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Disclosery

IWM ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Tarbox Family Office, Inc.113,170$25M4.12%+11513F-HRTimeline
Litman Gregory Wealth Management LLC111,247$24.6M2.13%-9,44913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…110,992$24.5M0.49%-255,30213F-HRTimelineGroup
COUNTRY TRUST BANK110,143$24.3M0.61%+1,01813F-HRTimeline
WATERS PARKERSON & CO., LLC109,946$24.3M1.28%+1,79313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.108,367$23.9M0.23%-19,37213F-HRTimelineGroup
NTV Asset Management LLC108,017$23.9M3.15%+1,80013F-HRTimeline
Janney Capital Management LLC107,161$23.7M1.57%-3,40113F-HRTimeline
Oldfather Financial Services, LLC107,102$23.7M9.02%-45913F-HRTimeline
1ST SOURCE BANK106,829$23.6M1.35%+1,05413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC106,641$23.6M0.03%+97,53213F-HRTimelineGroup
SCOTIA CAPITAL INC.106,190$23.5M0.12%+53,38913F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC105,049$23.2M1.12%-26,99813F-HRTimelineGroup
Larson Financial Group LLC104,156$23M1.19%+33,27713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.102,365$22.6M0.02%-168,47413F-HRTimelineGroup
All Terrain Financial Advisors, LLC100,037$22.1M8.61%+17,68913F-HRTimeline
Clearstead Advisors, LLC99,253$21.9M0.33%-8,92413F-HRTimeline
Atria Wealth Solutions, Inc.99,185$21.9M0.24%-3,22513F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…97,879$21.6M0.79%-96713F-HRTimelineGroup
Nantahala Capital Management, LLCin group Nantahala Capital Management,…97,637$21.6M1.51%+95,30613F-HRTimelineGroup
Royal Fund Management, LLC96,954$21.4M2.33%-182,49613F-HRTimeline
BIP Wealth, LLC96,663$21.4M1.43%+48013F-HRTimeline
LJI Wealth Management, LLC96,064$21.2M4.18%-5,82913F-HRTimeline
Kaydan Wealth Management, Inc.95,633$21.1M7.02%+84,46313F-HRTimeline
Pinnacle Financial Partners Inc94,936$21M0.42%-83913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …94,235$20.8M4.91%+3,32113F-HRTimelineGroup
&PARTNERS91,234$20.5M0.25%+42,65713F-HRTimeline
Alphadyne Asset Management LP92,225$20.4M8.45%+11,10413F-HRTimeline
Valeo Financial Advisors, LLC91,993$20.3M0.57%+1,46913F-HRTimeline
DRW Securities, LLC91,875$20.3M1.37%-32,69913F-HRTimeline
Mesirow Financial Investment Management…90,767$20.1M0.4%-1,04013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP90,267$19.9M0.37%+84,53213F-HRTimeline
Rovida Investment Management Ltd90,000$19.9M6.22%13F-HRTimeline
Berkshire Money Management, Inc.89,036$19.7M2.14%+59,54013F-HRTimeline
CONNORS INVESTOR SERVICES INC88,827$19.6M1.84%-3,42513F-HRTimeline
Finley Financial, LLC87,450$19.6M10.2%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding88,667$19.6M-1,476Timeline
Summit Financial, LLC88,243$19.5M0.68%+4,70413F-HRTimeline
BRIGHTON JONES LLC87,732$19.4M0.56%+2,22113F-HR/ATimeline
EARNEST PARTNERS LLC87,167$19.3M0.09%+76,10213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…81,422$19.2M0.04%+83013F-HRTimelineGroup
Glenview Trust Co84,541$18.7M0.35%-38113F-HRTimeline
IronBridge Private Wealth, LLC84,502$18.7M6.85%+1,46513F-HRTimeline
Federation des caisses Desjardins du Qu…82,593$18.2M0.09%-112,64813F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC81,997$18.1M8.61%+1,57513F-HRTimeline
Crewe Advisors LLC79,970$17.7M2.44%-96913F-HRTimeline
Beacon Pointe Advisors, LLC77,579$17.1M0.19%+2,78813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK77,359$17.1M0.55%+19013F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC77,297$17.1M0.15%+4,31513F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.77,124$17M0.06%+66,91613F-HRTimeline
PINNACLE ASSOCIATES LTD76,117$16.8M0.23%+8,04813F-HRTimeline
Clear Creek Financial Management, LLC75,893$16.8M1.81%+47,06513F-HRTimeline
Symphony Financial, Ltd. Co.73,353$16.8M2.63%+3,77613F-HRTimeline
BANQUE PICTET & CIE SA75,373$16.7M0.16%+17,44913F-HRTimeline
Portland Global Advisors LLC75,311$16.6M2.11%+36813F-HRTimeline
MACKENZIE FINANCIAL CORP75,120$16.6M0.02%-26,43013F-HR/ATimeline
Integrated Wealth Concepts LLC75,003$16.6M0.19%+5,05913F-HRTimeline
Alight Capital Management LP75,000$16.6M5.59%new13F-HRTimeline
Baron Financial Group, LLC74,620$16.5M10.22%-1,03313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…73,746$16.3M0.51%-35913F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC73,709$16.3M1.28%-79913F-HRTimeline
SVB WEALTH LLC73,301$16.2M0.3%new13F-HRTimeline
Platt Investment Counsel, LLC73,252$16.2M15.45%-15,05613F-HRTimeline
SimpliFi, Inc.72,877$16.1M7.36%-32713F-HRTimeline
Jasper Ridge Partners, L.P.72,711$16.1M0.51%-30,02413F-HRTimeline
Brewster Financial Planning LLC72,427$16M12.12%+1,50913F-HRTimeline
Guardian Wealth Advisors, LLC72,140$15.9M10.22%-84213F-HRTimeline
OLD MISSION CAPITAL LLC69,688$15.4M0.36%-105,17213F-HRTimeline
WESBANCO BANK INC69,287$15.3M0.52%-3,61413F-HRTimeline
RTD Financial Advisors, Inc.69,238$15.3M1.96%-70813F-HRTimeline
Eisler Capital Management Ltd.68,900$15.2M0.51%13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.68,809$15.2M1.41%-1,57213F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/68,705$15.2M0.36%-3,05213F-HRTimeline
KETTLE HILL CAPITAL MANAGEMENT, LLC68,669$15.2M3.3%+57,04913F-HRTimeline
Perbak Capital Partners LLP68,558$15.1M8.09%+53,32513F-HRTimeline
PATTON FUND MANAGEMENT, INC.68,451$15.1M2.96%-2,18913F-HRTimeline
Spahn Wealth & Retirement LLC68,358$15.1M9.91%13F-HRTimeline
Gilbert & Cook, Inc.68,116$15.1M2.12%-68,89013F-HRTimeline
DIVERSIFIED TRUST CO67,699$15M0.36%-28313F-HRTimeline
J.W. COLE ADVISORS, INC.67,506$14.9M0.6%-33213F-HRTimeline
Foster Group, Inc.67,473$14.9M0.57%-36,50813F-HRTimeline
LCM Capital Management Inc67,273$14.9M8.38%-45513F-HRTimeline
MSA Advisors, LLC67,000$14.8M3.7%013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD66,443$14.7M0.04%+36,00913F-HRTimeline
OMERS ADMINISTRATION Corp66,300$14.7M0.13%new13F-HRTimeline
Perigon Wealth Management, LLC64,995$14.6M0.36%new13F-HRTimeline
BAILARD, INC.65,714$14.5M0.37%+26,89713F-HRTimeline
Salomon & Ludwin, LLC65,443$14.5M1.53%-3,75613F-HRTimeline
CONNING INC.in group CONNING INC.64,939$14.3M0.5%013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC64,801$14.3M2.34%+1,75013F-HRTimeline
Dynamic Advisor Solutions LLC64,406$14.2M0.62%-8,50013F-HRTimeline
SteelPeak Wealth, LLC64,385$14.2M0.59%+6,24213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC64,366$14.2M0.02%-46,75513F-HRTimelineGroup
Jacobi Capital Management LLC64,368$14.2M1.06%-7613F-HRTimeline
SMITH, MOORE & CO.64,284$14.2M1.3%+1,08013F-HRTimeline
Advisory Services Network, LLC64,067$14.2M0.26%+27,79013F-HRTimeline
New Perspectives, Inc63,913$14.1M7.57%+1,63313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO63,668$14.1M0.26%-3,82013F-HRTimeline
IFP Advisors, Inc62,640$13.8M0.45%+5,32613F-HRTimeline
LITTLE HOUSE CAPITAL LLC62,379$13.8M3.94%-70113F-HRTimeline
Coastline Trust Co61,857$13.7M1.6%+8,47313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC61,827$13.7M0.39%+19,17313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC61,779$13.7M0.8%-61913F-HRTimeline
Westshore Wealth, LLC61,119$13.5M5.47%+32613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC60,850$13.4M0.38%+1,50013F-HRTimeline
Meridian Wealth Management, LLC60,751$13.4M0.64%-3,16713F-HRTimeline
Foundations Investment Advisors, LLC60,660$13.4M0.26%+38,15913F-HRTimeline
SIERRA SUMMIT ADVISORS LLC59,969$13.3M2.66%-25,90413F-HRTimeline
Simmons Bankin group Simmons Bank59,557$13.2M0.96%+13513F-HRTimelineGroup
KADENSA CAPITAL Ltd59,377$13.1M1.59%new13F-HRTimeline
Legacy Wealth Management, LLC59,095$13.1M0.84%-20613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…58,936$13M0.11%-3,39913F-HRTimelineGroup
HighMark Wealth Management LLC58,252$12.9M7.4%-74113F-HRTimeline
CHURCHILL MANAGEMENT Corp57,871$12.8M0.14%-2,89813F-HRTimeline
IEQ CAPITAL, LLC57,835$12.8M0.12%+3,59713F-HRTimeline
Heck Capital Advisors, LLC57,818$12.8M1.47%+52,03213F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,763$12.8M0.35%+3,08113F-HRTimelineGroup
Canada Post Corp Registered Pension Plan57,711$12.8M0.75%13F-HRTimeline
Greenfield FTC, Inc.57,262$12.7M2.46%013F-HRTimeline
BOKF, NAin group BOKF, NA58,085$12.6M0.21%+59713F-HRTimelineGroup
Financial Advocates Investment Manageme…57,341$12.5M0.71%-82,63113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC56,340$12.4M0.1%-1,91113F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…56,314$12.4M1.16%+33913F-HRTimeline
Sequoia Financial Advisors, LLC55,686$12.3M0.12%-3,14713F-HR/ATimeline
Humankind Investments LLC55,660$12.3M3.11%new13F-HRTimeline
BFI Infinity Ltd.55,195$12.2M13.25%13F-HRTimeline
MYDA Advisors LLC55,000$12.2M3.47%+41,00013F-HRTimeline
Davidson Kempner Capital Management LP55,000$12.2M0.21%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bremer Bank National Association54,998$12.2M2.4%+92413F-HRTimeline
Pinnacle Wealth Management, LLC54,901$12.1M13.5%-93213F-HRTimeline
Callan Family Office, LLC54,520$12M0.77%+3,87413F-HRTimeline
Schonfeld Strategic Advisors LLC53,630$11.9M0.07%+30,28813F-HRTimeline
Moment Partners, LLC53,430$11.8M2.25%13F-HRTimeline
Sageworth Trust Co53,094$11.7M0.73%-9,87313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC53,060$11.7M1.47%+64413F-HRTimeline
Integrated Advisors Network LLC53,052$11.7M0.56%+1,91413F-HRTimeline
Argent Advisors, Inc.52,599$11.6M4.31%+1,05813F-HRTimeline
Atria Investments, Inc51,602$11.4M0.14%+33,09913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC50,821$11.4M1.14%+9,35813F-HRTimeline
RIVERBRIDGE PARTNERS LLC51,441$11.4M0.16%+45,15913F-HRTimeline
SilverOak Wealth Management LLC50,969$11.3M2.42%-92113F-HRTimeline
Yost Capital Management, LP50,800$11.2M12.47%-36,80013F-HRTimeline
Riggs Asset Managment Co. Inc.50,764$11.2M2.99%+42,54413F-HRTimeline
Latigo Investments, LLC50,522$11.2M5.68%013F-HRTimeline
McLean Asset Management Corp50,477$11.2M3.35%-18013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…50,323$11.1M0.45%+38,27313F-HRTimelineGroup
Arbor Investment Advisors, LLC50,206$11.1M1.56%-64013F-HRTimeline
COURIER CAPITAL LLC50,084$11.1M0.76%-7,79413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…49,967$11M3.09%-25913F-HRTimeline
MCF Advisors LLC49,802$11M0.77%-18213F-HRTimeline
Norris Financial Group, LLC49,723$11M5.16%+6,31313F-HRTimeline
Kiker Wealth Management, LLC49,131$10.9M8.79%13F-HRTimeline
Allworth Financial LP47,322$10.8M0.06%+10,41213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …48,771$10.8M0.02%+36,02913F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp48,440$10.7M0.08%+42,11813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC48,425$10.7M0.01%+12,09713F-HR/ATimelineGroup
Smithfield Trust Co47,986$10.6M0.53%-7413F-HRTimeline
William Howard & Co Financial Advisors …47,948$10.6M9.59%+30313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC47,942$10.6M0.26%+12,92213F-HRTimeline
Idaho Trust Co47,671$10.5M5.31%-2,73213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC47,634$10.5M0.75%-77113F-HRTimeline
Holocene Advisors, LP47,500$10.5M0.03%new13F-HRTimeline
Nicholas Investment Partners, LP47,331$10.5M0.92%+28,88213F-HRTimeline
Robertson Stephens Wealth Management, L…47,074$10.4M0.37%+32,36813F-HRTimeline
Compound Planning, Inc.47,044$10.4M0.53%+53013F-HRTimeline
ASPIRIANT, LLC46,842$10.4M0.37%+7013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding46,699$10.3M+2,556Timeline
Goldstone Financial Group, LLC46,683$10.3M1.62%+7,91213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC45,843$10.1M1.93%+3,54713F-HRTimeline
Prospera Financial Services Inc45,781$10.1M0.24%+6,43713F-HRTimeline
Sowell Financial Services LLC45,559$10.1M0.53%+6,74813F-HRTimeline
RAELIPSKIE PARTNERSHIP45,514$10.1M5%+37513F-HRTimeline
Sierra Capital LLC45,291$10M1.19%-13,48613F-HRTimeline
TAP Consulting, LLC45,013$9.95M2.03%-3013F-HRTimeline
NEPC LLC44,764$9.89M0.27%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC44,507$9.83M0.42%-46313F-HR/ATimeline
Kopp Family Office, LLC33,955$9.77M6.19%013F-HRTimeline
LONDON CO OF VIRGINIA44,132$9.75M0.05%-1,82513F-HRTimeline
EP Wealth Advisors, LLC44,028$9.73M0.08%-2,71813F-HRTimeline
Fund Evaluation Group, LLC43,869$9.69M0.45%-113F-HRTimeline
Arkadios Wealth Advisors43,783$9.67M0.53%+2,16013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC43,746$9.67M5.27%-56513F-HRTimeline
Capitol Family Office, Inc.43,459$9.6M12.82%-1,58113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.43,377$9.58M0.03%+4,79513F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.43,280$9.56M0.12%-55,45313F-HRTimelineGroup
DT Investment Partners, LLC43,240$9.55M0.81%-1,76613F-HRTimeline
Ausdal Financial Partners, Inc.43,222$9.55M0.82%+2,26113F-HRTimeline
Verdence Capital Advisors LLC42,964$9.49M0.76%+5,21313F-HRTimeline
Miller Financial Services LLC42,900$9.48M8.01%13F-HRTimeline
Evolution Wealth Advisors, LLC42,785$9.45M1.58%+12,16013F-HRTimeline
HANCOCK WHITNEY CORP42,683$9.43M0.3%+3,82313F-HRTimeline
TTP Investments, Inc.42,503$9.39M3.28%-56,36413F-HRTimeline
HELIOS CAPITAL MANAGEMENT PTE. LTD42,300$9.35M5.46%013F-HRTimeline
Parisi Gray Wealth Management42,194$9.32M2.96%+4813F-HRTimeline
RHUMBLINE ADVISERS42,182$9.32M0.01%+4,22813F-HR/ATimeline
Meridian Wealth Partners, LLC41,996$9.28M1.41%-28713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding41,900$9.26M+10,356Timeline
Howard Capital Management, LLC41,542$9.18M0.14%+21513F-HRTimeline
MONTAG A & ASSOCIATES INC41,034$9.07M0.43%-1,66613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.40,932$9.04M0.57%+36913F-HRTimelineGroup