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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
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,695$3.73M0.37%-3313F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …18,688$3.73M0.22%-35613F-HRTimelineGroup
Wealth Advisory Solutions, LLC18,668$3.72M0.99%-3,26613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.18,667$3.72M0.64%-1,29013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC18,600$3.71M<0.01%-9,70013F-HRTimelineGroup
GM Advisory Group, LLC18,508$3.69M0.2%-1,36913F-HRTimeline
Provida Pension Fund Administrator18,482$3.69M0.07%013F-HRTimeline
NewEdge Wealth, LLC18,406$3.67M0.07%-3,45613F-HRTimeline
Aaron Wealth Advisors LLC18,302$3.65M0.42%+19513F-HRTimeline
STEPH & CO18,265$3.64M1.31%+13013F-HRTimeline
Sunburst Financial Group, LLC18,254$3.64M0.89%-7113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…18,220$3.63M1.39%-26413F-HRTimeline
Crews Bank & Trust18,183$3.63M0.62%-32813F-HRTimeline
Legacy Advisory Services, LLC18,106$3.61M3.05%+75913F-HRTimeline
EQUITABLE TRUST CO18,099$3.61M0.2%-2,73713F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP18,017$3.59M2.41%-15513F-HRTimelineGroup
Jacksonville Wealth Management, LLC17,925$3.58M3.52%+70713F-HRTimeline
WealthBridge Capital Management, LLC17,846$3.56M1.01%-29313F-HRTimeline
CALTON & ASSOCIATES, INC.17,828$3.56M0.81%+14,39513F-HR/ATimeline
Inman Jager Wealth Management, LLC17,795$3.55M2.66%-46513F-HRTimeline
PROFFITT & GOODSON INC17,791$3.55M0.58%-11,55813F-HRTimeline
WOODSTOCK CORP17,752$3.54M0.35%-3,21113F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …17,732$3.54M2.45%+10213F-HRTimeline
ALGERT GLOBAL LLC17,616$3.51M0.09%+8,03013F-HR/ATimeline
PATTEN & PATTEN INC/TN17,601$3.51M0.24%-29713F-HRTimeline
NOVEM GROUP17,515$3.49M0.49%+42713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.17,509$3.49M1.03%+3,63913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,508$3.49M0.13%+1,17713F-HRTimelineGroup
Processus Wealth & Capital Management, …17,392$3.47M2.95%+31313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC17,386$3.47M0.01%+49113F-HRTimelineGroup
BankPlus Trust Departmentgroup of 2 filers holding17,366$3.46M-2,144Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…17,336$3.46M0.16%+1,60313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP17,233$3.44M0.12%-36713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…17,198$3.43M0.03%-83013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.17,189$3.43M0.21%+8,65613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,074$3.41M0.8%+39913F-HRTimeline
Addis & Hill, Inc16,960$3.38M2.36%new13F-HRTimeline
Peak Asset Management, LLC16,913$3.37M0.64%-9013F-HRTimeline
FIRST MERCHANTS CORP16,893$3.37M0.13%-1,87513F-HRTimeline
ANB BANK16,882$3.37M1.5%+66513F-HRTimeline
Private Wealth Advisors, LLC16,838$3.36M1.41%-4,02113F-HRTimeline
DeepCurrents Investment Group LLC16,832$3.36M0.12%new13F-HRTimeline
Trifecta Capital Advisors, LLC16,797$3.35M0.7%-53113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC16,717$3.33M0.03%+57213F-HRTimelineGroup
Crestwood Advisors Group, LLC16,665$3.32M0.06%+1,09313F-HRTimeline
Objectivity Squared, LLC18,029$3.32M2.79%+1,35713F-HRTimeline
DOLIVER ADVISORS, LP16,609$3.31M0.93%+58013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC16,577$3.31M0.71%+11913F-HRTimeline
CHANNEL WEALTH LLC16,487$3.29M1.02%-6,12513F-HRTimeline
World Investment Advisors16,462$3.28M0.09%-1,62513F-HRTimeline
Fulton Bank, N.A.16,422$3.28M0.13%+22413F-HRTimeline
Orion Porfolio Solutions, LLC16,407$3.27M0.03%-72513F-HRTimeline
Orion Portfolio Solutions, LLC16,407$3.27M0.03%-72513F-HR/ATimeline
Operose Advisors LLC16,397$3.27M1.08%+2,68313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC16,375$3.27M0.43%-24413F-HRTimeline
Prudent Man Advisors, LLC16,293$3.25M1.18%-1,53013F-HRTimeline
Belpointe Asset Management LLC16,267$3.25M0.17%-20,54413F-HRTimeline
One Capital Management, LLC16,242$3.24M0.11%+4,39013F-HRTimeline
WEBSTER BANK, N. A.16,117$3.22M0.35%-68913F-HRTimeline
Carnegie Investment Counsel17,856$3.21M0.08%-1,04313F-HRTimeline
Corundum Group, Inc.16,044$3.2M1.53%-8,40013F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…16,000$3.19M0.28%013F-HR/ATimelineGroup
Campion Asset Management15,883$3.17M2.45%-22213F-HRTimeline
Total Clarity Wealth Management, Inc.14,267$3.15M1.03%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…15,802$3.15M<0.01%+8,00013F-HRTimelineGroup
Joel Isaacson & Co., LLC15,692$3.13M0.14%+33813F-HRTimeline
Mandatum Life Insurance Co Ltd15,604$3.11M0.96%+6,55513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC15,599$3.11M0.12%+7313F-HRTimeline
Holistic Financial Partners15,596$3.11M1.5%-3613F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…15,547$3.1M0.84%013F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC15,500$3.09M2.66%013F-HRTimelineGroup
WEST BANCORPORATION INC15,493$3.09M2.1%+93113F-HRTimeline
Jaffetilchin Investment Partners, LLC15,416$3.08M0.22%+1,05213F-HRTimeline
Summit Place Financial Advisors, LLC15,411$3.07M1.74%+91113F-HRTimeline
Firestone Capital Management15,405$3.07M0.81%+39813F-HRTimeline
Archer Investment Corp15,390$3.07M0.8%+30613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC15,299$3.05M0.09%-79813F-HRTimeline
Walkner Condon Financial Advisors LLC15,283$3.05M0.62%+23413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …15,225$3.04M0.44%-1,00413F-HRTimeline
Rehmann Capital Advisory Group15,203$3.03M0.19%-6,85013F-HRTimeline
Cranbrook Wealth Management, LLC15,201$3.03M0.7%-50013F-HRTimeline
BOK Financial Private Wealth, Inc.15,163$3.02M0.23%-68613F-HRTimeline
Adero Partners, LLC15,053$3M0.2%-2013F-HRTimeline
Mayflower Financial Advisors, LLC15,036$3M0.46%-813F-HRTimeline
DAVENPORT & Co LLC14,919$2.98M0.02%-1,13013F-HRTimeline
Keebeck Wealth Management14,864$2.97M0.44%-14013F-HRTimeline
COZAD ASSET MANAGEMENT INC14,792$2.95M0.29%-26913F-HRTimeline
RB Capital Management, LLC14,782$2.95M0.72%-14813F-HRTimeline
Acropolis Investment Management, LLC14,633$2.92M0.17%-18513F-HRTimeline
Sincerus Advisory, LLC14,604$2.91M3.07%+42913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,528$2.9M1.22%-713F-HRTimeline
Birch Hill Investment Advisors LLC14,464$2.89M0.14%+62513F-HRTimeline
REBALANCE, LLC14,413$2.88M0.21%+46813F-HRTimeline
Promus Capital, LLC14,361$2.86M2.17%+7713F-HR/ATimeline
Diversified Enterprises, LLC14,342$2.86M0.24%+22413F-HRTimeline
FORTE ASSET MANAGEMENT LLC14,294$2.85M1.44%+2,99313F-HRTimeline
KELLY FINANCIAL GROUP LLC14,244$2.84M0.89%-1,88513F-HRTimeline
OneDigital Investment Advisors LLC14,207$2.83M0.03%-3,98613F-HRTimeline
WEDBUSH SECURITIES INC14,149$2.82M0.1%-38113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.14,121$2.82M2.48%-15713F-HRTimeline
Harbour Capital Advisors, LLC14,798$2.81M0.69%-2013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,061$2.8M0.07%-1,05913F-HRTimeline
Sound View Wealth Advisors Group, LLC14,049$2.8M0.23%+17613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,048$2.8M0.1%013F-HRTimeline
Resolute Advisors LLC13,999$2.79M0.81%+7613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA13,794$2.78M0.13%-98013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC13,902$2.77M2.01%-2,95913F-HRTimeline
WEALTHSPAN PARTNERS, LLC13,893$2.77M1.28%+3,32713F-HRTimeline
TFB Advisors LLC13,800$2.75M0.79%+1,65513F-HRTimeline
Redwood Wealth Management Group, LLC13,746$2.74M1.39%-31213F-HRTimeline
Garden State Investment Advisory Servic…14,015$2.73M0.87%+3,21713F-HRTimeline
NVWM, LLC13,637$2.72M0.72%+2113F-HRTimeline
TABLEAUX LLC13,637$2.72M1.96%+3,15613F-HRTimeline
EASTERN BANK13,626$2.72M0.05%+8,27013F-HRTimeline
Visionary Wealth Advisors13,597$2.71M0.16%+13613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,584$2.71M0.06%-12813F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC13,570$2.71M0.44%+40013F-HRTimeline
Provenance Wealth Advisors, LLC13,522$2.7M0.39%+3313F-HRTimeline
Vision Capital Management, Inc.13,511$2.7M0.39%-1813F-HRTimeline
Curi Capital, LLC13,481$2.69M0.07%-14,72113F-HRTimeline
DAVIDSON TRUST CO13,431$2.68M1.28%013F-HRTimeline
Finivi Inc.13,317$2.66M2.14%+77313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.13,300$2.65M0.4%-6,90713F-HRTimeline
Auour Investments LLC13,587$2.65M0.96%-5,35213F-HRTimeline
Ridgepath Capital Management LLC13,264$2.65M1.27%+12,34813F-HRTimeline
Willis Johnson & Associates, Inc.13,240$2.64M0.2%-27213F-HRTimeline
Cornerstone Wealth Group, LLC13,219$2.64M0.22%-12,55513F-HRTimeline
Norris Financial Group, LLC13,164$2.63M1.23%-36,55913F-HRTimeline
GREAT LAKES ADVISORS, LLC13,132$2.62M0.02%-64,16513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,120$2.62M0.11%new13F-HRTimelineGroup
Kaydan Wealth Management, Inc.13,074$2.61M0.84%-82,55913F-HRTimeline
Atom Investors LP13,059$2.61M0.32%-164,91213F-HRTimeline
Graypoint LLC13,058$2.6M0.16%-2113F-HRTimeline
Nicholas Hoffman & Company, LLC.12,991$2.59M0.1%+1113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Apexium Financial, LP12,960$2.59M0.15%+85913F-HRTimeline
Laurel Wealth Advisors LLC12,944$2.58M0.4%-25613F-HRTimeline
Institute for Wealth Management, LLC.12,847$2.56M0.33%+1,50013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC12,844$2.56M0.04%-1,41713F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/12,843$2.56M1.22%+1,07913F-HRTimelineGroup
Continuum Advisory, LLC12,843$2.56M0.33%-8413F-HRTimeline
M Holdings Securities, Inc.12,816$2.56M0.43%-22013F-HRTimeline
Atria Investments, Inc12,817$2.56M0.03%-38,78513F-HRTimeline
WINCAP FINANCIAL LLC12,815$2.56M2.42%+2,51213F-HRTimeline
CSM Advisors, LLC12,800$2.55M0.14%-437,80013F-HRTimeline
Godshalk Welsh Capital Management, Inc.12,762$2.55M1.67%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,746$2.54M0.05%-7713F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc12,667$2.53M<0.01%+9,39513F-HRTimelineGroup
Bouchey Financial Group, Ltd.12,630$2.52M0.23%-72913F-HRTimeline
GC Wealth Management RIA, LLC12,607$2.52M0.46%+70813F-HRTimeline
BG Investment Services, LLC12,597$2.51M2.71%-5,60213F-HRTimeline
REDW Wealth LLC12,556$2.5M0.93%+1,79313F-HRTimeline
PFG Investments, LLC12,539$2.5M0.16%-1,45213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,535$2.5M0.22%-41313F-HRTimeline
GenTrust, LLC12,514$2.5M0.12%+2,61713F-HRTimeline
Bedel Financial Consulting, Inc.12,662$2.49M0.36%-99313F-HRTimeline
Central Pacific Bank - Trust Division12,473$2.49M0.34%+62813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,447$2.48M0.06%+21113F-HRTimeline
Financial Life Planners12,437$2.48M2.41%-2,32813F-HRTimeline
Second Half Financial Partners, LLC12,437$2.48M1.23%+1,13913F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC12,398$2.47M1.16%-3613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.12,328$2.46M0.02%-8,64613F-HRTimeline
Abbot Financial Management, Inc.12,306$2.45M1.27%-26513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …12,300$2.45M1.52%+40013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,274$2.45M0.33%-11713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,273$2.45M0.12%-5013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp12,233$2.44M0.07%+21613F-HRTimelineGroup
Intrua Financial, LLC12,229$2.44M0.38%-13,22113F-HRTimeline
AdvisorNet Financial, Inc12,215$2.44M0.18%+1,34113F-HRTimeline
LifeSteps Financial, Inc.12,211$2.44M1.98%-14313F-HRTimeline
Alley Investment Management Company, LLC12,179$2.43M0.3%-14913F-HRTimeline
Quadcap Wealth Management, LLC12,120$2.42M0.35%-513F-HRTimeline
Revolve Wealth Partners, LLC12,073$2.41M0.35%-16013F-HRTimeline
3Chopt Investment Partners, LLC12,045$2.4M0.63%-66613F-HRTimeline
CHEMUNG CANAL TRUST CO12,043$2.4M0.53%-4,70513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,012$2.4M0.03%+2,90013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC11,993$2.39M0.14%+1113F-HRTimeline
Chesapeake Wealth Management11,968$2.39M0.85%-96913F-HRTimeline
RKL Wealth Management LLC11,962$2.39M0.22%-1,06713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding12,120$2.39M+733Timeline
FARMERS TRUST CO11,892$2.37M0.45%+10,50013F-HRTimeline
Bristlecone Advisors, LLC11,847$2.36M0.19%-44513F-HRTimeline
LGL PARTNERS, LLC11,816$2.36M1.14%-19913F-HRTimeline
Leslie Global Wealth, LLC11,796$2.35M1.15%+86713F-HRTimeline
Haverford Trust Co11,703$2.33M0.02%013F-HRTimeline
American Institute for Advanced Investm…11,694$2.33M1.78%-53513F-HRTimeline
Jessup Wealth Management, Inc11,625$2.32M0.97%-32513F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC11,620$2.32M0.93%013F-HRTimeline
Clientfirst Wealth Management, LLC11,573$2.31M2.62%+23313F-HRTimeline
Caliber Wealth Management, LLC / KS11,551$2.3M0.31%13F-HRTimeline
Western Wealth Management, LLC11,523$2.3M0.15%-43213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,459$2.29M0.04%+21313F-HRTimelineGroup
Weaver Consulting Group11,449$2.28M0.69%-30713F-HRTimeline
Delta Financial Group, Inc.10,918$2.28M0.52%+26113F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,378$2.27M0.08%-2,70813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC11,366$2.27M0.63%+83413F-HRTimeline
Genesee Capital Advisors, LLC11,357$2.27M1.13%+62013F-HRTimeline
Allie Family Office LLC11,338$2.26M1.24%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…11,334$2.26M0.1%-5,12113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,304$2.26M0.05%-89513F-HRTimeline
Gryphon Financial Partners LLC11,272$2.25M0.32%-2213F-HRTimeline