Skip to content
Disclosery

IWM ISHARES TR

Follow

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
AXXCESS WEALTH MANAGEMENT, LLC34,623$8.38M0.18%-9,54113F-HRTimeline
Argent Trust Co34,525$8.35M0.3%+59913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.34,016$8.35M0.56%-65313F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A34,462$8.34M0.03%13F-HRTimelineGroup
Private Wealth Asset Management, LLC34,439$8.33M0.98%-2,56113F-HRTimeline
IFG Advisory, LLC34,406$8.32M0.38%+2,21113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP34,255$8.29M0.33%+7,66013F-HRTimeline
DHJJ Financial Advisors, Ltd.34,092$8.25M2.8%+1,08213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC33,727$8.16M0.29%+59913F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC33,370$8.07M0.37%+20,02113F-HRTimeline
Independent Family Office, LLC33,011$7.99M3.38%-5,37713F-HRTimeline
Whitefort Capital Management, LP33,000$7.98M2.64%new13F-HRTimeline
Palisade Asset Management, LLC32,991$7.98M0.74%-33213F-HRTimeline
KETTLE HILL CAPITAL MANAGEMENT, LLC32,984$7.98M1.8%-2,15313F-HRTimeline
Midwest Trust Co32,972$7.98M0.1%-7,75713F-HRTimeline
Newport Capital Group, LLC32,911$7.97M5.01%+19513F-HRTimeline
Guided Capital Wealth Management, LLC32,866$7.95M6.82%+44313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/32,691$7.91M0.38%+6,00213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO32,538$7.87M0.17%+1,44413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD32,510$7.87M3.78%-1,05513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,446$7.85M-3,466Timeline
ARCADIA INVESTMENT ADVISORS LLC32,344$7.83M3.8%-13,43213F-HRTimeline
Fortis Group Advisors, LLC31,779$7.82M1.35%+6,33013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,303$7.82M0.19%+9,36713F-HRTimeline
BURLING WEALTH PARTNERS, LLC32,224$7.8M1.29%+1,82613F-HRTimeline
Klingman & Associates, LLC32,023$7.75M0.39%-5913F-HRTimeline
HELIOS CAPITAL MANAGEMENT PTE. LTD32,000$7.74M5.25%013F-HRTimeline
PKO Investment Management Joint-Stock Co32,000$7.74M0.66%+5,00013F-HRTimeline
Curi Capital, LLC31,829$7.7M0.14%-9,46713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC31,738$7.68M1.86%-22213F-HRTimeline
Modern Wealth Management, LLC31,731$7.68M0.15%-2,90813F-HRTimeline
Nilsine Partners, LLC31,685$7.67M0.69%+28,87213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC31,513$7.62M0.1%-45213F-HRTimeline
Ballentine Partners, LLC31,345$7.58M0.11%-1,26613F-HRTimeline
Clear Creek Financial Management, LLC31,250$7.56M0.65%+1,53213F-HRTimeline
KICKSTAND VENTURES, LLC.31,098$7.52M1.66%+1113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise30,971$7.49M0.28%-9,76813F-HRTimelineGroup
Amundiin group Amundi30,255$7.47M<0.01%new13F-HRTimelineGroup
UNIQUE WEALTH, LLC30,841$7.46M1.09%+1,11013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…30,818$7.46M0.01%-14,09113F-HRTimelineGroup
Farther Finance Advisors, LLC30,802$7.45M0.11%+2,70913F-HRTimeline
CMG Global Holdings, LLC29,726$7.44M3.64%+1,88413F-HRTimeline
Lifeworks Advisors, LLC30,728$7.43M1%+25,64313F-HRTimeline
JMG Financial Group, Ltd.30,594$7.4M0.21%+3813F-HRTimeline
EVOKE WEALTH, LLC30,551$7.39M0.15%+4,86813F-HRTimeline
Caerus Investment Advisors, LLC30,478$7.37M3.02%013F-HRTimeline
Rathbones Group PLC30,475$7.37M0.03%-1,34813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC30,400$7.36M<0.01%+5,40013F-HRTimelineGroup
Composition Wealth, LLC30,343$7.34M0.11%+35513F-HRTimeline
Bleakley Financial Group, LLC30,305$7.33M0.17%-53413F-HRTimeline
CENTRAL BANK & TRUST CO30,280$7.33M1.15%-1,68013F-HRTimeline
Financial Engines Advisors L.L.C.30,166$7.3M0.01%-4813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,149$7.29M0.08%-49713F-HRTimelineGroup
Alight Capital Management LP30,000$7.26M1.74%new13F-HRTimeline
Avidian Wealth Enterprises, LLC29,783$7.21M0.27%-3,25613F-HRTimeline
Royal Fund Management, LLC29,596$7.19M0.87%-7,71513F-HRTimeline
CALIFORNIA FIRST LEASING CORP29,705$7.19M2.63%013F-HRTimeline
Cornerstone Advisory, LLC29,279$7.08M0.7%-88313F-HRTimeline
New England Private Wealth Advisors LLC29,079$7.04M0.93%+6313F-HRTimeline
Single Point Partners, LLC29,049$7.03M1.43%+29913F-HRTimeline
Mill Creek Capital Advisors, LLC28,832$6.98M0.14%-62713F-HRTimeline
Capital Investment Advisory Services, L…28,801$6.97M0.55%-2,85113F-HRTimeline
SCOTIA CAPITAL INC.28,769$6.96M0.03%+12,32313F-HRTimeline
St. Louis Trust Co28,756$6.96M0.87%-5,58413F-HRTimeline
McKinley Carter Wealth Services, Inc.28,623$6.93M0.36%-20113F-HRTimeline
Dorsey & Whitney Trust CO LLC28,478$6.89M0.36%-32113F-HRTimeline
HORIZON BANCORP INC /IN/28,401$6.87M3.28%+5,53513F-HRTimeline
Gladstone Institutional Advisory LLC28,397$6.87M0.26%-68813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC28,383$6.87M0.09%-73213F-HRTimeline
Rossmore Private Capital28,351$6.86M0.74%-19513F-HRTimeline
Arete Wealth Advisors, LLC28,306$6.85M0.43%+22413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28,267$6.84M0.08%+52913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…27,927$6.76M0.02%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC27,895$6.75M0.39%+1,29813F-HRTimeline
Ashton Thomas Private Wealth, LLC27,802$6.73M0.17%-43313F-HRTimeline
Welch & Forbes LLC27,754$6.72M0.08%+513F-HRTimeline
Ryan Investment Management, Inc.27,709$6.7M3.73%-1,77913F-HRTimeline
Full Sail Capital, LLC27,676$6.7M0.37%-3,52913F-HRTimeline
SummitTX Capital, L.P.27,570$6.67M0.28%-18,61213F-HRTimeline
PFW Advisors LLC27,534$6.66M1.97%-1,76913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…27,400$6.63M0.28%-21213F-HRTimeline
Independence Bank of Kentucky27,237$6.59M0.85%-62413F-HRTimeline
MONTAG A & ASSOCIATES INC27,131$6.56M0.3%-2,95413F-HRTimeline
Larson Financial Group LLC27,121$6.56M0.23%-8,66113F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …27,090$6.55M3.48%+9,17413F-HRTimeline
Mutual Advisors, LLC26,419$6.51M0.14%+2,56613F-HRTimeline
Parallel Advisors, LLC26,881$6.5M0.12%+23513F-HRTimeline
Venture Visionary Partners LLC26,860$6.5M0.22%-65013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC26,833$6.49M0.1%-16913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,823$6.49M0.17%+16,14213F-HRTimelineGroup
Gotham Asset Management, LLC26,749$6.47M0.03%+11,87313F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK29,296$6.47M0.59%013F-HRTimeline
Omnia Family Wealth, LLC26,722$6.47M2.1%+25,16213F-HRTimeline
Perissos Private Wealth Management, LLC26,652$6.45M4.7%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest26,621$6.44M4.13%-11013F-HRTimeline
Prime Capital Investment Advisors, LLC26,489$6.41M0.08%+1,86913F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…26,371$6.38M0.67%-15913F-HRTimeline
Parisi Gray Wealth Management26,365$6.38M1.66%-24913F-HRTimeline
Jain Global LLC26,355$6.38M0.08%new13F-HRTimeline
Summit Wealth Partners, LLC26,330$6.37M1.15%-1,35413F-HRTimeline
YHB Investment Advisors, Inc.26,181$6.33M0.46%+23713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…26,146$6.33M0.69%+4,59913F-HR/ATimelineGroup
GreatBanc Trust CO26,091$6.31M4.32%13F-HRTimeline
Pine Ridge Advisers LLC26,022$6.3M0.43%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC25,999$6.29M2.66%new13F-HRTimeline
CITY HOLDING CO25,893$6.27M0.79%-30413F-HRTimeline
Accurate Wealth Management, LLC25,059$6.21M0.83%new13F-HRTimeline
LONDON CO OF VIRGINIA25,529$6.18M0.03%+50413F-HRTimeline
FSA WEALTH PARTNERS, INC.25,522$6.18M2.38%+19,02013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding25,475$6.16M+954Timeline
Foundations Investment Advisors, LLC25,472$6.16M0.09%+9,40913F-HRTimeline
Yost Capital Management, LP25,310$6.12M7.44%+3,53313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25,187$6.09M0.04%-54013F-HRTimelineGroup
Smith & Howard Wealth Management, LLC25,179$6.09M1.42%-72413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC25,016$6.05M0.08%-6313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC24,979$6.04M1.3%-42313F-HRTimeline
World Investment Advisors24,919$6.03M0.12%+2,67613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…24,824$6.01M2.56%+83313F-HRTimeline
Goldstone Financial Group, LLC24,651$5.96M0.71%+5013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,611$5.95M0.31%new13F-HRTimelineGroup
IRONWOOD INVESTMENT MANAGEMENT LLC24,571$5.95M2.59%-7,81513F-HRTimeline
Empowered Funds, LLC24,532$5.94M0.06%new13F-HRTimeline
Aptus Capital Advisors, LLC24,531$5.94M0.05%+2,40113F-HRTimeline
BayBridge Capital Group, LLC24,516$5.93M3.78%-2,23113F-HRTimeline
Marquette Asset Management, LLC24,442$5.91M0.91%+5,02413F-HRTimeline
Canton Hathaway, LLC24,411$5.91M1.13%+1613F-HRTimeline
Prosperity Consulting Group, LLC24,374$5.9M0.29%-3,50313F-HRTimeline
CERTUITY, LLC23,693$5.73M0.39%+2,23013F-HRTimeline
Evolution Wealth Advisors, LLC23,663$5.73M0.77%-25713F-HRTimeline
Mandatum Life Insurance Co Ltd23,612$5.71M1.36%+3,70813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…23,497$5.69M1.4%-11113F-HRTimeline
NewEdge Wealth, LLC23,231$5.68M0.08%+4,71913F-HRTimeline
Crescent Grove Advisors, LLC23,440$5.67M0.54%+1,53213F-HRTimeline
GRIES FINANCIAL LLC23,437$5.67M0.9%+8313F-HRTimeline
FLOW TRADERS U.S. LLC23,412$5.67M0.23%new13F-HRTimeline
Williams Jones Wealth Management, LLC.23,374$5.66M0.06%+2,11513F-HRTimeline
FSC Wealth Advisors, LLC23,353$5.65M3.26%+83813F-HRTimeline
Stordahl Capital Management, Inc.23,305$5.64M1.18%-21513F-HRTimeline
Spahn Wealth & Retirement LLC23,237$5.62M3.33%-1,23313F-HRTimeline
Rehmann Capital Advisory Group23,244$5.61M0.31%+4,39913F-HRTimeline
HARBOUR INVESTMENTS, INC.23,156$5.6M0.13%+1,63813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23,126$5.6M0.56%-2113F-HRTimeline
Mount Capital Ltd23,100$5.59M2%013F-HRTimeline
Nicholas Investment Partners, LP22,884$5.54M0.42%-6,43513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC22,755$5.51M3.5%new13F-HRTimeline
Orion Porfolio Solutions, LLC22,669$5.48M0.04%-1,12313F-HRTimeline
K.J. Harrison & Partners Inc22,458$5.48M0.78%+13,00013F-HRTimeline
Arkadios Wealth Advisors22,630$5.48M0.13%+1,53913F-HRTimeline
COREPATH WEALTH PARTNERS LLC22,148$5.47M3.97%-10,79113F-HRTimeline
Merit Financial Group, LLC22,478$5.44M0.05%+77513F-HR/ATimeline
PRIVATE TRUST CO NA22,424$5.43M0.48%+1,25013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,394$5.42M0.38%+3,62113F-HRTimeline
C2C Wealth Management, LLC22,371$5.41M4.65%-4013F-HRTimeline
Amtrust Financial Services, Inc.22,200$5.37M1.79%013F-HRTimeline
Sollinda Capital Management LLC22,138$5.36M1.47%-105,39813F-HRTimeline
Pinnacle Wealth Management Group, Inc.22,104$5.35M2.74%+85913F-HRTimeline
WINCAP FINANCIAL LLC21,995$5.32M3.68%+5,87613F-HRTimeline
Haverford Trust Co21,962$5.31M0.05%-19013F-HRTimeline
E&G Advisors, LLC21,942$5.31M1.24%-18013F-HRTimeline
Snowden Capital Advisors LLC21,903$5.3M0.14%-12,03113F-HRTimeline
NOVEM GROUP21,712$5.25M0.63%-46613F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding21,701$5.25M+786Timeline
WEALTHEDGE INVESTMENT ADVISORS, LLC21,617$5.23M1.98%+59013F-HRTimeline
Jacksonville Wealth Management, LLC21,448$5.19M3.81%+1,99113F-HRTimeline
St. Johns Investment Management Company…21,429$5.18M2.2%+4313F-HRTimeline
Cordgrass Capital Advisors, LLC21,410$5.18M1.28%+8713F-HRTimeline
TCV Trust & Wealth Management, Inc.21,350$5.17M0.43%+8513F-HRTimeline
CWA Asset Management Group, LLC21,154$5.12M0.19%+82913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC21,126$5.11M1.54%-42113F-HRTimeline
Kingsview Wealth Management, LLC21,064$5.1M0.08%+89613F-HRTimeline
Ackerman Asset Management, LLC21,000$5.08M3.64%new13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC20,975$5.08M1.11%013F-HR/ATimeline
STEPH & CO20,851$5.05M1.54%+45813F-HRTimeline
IFP Advisors, Inc20,842$5.04M0.13%-7,61113F-HR/ATimeline
Addenda Capital Inc.20,800$5.03M0.15%-1,95013F-HRTimeline
TD Waterhouse Canada Inc.20,605$5M0.03%-5,76813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,659$5M-594Timeline
Triumph Capital Management20,531$4.97M1.34%-5,30213F-HR/ATimeline
SSI INVESTMENT MANAGEMENT LLC20,436$4.94M0.34%+36813F-HRTimeline
Sigma Planning Corp20,412$4.94M0.14%+3,01713F-HRTimeline
AE Wealth Management LLC20,400$4.94M0.03%-71813F-HRTimeline
Rockingstone Advisors LLC20,389$4.93M2.43%+1,80013F-HRTimeline
waypoint wealth counsel20,385$4.93M1.95%+84113F-HRTimeline
Manchester Capital Management LLC20,313$4.91M0.67%+2,35113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…20,275$4.91M1.04%+6813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,223$4.89M1.05%-50913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding20,206$4.89M-2,703Timeline
OneDigital Investment Advisors LLC20,164$4.88M0.05%+1,21413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC20,153$4.88M2.74%-2213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,153$4.88M0.17%+16613F-HRTimelineGroup
Private Wealth Advisors, LLC20,095$4.86M1.83%+9,63313F-HRTimeline
COUNTRY CLUB BANK20,078$4.85M0.29%-2,04313F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND20,010$4.84M0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,845$4.8M0.12%-1,03313F-HRTimelineGroup
Connecticut Wealth Management, LLC19,693$4.76M0.21%-1,06213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.19,647$4.75M1.17%+1,70013F-HRTimeline
Apexium Financial, LP19,531$4.73M0.23%+74713F-HRTimeline
Central Pacific Bank - Trust Division19,526$4.72M0.57%+5913F-HRTimeline
WealthBridge Capital Management, LLC19,518$4.72M1.11%+3,62913F-HRTimeline
BSW Wealth Partners19,457$4.71M0.59%-44913F-HRTimeline