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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
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,389$3.97M0.37%-30613F-HRTimelineGroup
CALTON & ASSOCIATES, INC.18,266$3.94M0.68%+43813F-HRTimeline
Sunburst Financial Group, LLC18,254$3.94M0.88%013F-HRTimeline
Crews Bank & Trust18,226$3.93M0.62%+4313F-HRTimeline
Cercano Management LLC18,137$3.91M0.11%-13,14713F-HRTimeline
Fairway Wealth LLC18,058$3.9M1.25%+13,17813F-HRTimeline
GM Advisory Group, LLC18,051$3.9M0.19%-45713F-HRTimeline
AlphaStar Capital Management, LLC17,994$3.88M0.27%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…17,989$3.88M1.4%-23113F-HRTimeline
Manchester Capital Management LLC17,962$3.88M0.51%-76213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.17,947$3.87M1.05%+43813F-HRTimeline
CENTAURUS FINANCIAL, INC.17,919$3.87M0.23%+73013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …17,916$3.87M2.38%+18413F-HRTimeline
EQUITABLE TRUST CO17,769$3.83M0.19%-33013F-HRTimeline
Carnegie Investment Counsel17,741$3.83M0.08%-11513F-HRTimeline
Inman Jager Wealth Management, LLC17,596$3.8M2.57%-19913F-HRTimeline
DAVENPORT & Co LLC17,564$3.79M0.02%+2,64513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.17,489$3.77M0.09%-5,72313F-HRTimelineGroup
Addis & Hill, Inc17,475$3.77M2.46%+51513F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP17,454$3.77M2.44%-56313F-HRTimelineGroup
Sigma Planning Corp17,395$3.75M0.11%-3,80313F-HRTimeline
Crestwood Advisors Group, LLC17,374$3.75M0.07%+70913F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP17,218$3.71M0.12%-1513F-HRTimeline
PURSUE WEALTH PARTNERS LLC17,091$3.69M2.1%-6,18813F-HRTimeline
Trifecta Capital Advisors, LLC16,942$3.66M0.61%+14513F-HRTimeline
Peak Asset Management, LLC16,913$3.65M0.67%013F-HRTimeline
Transcendent Capital Group LLC16,865$3.64M1.87%new13F-HRTimeline
Operose Advisors LLC16,644$3.59M1.01%+24713F-HRTimeline
One Capital Management, LLC16,638$3.59M0.12%+39613F-HRTimeline
Consilium Wealth Advisory, LLC16,453$3.55M1.5%new13F-HRTimeline
SCOTIA CAPITAL INC.16,446$3.55M0.02%-6,67913F-HRTimeline
DOLIVER ADVISORS, LP16,445$3.55M0.97%-16413F-HRTimeline
PATTEN & PATTEN INC/TN16,410$3.54M0.23%-1,19113F-HRTimeline
Summit Place Financial Advisors, LLC16,336$3.53M1.77%+92513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,320$3.52M<0.01%-6,88213F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …16,305$3.52M0.05%+4,84613F-HRTimelineGroup
Prudent Man Advisors, LLC16,272$3.51M1.12%-2113F-HRTimeline
Fulton Bank, N.A.16,252$3.51M0.13%-17013F-HRTimeline
Legacy Advisory Services, LLC16,250$3.51M2.78%-1,85613F-HRTimeline
Advisor Resource Council16,239$3.5M1.72%-4,72213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,212$3.5M0.12%-1,29613F-HRTimelineGroup
Belpointe Asset Management LLC16,133$3.48M0.15%-13413F-HRTimeline
WINCAP FINANCIAL LLC16,119$3.48M2.8%+3,30413F-HRTimeline
CHEMUNG CANAL TRUST CO16,081$3.47M0.73%+4,03813F-HRTimeline
Foundations Investment Advisors, LLC16,063$3.47M0.05%-16,86313F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…16,000$3.45M0.28%013F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …15,989$3.45M0.47%+76413F-HRTimeline
Campion Asset Management15,966$3.45M2.59%+8313F-HRTimeline
Fire Capital Management LLC15,943$3.44M2.18%-8,89313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC15,933$3.44M0.03%-78413F-HRTimelineGroup
Sincerus Advisory, LLC15,314$3.44M3.23%+71013F-HRTimeline
WealthBridge Capital Management, LLC15,889$3.43M0.87%-1,95713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …15,853$3.42M0.46%new13F-HRTimelineGroup
WEBSTER BANK, N. A.15,808$3.41M0.35%-30913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.15,711$3.39M0.45%+2,41113F-HRTimeline
Jaffetilchin Investment Partners, LLC15,692$3.39M0.22%+27613F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…15,547$3.35M0.88%013F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC15,500$3.34M2.4%013F-HRTimelineGroup
Firestone Capital Management15,459$3.34M0.79%+5413F-HRTimeline
Ridgepath Capital Management LLC15,454$3.33M1.53%+2,19013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/15,420$3.33M1.4%+2,57713F-HR/ATimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC15,398$3.32M0.32%+6,67913F-HRTimeline
Continuum Advisory, LLC15,370$3.32M0.4%+2,52713F-HRTimeline
Kaydan Wealth Management, Inc.15,361$3.31M1.09%+2,28713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15,275$3.3M0.41%-1,10013F-HRTimeline
GARDA CAPITAL PARTNERS LP15,238$3.29M0.93%-4,87813F-HRTimeline
Holistic Financial Partners15,225$3.29M1.44%-37113F-HRTimeline
Walkner Condon Financial Advisors LLC15,221$3.28M0.6%-6213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,186$3.28M0.26%+2,65113F-HRTimeline
Cranbrook Wealth Management, LLC15,114$3.26M0.7%-8713F-HRTimeline
Promus Capital, LLC15,017$3.24M2.1%+65613F-HR/ATimeline
WOODSTOCK CORP14,996$3.24M0.3%-2,75613F-HRTimeline
Gotham Asset Management, LLC14,876$3.21M0.02%+4,50413F-HRTimeline
Keebeck Wealth Management14,864$3.21M0.42%013F-HRTimeline
REBALANCE, LLC14,855$3.21M0.22%+44213F-HRTimeline
RB Capital Management, LLC14,853$3.21M0.73%+7113F-HRTimeline
ANB BANK14,836$3.2M1.44%-2,04613F-HRTimeline
Archer Investment Corp14,827$3.2M0.76%-56313F-HRTimeline
Mayflower Financial Advisors, LLC14,805$3.19M0.44%-23113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,800$3.19M0.11%-79913F-HRTimeline
B. Riley Wealth Advisors, Inc.14,780$3.19M0.15%-4,97513F-HRTimeline
Harbour Capital Advisors, LLC14,428$3.19M0.67%-37013F-HRTimeline
EASTERN BANK14,740$3.18M0.06%+1,11413F-HRTimeline
Acropolis Investment Management, LLC14,633$3.16M0.17%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,606$3.15M0.07%+2,15913F-HRTimeline
BOK Financial Private Wealth, Inc.14,558$3.14M0.21%-60513F-HRTimeline
FIRST MERCHANTS CORP14,530$3.14M0.12%-2,36313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC14,452$3.12M1.97%+55013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD14,443$3.12M0.81%+13,30113F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC14,390$3.11M1.66%+2,77013F-HRTimeline
WEST BANCORPORATION INC14,350$3.1M1.96%-1,14313F-HRTimeline
Sound View Wealth Advisors Group, LLC14,335$3.09M0.23%+28613F-HRTimeline
COZAD ASSET MANAGEMENT INC14,330$3.09M0.27%-46213F-HR/ATimeline
HARMONY ASSET MANAGEMENT LLC14,308$3.09M1.16%-22013F-HRTimeline
Meridian Wealth Management, LLC14,283$3.08M0.13%-45,21913F-HRTimeline
MYCIO WEALTH PARTNERS, LLC14,237$3.07M0.71%-2,83713F-HRTimeline
TFB Advisors LLC14,223$3.07M0.8%+42313F-HRTimeline
Leslie Global Wealth, LLC14,160$3.06M1.63%+2,36413F-HRTimeline
Redwood Wealth Management Group, LLC14,139$3.05M1.37%+39313F-HRTimeline
Private Advisory Group LLC14,094$3.04M0.28%new13F-HRTimeline
Birch Hill Investment Advisors LLC14,055$3.03M0.13%-40913F-HRTimeline
Safe Harbor Fiduciary, LLC14,028$3.03M2.84%+14,01713F-HRTimeline
Second Half Financial Partners, LLC14,023$3.03M1.43%+1,58613F-HRTimeline
Resolute Advisors LLC14,016$3.02M0.75%+1713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,931$3.01M0.06%-13013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,909$3M2.31%-21213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13,873$2.99M0.09%-17513F-HR/ATimeline
Institute for Wealth Management, LLC.13,857$2.99M0.33%+1,01013F-HRTimeline
Graypoint LLC13,821$2.98M0.17%+76313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA13,794$2.98M0.13%013F-HRTimeline
Joel Isaacson & Co., LLC13,760$2.97M0.12%-1,93213F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.13,728$2.96M0.01%-5,09213F-HRTimeline
Laird Norton Wetherby Wealth Management…13,601$2.93M0.13%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC13,593$2.93M0.41%-11,71513F-HRTimeline
Vision Capital Management, Inc.13,487$2.91M0.38%-2413F-HRTimeline
DAVIDSON TRUST CO13,422$2.9M1.34%-913F-HRTimeline
PROFFITT & GOODSON INC13,397$2.89M0.44%-4,39413F-HRTimeline
RKL Wealth Management LLC13,382$2.89M0.25%+1,42013F-HRTimeline
SIMON QUICK ADVISORS, LLC13,349$2.88M0.15%+1,35613F-HR/ATimeline
Laurel Wealth Advisors LLC13,280$2.87M0.43%+33613F-HR/ATimeline
Garden State Investment Advisory Servic…13,247$2.86M0.77%-76813F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC13,225$2.85M0.13%+6,02513F-HRTimeline
Nicholas Hoffman & Company, LLC.13,189$2.85M0.07%+19813F-HRTimeline
Visionary Wealth Advisors13,076$2.82M0.14%-52113F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC13,040$2.81M0.08%-2,25913F-HRTimeline
Legacy Edge Advisors, LLC13,036$2.81M0.38%-7,67313F-HRTimeline
Chris Bulman Inc13,022$2.81M1.6%-10,86913F-HRTimeline
Willis Johnson & Associates, Inc.12,982$2.8M0.19%-25813F-HRTimeline
OBSIDIAN CIO, LLC12,967$2.8M0.41%new13F-HRTimeline
Schonfeld Strategic Advisors LLC12,839$2.77M0.02%+11,20613F-HRTimeline
Godshalk Welsh Capital Management, Inc.12,762$2.75M1.7%013F-HRTimeline
Legacy Trust12,725$2.75M0.67%-18,46313F-HRTimeline
Auour Investments LLC12,700$2.74M0.94%-88713F-HRTimeline
REDW Wealth LLC12,672$2.73M1.09%+11613F-HRTimeline
GC Wealth Management RIA, LLC12,646$2.73M0.22%+3913F-HRTimeline
Bouchey Financial Group, Ltd.12,630$2.73M0.23%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,552$2.71M0.05%-1,03213F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC12,544$2.71M1.39%+1,71913F-HRTimeline
Tanager Wealth Management LLP12,518$2.7M0.32%+9,20913F-HRTimeline
Tandem Financial, LLC12,472$2.69M2.53%+7,73813F-HRTimeline
Quadcap Wealth Management, LLC12,444$2.69M0.34%+32413F-HRTimeline
WEDBUSH SECURITIES INC12,405$2.68M0.09%-1,74413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding12,392$2.67M+272Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,330$2.66M0.51%+3,13113F-HRTimeline
LifeSteps Financial, Inc.12,315$2.66M1.83%+10413F-HRTimeline
Pines Wealth Management, LLC11,904$2.66M0.94%+12513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,301$2.65M0.33%+2713F-HRTimeline
Diversified Enterprises, LLC12,248$2.64M0.2%-2,09413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,239$2.64M0.12%-3413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,231$2.64M0.06%+10,24613F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC12,221$2.64M1.29%-17713F-HRTimeline
Cadent Capital Advisors, LLC12,181$2.63M0.86%new13F-HRTimeline
Alley Investment Management Company, LLC12,179$2.63M0.32%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC12,150$2.62M0.41%-1,42013F-HRTimeline
Wedmont Private Capital11,722$2.62M0.11%-40213F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,095$2.61M0.09%+71713F-HRTimeline
Gryphon Financial Partners LLC12,083$2.61M0.34%+81113F-HRTimeline
Chesapeake Wealth Management12,078$2.61M0.87%+11013F-HRTimeline
LGL PARTNERS, LLC11,847$2.6M1.16%+3113F-HRTimeline
Bedel Financial Consulting, Inc.12,027$2.6M0.35%-63513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,989$2.59M0.03%-2313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC11,924$2.57M0.06%+62013F-HRTimeline
EARNEST PARTNERS LLC11,914$2.57M0.01%-17,05813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST11,874$2.56M0.26%+4,09813F-HRTimeline
3Chopt Investment Partners, LLC11,801$2.55M0.61%-24413F-HRTimeline
AlphaCore Capital LLC11,745$2.53M0.1%+5,72013F-HRTimeline
Apella Capital, LLC11,366$2.5M0.07%+70813F-HRTimeline
Western Wealth Management, LLC11,523$2.49M0.15%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…11,503$2.48M0.1%+16913F-HRTimeline
American Institute for Advanced Investm…11,479$2.48M1.75%-21513F-HRTimeline
Provenance Wealth Advisors, LLC11,452$2.47M0.35%-2,07013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.11,446$2.47M0.01%+1,50013F-HRTimelineGroup
Annandale Capital, LLC11,400$2.46M0.45%-38,60013F-HRTimeline
Trivium Point Advisory, LLC11,388$2.46M0.27%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,383$2.46M0.05%-1,36313F-HRTimelineGroup
Cannon Advisors, Inc.11,314$2.44M1.97%+1,08213F-HRTimeline
Simplicity Wealth,LLC11,211$2.42M0.1%+2,11413F-HRTimeline
Miller Financial Services LLC11,173$2.41M3.07%+16213F-HRTimeline
BANTAMAC CAPITAL, LLC11,156$2.41M0.86%013F-HRTimeline
Clientfirst Wealth Management, LLC11,153$2.41M2.46%-42013F-HRTimeline
Genesee Capital Advisors, LLC11,142$2.4M1.08%-21513F-HRTimeline
FORTE ASSET MANAGEMENT LLC11,130$2.4M1.22%-3,16413F-HRTimeline
Allodium Investment Consultants, LLC11,084$2.39M1.51%-9713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.10,864$2.39M0.44%-7,80313F-HRTimeline
Jessup Wealth Management, Inc10,922$2.36M0.95%-70313F-HRTimeline
AdvisorNet Financial, Inc10,903$2.35M0.15%-1,31213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,861$2.34M0.14%+3813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY10,847$2.34M0.24%+13213F-HR/ATimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,822$2.34M0.21%013F-HRTimelineGroup
SACHEM HILL LLC10,785$2.33M0.47%-12513F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,776$2.33M0.75%+2913F-HRTimeline
Radnor Capital Management, LLC10,763$2.32M0.37%013F-HRTimeline
Claro Advisors Inc.10,761$2.32M0.38%+1013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,730$2.32M0.58%-63613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp10,681$2.3M0.07%-1,55213F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,618$2.29M0.1%+42313F-HRTimelineGroup
Westmount Partners, LLC10,577$2.28M0.63%-17513F-HRTimeline
NorthRock Partners, LLC10,555$2.28M0.06%+4,04313F-HR/ATimeline
IPG Investment Advisors LLC10,552$2.28M0.44%+3,35913F-HRTimeline
Revolve Wealth Partners, LLC10,522$2.27M0.3%-1,55113F-HRTimeline