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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
Callan Family Office, LLC99,530$24.5M0.53%+45,52013F-HRTimeline
Royal Fund Management, LLC98,936$24.4M2.24%+69,34013F-HRTimeline
Janney Capital Management LLC98,278$24.2M1.52%-1,63413F-HRTimeline
Wealthspire Advisors, LLC97,401$24M0.19%-100,52913F-HRTimeline
RIVERBRIDGE PARTNERS LLC97,095$23.9M0.45%+93,54013F-HRTimeline
FRIENDS OF THE CORNELL LAB OF ORNITHOLO…96,994$23.9M22.9%13F-HRTimeline
Durable Capital Partners LP96,776$23.8M0.23%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC95,964$23.6M1.99%+3,76013F-HRTimeline
BIP Wealth, LLC93,236$23M0.81%-3,65413F-HRTimeline
Clearstead Advisors, LLC93,180$22.9M0.29%-1,11113F-HRTimeline
1ST SOURCE BANK90,488$22.3M1.17%-9,01113F-HRTimeline
Tarbox Family Office, Inc.90,196$22.2M3.57%-10,55813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding88,760$21.8M+84,382Timeline
Finley Financial, LLC88,347$21.7M9.96%-18513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…87,762$21.6M0.06%+59,83513F-HRTimelineGroup
River Wealth Advisors LLC86,270$21.2M2.38%-42013F-HRTimeline
Vestcor Inc85,537$21.1M0.6%+37,74313F-HRTimeline
CWM, LLCin group CWM, LLC85,030$20.9M0.06%+4,15313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC84,625$20.8M0.18%-1,67813F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC84,400$20.8M0.16%+17,65013F-HRTimelineGroup
Mesirow Financial Investment Management…84,358$20.8M0.43%-9,16813F-HRTimeline
Wilmington Savings Fund Society, FSB84,161$20.7M0.49%-1,93113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC83,717$20.6M0.04%new13F-HRTimelineGroup
ANB BANK83,077$20.5M8.11%-31113F-HRTimeline
Great Waters Wealth Management82,977$20.4M2.25%-15,70513F-HRTimeline
Jacobi Capital Management LLC81,519$20.1M1.16%+10,57413F-HRTimeline
Glenview Trust Co81,413$20M0.31%-7613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC80,987$19.9M8.58%+1,67513F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP79,896$19.7M0.4%-39,13813F-HRTimeline
Beacon Pointe Advisors, LLC79,814$19.6M0.14%+6,44513F-HRTimeline
SteelPeak Wealth, LLC79,550$19.6M0.64%-6,36613F-HRTimeline
J.W. COLE ADVISORS, INC.91,869$19.5M0.47%+9,75913F-HRTimeline
Brewster Financial Planning LLC79,198$19.5M11.98%-38213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…78,802$19.4M0.12%+17,31213F-HRTimelineGroup
Coastline Trust Co78,462$19.3M1.82%+29,48713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Guardian Wealth Advisors, LLC78,359$19.3M10.88%-1,81313F-HRTimeline
AMARILLO NATIONAL BANK78,285$19.3M3.38%-3,60613F-HRTimeline
McElhenny Sheffield Capital Management,…76,923$18.9M4.61%+75,37513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.76,813$18.9M1.32%-64413F-HRTimelineGroup
Impactive Capital LPin group Impactive Capital LP75,604$18.6M1.18%-533,63713F-HRTimelineGroup
Salomon & Ludwin, LLC71,990$18.2M1.61%-26713F-HRTimeline
PINNACLE ASSOCIATES LTD73,829$18.2M0.23%+54613F-HRTimeline
Baron Financial Group, LLC73,743$18.2M9.73%-29213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding73,278$18M+10,755Timeline
Ausdal Financial Partners, Inc.72,779$17.9M0.83%+26,12413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…72,416$17.8M0.49%-61613F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC72,236$17.8M1.23%-17713F-HRTimeline
Crewe Advisors LLC71,464$17.6M1.56%-1,02813F-HRTimeline
PATTON FUND MANAGEMENT, INC.71,072$17.5M2.35%-1,21313F-HRTimeline
Verdence Capital Advisors LLC70,676$17.4M1.03%+5,39613F-HRTimeline
EP Wealth Advisors, LLC70,452$17.3M0.09%13F-HRTimeline
DIVERSIFIED TRUST CO70,434$17.3M0.32%-1,58213F-HRTimeline
Litman Gregory Wealth Management LLC70,345$17.3M1.27%-4,58713F-HRTimeline
LCM Capital Management Inc69,585$17.1M8.28%-10113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC68,651$16.9M0.36%+8,61713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,508$16.5M0.03%+5,34813F-HRTimelineGroup
Global Retirement Partners, LLC66,066$16.3M0.29%+14,35813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/65,557$16.1M0.02%+11,87413F-HRTimelineGroup
TRUE Private Wealth Advisors64,197$15.8M1.58%-1,57013F-HRTimeline
CONNORS INVESTOR SERVICES INC63,200$15.6M1.34%-7,39413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC62,974$15.5M2.17%-1,48413F-HRTimeline
SMITH, MOORE & CO.62,921$15.5M1.17%-53213F-HRTimeline
LuminArx Capital Management LP62,500$15.4M14.73%13F-HRTimeline
RTD Financial Advisors, Inc.62,319$15.3M1.87%-1,72113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC62,319$15.3M1.11%+2,27113F-HRTimeline
Steward Partners Investment Advisory, L…62,279$15.3M0.08%+5,43413F-HRTimeline
EARNEST PARTNERS LLC62,084$15.3M0.07%+47,30213F-HRTimeline
WESBANCO BANK INC62,049$15.3M0.42%-12,81413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…61,355$15.1M1.04%-38813F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP61,000$15M1.45%new13F-HRTimeline
New Perspectives, Inc60,354$14.9M5.15%+1,49213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC60,285$14.8M0.75%-1,14413F-HRTimeline
Portland Global Advisors LLC60,144$14.8M1.59%-2,23713F-HRTimeline
CENTRAL BANK & TRUST CO59,850$14.7M2.28%+29,57013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD59,300$14.6M0.03%+22,04013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC59,141$14.6M2.31%-3,79013F-HRTimeline
Jasper Ridge Partners, L.P.59,093$14.5M0.32%-13,61813F-HRTimeline
Westshore Wealth, LLC58,540$14.4M4.77%+7313F-HRTimeline
IronBridge Private Wealth, LLC58,388$14.4M4.55%013F-HRTimeline
Symphony Financial, Ltd. Co.57,905$14.3M1.93%-38,16413F-HRTimeline
Simmons Bankin group Simmons Bank57,935$14.3M0.95%-51613F-HRTimelineGroup
Prospera Financial Services Inc57,696$14.2M0.23%+6,56713F-HRTimeline
Canada Post Corp Registered Pension Plan57,711$14.2M0.54%013F-HRTimeline
Perigon Wealth Management, LLC56,571$13.9M0.25%+43213F-HRTimeline
Allworth Financial LP56,509$13.9M0.06%-2,80213F-HRTimeline
BOKF, NAin group BOKF, NA56,336$13.9M0.21%+7,09413F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC56,036$13.8M0.09%+6,28113F-HRTimeline
Humankind Investments LLC55,660$13.7M6.15%013F-HRTimeline
Belvedere Trading LLC55,237$13.6M2.52%-35,39313F-HRTimeline
SEGALL BRYANT & HAMILL, LLC55,026$13.5M0.18%+15,77413F-HRTimeline
Farther Finance Advisors, LLC54,957$13.5M0.15%+24,15513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…54,807$13.5M2.56%013F-HRTimeline
ASPIRIANT, LLC54,428$13.4M0.38%+8,18613F-HRTimeline
Advisory Services Network, LLC54,320$13.4M0.19%-3,48413F-HRTimeline
IEQ CAPITAL, LLC54,294$13.4M0.04%+1,35713F-HRTimeline
Idaho Trust Co54,198$13.3M4.42%+1,76413F-HRTimeline
Legacy Wealth Management, LLC53,689$13.2M0.76%-1,31213F-HRTimeline
MACKENZIE FINANCIAL CORP53,327$13.2M0.02%-34,26213F-HRTimeline
HighMark Wealth Management LLC53,583$13.2M5.37%+2813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC52,994$13M1.31%-1,44913F-HRTimeline
Argent Advisors, Inc.52,702$13M3.62%-1,71113F-HRTimeline
Quantinno Capital Management LP52,678$13M0.03%+6,95013F-HRTimeline
LONDON CO OF VIRGINIA52,515$12.9M0.07%+26,98613F-HRTimeline
Integrated Wealth Concepts LLC52,024$12.8M0.15%-9,93213F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…52,000$12.8M0.34%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sageworth Trust Co51,777$12.7M0.55%-41113F-HRTimeline
HIGHBRIDGE CAPITAL MANAGEMENT LLC51,440$12.7M0.59%new13F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP51,404$12.7M0.37%new13F-HRTimeline
SilverOak Wealth Management LLC51,254$12.6M1.98%-1,05213F-HRTimeline
HANCOCK WHITNEY CORP51,205$12.6M0.23%+97713F-HRTimeline
COURIER CAPITAL LLC50,874$12.5M0.7%+18313F-HRTimeline
NEPC LLC50,846$12.5M0.27%+14913F-HRTimeline
Latigo Investments, LLC50,522$12.4M6.12%013F-HRTimeline
McLean Asset Management Corp46,898$12.3M2.21%-99713F-HRTimeline
Enclave Advisors LLC49,961$12.3M1.74%+43,51813F-HRTimeline
ALONGSIDE, LLC49,763$12.2M4.07%13F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC49,672$12.2M1.32%+16713F-HRTimeline
SummitTX Capital, L.P.49,513$12.2M0.37%+21,94313F-HRTimeline
Strategic Wealth Partners, Ltd.48,313$11.9M0.81%+4,44113F-HRTimeline
BANQUE PICTET & CIE SA48,271$11.9M0.12%+2,69913F-HRTimeline
Fluent Financial, LLC48,155$11.9M4.52%+11,74713F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…48,000$11.8M0.08%-884,00013F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management47,861$11.8M1.67%-3,66413F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC47,760$11.8M0.01%-11,47213F-HRTimelineGroup
William Howard & Co Financial Advisors …47,586$11.7M9.87%+9013F-HRTimeline
VestGen Advisors, LLC47,518$11.7M0.5%+7,17213F-HRTimeline
Arkadios Wealth Advisors47,338$11.7M0.23%+24,70813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding46,898$11.5M+507Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC46,599$11.5M1.68%-10,36613F-HRTimeline
DT Investment Partners, LLC46,442$11.4M0.95%-1,11813F-HRTimeline
Robertson Stephens Wealth Management, L…46,299$11.4M0.32%+3,52813F-HRTimeline
Dynamic Advisor Solutions LLC46,281$11.4M0.37%-31,24713F-HRTimeline
Corsicana & Co.46,106$11.3M6.37%-95513F-HRTimeline
OLD MISSION CAPITAL LLC46,089$11.3M0.44%-114,27013F-HRTimeline
MCF Advisors LLC46,059$11.3M0.63%-1,56213F-HRTimeline
Cornerstone Wealth Management, LLC45,978$11.3M0.59%+36,80613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.45,515$11.2M0.67%-9,98013F-HRTimelineGroup
Arbor Investment Advisors, LLC45,169$11.1M1.46%-2,22813F-HRTimeline
Smithfield Trust Co45,151$11.1M0.49%-76613F-HRTimeline
Integrated Advisors Network LLC44,891$11.1M0.49%-53713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44,845$11M0.06%+5,58413F-HRTimeline
SCS Capital Management LLC44,732$11M0.12%-2,66413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC44,297$10.9M0.26%-44313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD44,180$10.9M0.03%+27,90013F-HRTimelineGroup
Sequoia Financial Advisors, LLC44,128$10.9M0.06%-2,75613F-HRTimeline
First National Trust Co43,536$10.7M0.36%+2,62313F-HRTimeline
HB Wealth Management, LLC43,530$10.7M0.07%-66213F-HRTimeline
Harvest Investment Advisors, LLC43,517$10.7M6.07%+1,85013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.43,411$10.7M0.04%+35,99313F-HR/ATimeline
Compound Planning, Inc.43,256$10.6M0.31%+6,30213F-HRTimeline
Foster Group, Inc.42,838$10.5M0.32%-7,51713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,818$10.5M0.34%+23,66613F-HRTimelineGroup
Engine Capital Management, LPin group Engine Capital Management, LP42,444$10.4M1.44%-9,00013F-HRTimelineGroup
XML Financial, LLC41,970$10.3M0.84%-23113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO41,695$10.3M0.15%-90813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC41,574$10.2M0.33%+6813F-HRTimeline
CONNING INC.in group CONNING INC.41,524$10.2M0.34%013F-HRTimelineGroup
Howard Capital Management, LLC41,433$10.2M0.13%+1,16213F-HRTimeline
Geneos Wealth Management Inc.41,254$10.2M0.25%+1,98713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC40,871$10.1M0.63%-35913F-HRTimeline
Gray Private Wealth, LLC40,780$10M4.9%+2,07313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,661$10M0.22%+8,35813F-HRTimeline
Diversified Portfolios, Inc.40,551$9.98M0.83%-22713F-HRTimeline
Citizens Business Bank40,441$9.95M1.64%+72713F-HRTimeline
GREENBERG FINANCIAL GROUP40,023$9.85M4.06%13F-HRTimeline
Systematic Alpha Investments, LLC40,006$9.85M0.31%013F-HRTimeline
LPWM LLC39,923$9.83M2.48%+4,54813F-HRTimeline
Vavra Capital Management, LLC39,324$9.68M9.51%13F-HRTimeline
Evercore Wealth Management, LLC39,079$9.62M0.14%+3,05313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT39,061$9.62M0.14%-1,13713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…38,928$9.58M0.15%+3,15413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC38,831$9.56M0.42%+5,46113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC38,829$9.56M0.27%+27913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC38,430$9.46M0.9%+57213F-HRTimeline
Aspen Investment Management Inc38,329$9.44M2.85%+1,87813F-HRTimeline
CULBERTSON A N & CO INC38,186$9.4M1.29%-62513F-HRTimeline
Chicago Partners Investment Group LLC35,481$9.4M0.23%+17313F-HRTimeline
RAELIPSKIE PARTNERSHIP38,106$9.38M3.93%-10,96513F-HRTimeline
PKO Investment Management Joint-Stock Co38,033$9.36M0.75%+6,03313F-HRTimeline
Meridian Wealth Partners, LLC38,021$9.36M1.29%-2,06813F-HRTimeline
Parkside Financial Bank & Trust37,721$9.29M0.7%+42713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.37,447$9.22M5.49%+31,92613F-HRTimeline
BAILARD, INC.37,398$9.21M0.2%-26,25113F-HRTimeline
Argent Trust Co37,334$9.19M0.32%+2,80913F-HRTimeline
Federation des caisses Desjardins du Qu…37,294$9.18M0.04%+24,67213F-HRTimeline
Gilbert & Cook, Inc.37,279$9.18M1.15%-5,14113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP37,199$9.16M0.34%+2,94413F-HRTimeline
DRW Securities, LLC37,160$9.15M0.7%-121,87513F-HRTimeline
Capital Investment Advisory Services, L…37,151$9.15M0.65%+8,35013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp36,971$9.1M0.23%+10,14813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC36,734$9.04M0.2%+70013F-HRTimeline
Clear Creek Financial Management, LLC36,675$9.03M0.74%+5,42513F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…36,665$9.03M0.5%+36813F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC36,565$9M10.18%-21,51713F-HRTimeline
First Heartland Consultants, Inc.36,459$8.97M0.68%-20713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT36,344$8.95M0.07%+33,38713F-HRTimeline
IFG Advisory, LLC36,149$8.9M0.39%+1,74313F-HRTimeline
Capstone Financial Advisors, Inc.35,600$8.76M0.47%+7713F-HRTimeline
Cornerstone Wealth Group, LLC35,529$8.75M0.6%+29,25313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC35,264$8.68M2.98%+45413F-HRTimeline