Skip to content
Disclosery

IWM ISHARES TR

Follow

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
COLDSTREAM CAPITAL MANAGEMENT INC35,219$8.67M0.11%+6,83613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC35,096$8.64M0.15%+47313F-HR/ATimeline
COUNTRY TRUST BANK35,042$8.63M0.16%-107,36813F-HRTimeline
Sierra Capital LLC34,996$8.62M0.91%+713F-HRTimeline
Gotham Asset Management, LLC34,867$8.58M0.03%+8,11813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…34,776$8.56M0.18%new13F-HRTimelineGroup
Aspect Partners, LLC34,739$8.55M3.74%-43813F-HRTimeline
Private Wealth Asset Management, LLC34,731$8.55M0.93%+29213F-HRTimeline
EVOKE WEALTH, LLC34,645$8.53M0.16%+4,09413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.34,614$8.52M0.93%-50513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.34,122$8.52M0.56%+10613F-HRTimelineGroup
INVESTORS ASSET MANAGEMENT OF GEORGIA I…34,533$8.5M3.51%+9,70913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding34,504$8.49M+9,029Timeline
Sowell Financial Services LLC34,316$8.45M0.31%-4,29313F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.34,034$8.38M1.51%-2,91513F-HRTimeline
Pine Valley Investments Ltd Liability Co33,513$8.25M0.41%-6,20913F-HRTimeline
KICKSTAND VENTURES, LLC.33,506$8.25M1.74%+2,40813F-HRTimeline
FSA WEALTH PARTNERS, INC.33,490$8.24M2.96%+7,96813F-HRTimeline
MOLLER WEALTH PARTNERS33,458$8.24M1.72%-3,98613F-HRTimeline
Newport Capital Group, LLC33,337$8.21M5.02%+42613F-HR/ATimeline
Rossmore Private Capital33,307$8.2M0.73%+4,95613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …33,222$8.18M0.01%new13F-HRTimelineGroup
Nilsine Partners, LLC33,149$8.16M0.71%+1,46413F-HRTimeline
Palisade Asset Management, LLC33,015$8.13M0.79%+2413F-HRTimeline
Independent Family Office, LLC33,011$8.13M3.39%013F-HRTimeline
World Investment Advisors32,933$8.11M0.13%+8,01413F-HR/ATimeline
Guided Capital Wealth Management, LLC32,749$8.06M5.65%-11713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD32,610$8.03M3.79%+10013F-HRTimeline
Midwest Trust Co32,491$8M0.1%-48113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC32,180$7.92M0.27%-1,54713F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …32,095$7.9M<0.01%-111,38113F-HRTimelineGroup
Three Seasons Wealth, LLC32,061$7.89M0.75%new13F-HRTimeline
NewEdge Wealth, LLC32,057$7.89M0.09%+8,82613F-HRTimeline
HELIOS CAPITAL MANAGEMENT PTE. LTD32,000$7.88M5.41%013F-HRTimeline
NWF Advisory Services Inc.31,843$7.84M0.87%-11,36813F-HRTimeline
BURLING WEALTH PARTNERS, LLC31,814$7.83M1.22%-41013F-HRTimeline
Rathbones Group PLC31,730$7.81M0.03%+1,25513F-HR/ATimeline
Curi Capital, LLC31,676$7.8M0.14%-15313F-HRTimeline
Palisades Investment Partners, LLC31,650$7.79M2.94%-8,78313F-HRTimeline
Klingman & Associates, LLC31,608$7.78M0.38%-41513F-HRTimeline
CMG Global Holdings, LLC29,778$7.76M3.44%+5213F-HRTimeline
PCM Encore, LLC31,477$7.75M1.65%13F-HRTimeline
SimpliFi, Inc.31,476$7.75M3.28%-40,59413F-HRTimeline
DHJJ Financial Advisors, Ltd.31,376$7.72M2.57%-2,71613F-HRTimeline
Arete Wealth Advisors, LLC31,326$7.71M0.53%+3,02013F-HR/ATimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC31,291$7.7M<0.01%+89113F-HRTimelineGroup
JMG Financial Group, Ltd.31,219$7.68M0.22%+62513F-HRTimeline
Maytus Capital Management, LLC31,000$7.63M1.8%-75,97013F-HRTimeline
SCOTIA CAPITAL INC.30,771$7.57M0.03%+2,00213F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC30,761$7.57M1.82%-97713F-HRTimeline
UNIQUE WEALTH, LLC30,626$7.54M1.05%-21513F-HRTimeline
Marquette Asset Management, LLC30,400$7.48M1.1%+5,95813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC30,385$7.48M0.1%-1,12813F-HRTimeline
Cornerstone Advisory, LLC30,221$7.44M0.71%+94213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…30,212$7.44M0.84%+4,06613F-HR/ATimelineGroup
Bleakley Financial Group, LLC30,117$7.41M0.13%-18813F-HRTimeline
Avidian Wealth Enterprises, LLC29,826$7.34M0.27%+4313F-HRTimeline
CALIFORNIA FIRST LEASING CORP29,705$7.31M2.37%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO29,691$7.31M0.15%-2,84713F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV29,655$7.3M0.12%new13F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding29,600$7.29M-2,846Timeline
Single Point Partners, LLC29,539$7.27M1.44%+49013F-HRTimeline
RMR Wealth Builders29,467$7.25M0.58%-7,55713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise29,257$7.2M0.26%-1,71413F-HRTimelineGroup
Orion Porfolio Solutions, LLC29,161$7.18M0.05%+6,49213F-HRTimeline
New England Private Wealth Advisors LLC29,156$7.18M0.89%+7713F-HR/ATimeline
Ashton Thomas Private Wealth, LLC29,144$7.17M0.18%+1,34213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,137$7.17M0.03%new13F-HRTimelineGroup
Composition Wealth, LLC29,089$7.16M0.1%-1,25413F-HRTimeline
Ballentine Partners, LLC29,075$7.16M0.1%-2,27013F-HRTimeline
Financial Engines Advisors L.L.C.29,060$7.15M0.01%-1,10613F-HRTimeline
Gallo Partners, LP28,910$7.12M6.28%new13F-HRTimeline
St. Louis Trust Co28,759$7.08M0.81%+313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28,292$6.96M0.08%+2513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC28,286$6.96M0.37%-19213F-HRTimeline
Gladstone Institutional Advisory LLC28,143$6.93M0.26%-25413F-HRTimeline
Silver Point Capital L.P.in group Silver Point Capital L.P.28,073$6.91M0.31%-267,92713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC27,967$6.88M0.08%+1,47813F-HRTimeline
Caerus Investment Advisors, LLC27,940$6.88M2.3%-2,53813F-HRTimeline
SVB WEALTH LLC27,914$6.87M0.41%-9,00413F-HRTimeline
Welch & Forbes LLC27,872$6.86M0.08%+11813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,701$6.82M0.1%+86813F-HRTimeline
HORIZON BANCORP INC /IN/27,680$6.81M3.32%-72113F-HRTimeline
Independence Bank of Kentucky27,680$6.81M0.85%+44313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…27,595$6.79M0.28%+19513F-HR/ATimeline
JFS WEALTH ADVISORS, LLC27,560$6.78M0.38%-33513F-HRTimeline
Parisi Gray Wealth Management27,414$6.75M1.53%+1,04913F-HRTimeline
Mutual Advisors, LLC27,353$6.73M0.14%+93413F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.27,221$6.7M0.19%-80,77913F-HRTimeline
HighPoint Advisor Group LLC27,175$6.69M0.15%new13F-HRTimeline
Foundations Investment Advisors, LLC27,159$6.69M0.09%+1,68713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.27,048$6.66M1.03%new13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …26,191$6.62M3.52%-89913F-HRTimeline
Torrey-Payne Wealth Management, LLC25,046$6.61M5.92%13F-HRTimeline
PFW Advisors LLC26,856$6.61M2%-67813F-HRTimeline
YHB Investment Advisors, Inc.26,726$6.58M0.45%+54513F-HRTimeline
Virtus Wealth Solutions LLC26,721$6.58M1.25%new13F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC26,622$6.55M1.98%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,550$6.54M0.07%-3,59913F-HRTimelineGroup
Venture Visionary Partners LLC26,476$6.52M0.21%-38413F-HRTimeline
SIG BROKERAGE, LP26,403$6.5M2.19%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest26,389$6.5M3.94%-23213F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…26,336$6.48M0.66%-3513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK29,296$6.47M0.59%013F-HRTimeline
Atria Investments, Inc26,183$6.45M0.07%-10,96613F-HRTimeline
Pine Ridge Advisers LLC26,022$6.41M0.44%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd26,000$6.4M0.07%+21,09813F-HRTimelineGroup
GreatBanc Trust CO25,991$6.4M4.51%-10013F-HRTimeline
Snowden Capital Advisors LLC25,948$6.39M0.16%+4,04513F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…23,910$6.35M4.42%-27,93813F-HRTimeline
CITY HOLDING CO25,703$6.33M0.78%-19013F-HRTimeline
Mandatum Life Insurance Co Ltd25,679$6.32M1.44%+2,06713F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC25,641$6.31M1.32%+66213F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC25,472$6.27M2.64%+90113F-HRTimeline
McKinley Carter Wealth Services, Inc.25,335$6.24M0.35%-3,28813F-HRTimeline
Verition Fund Management LLC25,197$6.2M0.03%-67,06313F-HRTimeline
Quantbot Technologies LP25,044$6.16M0.21%+6,15913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC25,016$6.16M0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.24,960$6.14M0.12%+1,80413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,872$6.12M0.15%+5,02713F-HRTimelineGroup
Summit Wealth Partners, LLC24,864$6.12M1.13%-1,46613F-HRTimeline
BayBridge Capital Group, LLC24,496$6.03M3.74%-2013F-HRTimeline
Canton Hathaway, LLC24,411$6.01M1.16%013F-HRTimeline
IFP Advisors, Inc24,409$6.01M0.13%+3,56713F-HRTimeline
UNION SAVINGS BANK24,299$5.98M2.59%13F-HRTimeline
Parallel Advisors, LLC24,293$5.98M0.11%-2,58813F-HRTimeline
AE Wealth Management LLC24,150$5.94M0.03%+3,75013F-HRTimeline
Mill Creek Capital Advisors, LLC24,140$5.94M0.12%-4,69213F-HRTimeline
Goldstone Financial Group, LLC24,094$5.93M0.66%-55713F-HRTimeline
DV Trading LLC23,800$5.85M0.51%13F-HRTimeline
CERTUITY, LLC23,711$5.84M0.37%+1813F-HRTimeline
Evolution Wealth Advisors, LLC23,694$5.83M0.59%+3113F-HRTimeline
Crescent Grove Advisors, LLC23,535$5.79M0.55%+9513F-HRTimeline
Haverford Trust Co23,516$5.79M0.05%+1,55413F-HRTimeline
Platt Investment Counsel, LLC23,469$5.78M4.27%new13F-HRTimeline
Spahn Wealth & Retirement LLC23,445$5.77M3.58%+20813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…23,384$5.76M1.36%-11313F-HRTimeline
Rehmann Capital Advisory Group23,243$5.72M0.3%-113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC23,216$5.71M3.18%+8,85613F-HRTimeline
Merit Financial Group, LLC23,157$5.7M0.05%+67913F-HRTimeline
CENTAURUS FINANCIAL, INC.23,101$5.69M0.26%+5,36913F-HRTimeline
Mount Capital Ltd23,100$5.69M2.3%013F-HRTimeline
Williams Jones Wealth Management, LLC.23,084$5.68M0.06%-29013F-HRTimeline
Stordahl Capital Management, Inc.23,035$5.67M1.17%-27013F-HRTimeline
Larson Financial Group LLC22,977$5.66M0.19%-4,14413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/22,772$5.61M0.55%-35413F-HRTimeline
ALGERT GLOBAL LLC22,707$5.59M0.09%+13,90913F-HR/ATimeline
Pinnacle Wealth Management Group, Inc.22,635$5.57M2.78%+53113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,571$5.57M0.24%-15,46713F-HRTimelineGroup
St. Johns Investment Management Company…22,549$5.55M2.31%+1,12013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP22,447$5.53M0.43%+18,05713F-HRTimelineGroup
Smith & Howard Wealth Management, LLC22,436$5.52M1.26%-2,74313F-HRTimeline
COREPATH WEALTH PARTNERS LLC21,106$5.52M3.7%-1,04213F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding22,421$5.52M+720Timeline
PRICE T ROWE ASSOCIATES INC /MD/22,397$5.51M<0.01%+10,45913F-HRTimeline
K.J. Harrison & Partners Inc22,398$5.51M0.73%-6013F-HRTimeline
Consilium Wealth Advisory, LLC22,366$5.51M2.03%+4,29413F-HRTimeline
WINCAP FINANCIAL LLC22,353$5.5M3.78%+35813F-HRTimeline
PRIVATE TRUST CO NA22,306$5.49M0.48%-11813F-HRTimeline
WCG Wealth Advisors LLC22,297$5.49M0.15%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC22,242$5.48M2.55%-10,10213F-HRTimeline
Rockingstone Advisors LLC22,219$5.47M2.49%+1,83013F-HRTimeline
Amtrust Financial Services, Inc.22,200$5.46M1.73%013F-HRTimeline
Cordgrass Capital Advisors, LLC22,103$5.44M1.31%+69313F-HRTimeline
Prosperity Consulting Group, LLC22,027$5.42M0.24%-2,34713F-HRTimeline
Ryan Investment Management, Inc.21,978$5.41M3%-5,73113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…21,900$5.39M0.85%new13F-HRTimeline
Jacksonville Wealth Management, LLC21,881$5.39M3.81%+43313F-HRTimeline
E&G Advisors, LLC21,835$5.37M1.2%-10713F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV20,564$5.37M4.99%13F-HRTimeline
Manchester Capital Management LLC21,821$5.37M0.73%+1,50813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.21,813$5.37M1.29%+2,16613F-HRTimeline
NOVEM GROUP21,712$5.34M0.62%013F-HRTimeline
Addenda Capital Inc.21,650$5.33M0.16%+85013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC21,359$5.26M1.94%-25813F-HRTimeline
STEPH & CO21,332$5.25M1.51%+48113F-HRTimeline
Gilbert Capital Group, Inc.21,321$5.25M3.94%new13F-HRTimeline
MONTAG A & ASSOCIATES INC21,288$5.24M0.24%-5,84313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…21,261$5.23M1.2%+98613F-HRTimeline
TCV Trust & Wealth Management, Inc.21,197$5.22M0.42%-15313F-HRTimeline
EASTERN BANK21,131$5.2M0.09%+6,47213F-HRTimeline
Ackerman Asset Management, LLC21,014$5.17M3.44%+1413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA20,843$5.17M0.15%new13F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…20,995$5.17M1.3%-23,29813F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …20,772$5.11M0.27%+7,46513F-HRTimelineGroup
Carnegie Investment Counsel20,709$5.1M0.09%+3,13713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,634$5.08M-25Timeline
waypoint wealth counsel20,547$5.06M1.86%+16213F-HRTimeline
C2C Wealth Management, LLC20,502$5.05M4.25%-1,86913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC20,453$5.03M0.34%+1713F-HRTimeline
Three Bridge Wealth Advisors, LLC20,397$5.02M1.32%+1,18513F-HRTimeline
OneDigital Investment Advisors LLC20,220$4.98M0.05%+5613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC20,153$4.96M2.49%013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding20,116$4.95M-90Timeline
Triumph Capital Management20,058$4.94M1.07%-47313F-HRTimeline
Ironsides Asset Advisors, LLC20,045$4.93M1.25%new13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC19,992$4.92M1.12%-98313F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management19,884$4.89M0.16%-26913F-HRTimelineGroup
CWA Asset Management Group, LLC19,881$4.89M0.18%-1,27313F-HRTimeline
Peapod Lane Capital LLC19,758$4.86M4.14%+11,86313F-HRTimeline