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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
St. Louis Trust Co34,466$6.88M1%-3,34813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding32,738$6.87M-9,162Timeline
KETTLE HILL CAPITAL MANAGEMENT, LLC34,102$6.8M1.87%-34,56713F-HRTimeline
HANCOCK WHITNEY CORP34,010$6.78M0.22%-8,67313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC33,931$6.77M0.23%+72513F-HRTimeline
Ballentine Partners, LLC33,800$6.74M0.12%+32413F-HRTimeline
Commonwealth Financial Services, LLC33,668$6.72M1.38%+5,04813F-HRTimeline
Palisade Asset Management, LLC33,578$6.7M0.69%-51113F-HRTimeline
Capital Investment Advisory Services, L…33,503$6.68M0.6%+22,35713F-HRTimeline
Private Wealth Asset Management, LLC33,442$6.67M0.96%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD33,410$6.66M4.01%-4613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT33,404$6.66M0.11%-3,31513F-HRTimeline
Avidian Wealth Enterprises, LLC33,381$6.66M0.3%-1,71913F-HRTimeline
DHJJ Financial Advisors, Ltd.33,281$6.64M2.67%-52313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO33,254$6.63M0.17%-78813F-HRTimeline
Foundations Investment Advisors, LLC32,926$6.57M0.12%-27,73413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,754$6.53M0.27%-17,56913F-HRTimelineGroup
Guided Capital Wealth Management, LLC32,701$6.52M5.45%+9,13713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK29,296$6.47M0.59%013F-HRTimeline
Modern Wealth Management, LLC32,274$6.44M0.21%+5,14013F-HR/ATimeline
Aspen Investment Management Inc32,190$6.42M2.96%-5,55613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC32,140$6.41M1.8%-13113F-HRTimeline
Klingman & Associates, LLC32,131$6.41M0.39%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC32,109$6.41M0.09%+4,82913F-HRTimeline
JMG Financial Group, Ltd.32,015$6.39M0.22%-1,47513F-HRTimeline
GREENLEAF TRUST31,868$6.36M0.06%+1,89013F-HRTimeline
LPWM LLC31,868$6.36M2.05%+1,18913F-HRTimeline
Newport Capital Group, LLC31,784$6.35M4.57%+53013F-HRTimeline
Chicago Partners Investment Group LLC32,101$6.34M0.21%-24513F-HRTimeline
IFG Advisory, LLC31,716$6.33M0.35%-2,45313F-HRTimeline
Clear Creek Financial Management, LLC31,440$6.27M0.65%-44,45313F-HRTimeline
CW Advisors, LLC30,896$6.27M0.08%+22,35213F-HRTimeline
COREPATH WEALTH PARTNERS LLC33,345$6.25M5.95%+69113F-HRTimeline
Cercano Management LLC31,284$6.24M0.18%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC31,237$6.23M0.17%-16,70513F-HRTimeline
Legacy Trust31,188$6.22M1.5%+78813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,019$6.19M0.2%+3,42913F-HRTimelineGroup
Rathbones Group PLC31,018$6.19M0.03%+8,57813F-HRTimeline
BURLING WEALTH PARTNERS, LLC30,895$6.16M1.3%+36113F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…30,718$6.13M0.31%+1,79313F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.30,539$6.09M0.09%new13F-HRTimelineGroup
Bleakley Financial Group, LLC30,525$6.09M0.2%-1,11613F-HRTimeline
Caerus Investment Advisors, LLC30,478$6.08M5.86%-37413F-HRTimeline
PFW Advisors LLC30,438$6.07M1.9%-1,28213F-HRTimeline
Cornerstone Advisory, LLC30,581$6.02M0.7%-2,47413F-HRTimeline
Dorsey & Whitney Trust CO LLC29,937$5.97M0.35%-1,05513F-HRTimeline
Summit Wealth Partners, LLC29,894$5.96M1.21%-1,66713F-HRTimeline
Mill Creek Capital Advisors, LLC29,759$5.94M0.14%-48113F-HRTimeline
CALIFORNIA FIRST LEASING CORP29,705$5.93M2.61%013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co29,681$5.92M0.05%013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP29,611$5.91M0.16%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
INVESTORS ASSET MANAGEMENT OF GEORGIA I…29,520$5.89M2.98%+5,23413F-HRTimeline
GWN SECURITIES INC.28,858$5.87M0.33%+21,81313F-HRTimeline
McKinley Carter Wealth Services, Inc.29,360$5.86M0.36%-2,88713F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …29,176$5.82M<0.01%+2,85213F-HRTimelineGroup
Financial Engines Advisors L.L.C.29,154$5.82M0.01%-2,10113F-HRTimeline
Nantahala Capital Management, LLCin group Nantahala Capital Management,…29,151$5.82M0.48%-68,48613F-HRTimelineGroup
Citizens Business Bank29,123$5.81M1.26%+3,40813F-HRTimeline
Independence Bank of Kentucky29,006$5.79M0.9%-30713F-HRTimeline
EARNEST PARTNERS LLC28,972$5.78M0.03%-58,19513F-HRTimeline
Welch & Forbes LLC28,785$5.74M0.08%-1,37613F-HRTimeline
New England Private Wealth Advisors LLC28,463$5.68M0.88%+7013F-HRTimeline
Argent Trust Co28,338$5.65M0.23%+3013F-HRTimeline
Rossmore Private Capital28,285$5.64M0.69%-80513F-HRTimeline
Estate Counselors, LLC28,062$5.6M0.58%-25313F-HRTimeline
Single Point Partners, LLC28,039$5.59M1.31%+213F-HRTimeline
Audent Global Asset Management, LLC28,011$5.59M4.61%-9,13613F-HRTimeline
Venture Visionary Partners LLC27,824$5.55M0.23%-1,45613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,717$5.53M0.07%+3,45313F-HRTimelineGroup
Capstone Financial Advisors, Inc.27,641$5.51M0.35%-29813F-HRTimeline
Arete Wealth Advisors, LLC27,378$5.46M0.42%+74313F-HRTimeline
Fearless Solutions, LLC dba Best Invest27,164$5.42M4.21%-12413F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…27,149$5.42M0.61%-14013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/27,115$5.41M0.3%-17313F-HRTimeline
PKO Investment Management Joint-Stock Co27,000$5.39M0.61%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC26,913$5.37M0.1%-6,58013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,831$5.35M+3,826Timeline
COLDSTREAM CAPITAL MANAGEMENT INC26,747$5.34M0.11%-3,21113F-HRTimeline
Verger Capital Management LLC26,682$5.32M2.34%+1,81013F-HRTimeline
UNIQUE WEALTH, LLC26,617$5.31M1%+4,49313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…26,615$5.31M1.63%-913F-HRTimeline
Engine Capital Management, LPin group Engine Capital Management, LP26,444$5.28M1%013F-HRTimelineGroup
BayBridge Capital Group, LLC26,309$5.25M3.77%+4,06813F-HRTimeline
TD Waterhouse Canada Inc.26,265$5.24M0.04%+45413F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC26,169$5.22M1.32%-36113F-HRTimeline
Connecticut Wealth Management, LLC26,157$5.22M0.27%-3,65313F-HRTimeline
Stordahl Capital Management, Inc.26,145$5.22M1.24%+2313F-HRTimeline
Pine Ridge Advisers LLC26,022$5.19M0.44%+6,86013F-HRTimeline
Prospera Financial Services Inc25,911$5.17M0.12%-19,87013F-HRTimeline
CITY HOLDING CO25,882$5.16M0.73%-23813F-HRTimeline
Smith & Howard Wealth Management, LLC25,842$5.16M1.41%+2,10513F-HRTimeline
Goldstone Financial Group, LLC25,728$5.13M0.78%-20,95513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25,727$5.13M0.04%-1,56813F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…25,666$5.12M0.03%-45713F-HRTimeline
BSW Wealth Partners25,486$5.08M0.77%-90313F-HRTimeline
Merit Financial Group, LLC25,401$5.07M0.08%-59313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC25,335$5.05M0.07%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC25,308$5.05M0.78%-2513F-HRTimeline
SURIENCE PRIVATE WEALTH LLC25,234$5.03M8.78%+5,80713F-HRTimeline
Evolution Wealth Advisors, LLC25,116$5.01M0.84%-17,66913F-HRTimeline
Riggs Asset Managment Co. Inc.25,111$5.01M1.43%-25,65313F-HRTimeline
EVOKE WEALTH, LLC24,924$4.97M0.13%+85013F-HRTimeline
COUNTRY CLUB BANK24,786$4.97M0.33%-60013F-HRTimeline
Fire Capital Management LLC24,836$4.95M3.64%+2,04613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,816$4.95M1.27%-1,58213F-HRTimelineGroup
Triumph Capital Management24,807$4.95M1.65%-8613F-HRTimeline
JFS WEALTH ADVISORS, LLC24,639$4.92M0.33%-3,51313F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD24,448$4.88M0.01%-41,99513F-HRTimeline
TOWNSQUARE CAPITAL LLC24,400$4.87M0.05%-1,43013F-HRTimeline
Canton Hathaway, LLC24,377$4.86M0.98%013F-HRTimeline
PFG Advisors24,289$4.85M0.27%+2,17913F-HRTimeline
YHB Investment Advisors, Inc.24,233$4.83M0.4%+18613F-HRTimeline
Full Sail Capital, LLC23,982$4.78M0.31%-4713F-HRTimeline
Chris Bulman Inc23,891$4.77M3.01%-74413F-HRTimeline
Parallel Advisors, LLC23,752$4.74M0.11%+96913F-HRTimeline
Farther Finance Advisors, LLC23,712$4.73M0.12%+11,00213F-HRTimeline
Quantinno Capital Management LP23,696$4.73M0.03%+9,65613F-HRTimeline
CMG Global Holdings, LLC24,176$4.69M3.06%+2,23613F-HRTimeline
GRIES FINANCIAL LLC23,381$4.66M0.9%+8113F-HRTimeline
Baltimore-Washington Financial Advisors…23,353$4.66M0.25%+73613F-HRTimeline
AE Wealth Management LLC23,283$4.64M0.04%+1,88013F-HRTimeline
PURSUE WEALTH PARTNERS LLC23,279$4.64M2.83%+52013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.23,212$4.63M0.12%-4,34213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO23,202$4.63M0.01%+8,74313F-HR/ATimelineGroup
SCOTIA CAPITAL INC.23,125$4.61M0.02%-83,06513F-HRTimeline
Mount Capital Ltd23,100$4.61M1.49%013F-HRTimeline
WealthPlan Investment Management, LLC23,077$4.6M0.45%+10,08213F-HRTimeline
C2C Wealth Management, LLC22,800$4.55M4.27%+6113F-HRTimeline
Williams Jones Wealth Management, LLC.22,732$4.53M0.06%-35713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC22,729$4.53M2.05%-3,57313F-HRTimeline
Crescent Grove Advisors, LLC22,691$4.53M0.47%+23313F-HRTimeline
NWF Advisory Services Inc.22,617$4.51M0.63%-18213F-HRTimeline
Addenda Capital Inc.22,500$4.49M0.17%+1,50013F-HRTimeline
Clear Harbor Asset Management, LLC22,492$4.49M0.36%+11,86613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,432$4.47M-3,867Timeline
Albar Capital Partners LLP22,425$4.47M2.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,424$4.47M0.13%-1,91713F-HRTimelineGroup
HUB Investment Partners, LLC22,368$4.46M0.18%+5713F-HRTimeline
Fort Point Capital Partners LLC22,345$4.46M0.5%-6,32113F-HRTimeline
Rockingstone Advisors LLC22,309$4.45M2%+47013F-HRTimeline
Amtrust Financial Services, Inc.22,200$4.43M2.14%013F-HRTimeline
Aptus Capital Advisors, LLC22,112$4.41M0.05%-5713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.22,026$4.39M0.02%-21,35113F-HRTimelineGroup
CoreCap Advisors, LLC21,975$4.38M0.19%+7,09113F-HRTimeline
Northeast Financial Consultants Inc21,958$4.38M0.19%+3213F-HRTimeline
E&G Advisors, LLC21,812$4.35M1.23%+18813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,769$4.34M0.06%-22113F-HRTimelineGroup
HORIZON BANCORP INC /IN/21,757$4.34M2.45%+21,46113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,668$4.32M0.15%-11,95813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,609$4.31M0.24%+29613F-HR/ATimelineGroup
UNION SAVINGS BANK21,490$4.29M2.1%+18913F-HRTimeline
St. Johns Investment Management Company…21,469$4.28M2.12%+1,65913F-HRTimeline
PRIVATE TRUST CO NA21,426$4.27M0.44%-1,10913F-HRTimeline
CenterStar Asset Management, LLC21,313$4.26M6.11%+18,77413F-HRTimeline
Sigma Planning Corp21,198$4.23M0.13%-5,30013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC21,138$4.22M1.59%-4,68113F-HRTimeline
SABBY MANAGEMENT, LLC21,118$4.21M17.69%+13,17813F-HRTimeline
TCV Trust & Wealth Management, Inc.21,077$4.2M0.39%-48013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC21,008$4.19M1.02%-3313F-HR/ATimeline
Snowden Capital Advisors LLC21,007$4.19M0.13%-5,20013F-HRTimeline
Kingsview Wealth Management, LLC20,961$4.18M0.08%-6,60113F-HRTimeline
Mutual Advisors, LLC21,502$4.17M0.12%-1,04913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,914$4.17M1%-3213F-HRTimeline
Azora Capital LP20,861$4.16M0.28%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding20,848$4.16M-123,929Timeline
Prosperity Consulting Group, LLC20,832$4.16M0.32%-2,59513F-HRTimeline
Legacy Edge Advisors, LLC20,709$4.13M0.64%-1913F-HRTimeline
Yost Capital Management, LP20,700$4.13M6.34%-30,10013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,690$4.13M+1,069Timeline
FAS Wealth Partners, Inc.20,615$4.11M0.34%-1,10813F-HRTimeline
Abundance Wealth Counselors20,528$4.09M0.86%-1,34913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,513$4.09M0.35%-1713F-HR/ATimeline
BEAM WEALTH ADVISORS, INC.20,437$4.08M1.38%-1,08813F-HRTimeline
Quantbot Technologies LP20,355$4.06M0.13%+12,43613F-HRTimeline
Pinnacle Wealth Management Group, Inc.20,319$4.05M2.83%+1,22613F-HRTimeline
Cordgrass Capital Advisors, LLC20,310$4.05M1.16%+1713F-HRTimeline
waypoint wealth counsel20,218$4.03M2.53%-2,83213F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC20,216$4.03M2.62%+2,92013F-HRTimeline
Nilsine Partners, LLC20,137$4.02M0.44%-22413F-HRTimeline
GARDA CAPITAL PARTNERS LP20,116$4.01M2.25%-13,72813F-HRTimeline
Capula Management Ltdin group Capula Management Ltd20,000$3.99M0.03%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.19,829$3.96M0.11%+1,36013F-HRTimeline
Randall & Associates Wealth Management19,816$3.95M3.26%-7313F-HRTimeline
B. Riley Wealth Advisors, Inc.19,755$3.94M0.12%-85713F-HRTimeline
Marquette Asset Management, LLC19,753$3.94M0.69%-2,39913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19,702$3.93M0.01%+3,86313F-HRTimelineGroup
ROYCE & ASSOCIATES LP19,700$3.93M0.04%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…19,585$3.91M0.99%-85113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,573$3.9M0.4%-2,70713F-HRTimeline
APPLETON PARTNERS INC/MA19,385$3.87M0.3%-48013F-HRTimeline
Aureus Asset Management, LLC19,352$3.86M0.27%+79113F-HRTimeline
Three Bridge Wealth Advisors, LLC19,212$3.83M1.33%013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.19,198$3.83M0.05%new13F-HRTimeline
CERTUITY, LLC19,133$3.82M0.4%-30413F-HRTimeline
TFO Wealth Partners, LLC18,935$3.78M0.75%new13F-HRTimeline
Perkins Coie Trust Co18,863$3.76M0.85%-4,83013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.18,820$3.75M0.01%-58,30413F-HRTimeline
HILL ISLAND FINANCIAL LLC18,799$3.75M1.1%-86513F-HRTimeline
CWA Asset Management Group, LLC18,787$3.75M0.18%+8,47113F-HRTimeline
Manchester Capital Management LLC18,724$3.74M0.46%+2,10313F-HRTimeline