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Disclosery

IWM ISHARES TR

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SHS (fund)

2,341 managers (2,369 13F filers) reported a position in IWM shares at 2025-06-30, 293,774,731 shares in all. 171 filers opened a position and 159 filers sold out during the quarter.

Managers
2,341
13F filers
2,369
New
171
Added
741
Reduced
1,015
Sold out
159
Shares held by filers
293,774,731

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…97,865$21.1M0.72%-1413F-HRTimelineGroup
BIP Wealth, LLC97,791$21.1M1.3%-60013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding96,335$20.8M+13,616Timeline
Clearstead Advisors, LLC94,834$20.5M0.29%-3,48513F-HRTimeline
Mesirow Financial Investment Management…94,548$20.4M0.4%+3813F-HRTimeline
NewEdge Advisors, LLC93,987$20.3M0.1%-15,46113F-HRTimeline
&PARTNERS93,868$20.2M0.16%+32213F-HRTimeline
SteelPeak Wealth, LLC93,620$20.2M0.79%+10,05113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC91,768$19.8M1.8%+50513F-HRTimeline
NTV Asset Management LLC91,544$19.8M2.36%-10,99513F-HRTimeline
Rovida Investment Management Ltd90,000$19.4M3.59%013F-HRTimeline
EP Wealth Advisors, LLC89,735$19.4M0.13%+43,84813F-HRTimeline
REINHART PARTNERS, LLC.88,411$19.1M0.65%new13F-HRTimeline
Finley Financial, LLC87,408$18.9M9.48%-37513F-HRTimeline
River Wealth Advisors LLC87,157$18.8M2.34%-152,95213F-HRTimeline
Blackstone Inc.in group Blackstone Inc.85,889$18.5M0.08%+83,80013F-HRTimelineGroup
BRIGHTON JONES LLC85,757$18.5M0.5%-9113F-HRTimeline
AMARILLO NATIONAL BANK85,237$18.4M3.42%-20,42013F-HRTimeline
Glenview Trust Co82,487$17.8M0.31%-1,70313F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC82,272$17.8M8.35%-25513F-HRTimeline
Pinnacle Financial Partners Inc82,159$17.7M0.37%-11,81213F-HRTimeline
Beacon Pointe Advisors, LLC81,732$17.6M0.18%+98913F-HRTimeline
J.W. COLE ADVISORS, INC.80,184$17.3M0.37%+10,72213F-HRTimeline
Guardian Wealth Advisors, LLC79,873$17.2M10.2%+3,19413F-HRTimeline
Lake Hills Wealth Management, LLC79,743$17.2M9.85%new13F-HRTimeline
Brewster Financial Planning LLC78,994$17M11.5%+5,11913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding74,915$17M+69,243Timeline
WESBANCO BANK INC78,090$16.9M0.5%+4,26613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC77,514$16.7M0.01%-727,10413F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.76,046$16.4M1.34%+2,88513F-HRTimelineGroup
Litman Gregory Wealth Management LLC75,993$16.4M1.29%-9,02113F-HRTimeline
CONNORS INVESTOR SERVICES INC75,772$16.4M1.45%-10,08513F-HRTimeline
CWM, LLCin group CWM, LLC75,168$16.2M0.06%-8,24113F-HRTimelineGroup
Baron Financial Group, LLC74,289$16M9.41%+15613F-HRTimeline
PATTON FUND MANAGEMENT, INC.74,161$16M3.51%+3,40013F-HRTimeline
SimpliFi, Inc.73,649$15.9M7%+60313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA73,468$15.9M0.03%+20,90013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD73,314$15.8M0.23%-47213F-HRTimeline
Crewe Advisors LLC73,134$15.8M2.23%-6,38313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…72,974$15.7M0.46%-66813F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC72,750$15.7M1.16%-18613F-HRTimeline
Jasper Ridge Partners, L.P.72,711$15.7M0.39%013F-HRTimeline
MACKENZIE FINANCIAL CORP72,561$15.7M0.02%-7,49813F-HRTimeline
Jacobi Capital Management LLC72,167$15.6M1.03%+3,34213F-HRTimeline
Salomon & Ludwin, LLC69,110$15.3M1.51%+1,32813F-HRTimeline
Dynamic Advisor Solutions LLC69,779$15.1M0.47%+40713F-HRTimeline
LCM Capital Management Inc69,490$15M7.79%+37513F-HRTimeline
TRUE Private Wealth Advisors67,005$14.5M1.62%+8,18913F-HRTimeline
Atria Wealth Solutions, Inc.65,847$14.4M0.33%-10,71713F-HRTimeline
DIVERSIFIED TRUST CO66,611$14.4M0.32%+29613F-HRTimeline
RTD Financial Advisors, Inc.64,815$14M1.79%-18413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC64,742$14M0.09%+17,11613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC64,393$13.9M2.18%+29913F-HRTimeline
SMITH, MOORE & CO.63,871$13.8M1.16%-28113F-HRTimeline
Summit Financial, LLC63,422$13.7M0.31%+2,85713F-HRTimeline
BAILARD, INC.63,361$13.7M0.32%-2,44913F-HRTimeline
Portland Global Advisors LLC62,968$13.6M1.6%-13,60513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC62,782$13.5M0.75%-1,95713F-HRTimeline
Integrated Wealth Concepts LLC62,737$13.5M0.14%-8,18213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC60,951$13.4M1.22%+75413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…62,122$13.4M0.11%-7113F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…61,745$13.3M1.11%+4,02813F-HRTimeline
Steward Partners Investment Advisory, L…61,694$13.3M0.1%-40913F-HRTimeline
Man Group plcin group Man Group plc61,641$13.3M0.03%+56,63813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,159$13.2M0.26%+79913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC60,299$13M2.17%+10,05513F-HRTimeline
Westshore Wealth, LLC60,044$13M4.97%-11713F-HRTimeline
Simmons Bankin group Simmons Bank59,480$12.8M0.91%-1,64013F-HRTimelineGroup
Perigon Wealth Management, LLC57,986$12.5M0.29%-8,70113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.57,832$12.5M0.8%+14,40313F-HRTimelineGroup
Canada Post Corp Registered Pension Plan57,711$12.5M0.73%013F-HRTimeline
IronBridge Private Wealth, LLC57,597$12.4M4.33%-32,87113F-HRTimeline
Greenfield FTC, Inc.57,262$12.4M2.62%013F-HRTimeline
New Perspectives, Inc56,830$12.3M6.07%-9,77313F-HRTimeline
Legacy Wealth Management, LLC56,019$12.1M0.75%-2,47813F-HRTimeline
Kiker Wealth Management, LLC55,967$12.1M6.81%+5,30513F-HRTimeline
Humankind Investments LLC55,660$12M2.93%013F-HRTimeline
VestGen Advisors, LLC55,046$12M0.48%-3,71913F-HRTimeline
Vestcor Inc55,530$12M0.36%+7,09213F-HRTimeline
IEQ CAPITAL, LLC55,502$12M0.07%-43,40913F-HRTimeline
HighMark Wealth Management LLC55,455$12M5.85%-1,63713F-HRTimeline
Verdence Capital Advisors LLC54,948$11.9M0.81%+4,07313F-HRTimeline
Arbor Investment Advisors, LLC54,495$11.8M1.51%+1,36813F-HRTimeline
Financial Advocates Investment Manageme…54,255$11.7M0.96%+50,25913F-HRTimeline
Foster Group, Inc.54,069$11.7M0.4%-5,39413F-HRTimeline
Allworth Financial LP53,981$11.6M0.06%+7,94013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management53,525$11.6M1.75%-39213F-HRTimelineGroup
Sequoia Financial Advisors, LLC52,951$11.4M0.08%-2,99113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC52,898$11.4M1.32%-1,45213F-HRTimeline
GREENBERG FINANCIAL GROUP37,677$11.3M4.24%-2,43613F-HRTimeline
Argent Advisors, Inc.52,459$11.3M3.5%+98913F-HRTimeline
Sageworth Trust Co52,198$11.3M0.62%-11613F-HRTimeline
Advisory Services Network, LLC51,305$11.3M0.18%-13,41013F-HRTimeline
BOKF, NAin group BOKF, NA51,987$11.2M0.18%-1,21813F-HRTimelineGroup
SilverOak Wealth Management LLC51,967$11.2M2.1%+82013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC51,610$11.1M0.35%-5,29613F-HRTimelineGroup
Global Retirement Partners, LLC51,310$11.1M0.27%13F-HRTimeline
Centiva Capital, LP51,300$11.1M0.73%+51,12013F-HRTimeline
CONNING INC.in group CONNING INC.50,939$11M0.38%013F-HRTimelineGroup
Coastline Trust Co50,594$10.9M1.25%-16,87513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GW&K Investment Management, LLC50,573$10.9M0.1%-54,22413F-HRTimeline
Latigo Investments, LLC50,522$10.9M5.61%013F-HRTimeline
COURIER CAPITAL LLC50,467$10.9M0.66%+11713F-HRTimeline
McLean Asset Management Corp49,172$10.9M2.85%+40913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.50,324$10.9M0.1%-19,30013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Rovida Advisors Inc.50,300$10.9M9.66%013F-HR/ATimeline
MCF Advisors LLC50,067$10.8M0.71%+3,82213F-HRTimeline
Idaho Trust Co49,644$10.7M3.83%+1,67313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC49,571$10.7M0.1%+21,85413F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC49,369$10.7M1.34%-159,53213F-HRTimeline
RAELIPSKIE PARTNERSHIP49,329$10.6M4.87%+4,11013F-HRTimeline
Madrid Financial Services48,957$10.6M7.16%-33113F-HRTimeline
DT Investment Partners, LLC48,804$10.5M0.95%+3,12313F-HRTimeline
William Howard & Co Financial Advisors …48,120$10.4M9.06%+57213F-HRTimeline
SCS Capital Management LLC47,894$10.3M0.11%+4413F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding47,653$10.3M+2,727Timeline
Smithfield Trust Co46,877$10.1M0.48%-1,02813F-HRTimeline
DeepCurrents Investment Group LLC46,522$10M0.37%+29,69013F-HRTimeline
ASPIRIANT, LLC46,458$10M0.32%-40413F-HRTimeline
SummitTX Capital, L.P.46,182$9.97M0.44%-33,81813F-HRTimeline
BANQUE PICTET & CIE SA46,134$9.96M0.1%-18,55613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC45,776$9.88M5.12%+1,78813F-HRTimeline
Integrated Advisors Network LLC45,658$9.85M0.45%-7,50313F-HRTimeline
Perbak Capital Partners LLP45,422$9.8M2.22%+41,54113F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…44,909$9.69M0.01%+29,10713F-HRTimelineGroup
NEPC LLC44,764$9.66M0.24%013F-HRTimeline
Prospera Financial Services Inc44,652$9.64M0.18%+18,74113F-HRTimeline
Gilbert & Cook, Inc.44,345$9.57M1.29%-3,51713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC44,164$9.53M0.23%+12,92713F-HRTimeline
HANCOCK WHITNEY CORP44,148$9.53M0.18%+10,13813F-HRTimeline
Sowell Financial Services LLC43,941$9.48M0.39%-19813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC43,919$9.48M0.26%-6,11013F-HRTimeline
Fund Evaluation Group, LLC43,836$9.46M0.37%013F-HRTimeline
Alpine Global Management, LLC43,130$9.31M2.21%+39,34313F-HRTimeline
HB Wealth Management, LLC43,070$9.29M0.07%-23013F-HRTimeline
Aristides Capital LLC43,000$9.28M2.96%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC42,644$9.2M0.01%-2,78913F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC42,275$9.12M0.62%-1,16713F-HRTimeline
Ausdal Financial Partners, Inc.42,245$9.12M0.61%+1,86913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC42,194$9.1M0.35%+23613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …41,555$9.06M0.02%-270,54513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO41,752$9.01M0.15%-15,56513F-HRTimeline
XML Financial, LLC41,571$8.97M0.78%+4,64313F-HRTimeline
Curi Capital, LLC41,296$8.91M0.17%+27,81513F-HRTimeline
Harvest Investment Advisors, LLC41,220$8.89M5.72%-68013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC41,188$8.89M0.22%-15,84013F-HRTimeline
NWF Advisory Services Inc.41,135$8.88M1.06%+18,51813F-HRTimeline
TWO SIGMA SECURITIES, LLC40,942$8.83M1.09%-6,62913F-HRTimeline
Diversified Portfolios, Inc.40,796$8.8M0.84%-3,25513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise40,739$8.79M0.36%+4,97913F-HRTimelineGroup
Midwest Trust Co40,729$8.79M0.12%13F-HRTimeline
First National Trust Co40,671$8.78M0.33%+2,81613F-HRTimeline
Howard Capital Management, LLC40,584$8.76M0.13%-29113F-HRTimeline
Meridian Wealth Partners, LLC40,545$8.75M1.27%+55513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp40,376$8.71M0.06%+31,18013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC40,335$8.7M0.06%+33,53513F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co40,013$8.63M0.51%-21213F-HRTimeline
Systematic Alpha Investments, LLC40,006$8.63M0.31%013F-HRTimeline
Harvey Partners, LLC40,000$8.63M0.86%new13F-HRTimeline
SVB WEALTH LLC39,660$8.56M0.46%new13F-HRTimeline
MOLLER WEALTH PARTNERS39,472$8.52M1.88%-13813F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC39,231$8.47M2.91%new13F-HRTimeline
CULBERTSON A N & CO INC38,755$8.36M1.28%-43813F-HRTimeline
Independent Family Office, LLC38,388$8.28M3.84%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC38,269$8.26M0.88%+38113F-HRTimeline
Gray Private Wealth, LLC38,245$8.25M4.44%+53713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,164$8.24M0.02%-41,37713F-HR/ATimelineGroup
Parkside Financial Bank & Trust38,126$8.23M0.89%+29113F-HRTimeline
Fluent Financial, LLC37,925$8.18M3.37%-62113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT37,916$8.18M0.13%+4,51213F-HRTimeline
Royal Fund Management, LLC37,311$8.07M0.86%+75013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.37,101$8.01M1.49%-1,84713F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…37,043$7.99M0.41%+6,32513F-HRTimelineGroup
Compound Planning, Inc.37,004$7.99M0.3%-6,00413F-HRTimeline
Private Wealth Asset Management, LLC37,000$7.98M1.06%+3,55813F-HRTimeline
RMR Wealth Builders36,872$7.96M0.72%+26813F-HRTimeline
Badgley Phelps Wealth Managers, LLC36,683$7.92M0.18%+82513F-HRTimeline
Evercore Wealth Management, LLC36,449$7.87M0.12%-1,13813F-HRTimeline
Strategic Wealth Partners, Ltd.36,354$7.84M0.62%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding35,912$7.75M+9,081Timeline
Larson Financial Group LLC35,782$7.72M0.31%-73,20913F-HRTimeline
Robertson Stephens Wealth Management, L…35,610$7.68M0.27%-14,13413F-HRTimeline
Capstone Financial Advisors, Inc.35,465$7.65M0.44%+7,82413F-HRTimeline
CW Advisors, LLC35,455$7.65M0.07%+4,55913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,449$7.65M0.05%-2,66113F-HRTimeline
Sierra Capital LLC35,203$7.6M0.88%-6,37413F-HRTimeline
KETTLE HILL CAPITAL MANAGEMENT, LLC35,137$7.58M1.75%+1,03513F-HRTimeline
Geneos Wealth Management Inc.34,958$7.54M0.18%-27,44213F-HRTimeline
LPWM LLC34,907$7.53M2.2%+3,03913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC34,891$7.53M0.23%+96013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC34,840$7.52M0.23%-40413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.34,674$7.48M0.89%-57013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.34,669$7.48M0.51%-90713F-HRTimelineGroup
Modern Wealth Management, LLC34,639$7.47M0.19%+2,36513F-HR/ATimeline
Chicago Partners Investment Group LLC32,965$7.47M0.22%+86413F-HRTimeline
Aspen Investment Management Inc34,417$7.43M3.12%+2,22713F-HRTimeline
St. Louis Trust Co34,340$7.41M0.99%-12613F-HRTimeline
Citizens Business Bank34,258$7.39M1.44%+5,13513F-HRTimeline
COREPATH WEALTH PARTNERS LLC32,939$7.35M6.2%-40613F-HRTimeline
HIGHBRIDGE CAPITAL MANAGEMENT LLC34,000$7.34M0.38%-434,13813F-HRTimeline