Skip to content
Disclosery

IWM ISHARES TR

Follow

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
ABSOLUTE CAPITAL MANAGEMENT, LLC13,245$2.93M1.62%+5813F-HRTimeline
Laurel Wealth Advisors LLC13,200$2.92M0.46%+55813F-HRTimeline
Ciovacco Capital Management LLC13,188$2.91M1.67%-29213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC13,170$2.91M0.5%+1,00013F-HRTimeline
Private Wealth Group, LLC13,153$2.91M1.42%013F-HRTimeline
Graypoint LLC13,079$2.89M0.17%-11513F-HRTimeline
NAPA WEALTH MANAGEMENT13,059$2.89M1.25%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,053$2.88M0.22%+3,60013F-HRTimeline
M Holdings Securities, Inc.13,036$2.88M0.46%new13F-HR/ATimeline
RKL Wealth Management LLC13,029$2.88M0.26%+17313F-HRTimeline
WealthPlan Investment Management, LLC12,995$2.87M0.28%-8,61813F-HRTimeline
Nicholas Hoffman & Company, LLC.12,980$2.87M0.11%-8113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,948$2.86M0.24%-2,819,93013F-HRTimeline
Chesapeake Wealth Management12,937$2.86M0.98%-6713F-HRTimeline
Continuum Advisory, LLC12,927$2.86M0.37%+2213F-HRTimeline
Hunting Hill Global Capital, LLC12,860$2.84M1.28%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,823$2.83M0.06%-72213F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.12,762$2.82M1.82%-5013F-HRTimeline
3Chopt Investment Partners, LLC12,711$2.81M0.96%-213F-HRTimeline
Farther Finance Advisors, LLC12,710$2.81M0.1%+2,24913F-HRTimeline
Pines Wealth Management, LLC12,907$2.8M1.22%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,630$2.79M0.15%+4013F-HR/ATimeline
Abbot Financial Management, Inc.12,571$2.78M1.38%-25513F-HRTimeline
Finivi Inc.12,544$2.77M2.22%+70413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC12,434$2.75M1.29%-28213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,391$2.74M0.37%+3,45713F-HRTimeline
LifeSteps Financial, Inc.12,354$2.73M2.09%-5113F-HRTimeline
Venturi Wealth Management, LLC12,344$2.73M0.13%+91813F-HRTimeline
Alley Investment Management Company, LLC12,328$2.72M0.34%+12913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,323$2.72M0.13%013F-HRTimeline
Bristlecone Advisors, LLC12,292$2.72M0.21%-38013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/12,248$2.71M<0.01%+3,23813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,236$2.7M0.06%+3613F-HRTimeline
Revolve Wealth Partners, LLC12,233$2.7M0.4%+1,43113F-HR/ATimeline
American Institute for Advanced Investm…12,229$2.7M2.01%-413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,199$2.7M0.06%+31913F-HRTimeline
TFB Advisors LLC12,145$2.68M0.77%+52513F-HRTimeline
Quadcap Wealth Management, LLC12,125$2.68M0.39%+24713F-HRTimeline
Apexium Financial, LP12,101$2.67M0.16%+41413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp12,017$2.66M0.08%+5313F-HRTimelineGroup
LGL PARTNERS, LLC12,015$2.65M0.39%+3513F-HRTimeline
LVW Advisors, LLC11,996$2.65M0.32%+28913F-HRTimeline
SIMON QUICK ADVISORS, LLC11,982$2.65M0.16%-44513F-HRTimeline
Western Wealth Management, LLC11,955$2.64M0.17%-4,82113F-HR/ATimeline
Jessup Wealth Management, Inc11,950$2.64M1.13%-27,49713F-HRTimeline
RFG Advisory, LLC11,903$2.63M0.07%+2,31913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …11,900$2.63M1.54%+55013F-HRTimeline
GC Wealth Management RIA, LLC11,899$2.63M0.46%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,894$2.63M0.18%new13F-HRTimeline
Vestcor Inc11,860$2.62M0.09%+11,12013F-HRTimeline
One Capital Management, LLC11,852$2.62M0.09%-90813F-HRTimeline
Central Pacific Bank - Trust Division11,845$2.62M0.34%+50413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/11,764$2.6M1.22%+6,11513F-HRTimelineGroup
Weaver Consulting Group11,756$2.6M0.8%+1,18313F-HRTimeline
Maven Securities LTDin group Maven Securities LTD11,708$2.59M0.42%new13F-HRTimelineGroup
Haverford Trust Co11,703$2.59M0.03%+8513F-HRTimeline
Sandy Spring Bank11,635$2.57M0.1%-18613F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC11,620$2.57M0.89%013F-HRTimeline
EWG Elevate Inc.11,605$2.56M0.78%+7,33113F-HRTimeline
Shay Capital LLC11,500$2.54M0.62%+11,30013F-HRTimeline
Copperwynd Financial, LLC11,405$2.52M0.7%+10,23513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding11,387$2.51M+1,049Timeline
Institute for Wealth Management, LLC.11,347$2.51M0.31%+86413F-HRTimeline
Clientfirst Wealth Management, LLC11,340$2.51M2.53%13F-HRTimeline
Allie Family Office LLC11,338$2.51M1.39%+3,42813F-HRTimeline
FORTE ASSET MANAGEMENT LLC11,301$2.5M1.33%-2,79313F-HRTimeline
Bright Futures Wealth Management, LLC.11,038$2.5M2.22%+10,00613F-HRTimeline
Second Half Financial Partners, LLC11,298$2.5M1.22%-50113F-HRTimeline
Gryphon Financial Partners LLC11,294$2.5M0.36%+1,10213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,246$2.48M0.04%+20013F-HRTimelineGroup
WEALTH ALLIANCE, LLC11,244$2.48M0.3%+9,97513F-HRTimeline
Allodium Investment Consultants, LLC11,234$2.48M2.07%13F-HRTimeline
Capital Investment Advisory Services, L…11,146$2.46M0.24%-30413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC11,140$2.46M0.16%+2,60213F-HRTimeline
Sabal Trust CO11,128$2.46M0.14%+12313F-HRTimeline
Sepio Capital, LP10,996$2.43M0.19%013F-HRTimeline
Texas Capital Bank Wealth Management Se…10,989$2.43M0.25%-36113F-HRTimeline
BluePointe Capital Management, LLC10,974$2.42M1.39%-10113F-HRTimeline
SACHEM HILL LLC10,930$2.42M0.5%-43913F-HRTimeline
Leslie Global Wealth, LLC10,929$2.41M1.12%-13,39513F-HRTimeline
AdvisorNet Financial, Inc10,874$2.4M0.2%+80713F-HRTimeline
SIG BROKERAGE, LP10,848$2.4M1.12%13F-HRTimeline
Hirtle & Co., LLC10,833$2.39M0.1%+5313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,822$2.39M0.25%013F-HRTimelineGroup
Garden State Investment Advisory Servic…10,798$2.39M0.73%+1,94713F-HRTimeline
Aspect Partners, LLC10,779$2.38M1.38%+23313F-HRTimeline
Radnor Capital Management, LLC10,775$2.38M0.4%-72513F-HRTimeline
REDW Wealth LLC10,763$2.38M0.83%+9,34713F-HRTimeline
TRUST POINT INC.10,759$2.38M0.16%-2,10413F-HRTimeline
IPG Investment Advisors LLC10,750$2.38M0.54%+1,07113F-HRTimeline
DCF Advisers, LLC10,750$2.38M1.2%013F-HRTimeline
Genesee Capital Advisors, LLC10,737$2.37M1.1%-27913F-HRTimeline
Legacy Advisors, LLC10,686$2.36M0.23%+2,85513F-HRTimeline
Delta Financial Group, Inc.10,657$2.35M0.55%new13F-HRTimeline
Clear Harbor Asset Management, LLC10,626$2.35M0.19%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY10,622$2.35M0.26%+2113F-HRTimeline
Eldridge Investment Advisors, Inc.10,617$2.35M0.55%+113F-HRTimeline
Heritage Family Offices, LLP10,568$2.34M1.17%+50113F-HRTimeline
WEALTHSPAN PARTNERS, LLC10,566$2.33M1.12%+5,55313F-HRTimeline
DAGCO, INC.10,562$2.33M0.77%-59413F-HRTimeline
FSA WEALTH PARTNERS, INC.10,553$2.33M0.55%+3,60013F-HRTimeline
Foundation Wealth Management, LLC\PA10,533$2.33M1.13%13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,532$2.33M0.67%13F-HRTimeline
Moloney Securities Asset Management, LLC10,519$2.32M0.31%-6913F-HRTimeline
TABLEAUX LLC10,481$2.32M1.92%13F-HRTimeline
Apella Capital, LLC10,476$2.31M0.09%+69013F-HRTimeline
SPINNAKER TRUST10,456$2.31M0.15%+1113F-HRTimeline
Financiere des Professionnels - Fonds d…10,400$2.3M0.16%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC10,389$2.3M1.59%-17413F-HRTimeline
Westmount Partners, LLC10,364$2.29M0.7%+19513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,356$2.29M0.34%-31213F-HRTimeline
Nixon Capital, LLC10,000$2.28M0.71%new13F-HRTimeline
CWA Asset Management Group, LLC10,316$2.28M0.11%+8,61413F-HRTimeline
WINCAP FINANCIAL LLC10,303$2.28M2.32%13F-HRTimeline
Cannon Advisors, Inc.10,294$2.27M1.93%+70013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,281$2.27M<0.01%+10,01013F-HRTimelineGroup
MWA Asset Management10,281$2.27M1.51%+64013F-HRTimeline
NIXON PEABODY TRUST CO10,275$2.27M0.19%-60013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.10,269$2.27M0.87%+5213F-HRTimeline
CIBC WORLD MARKETS CORP10,215$2.26M0.01%new13F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC10,186$2.25M0.28%new13F-HRTimeline
Claro Advisors Inc.10,156$2.24M0.3%+91913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.10,146$2.24M0.01%-1,50013F-HRTimelineGroup
Regent Peak Wealth Advisors LLC10,144$2.24M0.5%-39013F-HR/ATimeline
First Heartland Consultants, Inc.10,066$2.22M0.23%-3,89613F-HRTimeline
Bienville Capital Management, LLC10,042$2.22M0.54%-73613F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC10,007$2.21M0.01%-3,37413F-HRTimeline
Valmark Advisers, Inc.9,930$2.19M0.03%+7513F-HRTimeline
Mathes Company, Inc.9,930$2.19M0.8%-48013F-HRTimeline
Centiva Capital, LP9,916$2.19M0.08%-6,92813F-HRTimeline
Cutter & CO Brokerage, Inc.9,906$2.19M0.53%-1,46513F-HRTimeline
GenTrust, LLC9,897$2.19M0.1%+9913F-HRTimeline
Harvest Investment Services, LLC9,849$2.18M0.53%+52213F-HRTimeline
DSG Capital Advisors, LLC9,833$2.17M0.39%13F-HRTimeline
Gridiron Partners, LLC9,811$2.17M1.37%013F-HRTimeline
Old North State Trust, LLC9,804$2.17M1.38%+1,97513F-HRTimeline
Mechanics Financial Corp9,781$2.16M0.97%-22213F-HRTimeline
Peregrine Asset Advisers, Inc.9,741$2.15M0.79%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC9,720$2.15M0.71%+1,21613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC9,682$2.14M0.03%-3513F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P9,680$2.14M0.54%-4513F-HRTimeline
Gotham Asset Management, LLC9,639$2.13M0.02%+3,18713F-HRTimeline
Athena Investment Management9,638$2.13M1.23%013F-HRTimeline
Azimuth Capital Investment Management L…9,603$2.12M0.08%-6213F-HRTimeline
ALGERT GLOBAL LLC9,586$2.12M0.05%-3,19013F-HR/ATimeline
Tradition Wealth Management, LLC9,582$2.12M0.19%+71113F-HRTimeline
Fortis Capital Advisors, LLC9,603$2.11M0.72%+18113F-HRTimeline
Oakwell Private Wealth Management, LLC9,553$2.11M0.59%-10813F-HRTimeline
Salus Financial Advisors, LLC9,532$2.11M1.65%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,294$2.1M0.1%+70313F-HRTimelineGroup
GEM Asset Management, LLC9,489$2.1M1.17%+18113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC9,437$2.08M1.5%+1513F-HRTimeline
jvl associates llc9,416$2.08M0.79%-1613F-HRTimeline
Advisor Resource Council9,413$2.08M1.49%-15,88713F-HRTimeline
Opus Capital Group, LLC9,383$2.07M0.26%013F-HRTimeline
Baader Bank Aktiengesellschaft9,350$2.07M0.19%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,342$2.06M<0.01%-212,71113F-HRTimelineGroup
Lakeshore Financial Planning, Inc.9,337$2.06M0.88%+23913F-HRTimeline
USAdvisors Wealth Management, LLC9,332$2.06M0.67%-13,39613F-HRTimeline
Glen Eagle Advisors, LLC9,330$2.06M0.34%+1913F-HRTimeline
Indiana Trust & Investment Management Co9,235$2.04M0.69%013F-HRTimeline
MONECO ADVISORS, LLC9,222$2.04M0.21%+1,52813F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT9,213$2.04M0.08%+3113F-HRTimeline
Ayalon Insurance Comp Ltd.9,188$2.03M0.63%+3,18013F-HRTimeline
Game Plan Financial Advisors, LLC9,190$2.03M0.96%new13F-HRTimeline
Logan Stone Capital, LLC9,165$2.03M0.68%new13F-HRTimeline
PKS Advisory Services, LLC9,139$2.02M0.51%13F-HRTimeline
KKM Financial LLC8,934$2.02M0.84%+7,29313F-HRTimeline
Bluespring Wealth Management, LLC9,118$2.01M0.21%-86313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,112$2.01M0.03%+77713F-HRTimelineGroup
Paragon Capital Management LLC9,095$2.01M1.08%-5613F-HRTimeline
Mandatum Life Insurance Co Ltd9,049$2M0.59%+1,83213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …8,888$1.96M0.42%+49913F-HRTimeline
DBK Financial Counsel, LLC8,881$1.96M1.98%-22913F-HRTimeline
Wedmont Private Capital9,027$1.96M0.1%+43013F-HRTimeline
May Hill Capital, LLC8,858$1.96M0.76%13F-HRTimeline
Bare Financial Services, Inc8,850$1.96M0.79%-1,01913F-HRTimeline
Grove Bank & Trust8,847$1.95M0.27%+54013F-HRTimeline
Choate Investment Advisors8,824$1.95M0.05%+2,40213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS8,800$1.94M0.86%-9813F-HRTimeline
Blue Trust, Inc.8,792$1.94M0.02%-2,43813F-HR/ATimeline
Composition Wealth, LLC8,759$1.94M0.04%+2,00313F-HRTimeline
POSTROCK PARTNERS LLC8,754$1.93M0.94%13F-HRTimeline
Seneca Financial Advisors LLC8,748$1.93M0.96%-5913F-HRTimeline
BALLAST ADVISORS LLC8,733$1.93M0.59%-58413F-HRTimeline
Bensler, LLC8,711$1.92M0.23%+11113F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,706$1.92M0.05%+39813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,664$1.91M0.22%-2013F-HRTimelineGroup
Sage Capital Advisors,llc8,640$1.91M0.5%+16613F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.8,639$1.91M1.23%new13F-HRTimeline
Montecito Bank & Trust8,599$1.9M0.33%-3513F-HRTimeline
FCA CORP /TX8,555$1.89M0.59%+11113F-HRTimeline
CW Advisors, LLC8,544$1.89M0.03%+52813F-HRTimeline
Legacy Bridge, LLC8,540$1.89M0.98%+1513F-HRTimeline
CENTAURUS FINANCIAL, INC.8,533$1.89M0.12%-16,10913F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,509$1.88M0.05%-15413F-HRTimeline
Empirical Asset Management, LLC8,498$1.88M0.63%+40213F-HRTimeline
Silverleafe Capital Partners, LLC8,490$1.88M0.6%+4,01213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,481$1.87M0.15%+3,95513F-HR/ATimeline
1834 INVESTMENT ADVISORS CO8,440$1.86M0.24%-7813F-HRTimeline