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Disclosery

IWM ISHARES TR

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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
Kovack Advisors, Inc.19,745$4.86M0.23%+16,86813F-HR/ATimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA19,673$4.84M0.01%-88,86913F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.19,629$4.83M0.5%+44013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC19,462$4.79M1.38%-1,66413F-HRTimeline
LANARK FINANCIAL, INC.19,453$4.79M0.36%+4,07313F-HRTimeline
Aureus Asset Management, LLC19,352$4.76M0.3%+1713F-HRTimeline
Sigma Planning Corp19,280$4.75M0.13%-1,13213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…19,251$4.74M0.03%-2413F-HRTimeline
QUADRANT CAPITAL GROUP LLC19,207$4.73M0.14%+7,22713F-HRTimeline
Connecticut Wealth Management, LLC19,202$4.73M0.21%-49113F-HRTimeline
JENNISON ASSOCIATES LLC19,201$4.73M<0.01%new13F-HRTimeline
Consolidated Portfolio Review Corp19,162$4.72M0.41%+13,16713F-HRTimeline
CALTON & ASSOCIATES, INC.19,156$4.72M0.69%+61113F-HRTimeline
WealthBridge Capital Management, LLC19,135$4.71M1.07%-38313F-HRTimeline
Lansing Street Advisors19,093$4.7M1.21%+29913F-HRTimeline
Addis & Hill, Inc19,086$4.7M2.85%+76313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,036$4.69M0.12%-5,57513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.18,988$4.67M<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC18,970$4.67M0.07%-2,09413F-HRTimeline
Acropolis Investment Management, LLC18,903$4.65M0.21%+54813F-HRTimeline
TFO Wealth Partners, LLC18,818$4.63M0.69%-21313F-HRTimeline
KLCM Advisors, Inc.18,794$4.63M0.4%new13F-HRTimeline
Legacy Trust18,755$4.62M0.86%+6,93013F-HRTimeline
EMC Capital Management18,658$4.59M2.04%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.18,584$4.57M0.21%13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.18,538$4.56M0.22%+3,94513F-HRTimeline
DAVENPORT & Co LLC18,513$4.56M0.02%+2,42213F-HRTimeline
BSW Wealth Partners18,501$4.55M0.55%-95613F-HRTimeline
Provida Pension Fund Administrator18,482$4.55M0.08%013F-HRTimeline
Sepio Capital, LP18,454$4.54M0.25%+15,24813F-HRTimeline
Fortis Group Advisors, LLC17,468$4.54M0.76%-14,31113F-HRTimeline
Private Advisory Group LLC18,352$4.52M0.36%+2,13613F-HRTimeline
Apella Capital, LLC18,336$4.51M0.09%+6,91213F-HRTimeline
APPLETON PARTNERS INC/MA18,300$4.5M0.3%-23213F-HRTimeline
EFG International AGin group EFG International AG18,262$4.5M0.09%13F-HRTimelineGroup
Sunburst Financial Group, LLC18,254$4.49M0.91%013F-HRTimeline
SBI Okasan Asset Management Co.Ltd.17,960$4.49M0.25%13F-HRTimeline
EQUITABLE TRUST CO18,167$4.47M0.2%+29513F-HRTimeline
HUB Investment Partners, LLC18,161$4.47M0.12%-81713F-HRTimeline
Cercano Management LLC18,137$4.46M0.17%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…18,116$4.46M1.31%+7113F-HRTimeline
Fairway Wealth LLC18,096$4.45M1.2%-2013F-HRTimeline
Richard P Slaughter Associates Inc18,047$4.44M0.93%-36013F-HRTimeline
Summit Place Financial Advisors, LLC17,835$4.39M2.13%+1,20513F-HRTimeline
Fulton Bank, N.A.17,800$4.38M0.15%+1,59313F-HRTimeline
Wealth Advisory Solutions, LLC17,680$4.35M1.01%-99213F-HRTimeline
WEALTHSPAN PARTNERS, LLC17,622$4.34M1.58%+1,05513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP17,593$4.33M0.13%+19113F-HRTimeline
FAS Wealth Partners, Inc.17,561$4.32M0.28%-32213F-HRTimeline
Genesis Financial Group, LLC17,559$4.32M2.51%13F-HRTimeline
Crews Bank & Trust17,421$4.29M0.61%-65513F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC17,402$4.28M0.24%new13F-HRTimeline
Operose Advisors LLC17,396$4.28M1%+1,08313F-HRTimeline
CoreCap Advisors, LLC17,273$4.25M0.15%+1,28713F-HRTimeline
One Capital Management, LLC17,194$4.23M0.13%+1,66113F-HRTimeline
REINHART PARTNERS, LLC.17,135$4.22M0.13%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,131$4.22M0.12%+6313F-HRTimelineGroup
Meridian Wealth Management, LLC17,074$4.2M0.15%+2,57113F-HRTimeline
Central Pacific Bank - Trust Division17,056$4.2M0.51%-2,47013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…17,012$4.19M0.38%-1,31013F-HRTimelineGroup
TD Waterhouse Canada Inc.16,790$4.13M0.03%-3,81513F-HRTimeline
Sincerus Advisory, LLC16,779$4.13M3.32%+10213F-HRTimeline
Crestwood Advisors Group, LLC16,744$4.12M0.07%-96313F-HRTimeline
Peak Asset Management, LLC16,692$4.11M0.7%-1313F-HRTimeline
WEDBUSH SECURITIES INC16,685$4.11M0.12%+2,92713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.16,676$4.1M0.09%-39913F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…15,421$4.1M1.02%-12613F-HRTimeline
Laurel Wealth Advisors LLC16,637$4.1M0.54%+1,46213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,629$4.09M0.29%-5,76513F-HRTimeline
Inman Jager Wealth Management, LLC16,614$4.09M2.5%-11613F-HRTimeline
NVWM, LLC16,487$4.06M0.88%+13,43913F-HRTimeline
Auour Investments LLC16,467$4.05M1.29%+3,46813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,465$4.05M+3,112Timeline
Kaydan Wealth Management, Inc.16,438$4.05M1.17%+16313F-HRTimeline
Legacy Advisory Services, LLC16,424$4.04M3.04%013F-HRTimeline
Belpointe Asset Management LLC16,398$4.04M0.15%-2,88313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,374$4.03M<0.01%+18813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…16,371$4.03M<0.01%+3,06813F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.16,346$4.02M0.02%013F-HRTimelineGroup
Vigilare Wealth Management16,338$4.02M1.35%new13F-HRTimeline
Continuum Advisory, LLC16,305$4.01M0.4%+35913F-HRTimeline
WEBSTER BANK, N. A.16,297$4.01M0.38%+45113F-HRTimeline
GC Wealth Management RIA, LLC16,194$3.99M0.15%+3,64813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND16,156$3.98M0.01%-3,85413F-HRTimeline
BEAM WEALTH ADVISORS, INC.16,123$3.97M1.09%-91513F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP16,122$3.97M2.32%-1,10013F-HRTimelineGroup
Prudent Man Advisors, LLC16,035$3.95M1.44%-5813F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…16,000$3.94M0.27%013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.15,955$3.93M0.03%+6,18113F-HRTimelineGroup
Firestone Capital Management15,789$3.89M0.82%+21113F-HRTimeline
Jaffetilchin Investment Partners, LLC15,786$3.89M0.23%+5613F-HRTimeline
TFB Advisors LLC15,755$3.88M1.08%+27413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC15,744$3.88M0.03%+12613F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …15,704$3.87M0.06%-1,24113F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC15,642$3.85M2.46%013F-HRTimeline
Safe Harbor Fiduciary, LLC15,574$3.83M3.39%13F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC15,500$3.82M2.03%013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC15,415$3.79M0.53%-2013F-HRTimeline
Mayflower Financial Advisors, LLC15,356$3.78M0.46%+55213F-HRTimeline
Abundance Wealth Counselors15,283$3.76M0.64%-2,29313F-HRTimeline
PURSUE WEALTH PARTNERS LLC15,256$3.76M1.83%+35613F-HRTimeline
Perissos Private Wealth Management, LLC15,256$3.76M3.24%-11,39613F-HRTimeline
Independence Wealth Advisors, LLC15,254$3.75M2.11%13F-HRTimeline
Fire Capital Management LLC15,239$3.75M1.87%-4513F-HRTimeline
CHEMUNG CANAL TRUST CO15,225$3.75M0.74%-16313F-HRTimeline
DOLIVER ADVISORS, LP15,200$3.74M0.94%-23213F-HRTimeline
Trifecta Capital Advisors, LLC15,173$3.74M0.55%-57013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,159$3.73M0.04%+30713F-HRTimelineGroup
PATTEN & PATTEN INC/TN15,129$3.72M0.22%-52413F-HRTimeline
GREENLEAF TRUST15,105$3.72M0.03%-3,32313F-HRTimeline
Hopwood Nicholas Hunter14,928$3.67M1.2%13F-HRTimeline
Northwest Bancshares, Inc.14,829$3.65M0.71%new13F-HRTimeline
Holistic Financial Partners14,764$3.63M1.32%-35513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …14,736$3.63M0.48%new13F-HRTimeline
J.Safra Asset Management Corp14,669$3.61M0.19%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC14,585$3.59M0.24%+3813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14,573$3.59M0.4%-51613F-HRTimeline
Keebeck Wealth Management14,550$3.58M0.41%-25513F-HRTimeline
Audent Global Asset Management, LLC14,390$3.54M2.24%-54313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,368$3.54M1.19%-3013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC14,361$3.54M0.73%+9413F-HRTimeline
COZAD ASSET MANAGEMENT INC14,315$3.52M0.27%-29713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,247$3.51M0.06%+6713F-HRTimeline
Capitol Family Office, Inc.14,244$3.51M4.14%+3,21313F-HRTimeline
Joel Isaacson & Co., LLC14,195$3.49M0.12%+29413F-HRTimeline
Aegis Wealth Management LLC14,189$3.49M1.97%-2,71913F-HRTimeline
REBALANCE, LLC14,173$3.49M0.2%-71513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,156$3.48M1.17%-1,34813F-HRTimelineGroup
Cranbrook Wealth Management, LLC14,142$3.48M0.69%-60113F-HRTimeline
OpenArc Corporate Advisory, LLC14,141$3.48M0.06%13F-HRTimeline
Birch Hill Investment Advisors LLC14,050$3.46M0.14%+5013F-HRTimeline
FIRST MERCHANTS CORP14,045$3.46M0.13%+1,24813F-HRTimeline
DAVIDSON TRUST CO13,964$3.44M1.43%-10013F-HRTimeline
Quadcap Wealth Management, LLC13,946$3.43M0.39%-6213F-HRTimeline
Shay Capital LLC13,918$3.43M0.55%new13F-HRTimeline
BOK Financial Private Wealth, Inc.13,877$3.42M0.21%-4413F-HRTimeline
Americana Partners, LLC13,872$3.41M0.09%+1,25513F-HRTimeline
Harbour Capital Advisors, LLC13,638$3.39M0.69%-5013F-HRTimeline
M Holdings Securities, Inc.13,765$3.39M0.24%new13F-HRTimeline
Archer Investment Corp13,764$3.39M0.76%-61513F-HRTimeline
Diversified Enterprises, LLC13,743$3.38M0.2%+1,55613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13,708$3.37M0.1%013F-HRTimeline
Leslie Global Wealth, LLC13,648$3.36M1.51%+1,87913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,612$3.35M2.45%-22413F-HRTimeline
Redwood Wealth Management Group, LLC13,571$3.34M1.4%-57713F-HRTimeline
Navi International - Administradora e G…13,537$3.33M2.11%13F-HRTimeline
Campion Asset Management13,517$3.33M2.31%-1,92513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC13,486$3.32M1.51%+24213F-HRTimeline
Vision Capital Management, Inc.13,408$3.3M0.4%-1513F-HRTimeline
Headlands Technologies LLC13,391$3.3M0.28%new13F-HRTimeline
Wedmont Private Capital12,896$3.29M0.11%+66713F-HRTimeline
Legacy Edge Advisors, LLC13,331$3.28M0.36%+19013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC13,300$3.27M0.38%-10413F-HRTimeline
Resolute Advisors LLC13,273$3.27M1.07%-76113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC13,268$3.27M0.47%13F-HRTimeline
ASL Financial, LLC13,241$3.26M2.56%13F-HRTimeline
Ayalon Insurance Comp Ltd.13,230$3.26M0.79%+2,10013F-HRTimeline
Nicholas Hoffman & Company, LLC.13,219$3.25M0.08%+1713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA13,213$3.25M0.14%-40213F-HRTimeline
Institute for Wealth Management, LLC.13,198$3.25M0.34%-46913F-HRTimeline
Csenge Advisory Group13,173$3.24M0.15%+5,14113F-HRTimeline
Circle Wealth Management, LLC13,165$3.24M0.05%+78513F-HRTimeline
Private Wealth Advisors, LLC13,164$3.24M1.17%-6,93113F-HRTimeline
Nut Tree Capital Management, LP13,100$3.22M0.61%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.13,069$3.22M0.04%new13F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC13,045$3.21M0.21%new13F-HRTimeline
Dupree Financial Group, LLC13,035$3.21M1.17%+113F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…12,987$3.2M0.02%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,972$3.19M0.07%-13813F-HRTimeline
Cannon Advisors, Inc.12,104$3.19M2.25%-46113F-HRTimeline
Lifestyle Asset Management, Inc.12,836$3.16M1.03%+3,45713F-HRTimeline
Godshalk Welsh Capital Management, Inc.12,747$3.14M1.79%-1513F-HRTimeline
MidFirst Bank12,711$3.13M0.25%13F-HRTimeline
Bouchey Financial Group, Ltd.12,623$3.11M0.23%+213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,552$3.09M0.34%+5013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,437$3.06M0.5%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,325$3.03M0.06%+28113F-HRTimelineGroup
AdvisorNet Financial, Inc12,275$3.02M0.16%+93113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,267$3.02M0.15%+1,96913F-HRTimeline
AlphaCore Capital LLC12,236$3.01M0.07%+2,48213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding12,064$3.01M-581Timeline
Gryphon Financial Partners LLC12,180$3M0.32%+4,69613F-HRTimeline
SAXON INTERESTS, INC.12,133$2.99M1.06%+3,49413F-HRTimeline
Alley Investment Management Company, LLC12,088$2.98M0.35%-2413F-HRTimeline
GWN SECURITIES INC.12,083$2.97M0.6%+1,08113F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC12,070$2.97M0.22%new13F-HR/ATimelineGroup
Signature Equity Partners, LLC12,033$2.96M1.64%13F-HRTimeline
Spruce Point Capital Management, LLC12,000$2.95M7.14%13F-HRTimeline
Bedel Financial Consulting, Inc.11,984$2.95M0.32%-4513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,981$2.95M0.09%-1,87313F-HRTimeline
Chesapeake Wealth Management11,970$2.95M0.88%-14213F-HRTimeline
Pines Wealth Management, LLC11,967$2.95M0.95%+913F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC11,947$2.94M1.29%+213F-HRTimeline
DWR WEALTH MANAGEMENT, LLC11,855$2.94M2.73%13F-HRTimeline
LifeSteps Financial, Inc.11,940$2.94M1.88%-30813F-HRTimeline
TWO SIGMA SECURITIES, LLC11,917$2.93M0.4%+7,62013F-HRTimeline
LGL PARTNERS, LLC11,916$2.93M1.25%+3813F-HRTimeline
REDW Wealth LLC11,914$2.93M1.12%-61313F-HRTimeline
Viewpoint Capital Management LLC11,772$2.9M1.26%+91813F-HRTimeline
WEST BANCORPORATION INC11,712$2.88M1.51%-53513F-HRTimeline