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Disclosery

IWM ISHARES TR

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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
Aureus Asset Management, LLC19,335$4.68M0.3%+1013F-HRTimeline
Belpointe Asset Management LLC19,281$4.67M0.18%+3,14813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…19,275$4.66M0.03%-96813F-HRTimeline
Three Bridge Wealth Advisors, LLC19,212$4.65M1.2%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.19,189$4.64M0.54%+3,47813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,152$4.63M0.16%+3913F-HRTimelineGroup
TFO Wealth Partners, LLC19,031$4.6M0.75%013F-HRTimeline
Game Plan Financial Advisors, LLC18,998$4.6M1.9%+11,76013F-HRTimeline
HUB Investment Partners, LLC18,978$4.59M0.17%-1,32913F-HRTimeline
JACKSON SQUARE CAPITAL, LLC18,963$4.59M1%+17,50213F-HRTimeline
Quantbot Technologies LP18,885$4.57M0.12%+18,18713F-HRTimeline
Lansing Street Advisors18,794$4.55M1.21%new13F-HRTimeline
Wealth Advisory Solutions, LLC18,672$4.52M1.09%-15713F-HRTimeline
CALTON & ASSOCIATES, INC.18,545$4.49M0.67%+27913F-HRTimeline
APPLETON PARTNERS INC/MA18,532$4.48M0.3%-37313F-HRTimeline
Provida Pension Fund Administrator18,482$4.47M0.08%013F-HRTimeline
GREENLEAF TRUST18,428$4.46M0.04%-12,18313F-HRTimeline
Richard P Slaughter Associates Inc18,407$4.45M0.96%-4,15313F-HRTimeline
Addis & Hill, Inc18,323$4.44M2.71%+84813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,322$4.43M0.39%-6713F-HRTimelineGroup
Sunburst Financial Group, LLC18,254$4.42M0.93%013F-HRTimeline
Cercano Management LLC18,137$4.39M0.17%013F-HRTimeline
Fairway Wealth LLC18,116$4.38M1.23%+5813F-HRTimeline
Crews Bank & Trust18,076$4.37M0.64%-15013F-HRTimeline
Consilium Wealth Advisory, LLC18,072$4.37M1.69%+1,61913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…18,045$4.37M1.36%+5613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.21,357$4.34M0.05%new13F-HR/ATimelineGroup
FAS Wealth Partners, Inc.17,883$4.33M0.29%-84913F-HRTimeline
EQUITABLE TRUST CO17,872$4.32M0.2%+10313F-HRTimeline
CENTAURUS FINANCIAL, INC.17,732$4.29M0.2%-18713F-HRTimeline
Crestwood Advisors Group, LLC17,707$4.28M0.07%+33313F-HRTimeline
Abundance Wealth Counselors17,576$4.25M0.73%-1,87813F-HRTimeline
Carnegie Investment Counsel17,572$4.25M0.08%-16913F-HRTimeline
Politan Capital Management LP17,569$4.25M0.39%-1,89613F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP17,402$4.21M0.13%+18413F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP17,222$4.17M2.47%-23213F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.17,075$4.13M0.1%-41413F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,068$4.13M0.13%+85613F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.17,038$4.12M1.12%-3,19913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …16,945$4.1M0.06%+64013F-HRTimelineGroup
Greenland Capital Management LP16,938$4.1M0.6%new13F-HRTimeline
Aegis Wealth Management LLC16,908$4.09M2.19%+12,30813F-HRTimeline
Simplicity Wealth,LLC16,822$4.07M0.24%+5,61113F-HRTimeline
Promus Capital, LLC16,745$4.05M2.59%+1,72813F-HRTimeline
Inman Jager Wealth Management, LLC16,730$4.05M2.58%-86613F-HRTimeline
Peak Asset Management, LLC16,705$4.04M0.71%-20813F-HRTimeline
Sincerus Advisory, LLC16,677$4.04M3.46%+1,36313F-HRTimeline
Summit Place Financial Advisors, LLC16,630$4.02M1.9%+29413F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,567$4.01M1.54%-1,90013F-HRTimeline
Legacy Advisory Services, LLC16,424$3.97M3%+17413F-HRTimeline
Acropolis Investment Management, LLC18,355$3.96M0.2%+3,72213F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.16,346$3.96M0.02%+4,90013F-HRTimelineGroup
Operose Advisors LLC16,313$3.95M0.98%-33113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD16,280$3.94M0.01%+7,55013F-HRTimelineGroup
Kaydan Wealth Management, Inc.16,275$3.94M1.13%+91413F-HRTimeline
Private Advisory Group LLC16,216$3.92M0.34%+2,12213F-HRTimeline
Fulton Bank, N.A.16,207$3.92M0.14%-4513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,186$3.92M<0.01%-13413F-HRTimelineGroup
Prudent Man Advisors, LLC16,093$3.89M1.43%-17913F-HRTimeline
DAVENPORT & Co LLC16,091$3.89M0.02%-1,47313F-HRTimeline
Bracebridge Capital, LLC16,080$3.89M1.62%-194,25013F-HRTimeline
Transcendent Capital Group LLC16,021$3.88M1.73%-84413F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…16,000$3.87M0.28%013F-HRTimelineGroup
CoreCap Advisors, LLC15,986$3.87M0.14%-6,52213F-HRTimeline
Continuum Advisory, LLC15,946$3.86M0.41%+57613F-HRTimeline
TFB Advisors LLC15,481$3.84M1.12%+1,25813F-HRTimeline
WEBSTER BANK, N. A.15,846$3.83M0.37%+3813F-HRTimeline
Trifecta Capital Advisors, LLC15,743$3.81M0.58%-1,19913F-HRTimeline
Jaffetilchin Investment Partners, LLC15,730$3.81M0.23%+3813F-HRTimeline
PATTEN & PATTEN INC/TN15,653$3.79M0.22%-75713F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC15,642$3.78M2.49%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC15,618$3.78M0.03%-31513F-HRTimelineGroup
Firestone Capital Management15,578$3.77M0.81%+11913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…15,547$3.76M0.95%013F-HRTimeline
One Capital Management, LLC15,533$3.76M0.12%-1,10513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,504$3.75M1.15%-5,38913F-HRTimelineGroup
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC15,500$3.75M2.25%013F-HRTimelineGroup
Campion Asset Management15,442$3.74M2.65%-52413F-HRTimeline
Walkner Condon Financial Advisors LLC15,435$3.73M0.59%+21413F-HRTimeline
DOLIVER ADVISORS, LP15,432$3.73M0.97%-1,01313F-HRTimeline
CHEMUNG CANAL TRUST CO15,388$3.72M0.74%-69313F-HRTimeline
LANARK FINANCIAL, INC.15,380$3.72M0.29%+5,06213F-HRTimeline
BFSG, LLC15,357$3.72M0.36%+14,60713F-HRTimeline
Fire Capital Management LLC15,284$3.7M2.12%-65913F-HRTimeline
Laurel Wealth Advisors LLC15,175$3.67M0.51%+1,89513F-HRTimeline
Bison Wealth, LLC14,949$3.67M0.34%+10,62713F-HRTimeline
Holistic Financial Partners15,119$3.66M1.5%-10613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15,089$3.65M0.42%-18613F-HRTimeline
RB Capital Management, LLC15,032$3.64M0.76%+17913F-HRTimeline
Alpine Global Management, LLC15,000$3.63M0.75%-28,13013F-HR/ATimeline
Audent Global Asset Management, LLC14,933$3.61M2.63%-11,71213F-HRTimeline
PURSUE WEALTH PARTNERS LLC14,900$3.61M1.98%-2,19113F-HRTimeline
REBALANCE, LLC14,888$3.6M0.22%+3313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,852$3.59M0.04%+2,86313F-HRTimelineGroup
Keebeck Wealth Management14,805$3.58M0.42%-5913F-HRTimeline
Mayflower Financial Advisors, LLC14,804$3.58M0.45%-113F-HRTimeline
EARNEST PARTNERS LLC14,782$3.58M0.02%+2,86813F-HRTimeline
Cranbrook Wealth Management, LLC14,743$3.57M0.72%-37113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/14,717$3.56M1.4%-70313F-HRTimelineGroup
EASTERN BANK14,659$3.55M0.06%-8113F-HRTimeline
COZAD ASSET MANAGEMENT INC14,612$3.54M0.28%+28213F-HRTimeline
B. Riley Wealth Advisors, Inc.14,593$3.53M0.17%-18713F-HRTimeline
Sound View Wealth Advisors Group, LLC14,547$3.52M0.24%+21213F-HRTimeline
Meridian Wealth Management, LLC14,503$3.51M0.13%+22013F-HRTimeline
Laird Norton Wetherby Wealth Management…14,461$3.5M0.14%+86013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,398$3.48M1.2%+9013F-HRTimeline
Archer Investment Corp14,379$3.48M0.79%-44813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC14,360$3.47M2.07%-9213F-HRTimeline
PFG Advisors14,301$3.46M0.14%new13F-HRTimeline
MYCIO WEALTH PARTNERS, LLC14,267$3.45M0.8%+3013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,180$3.43M0.07%+24913F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL14,178$3.43M0.55%+8,53513F-HRTimeline
Redwood Wealth Management Group, LLC14,148$3.42M1.45%+913F-HRTimeline
Tandem Financial, LLC14,142$3.42M1.27%+1,67013F-HRTimeline
NorthRock Partners, LLC14,103$3.41M0.06%+3,54813F-HRTimeline
DAVIDSON TRUST CO14,064$3.4M1.4%+64213F-HRTimeline
Resolute Advisors LLC14,034$3.4M0.87%+1813F-HRTimeline
Quadcap Wealth Management, LLC14,008$3.39M0.4%+1,56413F-HRTimeline
Second Half Financial Partners, LLC14,000$3.39M1.49%-2313F-HRTimeline
Birch Hill Investment Advisors LLC14,000$3.39M0.14%-5513F-HRTimeline
BOK Financial Private Wealth, Inc.13,921$3.37M0.21%-63713F-HRTimeline
Joel Isaacson & Co., LLC13,901$3.36M0.12%+14113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,854$3.35M0.11%-94613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,836$3.35M2.45%-7313F-HRTimeline
Harbour Capital Advisors, LLC13,688$3.34M0.68%-74013F-HRTimeline
WEDBUSH SECURITIES INC13,758$3.33M0.11%+1,35313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13,708$3.32M0.09%-16513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,186$3.31M0.27%013F-HRTimeline
Institute for Wealth Management, LLC.13,667$3.31M0.34%-19013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA13,615$3.29M0.14%-17913F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…13,600$3.29M0.01%new13F-HRTimeline
Heck Capital Advisors, LLC13,583$3.29M0.25%+9,37013F-HRTimeline
Vision Capital Management, Inc.13,423$3.25M0.4%-6413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC13,404$3.24M0.41%-18913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding13,353$3.23M+801Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …13,307$3.22M0.28%-7,37613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13,303$3.22M<0.01%-8,65113F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC13,244$3.2M1.51%+70013F-HRTimeline
Nicholas Hoffman & Company, LLC.13,202$3.19M0.08%+1313F-HRTimeline
Legacy Edge Advisors, LLC13,141$3.18M0.37%+10513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,110$3.17M0.06%-1,49613F-HRTimeline
Dupree Financial Group, LLC13,034$3.15M1.2%new13F-HRTimeline
Auour Investments LLC12,999$3.15M1.02%+29913F-HRTimeline
OBSIDIAN CIO, LLC12,951$3.13M0.41%-1613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…12,877$3.12M0.04%new13F-HRTimelineGroup
FIRST MERCHANTS CORP12,797$3.1M0.12%-1,73313F-HRTimeline
Cannon Advisors, Inc.12,565$3.1M2.08%+1,25113F-HRTimeline
Garden State Investment Advisory Servic…12,774$3.09M0.78%-47313F-HRTimeline
Godshalk Welsh Capital Management, Inc.12,762$3.09M1.77%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding12,645$3.07M+253Timeline
Federation des caisses Desjardins du Qu…12,622$3.05M0.01%-20,99913F-HRTimeline
Bouchey Financial Group, Ltd.12,621$3.05M0.24%-913F-HRTimeline
Americana Partners, LLC12,617$3.05M0.09%+5,39413F-HRTimeline
GC Wealth Management RIA, LLC12,546$3.04M0.1%-10013F-HRTimeline
REDW Wealth LLC12,527$3.03M1.15%-14513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,502$3.03M0.34%+20113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,437$3.01M0.53%+10713F-HRTimeline
Tanager Wealth Management LLP12,384$3M0.31%-13413F-HRTimeline
Circle Wealth Management, LLC12,380$3M0.06%+5,63113F-HRTimeline
Wedmont Private Capital12,229$2.99M0.11%+50713F-HRTimeline
Plan Group Financial, LLC12,331$2.98M0.8%new13F-HRTimeline
LifeSteps Financial, Inc.12,248$2.96M1.9%-6713F-HRTimeline
WEST BANCORPORATION INC12,247$2.96M1.65%-2,10313F-HRTimeline
Diversified Enterprises, LLC12,187$2.95M0.2%-6113F-HRTimeline
PROFFITT & GOODSON INC12,174$2.95M0.42%-1,22313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC12,120$2.93M0.08%-92013F-HRTimeline
Alley Investment Management Company, LLC12,112$2.93M0.34%-6713F-HRTimeline
Chesapeake Wealth Management12,112$2.93M0.89%+3413F-HRTimeline
Revolve Wealth Partners, LLC12,101$2.93M0.35%+1,57913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,044$2.91M0.06%+66113F-HRTimelineGroup
Bedel Financial Consulting, Inc.12,029$2.91M0.37%+213F-HRTimeline
RKL Wealth Management LLC12,004$2.9M0.25%-1,37813F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,980$2.9M0.09%-11513F-HRTimeline
Pines Wealth Management, LLC11,958$2.89M0.98%+5413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC11,945$2.89M1.3%-27613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/11,938$2.89M<0.01%+3,65813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC11,919$2.88M0.23%-3,47913F-HRTimeline
Olympiad Research LP11,911$2.88M4.01%-7,39513F-HRTimeline
LGL PARTNERS, LLC11,878$2.87M1.22%+3113F-HRTimeline
WOODSTOCK CORP11,841$2.87M0.25%-3,15513F-HRTimeline
Legacy Trust11,825$2.86M0.56%-90013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,800$2.86M<0.01%new13F-HRTimelineGroup
Leslie Global Wealth, LLC11,769$2.85M1.34%-2,39113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,689$2.83M1.21%+2,40713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,606$2.81M0.01%+3,13813F-HRTimelineGroup
Clientfirst Wealth Management, LLC11,603$2.81M2.25%+45013F-HRTimeline
Apella Capital, LLC11,424$2.8M0.06%+5813F-HRTimeline
3Chopt Investment Partners, LLC11,569$2.8M0.64%-23213F-HRTimeline
Provenance Wealth Advisors, LLC11,392$2.76M0.36%-6013F-HRTimeline
Western Wealth Management, LLC11,366$2.75M0.15%-15713F-HRTimeline
AdvisorNet Financial, Inc11,344$2.74M0.16%+44113F-HRTimeline
Trivium Point Advisory, LLC11,331$2.74M0.28%-5713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,304$2.74M0.1%+68613F-HRTimelineGroup
Visionary Wealth Advisors11,301$2.73M0.13%-1,77513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp11,219$2.71M0.05%-1,01213F-HRTimelineGroup
Allodium Investment Consultants, LLC11,172$2.7M1.53%+8813F-HRTimeline
Frederick Financial Consultants, LLC11,164$2.7M1.52%+92513F-HRTimeline
Ayalon Insurance Comp Ltd.11,130$2.69M0.68%+4,33213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,127$2.69M0.32%+2,43113F-HRTimeline
American Institute for Advanced Investm…11,123$2.69M1.76%-35613F-HRTimeline