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Disclosery

IWM ISHARES TR

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SHS (fund)

2,342 managers (2,367 13F filers) reported a position in IWM shares at 2025-03-31, 311,259,675 shares in all. 109 filers opened a position and 250 filers sold out during the quarter.

Managers
2,342
13F filers
2,367
New
109
Added
780
Reduced
1,075
Sold out
250
Shares held by filers
311,259,675

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BIP Wealth, LLC98,391$19.6M1.28%+1,72813F-HRTimeline
Clearstead Advisors, LLC98,319$19.6M0.3%-93413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…97,879$19.5M0.76%013F-HRTimelineGroup
Point72 Europe (London) LLP96,221$19.2M1.32%new13F-HRTimeline
Valeo Financial Advisors, LLC95,861$19.1M0.53%+3,86813F-HRTimeline
Qube Research & Technologies Ltd94,651$18.9M0.03%new13F-HRTimeline
Mesirow Financial Investment Management…94,510$18.9M0.37%+3,74313F-HRTimeline
Berkshire Money Management, Inc.93,983$18.7M2.1%+4,94713F-HRTimeline
&PARTNERS93,546$18.7M0.2%+2,31213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…79,541$18.3M0.04%-1,88113F-HR/ATimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC91,263$18.2M1.73%-50,26513F-HRTimeline
IronBridge Private Wealth, LLC90,468$18M7.11%+5,96613F-HRTimeline
Rovida Investment Management Ltd90,000$18M5.38%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…89,175$17.8M0.04%-47,08513F-HRTimeline
Finley Financial, LLC87,783$17.2M9.59%+33313F-HRTimeline
CONNORS INVESTOR SERVICES INC85,857$17.1M1.7%-2,97013F-HRTimeline
BRIGHTON JONES LLC85,848$17.1M0.55%-1,88413F-HRTimeline
Litman Gregory Wealth Management LLC85,014$17M1.45%-26,23313F-HRTimeline
Glenview Trust Co84,190$16.8M0.33%-35113F-HR/ATimeline
SteelPeak Wealth, LLC83,569$16.7M0.71%+19,18413F-HRTimeline
CWM, LLCin group CWM, LLC83,409$16.6M0.07%-46,11013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding82,719$16.6M-5,948Timeline
Hillcrest Wealth Advisors - NY, LLC82,527$16.5M8.15%+53013F-HRTimeline
Beacon Pointe Advisors, LLC80,743$16.1M0.18%+3,16413F-HRTimeline
MACKENZIE FINANCIAL CORP80,059$16M0.02%+4,93913F-HRTimeline
SummitTX Capital, L.P.80,000$16M0.7%13F-HRTimeline
Crewe Advisors LLC79,517$15.9M2.23%-45313F-HRTimeline
KADENSA CAPITAL Ltd79,277$15.8M1.96%+19,90013F-HRTimeline
Guardian Wealth Advisors, LLC76,679$15.3M9.81%+4,53913F-HRTimeline
Portland Global Advisors LLC76,573$15.3M1.92%+1,26213F-HRTimeline
Atria Wealth Solutions, Inc.76,564$15.3M0.18%-22,62113F-HRTimeline
Baron Financial Group, LLC74,133$14.8M9.3%-48713F-HRTimeline
Brewster Financial Planning LLC73,875$14.7M10.89%+1,44813F-HRTimeline
WESBANCO BANK INC73,824$14.7M0.51%+4,53713F-HRTimeline
PINNACLE ASSOCIATES LTD73,786$14.7M0.22%-2,33113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…73,642$14.7M0.47%-10413F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.73,161$14.6M1.33%+4,35213F-HRTimelineGroup
SimpliFi, Inc.73,046$14.6M6.69%+16913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC72,936$14.6M1.13%-77313F-HRTimeline
Jasper Ridge Partners, L.P.72,711$14.5M0.47%013F-HRTimeline
Integrated Wealth Concepts LLC70,919$14.1M0.16%-4,08413F-HRTimeline
PATTON FUND MANAGEMENT, INC.70,761$14.1M3.42%+2,31013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P70,514$14.1M0.02%+48,37213F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.69,624$13.9M0.15%+26,34413F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/69,503$13.9M0.36%+79813F-HRTimeline
J.W. COLE ADVISORS, INC.69,462$13.9M0.43%+1,95613F-HRTimeline
Dynamic Advisor Solutions LLC69,372$13.8M0.46%+4,96613F-HRTimeline
LCM Capital Management Inc69,115$13.8M8.1%+1,84213F-HRTimeline
Jacobi Capital Management LLC68,825$13.7M1.01%+4,45713F-HRTimeline
Salomon & Ludwin, LLC67,782$13.5M1.44%+2,33913F-HRTimeline
Coastline Trust Co67,469$13.5M1.67%+5,61213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MSA Advisors, LLC67,000$13.4M3.42%013F-HRTimeline
Perigon Wealth Management, LLC66,687$13.3M0.34%+1,69213F-HRTimeline
New Perspectives, Inc66,603$13.3M7.09%+2,69013F-HRTimeline
DIVERSIFIED TRUST CO66,315$13.2M0.33%-1,38413F-HRTimeline
BAILARD, INC.65,810$13.1M0.34%+9613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC65,300$13M0.02%new13F-HRTimeline
RTD Financial Advisors, Inc.64,999$13M1.74%-4,23913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC64,739$12.9M0.79%+2,96013F-HRTimeline
Advisory Services Network, LLC64,715$12.9M0.25%+64813F-HRTimeline
BANQUE PICTET & CIE SA64,690$12.9M0.14%-10,68313F-HRTimeline
SMITH, MOORE & CO.64,152$12.8M1.18%-13213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC64,094$12.8M2.27%-70713F-HRTimeline
Sollinda Capital Management LLC63,997$12.8M3.55%+61,61913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP62,911$12.6M0.21%+24,30313F-HRTimeline
Geneos Wealth Management Inc.62,400$12.4M0.18%+32,74813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…62,193$12.4M0.11%+3,25713F-HRTimelineGroup
Steward Partners Investment Advisory, L…62,103$12.4M0.11%-110,84713F-HRTimeline
Heck Capital Advisors, LLC61,742$12.3M1.39%+3,92413F-HRTimeline
IFP Advisors, Inc61,433$12.3M0.38%-1,20713F-HRTimeline
Simmons Bankin group Simmons Bank61,120$12.2M0.92%+1,56313F-HRTimelineGroup
Summit Financial, LLC60,565$12.1M0.34%-27,67813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…60,360$12M0.29%+2,59713F-HRTimelineGroup
DE BURLO GROUP INC60,300$12M1.78%-130,30013F-HRTimeline
Westshore Wealth, LLC60,161$12M5.08%-95813F-HRTimeline
Meridian Wealth Management, LLC59,502$11.9M0.57%-1,24913F-HRTimeline
Foster Group, Inc.59,463$11.9M0.44%-8,01013F-HRTimeline
TRUE Private Wealth Advisors58,816$11.7M1.43%-76,16213F-HRTimeline
VestGen Advisors, LLC58,765$11.7M0.53%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC60,197$11.7M1.24%+9,37613F-HRTimeline
Cavalier Investments, LLC58,527$11.7M3.97%+36,84113F-HRTimeline
Legacy Wealth Management, LLC58,497$11.7M0.78%-59813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…57,717$11.5M1.07%+1,40313F-HRTimeline
Canada Post Corp Registered Pension Plan57,711$11.5M5.08%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO57,317$11.4M0.21%-6,35113F-HRTimeline
Greenfield FTC, Inc.57,262$11.4M2.65%013F-HRTimeline
HighMark Wealth Management LLC57,092$11.4M6.73%-1,16013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC57,028$11.4M0.31%-3,82213F-HRTimeline
Callan Family Office, LLC56,906$11.4M0.85%+2,38613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd56,323$11.2M0.25%-58,81713F-HRTimelineGroup
Sequoia Financial Advisors, LLC55,942$11.2M0.09%+25613F-HRTimeline
Humankind Investments LLC55,660$11.1M2.88%013F-HRTimeline
Bremer Bank National Association55,521$11.1M1.97%+52313F-HRTimeline
FLOW TRADERS U.S. LLC54,688$10.9M0.46%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC54,350$10.8M1.36%+1,29013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management53,917$10.8M1.73%13F-HRTimelineGroup
BOKF, NAin group BOKF, NA53,205$10.6M0.19%-4,88013F-HRTimelineGroup
Integrated Advisors Network LLC53,161$10.6M0.54%+10913F-HRTimeline
Arbor Investment Advisors, LLC53,127$10.6M1.45%+2,92113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA52,568$10.5M0.02%-486,89513F-HR/ATimelineGroup
Sageworth Trust Co52,314$10.4M0.65%-78013F-HRTimeline
Spahn Wealth & Retirement LLC52,122$10.4M7.63%-16,23613F-HRTimeline
Symphony Financial, Ltd. Co.55,230$10.4M6.15%-18,12313F-HRTimeline
Federation des caisses Desjardins du Qu…52,021$10.4M0.05%-30,57213F-HRTimeline
Argent Advisors, Inc.51,470$10.3M3.44%-1,12913F-HRTimeline
Moment Partners, LLC51,468$10.3M2.03%-1,96213F-HRTimeline
SilverOak Wealth Management LLC51,147$10.2M2.21%+17813F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC51,061$10.2M8.18%13F-HRTimeline
CONNING INC.in group CONNING INC.50,939$10.2M0.36%-14,00013F-HRTimelineGroup
Verdence Capital Advisors LLC50,875$10.1M0.77%+7,91113F-HRTimeline
Kiker Wealth Management, LLC50,662$10.1M6.9%+1,53113F-HRTimeline
Proficio Capital Partners LLC45,625$10.1M0.78%-124,86513F-HRTimeline
Latigo Investments, LLC50,522$10.1M5.37%013F-HRTimeline
COURIER CAPITAL LLC50,350$10M0.66%+26613F-HRTimeline
Rovida Advisors Inc.50,300$10M7.52%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC50,244$10M1.9%+4,40113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC50,029$9.98M0.31%-402,93413F-HRTimeline
Annandale Capital, LLC50,000$9.97M1.87%new13F-HRTimeline
GREENBERG FINANCIAL GROUP40,113$9.95M4.15%13F-HRTimeline
Robertson Stephens Wealth Management, L…49,744$9.92M0.37%+2,67013F-HRTimeline
Madrid Financial Services49,288$9.83M7.16%+44,60513F-HRTimeline
Vestcor Inc48,438$9.66M0.32%+36,57813F-HRTimeline
LONDON CO OF VIRGINIA48,358$9.65M0.05%+4,22613F-HRTimeline
Blue Chip Partners, LLC48,064$9.59M0.83%+45,93113F-HRTimeline
Idaho Trust Co47,971$9.57M3.9%+30013F-HRTimeline
Smithfield Trust Co47,905$9.56M0.48%-8113F-HRTimeline
Gilbert & Cook, Inc.47,862$9.55M1.38%-20,25413F-HRTimeline
SCS Capital Management LLC47,850$9.55M0.12%+45,79813F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC47,626$9.5M0.07%+23,85713F-HRTimeline
TWO SIGMA SECURITIES, LLC47,571$9.49M1.45%+45,73813F-HRTimeline
William Howard & Co Financial Advisors …47,548$9.49M8.89%-40013F-HRTimeline
ASPIRIANT, LLC46,862$9.35M0.32%+2013F-HRTimeline
MCF Advisors LLC46,245$9.23M0.66%-3,55713F-HRTimeline
EP Wealth Advisors, LLC45,887$9.15M0.07%+1,85913F-HRTimeline
DT Investment Partners, LLC45,681$9.11M0.88%+2,44113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC45,433$9.06M0.01%-2,99213F-HR/ATimelineGroup
Platt Investment Counsel, LLC45,327$9.04M8.92%-27,92513F-HRTimeline
RAELIPSKIE PARTNERSHIP45,219$9.02M4.64%-29513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding44,926$8.96M-1,773Timeline
Allworth Financial LP46,041$8.93M0.05%-1,28113F-HRTimeline
NEPC LLC44,764$8.93M0.25%013F-HRTimeline
Parisi Gray Wealth Management44,431$8.86M2.89%+2,23713F-HRTimeline
Sowell Financial Services LLC44,139$8.81M0.4%-1,42013F-HRTimeline
Diversified Portfolios, Inc.44,051$8.79M0.92%+5,19813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC43,988$8.78M4.91%+24213F-HRTimeline
Fund Evaluation Group, LLC43,836$8.74M0.38%-3313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC43,442$8.67M0.63%-4,19213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.43,429$8.66M0.55%+2,49713F-HRTimelineGroup
HB Wealth Management, LLC43,300$8.64M0.07%+2,88913F-HRTimeline
Compound Planning, Inc.43,008$8.58M0.39%-4,03613F-HRTimeline
McLean Asset Management Corp48,763$8.52M2.82%-1,71413F-HRTimeline
State of Wyoming42,505$8.48M1.12%+24,45013F-HRTimeline
J. Goldman & Co LP42,413$8.46M0.3%+2,41313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC41,958$8.37M0.36%-2,54913F-HR/ATimeline
Harvest Investment Advisors, LLC41,900$8.36M6.04%+1,58313F-HRTimeline
Sierra Capital LLC41,577$8.29M1%-3,71413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC41,203$8.22M0.13%+15,60313F-HRTimeline
Howard Capital Management, LLC40,875$8.15M0.2%-66713F-HRTimeline
FINANCIAL COUNSELORS INC40,786$8.14M0.12%+6,76313F-HRTimeline
Ausdal Financial Partners, Inc.40,376$8.05M0.61%-2,84613F-HRTimeline
Ashton Thomas Private Wealth, LLC40,373$8.05M0.31%-49513F-HRTimeline
DRW Securities, LLC40,252$8.03M0.68%-51,62313F-HRTimeline
Pine Valley Investments Ltd Liability Co40,225$8.02M0.52%+3,38313F-HRTimeline
Systematic Alpha Investments, LLC40,006$7.98M0.3%013F-HRTimeline
M.D. Sass, LLC40,000$7.98M0.7%new13F-HRTimeline
Meridian Wealth Partners, LLC39,990$7.98M1.27%-2,00613F-HRTimeline
MOLLER WEALTH PARTNERS39,610$7.9M1.95%-8813F-HRTimeline
CULBERTSON A N & CO INC39,193$7.82M1.25%-15113F-HRTimeline
JCIC Asset Management Inc.39,189$7.82M3.27%-67313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.38,965$7.77M0.03%new13F-HRTimelineGroup
Ramsay, Stattman, Vela & Price, Inc.38,948$7.77M1.48%-17213F-HRTimeline
MONTAG A & ASSOCIATES INC38,897$7.76M0.39%-2,13713F-HRTimeline
Prime Capital Investment Advisors, LLC38,810$7.74M0.09%+7,22913F-HRTimeline
Fluent Financial, LLC38,546$7.69M3.35%-1,94013F-HRTimeline
Independent Family Office, LLC38,388$7.66M4.03%-2313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,110$7.6M0.06%-32413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC37,888$7.56M0.85%+79613F-HRTimeline
First National Trust Co37,855$7.55M0.3%-51213F-HRTimeline
Parkside Financial Bank & Trust37,835$7.55M0.96%+1,58313F-HRTimeline
Gray Private Wealth, LLC37,708$7.52M4.53%+1,46213F-HRTimeline
Evercore Wealth Management, LLC37,587$7.5M0.12%-74513F-HRTimeline
Waratah Capital Advisors Ltd.37,319$7.44M0.51%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A37,177$7.42M0.03%-122,40513F-HRTimelineGroup
XML Financial, LLC36,928$7.37M0.69%-2,21213F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP36,889$7.36M0.66%+11,65713F-HRTimelineGroup
Royal Fund Management, LLC36,561$7.31M0.87%-60,39313F-HRTimeline
RMR Wealth Builders36,604$7.3M0.77%-2,65613F-HRTimeline
CENTRAL BANK & TRUST CO36,441$7.27M1.21%-4,33813F-HRTimeline
Arkadios Wealth Advisors36,428$7.27M0.28%-7,35513F-HRTimeline
Politan Capital Management LP36,000$7.18M0.49%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC35,858$7.15M0.17%-1,08313F-HRTimeline
Gallo Partners, LP35,776$7.14M4.76%+21,05513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise35,760$7.13M0.31%13F-HRTimelineGroup
Gladstone Institutional Advisory LLC35,642$7.11M0.33%-1,67613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.35,576$7.1M0.51%+16713F-HRTimelineGroup
Lindbrook Capital, LLC35,285$7.04M0.65%-3,22713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.35,244$7.03M0.89%+16813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC35,244$7.03M0.23%+1,66213F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC34,938$6.97M3.8%-4,56813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co34,790$6.94M0.09%+1413F-HRTimelineGroup