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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
Ethos Financial Group, LLC22,109$4.89M0.64%+15,05313F-HRTimeline
Rehmann Capital Advisory Group22,053$4.87M0.31%+4,72213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,990$4.86M0.07%+1,02913F-HRTimelineGroup
Wealth Advisory Solutions, LLC21,934$4.85M1.36%-14013F-HRTimeline
Northeast Financial Consultants Inc21,926$4.84M0.2%-17413F-HRTimeline
Abundance Wealth Counselors21,877$4.83M1.05%+27013F-HRTimeline
NewEdge Wealth, LLC21,862$4.83M0.08%+6,67013F-HRTimeline
Rockingstone Advisors LLC21,839$4.83M2.13%+83513F-HRTimeline
FAS Wealth Partners, Inc.21,723$4.8M0.4%-81913F-HRTimeline
Cavalier Investments, LLC21,686$4.79M1.6%-94,99413F-HRTimeline
E&G Advisors, LLC21,624$4.78M1.3%+1,89913F-HRTimeline
TCV Trust & Wealth Management, Inc.21,557$4.76M0.44%-5313F-HRTimeline
BEAM WEALTH ADVISORS, INC.21,525$4.76M1.5%-68513F-HRTimeline
Sandbox Financial Partners, LLC21,433$4.74M1.58%+1,46213F-HRTimeline
AE Wealth Management LLC21,403$4.73M0.04%+2,73813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,313$4.71M0.26%+51513F-HR/ATimelineGroup
UNION SAVINGS BANK21,301$4.71M2.31%-7813F-HRTimeline
Archvest Wealth Advisors, Inc.21,231$4.69M3.4%+3,80613F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC21,041$4.65M1.12%013F-HR/ATimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.20,974$4.64M0.05%-135,97913F-HRTimeline
Addenda Capital Inc.21,000$4.64M0.16%-1,10013F-HRTimeline
WOODSTOCK CORP20,963$4.63M0.45%-52213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO20,946$4.63M1.1%+13213F-HRTimeline
Menard Financial Group LLC20,897$4.62M2.77%+69113F-HRTimeline
Private Wealth Advisors, LLC20,859$4.61M2.01%new13F-HRTimeline
EQUITABLE TRUST CO20,836$4.6M0.26%new13F-HRTimeline
Ananym Capital Management, LP20,760$4.59M2.78%13F-HR/ATimeline
Legacy Edge Advisors, LLC20,728$4.57M0.73%+14513F-HRTimeline
B. Riley Wealth Advisors, Inc.20,612$4.55M0.15%+2,38813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,530$4.54M0.37%+1,83913F-HR/ATimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…20,436$4.52M1.12%+1,01813F-HRTimeline
Sender Co & Partners, Inc.20,402$4.51M5.6%new13F-HRTimeline
Nilsine Partners, LLC20,361$4.5M0.48%+2,08113F-HRTimeline
Cordgrass Capital Advisors, LLC20,293$4.48M1.3%+1,93013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20,207$4.46M0.67%+11,23413F-HR/ATimeline
Lakeshore Capital Group, Inc.20,107$4.44M6.72%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.19,957$4.41M0.74%-93413F-HRTimeline
Randall & Associates Wealth Management19,889$4.39M3.65%+1,20913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD19,880$4.39M0.01%013F-HRTimelineGroup
GM Advisory Group, LLC19,877$4.39M0.24%+1,32813F-HRTimeline
APPLETON PARTNERS INC/MA19,865$4.39M0.32%-1,65913F-HRTimeline
St. Johns Investment Management Company…19,810$4.38M2.04%+1,59313F-HRTimeline
ROYCE & ASSOCIATES LP19,700$4.35M0.04%013F-HRTimeline
HILL ISLAND FINANCIAL LLC19,664$4.34M1.27%+6113F-HRTimeline
Belvedere Trading LLC19,662$4.34M0.33%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding19,621$4.34M+325Timeline
BankPlus Trust Departmentgroup of 2 filers holding19,510$4.31MnewTimeline
CERTUITY, LLC19,437$4.29M0.47%-1,05313F-HRTimeline
SURIENCE PRIVATE WEALTH LLC19,427$4.29M5.54%-30,92713F-HRTimeline
Auour Investments LLC18,939$4.29M1.5%-5613F-HRTimeline
Three Bridge Wealth Advisors, LLC19,212$4.25M1.49%+4,75013F-HRTimeline
Pine Ridge Advisers LLC19,162$4.23M0.38%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.19,093$4.22M2.63%+51613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …19,044$4.21M0.24%-14013F-HRTimelineGroup
Carnegie Investment Counsel18,899$4.18M0.12%+12813F-HRTimeline
FIRST MERCHANTS CORP18,768$4.15M0.16%-4,05013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,728$4.14M0.41%-5913F-HRTimelineGroup
Aureus Asset Management, LLC18,561$4.1M0.26%+19913F-HRTimeline
Crews Bank & Trust18,511$4.09M0.69%13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…18,484$4.08M1.47%-25913F-HRTimeline
Provida Pension Fund Administrator18,482$4.08M0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,469$4.08M0.12%+2,42313F-HRTimeline
Christopher J. Hasenberg, Inc18,444$4.08M1.64%-67,13113F-HRTimeline
Essential Planning, LLC.17,875$4.07M0.03%new13F-HRTimeline
Lifeworks Advisors, LLC18,366$4.06M0.73%+10,88013F-HRTimeline
Sunburst Financial Group, LLC18,325$4.05M1%-41013F-HRTimeline
Inman Jager Wealth Management, LLC18,260$4.03M3.14%13F-HRTimeline
HAP Trading, LLC18,250$4.03M1.35%new13F-HRTimeline
BG Investment Services, LLC18,199$4.02M4.05%13F-HRTimeline
OneDigital Investment Advisors LLC18,193$4.02M0.05%-1,81813F-HRTimeline
FFT WEALTH MANAGEMENT LLC18,176$4.02M0.3%013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP18,172$4.02M2.7%13F-HRTimelineGroup
WealthBridge Capital Management, LLC18,139$4.01M1.11%+65113F-HRTimeline
STEPH & CO18,135$4.01M1.35%-92613F-HRTimeline
Aaron Wealth Advisors LLC18,107$4M0.46%-8213F-HRTimeline
World Investment Advisors18,087$4M0.11%+11,42913F-HRTimeline
State of Wyoming18,055$3.99M0.51%-2,85013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,028$3.98M0.04%+4813F-HRTimelineGroup
PATTEN & PATTEN INC/TN17,898$3.95M0.26%+3,61413F-HRTimeline
Prudent Man Advisors, LLC17,823$3.94M1.43%-3,63413F-HRTimeline
Almanack Investment Partners, LLC.17,822$3.94M0.61%-3,01913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …17,630$3.9M2.98%+15,77213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP17,600$3.89M0.13%-12513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.17,503$3.87M0.41%-8,23313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT17,416$3.85M0.04%+15,92613F-HRTimeline
Legacy Advisory Services, LLC17,347$3.83M3.27%+1,53713F-HRTimeline
Trifecta Capital Advisors, LLC17,328$3.83M0.76%-7713F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC17,296$3.82M2.45%013F-HRTimeline
Campbell Wealth Management17,250$3.81M0.34%+1,92513F-HRTimeline
Jacksonville Wealth Management, LLC17,218$3.8M3.55%13F-HRTimeline
Orion Porfolio Solutions, LLC17,132$3.79M0.04%+2,83013F-HRTimeline
Orion Portfolio Solutions, LLC17,132$3.79M0.04%+2,83013F-HRTimeline
NWAM LLC17,123$3.78M0.23%-64413F-HRTimeline
NOVEM GROUP17,088$3.78M0.56%13F-HRTimeline
Processus Wealth & Capital Management, …17,079$3.77M3.01%+24113F-HRTimeline
Peak Asset Management, LLC17,003$3.76M0.7%-13013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,895$3.73M0.01%-52813F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC16,861$3.73M2.72%13F-HRTimeline
WEBSTER BANK, N. A.16,806$3.71M0.4%+1,22313F-HRTimeline
Edge Capital Group, LLC16,803$3.71M0.19%-1,29813F-HRTimeline
CHEMUNG CANAL TRUST CO16,748$3.7M0.77%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC16,675$3.68M0.88%+60713F-HRTimeline
Manchester Capital Management LLC16,621$3.67M0.43%+36513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC16,619$3.67M0.56%-1,60913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC16,458$3.64M0.71%-31613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,455$3.64M0.16%+65413F-HRTimeline
Trust Co of the South16,366$3.62M0.74%+19213F-HRTimeline
Objectivity Squared, LLC16,672$3.62M2.51%+18813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,331$3.61M0.12%-9713F-HRTimelineGroup
ACUTE INVESTMENT ADVISORY, LLC16,301$3.6M3.95%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …16,229$3.59M0.51%13F-HRTimeline
ANB BANK16,217$3.58M1.57%13F-HRTimeline
Fulton Bank, N.A.16,198$3.58M0.14%+1,37313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD16,158$3.57M<0.01%+14,32113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC16,145$3.57M0.03%-4913F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC16,129$3.56M1.27%13F-HRTimeline
Campion Asset Management16,105$3.56M2.69%-1,00613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC16,097$3.56M0.1%-5,84013F-HRTimeline
DAVENPORT & Co LLC16,049$3.55M0.02%+3,82013F-HRTimeline
DOLIVER ADVISORS, LP16,029$3.54M0.98%+8,55113F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…16,000$3.54M0.29%013F-HRTimelineGroup
Polymer Capital Management (US) LLC16,000$3.54M1.13%13F-HRTimeline
Fortis Group Advisors, LLC15,852$3.5M0.65%+8,78013F-HRTimeline
BOK Financial Private Wealth, Inc.15,849$3.5M0.25%-1,71313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…15,839$3.5M<0.01%+92213F-HRTimelineGroup
Vienna Asset Management LLC15,833$3.5M2.37%-10,64513F-HRTimeline
Katamaran Capital LLP15,830$3.5M4.68%13F-HRTimeline
Keel Point, LLC15,752$3.48M0.28%-10013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…15,733$3.48M0.15%-9513F-HRTimeline
Cranbrook Wealth Management, LLC15,701$3.47M0.8%-15013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC15,644$3.46M3.13%13F-HRTimeline
Holistic Financial Partners15,632$3.45M1.72%-2413F-HRTimeline
Crestwood Advisors Group, LLC15,572$3.44M0.06%+3013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…15,547$3.44M0.93%-43313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC15,526$3.43M0.13%-1,30713F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC15,500$3.42M2.39%013F-HRTimelineGroup
Joel Isaacson & Co., LLC15,354$3.39M0.15%+12413F-HRTimeline
Maytus Capital Management, LLC15,327$3.39M1.18%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA14,774$3.38M0.16%+26113F-HRTimeline
Empire Financial Management Company, LLC15,230$3.37M1.05%-30013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,120$3.34M0.09%13F-HRTimeline
Archer Investment Corp15,084$3.33M0.89%-15713F-HRTimeline
Adero Partners, LLC15,073$3.33M0.21%-813F-HRTimeline
COZAD ASSET MANAGEMENT INC15,061$3.33M0.31%+1,49013F-HRTimeline
Harbour Capital Advisors, LLC14,818$3.33M0.74%-2013F-HRTimeline
Walkner Condon Financial Advisors LLC15,049$3.33M0.68%+4513F-HRTimeline
Mayflower Financial Advisors, LLC15,044$3.32M0.5%-32513F-HRTimeline
Firestone Capital Management15,007$3.32M0.82%+5813F-HRTimeline
Keebeck Wealth Management15,004$3.32M0.48%-1,62513F-HRTimeline
RB Capital Management, LLC14,930$3.3M0.77%+6513F-HRTimeline
CoreCap Advisors, LLC14,884$3.29M0.15%-2,19113F-HRTimeline
Union Bancaire Privee, UBP SA15,170$3.28M0.06%13F-HR/ATimeline
Acropolis Investment Management, LLC14,818$3.27M0.19%-2413F-HRTimeline
Financial Life Planners14,765$3.26M2.74%13F-HRTimeline
Gallo Partners, LP14,721$3.25M2.41%13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC14,600$3.23M0.27%-5,59613F-HRTimeline
WEST BANCORPORATION INC14,562$3.22M2.11%-68313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,535$3.21M1.27%013F-HRTimeline
WEDBUSH SECURITIES INC14,530$3.21M0.11%-2013F-HRTimeline
Summit Place Financial Advisors, LLC14,500$3.2M1.82%-16513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,459$3.19M<0.01%-5,69913F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO14,371$3.17M0.33%-7,98713F-HRTimeline
Jaffetilchin Investment Partners, LLC14,364$3.17M0.23%+13813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP14,335$3.17M<0.01%+8,61313F-HRTimelineGroup
SAXON INTERESTS, INC.14,323$3.16M1.39%+2,60513F-HRTimeline
Perissos Private Wealth Management, LLC14,313$3.16M2.36%-38813F-HRTimeline
Promus Capital, LLC14,284$3.16M2.42%13F-HR/ATimeline
RIK SAYLOR FINANCIAL, INC.14,278$3.15M2.92%13F-HRTimeline
Total Clarity Wealth Management, Inc.14,267$3.15M1.03%+10,53113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC14,261$3.15M0.06%+78713F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…14,229$3.14M0.15%-24513F-HRTimeline
EPIQ Capital Group, LLC14,181$3.13M0.82%-2913F-HRTimeline
Bedel Financial Consulting, Inc.13,655$3.13M0.44%+1,43113F-HRTimeline
Sincerus Advisory, LLC14,175$3.13M3.36%13F-HRTimeline
Diversified Enterprises, LLC14,118$3.12M0.3%-292,39913F-HRTimeline
Bayesian Capital Management, LP14,100$3.12M0.38%+10,93113F-HRTimeline
QUADRANT CAPITAL GROUP LLC14,086$3.11M0.21%013F-HRTimeline
Redwood Wealth Management Group, LLC14,058$3.11M1.51%+17913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,048$3.1M0.1%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quantinno Capital Management LP14,040$3.1M0.03%+3,98013F-HRTimeline
PFG Investments, LLC13,991$3.09M0.19%+1,17513F-HRTimeline
REBALANCE, LLC13,945$3.08M0.23%+5613F-HRTimeline
Resolute Advisors LLC13,923$3.08M0.62%-66913F-HRTimeline
Sound View Wealth Advisors Group, LLC13,873$3.07M0.25%+28713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.13,870$3.06M0.91%+5,47813F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding13,865$3.06MnewTimeline
Birch Hill Investment Advisors LLC13,839$3.06M0.14%+3513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP13,822$3.05M0.27%-4,28313F-HRTimeline
Operose Advisors LLC13,714$3.03M1.04%+10613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,712$3.03M0.07%-3,25713F-HRTimelineGroup
NVWM, LLC13,616$3.01M0.76%+4,54613F-HRTimeline
MASO CAPITAL PARTNERS Ltd13,600$3.01M3.8%013F-HRTimeline
Vision Capital Management, Inc.13,529$2.99M0.44%-4813F-HRTimeline
Willis Johnson & Associates, Inc.13,512$2.99M0.23%-44113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,762$2.98M-89,245Timeline
Provenance Wealth Advisors, LLC13,489$2.98M0.39%-6513F-HRTimeline
Visionary Wealth Advisors13,461$2.97M0.17%+53013F-HRTimeline
DAVIDSON TRUST CO13,431$2.97M1.53%013F-HRTimeline
Bouchey Financial Group, Ltd.13,359$2.95M0.26%-33713F-HRTimeline
Merriman Wealth Management, LLC13,279$2.93M0.12%-5313F-HRTimeline