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Disclosery

IWM ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
CONTRAVISORY INVESTMENT MANAGEMENT, INC.352$86.7K0.02%013F-HRTimeline
Bravera Wealth347$85.4K0.04%13F-HRTimeline
Cresta Advisors, Ltd.346$85.2K0.04%new13F-HRTimeline
Pacific Center for Financial Services351$84.9K0.02%013F-HRTimeline
Advanced Asset Management Advisors Inc342$84.2K0.02%+1613F-HRTimeline
PFS Partners, LLC340$83.7K0.04%013F-HRTimeline
WealthCollab, LLC337$83K0.03%013F-HRTimeline
Kings Path Partners LLC330$81.2K0.03%013F-HRTimeline
Newton One Investments LLC329$80.9K0.02%+113F-HRTimeline
Stone House Investment Management, LLC328$80.8K0.01%+2113F-HRTimeline
NCP Inc.326$80.4K0.06%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC323$79.5K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.320$78.7K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC317$78K0.01%013F-HRTimeline
Luminist Capital LLC304$74.9K0.09%+2513F-HRTimeline
SYM FINANCIAL Corp299$73.6K0.01%+3313F-HRTimeline
Banque de Luxembourg S.A.294$72.4K0.03%new13F-HRTimeline
Abound Wealth Management285$70.1K0.02%013F-HRTimeline
Vermillion & White Wealth Management Gr…284$69.9K0.04%013F-HRTimeline
Rossby Financial, LCC282$69.4K0.02%013F-HRTimeline
Hoese & Co LLP275$67.7K0.05%013F-HRTimeline
Paladin Advisory Group, LLC275$67.7K0.05%new13F-HRTimeline
Richardson Capital Management LLC274$67.4K0.03%-2113F-HRTimeline
CGC Financial Services, LLC270$66.5K0.02%013F-HRTimeline
Riverview Trust Co269$66.2K0.08%013F-HRTimeline
DecisionPoint Financial, LLC267$65.7K0.01%+22813F-HRTimeline
Hartford Financial Management Inc.258$63.5K0.02%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.255$62.8K0.01%013F-HRTimeline
Your Advocates Ltd., LLP254$62.5K0.02%+5013F-HRTimeline
ABOUND FINANCIAL, LLC253$62.3K0.02%new13F-HR/ATimeline
MOTCO252$62K0.01%-18513F-HRTimeline
Clean Yield Group250$61.5K0.02%-25013F-HRTimeline
TOWER TRUST & INVESTMENT Co250$61.5K0.04%013F-HRTimeline
Cornerstone National Bank & Trust Co246$60.6K0.02%013F-HRTimeline
Frankly Finances, LLC242$59.6K0.06%13F-HR/ATimeline
PURSUIT WEALTH STRATEGIES, LLC240$59.1K0.08%13F-HRTimeline
MeadowBrook Investment Advisors LLC234$57.6K0.05%013F-HRTimeline
Planning Project LLC232$57.1K0.01%13F-HRTimeline
ROSS\JOHNSON & Associates LLC230$56.6K1.05%-1413F-HRTimeline
Hilton Head Capital Partners, LLC230$56.6K0.03%13F-HRTimeline
NorthAvenue LLC225$55.4K0.05%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…220$54.4K0.02%013F-HRTimeline
Eukles Asset Management220$54.2K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.216$53.2K0.02%013F-HRTimeline
United Financial Planning Group LLC213$52.4K0.03%013F-HRTimeline
Nemes Rush Group LLC212$52.2K<0.01%new13F-HRTimeline
Mill Capital Management, LLC209$51.4K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…209$51K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC205$50.5K0.02%+3513F-HRTimeline
American Capital Advisory, LLC205$50.5K0.02%-813F-HRTimeline
Weaver Capital Management LLC205$50.5K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA198$48.7K0.04%013F-HRTimeline
Arjuna Capital195$48K0.01%013F-HRTimeline
Advantage Trust Co194$47.8K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.192$47.3K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.191$47.1K0.03%-2013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.178$43.8K0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC175$43.2K0.01%-1313F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…171$42.1K0.02%013F-HRTimeline
CONQUIS FINANCIAL LLC170$41.8K0.04%+3513F-HRTimeline
Peachtree Investment Partners, LLC167$41.2K0.01%013F-HRTimeline
GODSEY & GIBB, INC165$40.6K<0.01%013F-HRTimeline
Caitlin John, LLC165$40.6K0.03%013F-HRTimeline
HFM Investment Advisors, LLC162$39.9K0.02%new13F-HRTimeline
Ameliora Wealth Management Ltd.160$39.4K0.01%013F-HRTimeline
Kingdom Financial Group LLC.156$38.4K0.01%new13F-HRTimeline
Navigoe, LLC150$36K0.02%013F-HRTimeline
GGM Financial LLC145$35.8K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC143$35.2K0.04%013F-HRTimeline
Quest 10 Wealth Builders, Inc.143$35.2K0.03%+2113F-HRTimeline
Providence Capital Advisors, LLC136$33.6K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC136$33.5K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC132$32.5K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC129$31.8K0.01%new13F-HRTimeline
Columbia Asset Management128$31.5K0.01%new13F-HRTimeline
Osbon Capital Management LLC127$31.3K0.03%13F-HRTimeline
Quaker Wealth Management, LLC125$30.8K0.01%+513F-HRTimeline
Templeton & Phillips Capital Management…118$29K0.02%-813F-HRTimeline
Granite FO LLC117$28.8K0.02%013F-HRTimeline
Global Wealth Strategies & Associates116$28.6K0.01%-2013F-HRTimeline
Measured Wealth Private Client Group, L…114$28.1K0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC109$26.8K0.01%13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA108$26.6K0.06%013F-HRTimeline
Insight Inv LLC108$26.6K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp102$26.2K0.04%013F-HR/ATimeline
IFS Advisors, LLC105$25.8K0.01%013F-HRTimeline
Colony Family Offices, LLC104$25.6K0.01%013F-HRTimeline
Cordant, Inc.100$24.6K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…100$24.6K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$24.6K<0.01%013F-HRTimeline
Kennebec Savings Bank100$24.6K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…98$24.3K0.02%-13613F-HRTimeline
CURIO WEALTH, LLC89$22.5K0.01%+1713F-HRTimeline
BankChampaign, National Association400$22.4K0.02%13F-HRTimeline
Covenant Partners, LLC89$21.9K0.01%013F-HRTimeline
CSS LLC/IL88$21.7K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.83$20.4K0.01%+113F-HRTimeline
Key Capital Management, INC78$19.2K0.02%13F-HRTimeline
Clayton Financial Group LLC77$19K0.01%013F-HRTimeline
GS Investments, Inc.75$18.5K0.01%013F-HRTimeline
Networth Advisors, LLC74$18.2K0.01%13F-HRTimeline
SIMA Wealth Partners, LLC74$18.2K0.01%013F-HRTimeline
Centerpoint Advisors, LLC74$18K0.01%013F-HRTimeline
SRH ADVISORS, LLC70$17.2K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC68$16.7K0.01%13F-HRTimeline
Barnes Dennig Private Wealth Management…61$15K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC60$14.8K<0.01%-9613F-HRTimeline
Provident Wealth Management, LLC57$14K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC56$13.9K0.01%013F-HRTimeline
REAP Financial Group, LLC55$13.5K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC54$13.3K<0.01%+413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC52$12.8K<0.01%-2113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…51$12.6K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC51$12.4K0.01%013F-HRTimeline
WFA of San Diego, LLC50$12.3K0.01%013F-HRTimeline
Family Manage LLC49$12.1K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC49$12.1K<0.01%-18,94913F-HRTimeline
Ulland Investment Advisors, LLC50$12K0.01%013F-HRTimeline
Bullock Wealth Management Group45$11.1K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC45$11.1K<0.01%-16613F-HRTimelineGroup
GRANVILLE CAPITAL, INC.42$10.3K0.01%13F-HRTimeline
Cardinal Strategic Wealth Guidance40$9.85K<0.01%-6013F-HRTimeline
Signature Resources Capital Management,…40$9.85K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC40$9.85K0.01%013F-HRTimeline
Arbor Wealth Management LLC\AZ40$9.85K0.01%13F-HRTimeline
Wagner Wealth Management, LLC38$9.35K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.38$9.35K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC37$9.11K0.01%013F-HRTimeline
Graney & King, LLC34$8.42K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.32$7.88K<0.01%-7113F-HRTimeline
Modus Advisors, LLC31$7.63K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC31$7.63K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN30$7.38K<0.01%-14513F-HRTimeline
Sawyer & Company, Inc30$7.38K<0.01%013F-HRTimeline
Elequin Capital, LP30$7.38K<0.01%013F-HRTimeline
TFC Financial Management, Inc.30$7.38K<0.01%-3113F-HRTimeline
CHELSEA COUNSEL CO29$7.14K<0.01%013F-HRTimeline
Financial Freedom, LLC29$7.13K<0.01%013F-HRTimeline
West Branch Capital LLC28$6.89K<0.01%-8113F-HRTimeline
Truvestments Capital LLC28$6.89K<0.01%013F-HRTimeline
Atomic Invest LLC28$6.88K<0.01%13F-HRTimeline
Aventura Private Wealth, LLC26$6.4K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC25$6.15K0.01%-28213F-HRTimeline
Cheviot Value Management, LLC22$5.79K<0.01%013F-HRTimeline
LM Advisors LLC1,413$5.74K0.11%-44013F-HRTimeline
Valued Wealth Advisors LLC22$5.42K<0.01%013F-HRTimeline
New England Capital Financial Advisors …20$4.92K<0.01%013F-HRTimeline
Wiser Advisor Group LLC20$4.92K0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.19$4.68K<0.01%new13F-HRTimeline
Fairscale Capital, LLC19$4.68K<0.01%+1213F-HRTimeline
Cornerstone Planning Group LLC16$4.21K<0.01%-3413F-HRTimeline
Wilkerson Advisory Group LLC16$4.02K<0.01%13F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…16$3.94K<0.01%13F-HRTimeline
Strive Financial Group ,LLC16$3.94K<0.01%13F-HR/ATimeline
Kilter Group LLC15$3.69K<0.01%013F-HRTimeline
Quarry LP15$3.69K<0.01%-1313F-HRTimeline
IFC & Insurance Marketing, Inc.13$3K<0.01%13F-HRTimeline
Solstein Capital, LLC11$2.71K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP10$2.54K<0.01%013F-HRTimeline
Coston, McIsaac & Partners9$2K<0.01%-413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC8$1.98K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC8$1.97K<0.01%new13F-HRTimeline
CrossGen Wealth, LLC8$1.97K<0.01%13F-HRTimeline
Kentucky Trust Co6$1.48K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$1.35K<0.01%-113F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC5$1.3K<0.01%new13F-HRTimeline
Hillsdale Investment Management Inc.5$1.23K<0.01%013F-HRTimeline
Sellwood Investment Partners LLC5$1.23K<0.01%013F-HRTimeline
Covestor Ltd2$1K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.4$985<0.01%-12213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4$985<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC3$7380.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…2$492<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1$246<0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1$00%-18013F-HRTimelineGroupValue filed as zero, left out of ratios.
Align Financial, LLC223,759$224K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.