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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
Snowden Capital Advisors LLC33,934$7.32M0.22%+12,92713F-HRTimeline
Argent Trust Co33,926$7.32M0.28%+5,58813F-HRTimeline
Federation des caisses Desjardins du Qu…33,621$7.26M0.03%-18,40013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD33,565$7.24M3.76%+15513F-HRTimeline
Palisade Asset Management, LLC33,323$7.19M0.72%-25513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC33,128$7.15M0.28%+20,00813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC33,039$7.13M0.29%-34213F-HRTimeline
DHJJ Financial Advisors, Ltd.33,010$7.12M2.57%-27113F-HRTimeline
Newport Capital Group, LLC32,716$7.06M4.79%+93213F-HRTimeline
Ballentine Partners, LLC32,611$7.04M0.11%-1,18913F-HRTimeline
Guided Capital Wealth Management, LLC32,423$7M5.39%-27813F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC32,386$6.99M3.4%-2,55213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.32,362$6.98M0.34%+10,75313F-HRTimelineGroup
IFG Advisory, LLC32,195$6.95M0.35%+47913F-HRTimeline
Klingman & Associates, LLC32,082$6.92M0.38%-4913F-HRTimeline
HELIOS CAPITAL MANAGEMENT PTE. LTD32,000$6.91M5.31%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC31,965$6.9M0.1%-14413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC31,960$6.9M1.8%-18013F-HRTimeline
CENTRAL BANK & TRUST CO31,960$6.9M1.13%-4,48113F-HRTimeline
Rathbones Group PLC31,823$6.87M0.03%+80513F-HRTimeline
Capital Investment Advisory Services, L…31,652$6.83M0.56%-1,85113F-HRTimeline
Full Sail Capital, LLC31,205$6.73M0.39%+7,22313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO31,094$6.71M0.12%-2,16013F-HRTimeline
KICKSTAND VENTURES, LLC.31,087$6.71M1.57%+27,43613F-HRTimeline
Decker Retirement Planning Inc.30,897$6.67M3.86%new13F-HRTimeline
Bleakley Financial Group, LLC30,839$6.65M0.17%+31413F-HRTimeline
Ground Swell Capital, LLC30,823$6.65M10.88%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,646$6.61M0.08%-4,14413F-HRTimelineGroup
GREENLEAF TRUST30,611$6.61M0.06%-1,25713F-HRTimeline
JMG Financial Group, Ltd.30,556$6.59M0.2%-1,45913F-HRTimeline
Caerus Investment Advisors, LLC30,478$6.58M6.27%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors30,421$6.56M3.24%new13F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC30,398$6.56M1.21%-49713F-HRTimeline
Financial Engines Advisors L.L.C.30,214$6.52M0.01%+1,06013F-HRTimeline
Cornerstone Advisory, LLC30,162$6.51M0.7%-41913F-HRTimeline
MONTAG A & ASSOCIATES INC30,085$6.49M0.32%-8,81213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK29,296$6.47M0.59%013F-HRTimeline
Composition Wealth, LLC29,988$6.47M0.11%+20,22913F-HRTimeline
RHUMBLINE ADVISERS29,897$6.45M0.01%-375,09313F-HRTimeline
New England Private Wealth Advisors LLC29,016$6.43M0.94%+55313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.29,763$6.42M0.06%+17,43513F-HRTimeline
UNIQUE WEALTH, LLC29,731$6.42M1.04%+3,11413F-HRTimeline
Clear Creek Financial Management, LLC29,718$6.41M0.61%-1,72213F-HRTimeline
CALIFORNIA FIRST LEASING CORP29,705$6.41M2.67%013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co29,681$6.41M0.05%013F-HRTimeline
Ryan Investment Management, Inc.29,488$6.36M4.07%13F-HRTimeline
Mill Creek Capital Advisors, LLC29,459$6.36M0.14%-30013F-HRTimeline
Nicholas Investment Partners, LP29,319$6.33M0.56%new13F-HRTimeline
PFW Advisors LLC29,303$6.32M1.95%-1,13513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC29,115$6.28M0.1%+2,36813F-HRTimeline
Gladstone Institutional Advisory LLC29,085$6.28M0.26%-6,55713F-HRTimeline
CMG Global Holdings, LLC27,842$6.24M3.28%+3,66613F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …28,878$6.23M<0.01%-29813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.28,824$6.22M0.35%-53613F-HRTimeline
Dorsey & Whitney Trust CO LLC28,799$6.21M0.33%-1,13813F-HRTimeline
Single Point Partners, LLC28,750$6.2M1.36%+71113F-HRTimeline
Rossmore Private Capital28,546$6.16M0.72%+26113F-HRTimeline
IFP Advisors, Inc28,453$6.14M0.17%-32,98013F-HRTimeline
Quantinno Capital Management LP28,368$6.12M0.03%+4,67213F-HRTimeline
Krilogy Financial LLC28,356$6.12M0.35%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC28,235$6.09M0.22%-12,13813F-HRTimeline
Farther Finance Advisors, LLC28,093$6.06M0.12%+4,38113F-HRTimeline
Arete Wealth Advisors, LLC28,082$6.06M0.43%+70413F-HRTimeline
Prosperity Consulting Group, LLC27,877$6.02M0.44%+7,04513F-HRTimeline
Independence Bank of Kentucky27,861$6.01M0.85%-1,14513F-HRTimeline
Welch & Forbes LLC27,749$5.99M0.07%-1,03613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.27,738$5.99M0.08%+5,96913F-HRTimelineGroup
Summit Wealth Partners, LLC27,684$5.97M1.14%-2,21013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…27,612$5.96M0.26%+10,27613F-HRTimeline
Venture Visionary Partners LLC27,510$5.94M0.22%-31413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC27,503$5.93M0.08%-13,70013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,002$5.83M0.1%+8913F-HRTimeline
PKO Investment Management Joint-Stock Co27,000$5.83M0.63%013F-HRTimeline
BayBridge Capital Group, LLC26,747$5.77M3.71%+43813F-HRTimeline
Fearless Solutions, LLC dba Best Invest26,731$5.77M4.03%-43313F-HRTimeline
Verger Capital Management LLC26,716$5.76M2.27%+3413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/26,689$5.76M0.29%-42613F-HRTimeline
Parallel Advisors, LLC26,646$5.75M0.12%+2,89413F-HRTimeline
Audent Global Asset Management, LLC26,645$5.75M4.1%-1,36613F-HRTimeline
TD Waterhouse Canada Inc.26,373$5.75M0.04%+10813F-HRTimeline
Parisi Gray Wealth Management26,614$5.74M1.65%-17,81713F-HRTimeline
JFS WEALTH ADVISORS, LLC26,597$5.74M0.37%+1,95813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP26,595$5.74M0.23%-36,31613F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…26,530$5.72M0.64%-61913F-HRTimeline
Engine Capital Management, LPin group Engine Capital Management, LP26,444$5.71M1.21%013F-HRTimelineGroup
Eisler Capital Management Ltd.26,296$5.68M0.2%-174,08713F-HRTimeline
CITY HOLDING CO26,197$5.65M0.74%+31513F-HRTimeline
Pine Ridge Advisers LLC26,022$5.62M0.36%013F-HRTimeline
YHB Investment Advisors, Inc.25,944$5.6M0.43%+1,71113F-HRTimeline
Smith & Howard Wealth Management, LLC25,903$5.59M1.42%+6113F-HRTimeline
Fortis Group Advisors, LLC25,449$5.58M1.01%+14,39113F-HRTimeline
Triumph Capital Management25,833$5.57M1.67%+1,02613F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25,727$5.55M0.04%013F-HRTimelineGroup
EVOKE WEALTH, LLC25,683$5.54M0.13%+75913F-HRTimeline
Immersion Capital LLP25,500$5.5M5.54%new13F-HRTimeline
Goldstone Financial Group, LLC24,601$5.49M0.72%-1,12713F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC25,402$5.48M1.27%-76713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC25,079$5.41M0.07%-25613F-HRTimeline
LONDON CO OF VIRGINIA25,025$5.4M0.03%-23,33313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC25,000$5.39M<0.01%+6,40013F-HRTimelineGroup
OCONNOR, A Distinct Business Unit of UB…25,000$5.39M0.15%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…24,838$5.36M0.05%+7,64013F-HRTimelineGroup
Mutual Advisors, LLC23,853$5.35M0.13%+2,35113F-HRTimeline
Prime Capital Investment Advisors, LLC24,620$5.31M0.07%-14,19013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding24,521$5.29M-8,217Timeline
Spahn Wealth & Retirement LLC24,470$5.28M3.4%-27,65213F-HRTimeline
Canton Hathaway, LLC24,395$5.26M1.07%+1813F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…23,991$5.18M2.4%-5,52913F-HRTimeline
Evolution Wealth Advisors, LLC23,920$5.16M0.76%-1,19613F-HRTimeline
Orion Porfolio Solutions, LLC23,792$5.13M0.04%+7,38513F-HR/ATimeline
Symmetry Investments LPin group Symmetry Investments LP23,718$5.12M0.43%-13,17113F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…23,608$5.09M1.37%-3,00713F-HRTimeline
Stordahl Capital Management, Inc.23,520$5.08M1.13%-2,62513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD23,515$5.07M0.01%-93313F-HRTimeline
GRIES FINANCIAL LLC23,354$5.04M0.92%-2713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23,147$4.99M0.55%new13F-HRTimeline
Mount Capital Ltd23,100$4.98M1.61%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,936$4.95M0.14%+1,26813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,909$4.94M+477Timeline
HORIZON BANCORP INC /IN/22,866$4.93M2.48%+1,10913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Addenda Capital Inc.22,750$4.91M0.18%+25013F-HRTimeline
Richard P Slaughter Associates Inc22,560$4.87M0.99%new13F-HRTimeline
FSC Wealth Advisors, LLC22,515$4.86M3.06%+18,15713F-HR/ATimeline
CoreCap Advisors, LLC22,508$4.86M0.2%+53313F-HRTimeline
Northeast Financial Consultants Inc22,448$4.84M0.2%+49013F-HRTimeline
C2C Wealth Management, LLC22,411$4.84M4.38%-38913F-HRTimeline
World Investment Advisors22,243$4.8M0.11%+5,78113F-HRTimeline
Amtrust Financial Services, Inc.22,200$4.79M1.7%013F-HRTimeline
NOVEM GROUP22,178$4.79M0.61%+4,66313F-HRTimeline
Haverford Trust Co22,152$4.78M0.05%+10,44913F-HRTimeline
Aptus Capital Advisors, LLC22,130$4.78M0.05%+1813F-HRTimeline
E&G Advisors, LLC22,122$4.77M1.24%+31013F-HRTimeline
COUNTRY CLUB BANK22,121$4.77M0.3%-2,66513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…21,954$4.74M0.01%+2,25213F-HRTimelineGroup
Crescent Grove Advisors, LLC21,908$4.73M0.46%-78313F-HRTimeline
UNION SAVINGS BANK21,522$4.72M2.17%+3213F-HRTimeline
Yost Capital Management, LP21,777$4.7M6.44%+1,07713F-HRTimeline
Merit Financial Group, LLC21,703$4.68M0.05%-3,69813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC22,573$4.67M0.36%+2,06013F-HR/ATimeline
Redwood Investment Management, LLCin group Redwood Investment Management…21,547$4.65M0.49%-446,62413F-HR/ATimelineGroup
Benchmark Financial Wealth Advisors, LLC21,547$4.65M1.54%+40913F-HRTimeline
HARBOUR INVESTMENTS, INC.21,518$4.64M0.12%+1,68913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P21,514$4.64M0.01%-49,00013F-HRTimelineGroup
CERTUITY, LLC21,463$4.63M0.44%+2,33013F-HRTimeline
St. Johns Investment Management Company…21,386$4.61M2.12%-8313F-HRTimeline
Cordgrass Capital Advisors, LLC21,323$4.6M1.24%+1,01313F-HRTimeline
TCV Trust & Wealth Management, Inc.21,265$4.59M0.4%+18813F-HRTimeline
Williams Jones Wealth Management, LLC.21,259$4.59M0.05%-1,47313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding21,253$4.59M+563Timeline
Pinnacle Wealth Management Group, Inc.21,245$4.58M2.63%+92613F-HRTimeline
PRIVATE TRUST CO NA21,174$4.57M0.44%-25213F-HRTimeline
AE Wealth Management LLC21,118$4.56M0.03%-2,16513F-HRTimeline
Arkadios Wealth Advisors21,091$4.55M0.14%-15,33713F-HRTimeline
Randall & Associates Wealth Management21,065$4.55M3.5%+1,24913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC21,027$4.54M1.9%-1,70213F-HRTimeline
ROYCE & ASSOCIATES LP21,000$4.53M0.05%+1,30013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC20,975$4.53M1.07%-3313F-HR/ATimeline
BankPlus Trust Departmentgroup of 2 filers holding20,915$4.51M+3,549Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC20,893$4.51M1.25%-3,92313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,878$4.51M0.12%-1,54613F-HRTimelineGroup
Connecticut Wealth Management, LLC20,755$4.48M0.21%-5,40213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,732$4.47M1%-18213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …20,683$4.46M0.25%+1,99513F-HRTimelineGroup
WealthPlan Investment Management, LLC20,533$4.43M0.32%-2,54413F-HRTimeline
STEPH & CO20,393$4.4M1.43%+2,12813F-HRTimeline
CWA Asset Management Group, LLC20,325$4.39M0.19%+1,53813F-HRTimeline
HUB Investment Partners, LLC20,307$4.38M0.15%-2,06113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…20,243$4.37M0.03%-5,42313F-HRTimeline
BEAM WEALTH ADVISORS, INC.20,237$4.37M1.3%-20013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…20,207$4.36M0.93%+62213F-HRTimeline
Fort Point Capital Partners LLC20,189$4.36M0.44%-2,15613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC20,175$4.35M2.6%-4113F-HRTimeline
Kingsview Wealth Management, LLC20,168$4.35M0.07%-79313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC20,068$4.33M0.31%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,987$4.31M0.15%-11,03213F-HRTimelineGroup
BSW Wealth Partners19,906$4.3M0.59%-5,58013F-HRTimeline
Mandatum Life Insurance Co Ltd19,904$4.3M1.13%+4,30013F-HRTimeline
waypoint wealth counsel19,544$4.22M2.09%-67413F-HRTimeline
Central Pacific Bank - Trust Division19,467$4.2M0.54%+6,99413F-HRTimeline
Politan Capital Management LP19,465$4.2M0.3%-16,53513F-HRTimeline
Jacksonville Wealth Management, LLC19,457$4.2M3.38%+1,53213F-HRTimeline
Abundance Wealth Counselors19,454$4.2M0.79%-1,07413F-HRTimeline
Marquette Asset Management, LLC19,418$4.19M0.7%-33513F-HRTimeline
Aureus Asset Management, LLC19,325$4.17M0.27%-2713F-HRTimeline
Olympiad Research LP19,306$4.17M6.8%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC19,212$4.15M1.09%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,113$4.12M0.15%-13,64113F-HRTimelineGroup
TFO Wealth Partners, LLC19,031$4.11M0.72%+9613F-HRTimeline
OneDigital Investment Advisors LLC18,950$4.09M0.05%+4,74313F-HRTimeline
APPLETON PARTNERS INC/MA18,905$4.08M0.29%-48013F-HRTimeline
NewEdge Wealth, LLC18,512$4.07M0.06%+10613F-HRTimeline
Rehmann Capital Advisory Group18,845$4.07M0.25%+3,64213F-HRTimeline
Wealth Advisory Solutions, LLC18,829$4.06M1.03%+16113F-HRTimeline
Apexium Financial, LP18,784$4.05M0.22%+5,82413F-HRTimeline
Aaron Wealth Advisors LLC18,777$4.05M0.41%+47513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,773$4.05M0.35%-80013F-HRTimeline
FAS Wealth Partners, Inc.18,732$4.04M0.3%-1,88313F-HRTimeline
Rockingstone Advisors LLC18,589$4.01M2.11%-3,72013F-HRTimeline
Provida Pension Fund Administrator18,482$3.99M0.07%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC18,467$3.98M1.65%+4,57413F-HRTimeline