01%	0	13F-HR Timeline
WR Wealth Planners, LLC	23	$5.12K	<0.01%	0	13F-HR Timeline
Wiser Advisor Group LLC	20	$4.42K	0.01%	new	13F-HR Timeline
FPC INVESTMENT ADVISORY, INC.	19	$4.3K	<0.01%	0	13F-HR Timeline
Eagle Bay Advisors LLC	17	$3.76K	<0.01%	0	13F-HR Timeline
NBZ Investment Advisors LLC	16	$3.54K	<0.01%		13F-HR Timeline
Capital A Wealth Management, LLC	16	$3.54K	0.01%		13F-HR Timeline
ZynergyRetirementPlanningLLC	14	$3.09K	<0.01%	0	13F-HR Timeline
FLP Wealth Management, LLC	12	$2.72K	0.01%		13F-HR Timeline
Global Trust Asset Management, LLC	11	$2.43K	<0.01%	0	13F-HR Timeline
Solstein Capital, LLC	11	$2.43K	<0.01%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	10	$2.22K	0.2%	-10,920	13F-HR Timeline
RE Dickinson Investment Advisors, LLC	925	$2.04K	0.12%	+75	13F-HR/A Timeline
Coston, McIsaac & Partners	13	$2K	<0.01%	0	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	12	$2K	<0.01%	-215	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	6	$2K	<0.01%	0	13F-HR Timeline Group
ENDEAVOR PRIVATE WEALTH, INC.	9	$1.99K	<0.01%		13F-HR Timeline
Fairscale Capital, LLC	7	$1.55K	<0.01%	0	13F-HR Timeline
Hillsdale Investment Management Inc.	5	$1.1K	<0.01%	0	13F-HR Timeline
Sellwood Investment Partners LLC	5	$1.1K	<0.01%		13F-HR Timeline
Covestor Ltd	4	$1K	<0.01%	+1	13F-HR Timeline
INVESTMENT COUNSEL CO OF NEVADA	3	$663	<0.01%		13F-HR Timeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…	2	$441	<0.01%	0	13F-HR Timeline
Robbins Farley	1	$221	<0.01%	0	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	1	$0	0%	-635	13F-HR Timeline GroupValue filed as zero, left out of ratios.