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Disclosery

IWM ISHARES TR

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SHS (fund)

2,411 managers (2,438 13F filers) reported a position in IWM shares at 2025-09-30, 272,350,218 shares in all. 196 filers opened a position and 113 filers sold out during the quarter.

Managers
2,411
13F filers
2,438
New
196
Added
801
Reduced
968
Sold out
113
Shares held by filers
272,350,218

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…97,345$23.6M0.73%-52013F-HRTimelineGroup
BIP Wealth, LLC96,890$23.4M1.16%-90113F-HRTimeline
Symphony Financial, Ltd. Co.96,069$23.4M2.85%-11,55713F-HRTimeline
Clearstead Advisors, LLC94,291$22.8M0.33%-54313F-HRTimeline
NTV Asset Management LLC93,905$22.7M2.48%+2,36113F-HRTimeline
Mesirow Financial Investment Management…93,526$22.6M0.4%-1,02213F-HRTimeline
Verition Fund Management LLC92,260$22.3M0.13%-109,87713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC92,204$22.3M1.9%+43613F-HRTimeline
Belvedere Trading LLC90,630$21.9M1.76%-93,76513F-HRTimeline
Rovida Investment Management Ltd90,000$21.8M2.47%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…89,294$21.6M0.1%-125,36613F-HRTimelineGroup
Finley Financial, LLC88,532$21.4M9.91%+1,12413F-HRTimeline
MACKENZIE FINANCIAL CORP87,589$21.2M0.03%+15,02813F-HRTimeline
PEAK6 LLCin group PEAK6 LLC87,400$21.1M0.53%-18,71313F-HR/ATimelineGroup
River Wealth Advisors LLC86,690$21M2.45%-46713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC86,303$20.9M0.16%+36,73213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB86,092$20.8M0.5%-27,10413F-HR/ATimeline
SteelPeak Wealth, LLC85,916$20.8M0.7%-7,70413F-HRTimeline
BRIGHTON JONES LLC85,438$20.7M0.5%-31913F-HRTimeline
WOLVERINE TRADING, LLC85,000$20.5M0.41%-209,26413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK84,277$20.4M0.04%-19,32713F-HRTimelineGroup
FIRST HORIZON CORP84,195$20.4M0.96%13F-HRTimeline
ANB BANK83,388$20.2M8.18%+68,55213F-HRTimeline
J.W. COLE ADVISORS, INC.82,110$19.9M0.38%+1,92613F-HRTimeline
AMARILLO NATIONAL BANK81,891$19.8M3.48%-3,34613F-HRTimeline
Glenview Trust Co81,489$19.7M0.31%-99813F-HRTimeline
CWM, LLCin group CWM, LLC80,877$19.6M0.06%+5,70913F-HRTimelineGroup
Guardian Wealth Advisors, LLC80,172$19.4M11%+29913F-HRTimeline
Brewster Financial Planning LLC79,580$19.3M12.11%+58613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC79,312$19.2M8.63%-2,96013F-HRTimeline
Dynamic Advisor Solutions LLC77,528$18.8M0.54%+7,74913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.77,457$18.7M1.29%+1,41113F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.77,077$18.6M0.63%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding75,930$18.6M+1,015Timeline
Blueshift Asset Management, LLC76,839$18.6M5.73%-44,62213F-HRTimeline
Litman Gregory Wealth Management LLC74,932$18.1M1.35%-1,06113F-HRTimeline
WESBANCO BANK INC74,863$18.1M0.5%-3,22713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…74,467$18M0.5%-101,95813F-HRTimelineGroup
Baron Financial Group, LLC74,035$17.9M9.81%-25413F-HRTimeline
Salomon & Ludwin, LLC72,257$17.8M1.6%+3,14713F-HRTimeline
Beacon Pointe Advisors, LLC73,369$17.8M0.15%-8,36313F-HRTimeline
PINNACLE ASSOCIATES LTD73,283$17.7M0.24%-3113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…73,032$17.7M0.5%+5813F-HRTimelineGroup
Jasper Ridge Partners, L.P.72,711$17.6M0.4%013F-HRTimeline
Crewe Advisors LLC72,492$17.5M1.67%-64213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC72,413$17.5M1.21%-33713F-HRTimeline
PATTON FUND MANAGEMENT, INC.72,285$17.5M3.14%-1,87613F-HRTimeline
SimpliFi, Inc.72,070$17.4M7.46%-1,57913F-HRTimeline
DIVERSIFIED TRUST CO72,016$17.4M0.35%+5,40513F-HRTimeline
Jacobi Capital Management LLC70,945$17.2M1.05%-1,22213F-HRTimeline
Summit Financial, LLC70,733$17.1M0.26%+7,31113F-HRTimeline
CONNORS INVESTOR SERVICES INC70,594$17.1M1.46%-5,17813F-HRTimeline
LCM Capital Management Inc69,686$16.9M8.09%+19613F-HRTimeline
Verdence Capital Advisors LLC65,280$16.3M0.94%+10,33213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC66,750$16.2M0.12%new13F-HRTimelineGroup
Perbak Capital Partners LLP66,615$16.1M2.84%+21,19313F-HRTimeline
TRUE Private Wealth Advisors65,767$15.9M1.62%-1,23813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC64,458$15.6M2.27%+6513F-HRTimeline
RTD Financial Advisors, Inc.64,040$15.5M1.86%-77513F-HRTimeline
GW&K Investment Management, LLC63,709$15.4M0.14%+13,13613F-HRTimeline
BAILARD, INC.63,649$15.4M0.33%+28813F-HRTimeline
SMITH, MOORE & CO.63,453$15.4M1.18%-41813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC62,931$15.2M2.67%+59,44613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding62,523$15.1M-33,812Timeline
Portland Global Advisors LLC62,381$15.1M1.69%-58713F-HRTimeline
Integrated Wealth Concepts LLC61,956$15M0.13%-78113F-HRTimeline
GTS SECURITIES LLC61,964$15M0.58%-409,79813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…61,743$14.9M1.12%-213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…61,696$14.9M0.04%-73,81513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…61,490$14.9M0.11%-63213F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC61,429$14.9M0.77%-1,35313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,160$14.8M0.03%+22,99613F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC60,048$14.5M1.13%-90313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC60,034$14.5M0.33%+18,84613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…60,029$14.5M0.25%-1,13013F-HRTimelineGroup
Pinnacle Financial Partners Inc59,320$14.4M0.34%-22,83913F-HRTimeline
Allworth Financial LP59,311$14.4M0.06%+5,33013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC59,232$14.3M0.01%+16,58813F-HRTimelineGroup
New Perspectives, Inc58,862$14.2M6.38%+2,03213F-HRTimeline
Westshore Wealth, LLC58,467$14.1M4.83%-1,57713F-HRTimeline
Simmons Bankin group Simmons Bank58,451$14.1M0.94%-1,02913F-HRTimelineGroup
Graham Capital Management, L.P.58,400$14.1M0.52%new13F-HRTimeline
IronBridge Private Wealth, LLC58,388$14.1M4.46%+79113F-HRTimeline
SURIENCE PRIVATE WEALTH LLC58,082$14.1M13.31%new13F-HRTimeline
Advisory Services Network, LLC57,804$14M0.21%+6,49913F-HRTimeline
Canada Post Corp Registered Pension Plan57,711$13.9M0.62%013F-HRTimeline
Greenfield FTC, Inc.57,262$13.9M2.73%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC56,965$13.8M2.1%-3,33413F-HRTimeline
Steward Partners Investment Advisory, L…56,845$13.8M0.08%-4,84913F-HRTimeline
Perigon Wealth Management, LLC56,139$13.6M0.28%-1,84713F-HRTimeline
Humankind Investments LLC55,660$13.5M3.08%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.55,495$13.4M0.71%-2,33713F-HRTimelineGroup
Legacy Wealth Management, LLC55,001$13.3M0.78%-1,01813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…54,807$13.3M2.73%+46,33413F-HRTimeline
Kiker Wealth Management, LLC54,634$13.2M6.68%-1,33313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC54,443$13.2M1.38%+1,54513F-HRTimeline
Argent Advisors, Inc.54,413$13.2M3.88%+1,95413F-HRTimeline
Callan Family Office, LLC54,010$13.1M0.42%+2,40013F-HRTimeline
Bedell Frazier Investment Counselling, …53,888$13M2.68%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/53,683$13M0.01%-48,65213F-HRTimelineGroup
Cavalier Investments, LLC59,935$13M5.23%+49,94013F-HRTimeline
HighMark Wealth Management LLC53,555$13M5.71%-1,90013F-HRTimeline
IEQ CAPITAL, LLC52,937$12.8M0.04%-2,56513F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…51,848$12.7M8.45%new13F-HRTimeline
Idaho Trust Co52,434$12.7M4.27%+2,79013F-HRTimeline
SilverOak Wealth Management LLC52,306$12.7M2.14%+33913F-HRTimeline
Sageworth Trust Co52,188$12.6M0.59%-1013F-HRTimeline
Global Retirement Partners, LLC51,708$12.5M0.28%+39813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management51,525$12.5M1.75%-2,00013F-HRTimelineGroup
Engine Capital Management, LPin group Engine Capital Management, LP51,444$12.4M1.48%+25,00013F-HRTimelineGroup
Prospera Financial Services Inc51,129$12.4M0.21%+6,47713F-HRTimeline
NEPC LLC50,697$12.3M0.32%+5,93313F-HRTimeline
COURIER CAPITAL LLC50,691$12.3M0.7%+22413F-HRTimeline
Latigo Investments, LLC50,522$12.2M6.16%013F-HRTimeline
Foster Group, Inc.50,355$12.2M0.38%-3,71413F-HRTimeline
Rovida Advisors Inc.50,300$12.2M10.49%013F-HRTimeline
HANCOCK WHITNEY CORP50,228$12.2M0.22%+6,08013F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC50,025$12.1M0.52%+36,80013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC49,755$12M0.08%-14,98713F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC49,505$12M1.4%+13613F-HRTimeline
BOKF, NAin group BOKF, NA49,242$11.9M0.18%-2,74513F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP49,071$11.9M5.1%-25813F-HRTimeline
Coastline Trust Co48,975$11.8M1.27%-1,61913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McLean Asset Management Corp47,895$11.8M2.44%-1,27713F-HRTimeline
Twin Tree Management, LP48,611$11.8M0.55%new13F-HRTimeline
Vestcor Inc47,794$11.6M0.35%-7,73613F-HRTimeline
MCF Advisors LLC47,621$11.5M0.71%-2,44613F-HRTimeline
DT Investment Partners, LLC47,560$11.5M0.97%-1,24413F-HRTimeline
William Howard & Co Financial Advisors …47,496$11.5M9.78%-62413F-HRTimeline
Arbor Investment Advisors, LLC47,397$11.5M1.46%-7,09813F-HRTimeline
SCS Capital Management LLC47,396$11.5M0.12%-49813F-HRTimeline
Corsicana & Co.47,061$11.4M6.4%13F-HRTimeline
Sequoia Financial Advisors, LLC46,884$11.3M0.07%-6,06713F-HRTimeline
Ausdal Financial Partners, Inc.46,655$11.3M0.55%+4,41013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding46,391$11.2M-1,262Timeline
ASPIRIANT, LLC46,242$11.2M0.34%-21613F-HRTimeline
Smithfield Trust Co45,917$11.1M0.5%-96013F-HRTimeline
Quantinno Capital Management LP45,728$11.1M0.03%+17,36013F-HRTimeline
BANQUE PICTET & CIE SA45,572$11M0.11%-56213F-HRTimeline
Integrated Advisors Network LLC45,428$11M0.46%-23013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC44,740$10.8M0.27%+82113F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…44,666$10.8M0.07%+38,31513F-HR/ATimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…44,293$10.7M2.67%+33,80013F-HRTimelineGroup
HB Wealth Management, LLC44,192$10.7M0.07%+1,12213F-HRTimeline
Strategic Wealth Partners, Ltd.43,872$10.6M0.79%+7,51813F-HRTimeline
NWF Advisory Services Inc.43,211$10.5M1.15%+2,07613F-HRTimeline
Robertson Stephens Wealth Management, L…42,771$10.3M0.31%+7,16113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO42,603$10.3M0.15%+85113F-HRTimeline
Gilbert & Cook, Inc.42,420$10.3M1.32%-1,92513F-HRTimeline
XML Financial, LLC42,201$10.2M0.83%+63013F-HRTimeline
Harvest Investment Advisors, LLC41,667$10.1M5.92%+44713F-HRTimeline
CONNING INC.in group CONNING INC.41,524$10M0.33%-9,41513F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC41,506$10M0.34%-68813F-HRTimeline
Horizon Wealth Management, LLC41,412$10M1.47%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC41,230$9.98M0.64%-1,04513F-HRTimeline
First National Trust Co40,913$9.9M0.34%+24213F-HRTimeline
Diversified Portfolios, Inc.40,778$9.87M0.87%-1813F-HRTimeline
Palisades Investment Partners, LLC40,433$9.78M3.84%new13F-HRTimeline
VestGen Advisors, LLC40,346$9.76M0.33%-14,70013F-HRTimeline
Howard Capital Management, LLC40,271$9.74M0.13%-31313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT40,198$9.73M0.14%+2,28213F-HRTimeline
Meridian Wealth Partners, LLC40,089$9.7M1.34%-45613F-HRTimeline
Systematic Alpha Investments, LLC40,006$9.68M0.32%013F-HRTimeline
Harvey Partners, LLC40,000$9.68M0.88%013F-HRTimeline
Pine Valley Investments Ltd Liability Co39,722$9.61M0.5%-29113F-HRTimeline
Citizens Business Bank39,714$9.61M1.6%+5,45613F-HRTimeline
Geneos Wealth Management Inc.39,267$9.5M0.24%+4,30913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC39,261$9.5M0.06%+3,81213F-HRTimeline
SEGALL BRYANT & HAMILL, LLC39,252$9.5M0.13%+11,74913F-HRTimeline
CULBERTSON A N & CO INC38,811$9.39M1.33%+5613F-HRTimeline
Gray Private Wealth, LLC38,707$9.37M4.72%+46213F-HRTimeline
Sowell Financial Services LLC38,609$9.34M0.36%-5,33213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC38,550$9.33M0.27%+3,71013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.38,038$9.2M0.4%+5,67613F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC37,858$9.16M0.89%-41113F-HRTimeline
MOLLER WEALTH PARTNERS37,444$9.06M1.89%-2,02813F-HRTimeline
Parkside Financial Bank & Trust37,294$9.02M0.7%-83213F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD37,260$9.02M0.02%+13,74513F-HRTimeline
Atria Investments, Inc37,149$8.99M0.1%+28,29513F-HRTimeline
RMR Wealth Builders37,024$8.96M0.75%+15213F-HRTimeline
Badgley Phelps Wealth Managers, LLC36,968$8.94M0.19%+28513F-HRTimeline
Compound Planning, Inc.36,954$8.94M0.29%-5013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.36,949$8.94M1.6%-15213F-HRTimeline
SVB WEALTH LLC36,918$8.93M0.48%-2,74213F-HRTimeline
First Heartland Consultants, Inc.36,666$8.87M0.72%+33,65513F-HRTimeline
Aspen Investment Management Inc36,451$8.82M3.41%+2,03413F-HRTimeline
Fluent Financial, LLC36,408$8.81M3.45%-1,51713F-HRTimeline
Chicago Partners Investment Group LLC35,308$8.79M0.23%+2,34313F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…36,297$8.78M0.45%-74613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC36,034$8.72M0.21%+1,14313F-HRTimeline
Evercore Wealth Management, LLC36,026$8.72M0.13%-42313F-HRTimeline
RHUMBLINE ADVISERS35,837$8.67M0.01%+5,94013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…35,774$8.66M0.14%+10,93613F-HRTimelineGroup
Capstone Financial Advisors, Inc.35,523$8.6M0.47%+5813F-HRTimeline
LPWM LLC35,375$8.56M2.28%+46813F-HRTimeline
Aspect Partners, LLC35,177$8.51M3.86%+31,35713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.35,119$8.5M0.93%+44513F-HRTimeline
Allianz SEgroup of 2 filers holding35,109$8.49M+34,400Timeline
Sierra Capital LLC34,989$8.47M0.93%-21413F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC34,810$8.42M2.8%-4,42113F-HRTimeline