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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
Ashton Thomas Private Wealth, LLC40,868$9.03M0.35%+2,31213F-HRTimeline
CENTRAL BANK & TRUST CO40,779$9.01M1.36%+1,26713F-HRTimeline
Fluent Financial, LLC40,486$8.95M3.96%-3,85313F-HRTimeline
HB Wealth Management, LLC40,411$8.93M0.09%+1,12713F-HRTimeline
Harvest Investment Advisors, LLC40,317$8.91M6.16%+58813F-HRTimeline
Systematic Alpha Investments, LLC40,006$8.84M0.33%new13F-HRTimeline
J. Goldman & Co LP40,000$8.84M0.31%-2,10213F-HRTimeline
JCIC Asset Management Inc.39,862$8.81M3.57%+57013F-HRTimeline
Rothschild Capital Partners, LLC39,830$8.8M2.13%-3813F-HRTimeline
MOLLER WEALTH PARTNERS39,698$8.77M2.31%-1,17313F-HRTimeline
Carrera Capital Advisors39,621$8.75M2.05%+2,17213F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC39,506$8.73M4.35%+2,86113F-HRTimeline
Bray Capital Advisors39,449$8.72M2.36%-1,01913F-HRTimeline
Independent Advisor Alliance39,448$8.72M0.12%new13F-HRTimeline
CULBERTSON A N & CO INC39,344$8.69M1.38%-5713F-HRTimeline
RMR Wealth Builders39,260$8.67M0.9%+13613F-HR/ATimeline
XML Financial, LLC39,140$8.65M0.79%+60813F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.39,120$8.64M1.61%-78713F-HRTimeline
Diversified Portfolios, Inc.38,853$8.59M0.94%-5313F-HRTimeline
Alpine Global Management, LLC38,648$8.54M2.55%+32,64813F-HR/ATimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP38,608$8.53M0.23%+2,26113F-HRTimeline
Lindbrook Capital, LLC38,512$8.51M0.77%-83513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,434$8.49M0.07%+67713F-HRTimeline
Independent Family Office, LLC38,411$8.49M4.41%-90013F-HRTimeline
First National Trust Co38,367$8.48M0.32%+7,55913F-HRTimeline
Evercore Wealth Management, LLC38,332$8.47M0.13%+213F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …38,200$8.44M1.39%new13F-HRTimelineGroup
MARQUETTE ASSOCIATES, INC.37,835$8.36M6.93%+35113F-HRTimeline
St. Louis Trust Co37,814$8.36M1.19%-5113F-HRTimeline
Aspen Investment Management Inc37,746$8.34M3.87%+2,52613F-HRTimeline
Strategic Wealth Partners, Ltd.36,678$8.29M0.69%-25,48813F-HRTimeline
Gladstone Institutional Advisory LLC37,318$8.25M0.38%+6,82113F-HRTimeline
Audent Global Asset Management, LLC37,147$8.21M5.34%+22,99513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC37,092$8.2M0.9%+94813F-HRTimeline
Badgley Phelps Wealth Managers, LLC36,941$8.16M0.19%+3,86413F-HRTimeline
Pine Valley Investments Ltd Liability Co36,842$8.14M0.53%-1,10713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT36,719$8.11M0.14%+3,92913F-HRTimeline
Belpointe Asset Management LLC36,811$8.1M0.49%+7,58413F-HRTimeline
Parkside Financial Bank & Trust36,252$8.01M1.06%-69013F-HRTimeline
Gray Private Wealth, LLC36,246$8.01M4.77%+20713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC36,236$8.01M2.49%+65013F-HRTimeline
Granite Investment Partners, LLC36,214$8M0.35%+35,52413F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC35,891$7.93M0.24%+10,08913F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC35,480$7.84M0.36%+4,92213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.35,409$7.82M0.54%+15913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC35,100$7.76M0.35%-93913F-HRTimeline
Hansen & Associates Financial Group, In…34,860$7.75M3.95%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.35,076$7.75M0.92%+36313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co34,776$7.68M0.1%-42513F-HRTimelineGroup
Circle Wealth Management, LLC34,510$7.63M0.16%+2,43913F-HRTimeline
IFG Advisory, LLC34,169$7.55M0.43%+5,83313F-HRTimeline
Palisade Asset Management, LLC34,089$7.53M0.76%-9113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO34,042$7.52M0.14%-1,74013F-HRTimeline
FINANCIAL COUNSELORS INC34,023$7.52M0.11%-3913F-HRTimeline
GARDA CAPITAL PARTNERS LP33,844$7.48M6.02%+15,01313F-HRTimeline
Cornerstone Advisory, LLC33,055$7.47M0.85%+1,09413F-HRTimeline
DHJJ Financial Advisors, Ltd.33,804$7.47M2.91%-8613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,626$7.43M0.25%-9,60513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC33,582$7.42M0.24%-5013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…33,500$7.4M0.02%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC33,493$7.4M0.14%-6,32313F-HRTimeline
JMG Financial Group, Ltd.33,490$7.4M0.25%-1413F-HRTimeline
Ballentine Partners, LLC33,476$7.4M0.13%-3313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD33,456$7.39M4.49%+16313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC33,206$7.34M0.24%+1,87413F-HRTimeline
COREPATH WEALTH PARTNERS LLC32,654$7.17M6.99%+40913F-HRTimeline
Chicago Partners Investment Group LLC32,346$7.17M0.24%-6013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC32,271$7.13M1.91%-30713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…32,247$7.13M0.18%-11,02713F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.32,247$7.13M0.44%-21213F-HRTimeline
Klingman & Associates, LLC32,130$7.1M0.44%-98413F-HRTimeline
PFW Advisors LLC31,720$7.01M2.16%13F-HRTimeline
Bleakley Financial Group, LLC31,641$6.99M0.21%-4813F-HRTimeline
Prime Capital Investment Advisors, LLC31,581$6.98M0.1%+3,84113F-HRTimeline
North Star Investment Management Corp.31,562$6.97M0.49%-22413F-HRTimeline
Summit Wealth Partners, LLC31,561$6.97M1.43%-1,58113F-HRTimeline
Cercano Management LLC31,284$6.91M0.18%013F-HRTimeline
Newport Capital Group, LLC31,254$6.91M5.09%+60113F-HRTimeline
Financial Engines Advisors L.L.C.31,255$6.91M0.01%-3,71213F-HRTimeline
Dorsey & Whitney Trust CO LLC30,992$6.85M0.38%+11,47113F-HRTimeline
Caerus Investment Advisors, LLC30,852$6.82M6.41%-4213F-HRTimeline
LPWM LLC30,679$6.78M2.18%+32613F-HRTimeline
BURLING WEALTH PARTNERS, LLC30,534$6.75M1.38%13F-HRTimeline
Legacy Trust30,400$6.72M1.56%+29513F-HRTimeline
Mill Creek Capital Advisors, LLC30,240$6.68M0.16%+20713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV30,236$6.68M1.58%+63213F-HRTimeline
Welch & Forbes LLC30,161$6.66M0.09%-1,16313F-HRTimeline
GREENLEAF TRUST29,978$6.62M0.06%-1,26813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC29,958$6.62M0.14%-4,62313F-HRTimeline
Connecticut Wealth Management, LLC29,810$6.59M0.32%-4,82613F-HRTimeline
CALIFORNIA FIRST LEASING CORP29,705$6.56M2.71%+4,40013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co29,681$6.56M0.06%013F-HRTimeline
Geneos Wealth Management Inc.29,652$6.55M0.23%+25013F-HRTimeline
PROFFITT & GOODSON INC29,349$6.48M1.08%-51813F-HRTimeline
Independence Bank of Kentucky29,313$6.48M1%+1,89113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK29,296$6.47M0.58%013F-HRTimeline
Venture Visionary Partners LLC29,280$6.47M0.27%+64213F-HR/ATimeline
Rossmore Private Capital29,090$6.43M0.79%+50713F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…28,925$6.39M0.24%-13,39313F-HRTimelineGroup
Fort Point Capital Partners LLC28,666$6.33M0.71%+50313F-HRTimeline
Commonwealth Financial Services, LLC28,620$6.32M1.24%-2,55313F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP28,528$6.3M0.17%new13F-HRTimeline
New England Private Wealth Advisors LLC28,393$6.27M0.99%+7013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd28,348$6.26M0.11%-65,71613F-HRTimelineGroup
Estate Counselors, LLC28,315$6.26M0.67%+21,20013F-HRTimeline
Argent Trust Co28,308$6.25M0.26%+22913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC28,300$6.25M<0.01%+2,10013F-HRTimelineGroup
Curi Capital, LLC28,202$6.23M0.14%+1,77413F-HRTimeline
JFS WEALTH ADVISORS, LLC28,152$6.22M0.43%+1,15713F-HRTimeline
Single Point Partners, LLC28,037$6.2M1.43%new13F-HRTimeline
Capstone Financial Advisors, Inc.27,939$6.17M0.38%+38913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,590$6.1M0.19%+28313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.27,554$6.09M0.15%+7013F-HRTimelineGroup
Kingsview Wealth Management, LLC27,562$6.09M0.12%-27513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO27,295$6.03M0.04%+46613F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…27,289$6.03M0.63%-15713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/27,288$6.03M0.33%-4413F-HRTimeline
Fearless Solutions, LLC dba Best Invest27,288$6.03M4.6%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC27,280$6.03M0.09%-77613F-HRTimeline
Modern Wealth Management, LLC27,134$6M0.22%+23,18913F-HR/ATimeline
Central Asset Investments & Management …27,100$5.99M3.67%-2,00013F-HRTimeline
PKO Investment Management Joint-Stock Co27,000$5.97M0.74%new13F-HRTimeline
Empowered Funds, LLC26,956$5.96M0.09%new13F-HRTimeline
Arete Wealth Advisors, LLC26,635$5.9M0.43%+1,62013F-HRTimeline
K.J. Harrison & Partners Inc26,658$5.9M0.92%+9,00013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…26,624$5.88M1.82%-7513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC26,530$5.86M1.41%+29013F-HRTimeline
Sigma Planning Corp26,498$5.86M0.18%-17,12013F-HRTimeline
Engine Capital Management, LPin group Engine Capital Management, LP26,444$5.84M1.07%-10,00013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC26,398$5.83M1.45%+48613F-HRTimelineGroup
BSW Wealth Partners26,389$5.83M0.86%-1,39713F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …26,324$5.82M<0.01%+1,89313F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC26,302$5.81M2.62%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding26,299$5.81M+3,006Timeline
Spectrum Wealth Counsel, LLC26,217$5.79M0.68%+11713F-HRTimeline
Snowden Capital Advisors LLC26,207$5.79M0.18%+3,28413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…26,123$5.77M0.03%-58513F-HRTimeline
Stordahl Capital Management, Inc.26,122$5.77M1.37%-20413F-HRTimeline
CITY HOLDING CO26,120$5.77M0.82%+1,12713F-HRTimeline
Merit Financial Group, LLC25,994$5.74M0.1%+8,14213F-HRTimeline
TOWNSQUARE CAPITAL LLC25,830$5.71M0.06%+9,51913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC25,819$5.7M1.83%-20813F-HRTimeline
TD Waterhouse Canada Inc.25,811$5.7M0.05%-1,48913F-HRTimeline
Cornerstone Wealth Group, LLC25,774$5.7M0.47%+13,05513F-HRTimeline
Citizens Business Bank25,715$5.68M1.06%-3,82413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC25,600$5.66M0.08%+11,63413F-HRTimeline
CHARTIST INC /CA/25,483$5.63M2.92%-24913F-HRTimeline
Intrua Financial, LLC25,450$5.62M0.91%+14,51113F-HRTimeline
COUNTRY CLUB BANK25,386$5.6M0.37%-1,32613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC25,335$5.6M0.08%+23613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC25,333$5.6M0.83%-96013F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP25,232$5.58M0.33%-4,87413F-HRTimelineGroup
TABR Capital Management, LLC25,124$5.55M4.86%13F-HRTimeline
Triumph Capital Management24,893$5.5M1.88%-79313F-HRTimeline
Verger Capital Management LLC24,872$5.5M2.74%+3913F-HRTimeline
Chris Bulman Inc24,635$5.44M3.47%new13F-HRTimeline
Corundum Group, Inc.24,444$5.4M2.02%+8,75513F-HRTimeline
Canton Hathaway, LLC24,377$5.39M1.35%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,341$5.38M0.16%+1,06613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC24,334$5.38M0.01%-35,19613F-HRTimelineGroup
INVESTORS ASSET MANAGEMENT OF GEORGIA I…24,286$5.36M2.62%+71213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,264$5.36M0.06%+4,97713F-HRTimelineGroup
EVOKE WEALTH, LLC24,074$5.32M0.15%+3913F-HRTimeline
YHB Investment Advisors, Inc.24,047$5.31M0.44%-25913F-HRTimeline
Full Sail Capital, LLC24,029$5.31M0.34%-2,13813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC23,769$5.25M0.04%+2,35913F-HRTimeline
Smith & Howard Wealth Management, LLC23,737$5.24M1.48%-31813F-HRTimeline
Perkins Coie Trust Co23,693$5.24M1.15%+5,53513F-HRTimeline
Guided Capital Wealth Management, LLC23,564$5.21M4.77%13F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC23,518$5.2M0.29%new13F-HRTimeline
Prosperity Consulting Group, LLC23,427$5.18M0.39%-1,30713F-HRTimeline
GRIES FINANCIAL LLC23,300$5.15M0.91%+83413F-HRTimeline
Mount Capital Ltd23,100$5.1M1.81%013F-HRTimeline
Williams Jones Wealth Management, LLC.23,089$5.1M0.06%-97613F-HRTimeline
waypoint wealth counsel23,050$5.09M3.32%+3,32113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,005$5.08M-1,408Timeline
Mutual Advisors, LLC22,551$5.06M0.15%-4,74613F-HRTimeline
NWF Advisory Services Inc.22,799$5.04M0.74%+32813F-HRTimeline
Fire Capital Management LLC22,790$5.04M3.75%13F-HRTimeline
Parallel Advisors, LLC22,783$5.03M0.11%+2,60813F-HRTimeline
PURSUE WEALTH PARTNERS LLC22,759$5.03M2.88%-2213F-HRTimeline
C2C Wealth Management, LLC22,739$5.02M4.66%013F-HRTimeline
CMG Global Holdings, LLC21,940$5.01M2.76%+1,40713F-HRTimeline
Baltimore-Washington Financial Advisors…22,617$5M0.26%+1,03013F-HRTimeline
CHANNEL WEALTH LLC22,612$5M1.63%+4,34313F-HRTimeline
PRIVATE TRUST CO NA22,535$4.98M0.51%-1,00813F-HRTimeline
Crescent Grove Advisors, LLC22,458$4.96M0.49%+9613F-HRTimeline
Rathbones Group PLC22,440$4.96M0.02%+2,33113F-HRTimeline
UNIONVIEW, LLC22,337$4.94M3.62%+5913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…22,325$4.93M0.01%new13F-HRTimelineGroup
HUB Investment Partners, LLC22,311$4.93M0.21%+1,85713F-HRTimeline
WINTRUST INVESTMENTS LLC22,309$4.93M4.34%+84313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,280$4.92M0.51%+5,13513F-HRTimeline
BayBridge Capital Group, LLC22,241$4.91M3.57%+1,22313F-HRTimeline
Amtrust Financial Services, Inc.22,200$4.91M2.21%013F-HRTimeline
Aptus Capital Advisors, LLC22,169$4.9M0.06%+2,18313F-HRTimeline
Marquette Asset Management, LLC22,152$4.89M0.8%-11513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P22,142$4.89M0.01%+91713F-HRTimelineGroup
UNIQUE WEALTH, LLC22,124$4.89M1.02%+4,82613F-HRTimeline
PFG Advisors22,110$4.89M0.3%+22413F-HRTimeline