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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
Wedmont Private Capital12,124$2.24M0.11%+3,09713F-HRTimeline
Allodium Investment Consultants, LLC11,181$2.23M1.65%-5313F-HRTimeline
Sandy Spring Bank11,172$2.23M0.09%-46313F-HRTimeline
BANTAMAC CAPITAL, LLC11,156$2.23M1.07%+3,50613F-HRTimeline
Fortis Group Advisors, LLC11,058$2.21M0.43%-4,79413F-HRTimeline
Texas Capital Bank Wealth Management Se…11,050$2.2M0.22%+6113F-HRTimeline
Miller Financial Services LLC11,011$2.2M3.16%-31,88913F-HRTimeline
Sepio Capital, LP10,996$2.19M0.17%013F-HRTimeline
Sabal Trust CO10,937$2.18M0.12%-19113F-HRTimeline
SACHEM HILL LLC10,910$2.18M0.43%-2013F-HRTimeline
Quinn Opportunity Partners LLC10,900$2.17M0.15%new13F-HRTimeline
Venturi Wealth Management, LLC10,883$2.17M0.11%-1,46113F-HRTimeline
Old North State Trust, LLC9,804$2.17M1.38%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC10,825$2.16M1.47%+43613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,823$2.16M0.15%-31713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,822$2.16M0.23%013F-HRTimelineGroup
Radnor Capital Management, LLC10,763$2.15M0.36%-1213F-HRTimeline
Westmount Partners, LLC10,752$2.14M0.65%+38813F-HRTimeline
Claro Advisors Inc.10,751$2.14M0.29%+59513F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,747$2.14M0.79%-168,66113F-HRTimeline
Valmark Advisers, Inc.10,728$2.14M0.03%+79813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY10,715$2.14M0.24%+9313F-HRTimeline
LYELL WEALTH MANAGEMENT, LP10,712$2.14M0.2%-3,11013F-HRTimeline
Armstrong, Fleming & Moore, Inc10,570$2.11M2.55%new13F-HRTimeline
Moloney Securities Asset Management, LLC10,546$2.1M0.28%+2713F-HRTimeline
Foundation Wealth Management, LLC\PA10,533$2.1M1%013F-HRTimeline
TRUST POINT INC.10,523$2.1M0.19%-23613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,500$2.09M0.19%-2,55313F-HR/ATimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD10,493$2.09M<0.01%-5,66513F-HR/ATimelineGroup
Heritage Family Offices, LLP10,476$2.09M1.07%-9213F-HRTimeline
SPINNAKER TRUST10,455$2.09M0.14%-113F-HRTimeline
Legacy Advisors, LLC10,419$2.08M0.22%-26713F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding10,379$2.07M-3,486Timeline
Gotham Asset Management, LLC10,372$2.07M0.02%+73313F-HRTimeline
MWA Asset Management10,365$2.07M1.43%+8413F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC10,362$2.07M0.01%+35513F-HRTimeline
Ethos Financial Group, LLC9,887$2.06M0.2%-12,22213F-HRTimeline
RFG Advisory, LLC10,340$2.06M0.06%-1,56313F-HRTimeline
LANARK FINANCIAL, INC.10,336$2.06M0.18%+10,32613F-HRTimeline
Pines Wealth Management, LLC11,779$2.06M0.95%-1,12813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC10,274$2.05M0.67%-25,96213F-HRTimeline
Empire Financial Management Company, LLC10,264$2.05M0.63%-4,96613F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,255$2.05M0.05%+1,54913F-HRTimeline
ExodusPoint Capital Management, LP10,252$2.04M0.03%new13F-HRTimeline
Cannon Advisors, Inc.10,232$2.04M1.88%-6213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,195$2.03M0.1%+90113F-HRTimelineGroup
Capitol Family Office, Inc.10,187$2.03M2.88%-33,27213F-HR/ATimeline
Apella Capital, LLC10,658$2.02M0.07%+18213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,979$2M0.31%-37713F-HRTimeline
LVW Advisors, LLC10,007$2M0.24%-1,98913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,000$1.99M0.68%+2,50013F-HRTimeline
Peregrine Asset Advisers, Inc.9,976$1.99M0.74%+23513F-HRTimeline
Eldridge Investment Advisors, Inc.9,947$1.98M0.46%-67013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.9,946$1.98M0.01%-20013F-HRTimelineGroup
Viewpoint Capital Management LLC9,888$1.97M1.06%+1,73113F-HRTimeline
SAXON INTERESTS, INC.9,884$1.97M0.92%-4,43913F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,784$1.95M0.07%+2,21613F-HRTimeline
Opus Capital Group, LLC9,766$1.95M0.25%+38313F-HRTimeline
Composition Wealth, LLC9,759$1.95M0.04%+1,00013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC9,704$1.94M0.7%-1613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,665$1.93M0.22%+1,00113F-HRTimelineGroup
Mechanics Financial Corp9,641$1.92M0.87%-14013F-HRTimeline
Athena Investment Management9,638$1.92M1.16%013F-HRTimeline
Tradition Wealth Management, LLC9,604$1.92M0.17%+2213F-HRTimeline
GEM Asset Management, LLC9,595$1.91M1.07%+10613F-HRTimeline
Hirtle & Co., LLC9,580$1.91M0.07%-1,25313F-HRTimeline
Cutter & CO Brokerage, Inc.9,558$1.91M0.45%-34813F-HRTimeline
Penn Capital Management Company, LLC9,519$1.9M0.19%+8,17713F-HRTimeline
10Elms LLP9,512$1.9M1.91%+1,15613F-HRTimeline
DAGCO, INC.9,491$1.89M0.61%-1,07113F-HRTimeline
Bright Futures Wealth Management, LLC.10,345$1.89M2.07%-69313F-HRTimeline
K.J. Harrison & Partners Inc9,458$1.89M0.37%-17,20013F-HRTimeline
jvl associates llc9,416$1.88M0.76%013F-HRTimeline
USAdvisors Wealth Management, LLC9,385$1.87M0.65%+5313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC9,371$1.87M0.03%-31113F-HRTimeline
Tempus Wealth Planning, LLC9,364$1.87M0.56%+1,63313F-HRTimeline
Gridiron Partners, LLC9,346$1.86M1.19%-46513F-HRTimeline
BluePointe Capital Management, LLC9,333$1.86M0.71%-1,64113F-HRTimeline
Glen Eagle Advisors, LLC9,331$1.86M0.31%+113F-HRTimeline
Mathes Company, Inc.9,330$1.86M0.76%-60013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/9,289$1.85M<0.01%-2,95913F-HRTimeline
Legacy Bridge, LLC9,259$1.85M1.03%+71913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,258$1.85M1.07%-3,98713F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,243$1.84M0.07%+80913F-HRTimeline
Union Bancaire Privee, UBP SA9,282$1.84M0.04%-5,88813F-HRTimeline
Indiana Trust & Investment Management Co9,215$1.84M0.67%-2013F-HRTimeline
NIXON PEABODY TRUST CO9,210$1.84M0.16%-1,06513F-HRTimeline
BlueCrest Capital Management Ltd9,200$1.84M0.29%+6,10013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …9,199$1.84M0.38%+31113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp9,196$1.83M0.01%-39,24413F-HRTimelineGroup
PKS Advisory Services, LLC9,196$1.83M0.5%+5713F-HRTimeline
POSTROCK PARTNERS LLC9,188$1.83M0.91%+43413F-HRTimeline
Carrera Capital Advisors9,130$1.82M0.4%-30,49113F-HRTimeline
Simplicity Wealth,LLC9,097$1.81M0.14%+5,29713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,083$1.81M0.08%-13013F-HRTimeline
Clarius Group, LLC9,042$1.8M0.11%+5,90113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.9,034$1.8M0.7%-1,23513F-HRTimeline
Advisor Resource Council20,961$1.8M0.15%+11,54813F-HRTimeline
KKM Financial LLC8,935$1.79M0.76%+113F-HRTimeline
MONECO ADVISORS, LLC8,979$1.79M0.19%-24313F-HR/ATimeline
Choate Investment Advisors8,913$1.78M0.04%+8913F-HRTimeline
Sage Capital Advisors,llc8,842$1.76M0.46%+20213F-HRTimeline
Oakwell Private Wealth Management, LLC8,786$1.75M0.48%-76713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV8,760$1.75M0.38%-21,47613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding8,744$1.74M+3,186Timeline
Seneca Financial Advisors LLC8,736$1.74M0.84%-1213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,730$1.74M0.01%-11,15013F-HRTimelineGroup
Bare Financial Services, Inc8,723$1.74M0.67%-12713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC8,719$1.74M0.18%-5,88113F-HRTimeline
Bensler, LLC8,699$1.74M0.22%-1213F-HRTimeline
Paragon Capital Management LLC8,698$1.74M0.99%-39713F-HRTimeline
BALLAST ADVISORS LLC8,686$1.73M0.55%-4713F-HRTimeline
Moors & Cabot, Inc.8,661$1.73M0.09%+1,53713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS8,645$1.72M0.81%-15513F-HRTimeline
Frederick Financial Consultants, LLC8,633$1.72M1.24%+1,19413F-HRTimeline
DBK Financial Counsel, LLC8,611$1.72M1.72%-27013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.8,600$1.72M1.14%+60013F-HRTimeline
Bluespring Wealth Management, LLC8,598$1.72M0.17%-52013F-HRTimeline
North Star Investment Management Corp.8,572$1.71M0.12%-22,99013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,552$1.71M0.12%+15313F-HRTimeline
Lakeshore Financial Planning, Inc.8,535$1.7M0.71%-80213F-HRTimeline
Montecito Bank & Trust8,500$1.7M0.3%-9913F-HRTimeline
CAXTON ASSOCIATES LLP8,476$1.69M0.06%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,473$1.69M0.71%-41,49413F-HRTimeline
May Hill Capital, LLC8,467$1.69M0.64%-39113F-HRTimeline
L.M. KOHN & COMPANY8,400$1.68M0.44%+1,73513F-HRTimeline
1834 INVESTMENT ADVISORS CO8,395$1.67M0.22%-4513F-HRTimeline
Salus Financial Advisors, LLC8,393$1.67M1.27%-1,13913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8,374$1.67M0.18%-9,12913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,358$1.67M0.28%-1313F-HRTimeline
Penobscot Investment Management Company…8,342$1.66M0.16%-2513F-HRTimeline
Grove Bank & Trust8,332$1.66M0.22%-51513F-HRTimeline
FCA CORP /TX8,323$1.66M0.53%-23213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC8,305$1.66M<0.01%-298,11913F-HRTimeline
Ascent Capital Management, LLC8,281$1.65M1.66%+2,94913F-HRTimeline
Schechter Investment Advisors, LLC8,270$1.65M0.14%-16813F-HRTimeline
CIBC WORLD MARKETS CORP8,265$1.65M0.01%-1,95013F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,257$1.65M0.11%-3,63713F-HRTimeline
DAVIS R M INC8,213$1.64M0.03%+2313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,213$1.64M0.27%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,190$1.63M0.46%+6313F-HRTimeline
DKM Wealth Management, Inc.8,173$1.63M1.58%+4613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV8,077$1.61M0.91%+113F-HRTimeline
HM PAYSON & CO8,063$1.61M0.03%-813F-HRTimeline
CJM Wealth Advisers, Ltd.8,045$1.6M0.57%013F-HRTimeline
Abacus Planning Group, Inc.8,030$1.6M0.28%-2613F-HRTimeline
Greenwich Wealth Management LLC8,013$1.6M0.12%-34013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP8,000$1.6M0.4%new13F-HRTimeline
Sunbelt Securities, Inc.7,998$1.6M0.14%-40813F-HRTimeline
Relyea Zuckerberg Hanson LLC7,959$1.59M0.21%+313F-HRTimeline
West Coast Financial LLC7,952$1.59M0.18%-1313F-HRTimeline
Azimuth Capital Investment Management L…7,951$1.59M0.06%-1,65213F-HRTimeline
Archford Capital Strategies, LLC7,946$1.59M0.23%-413F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,918$1.58M0.1%-28913F-HRTimeline
Miller Investment Management, LP7,898$1.58M0.17%013F-HRTimeline
TSFG, LLC7,898$1.57M0.32%+31713F-HRTimeline
LS Investment Advisors, LLC7,855$1.57M0.24%+213F-HRTimeline
Delos Wealth Advisors, LLC7,833$1.56M1.24%+13313F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,828$1.56M0.09%-4,80213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,811$1.56M0.3%-9013F-HRTimeline
Financial Synergies Wealth Advisors, In…7,793$1.55M0.19%-3013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,785$1.55M0.15%+1913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST7,776$1.55M0.17%+2,65213F-HRTimeline
Empirical Asset Management, LLC7,762$1.55M0.53%-73613F-HRTimeline
Aspen Capital Management, LLC7,761$1.55M0.5%13F-HRTimeline
Topsail Wealth Management, LLC7,756$1.55M0.31%+3,98113F-HRTimeline
Regent Peak Wealth Advisors LLC7,737$1.54M0.36%-2,40713F-HRTimeline
SONATA CAPITAL GROUP INC7,717$1.54M0.67%-35413F-HRTimeline
Sunflower Bank, N.A.7,709$1.54M0.43%013F-HRTimeline
Cosner Financial Group, LLC7,686$1.53M0.94%+13013F-HRTimeline
Veracity Capital LLC7,672$1.53M0.6%-2813F-HRTimeline
Cornerstone Wealth Management, LLC7,669$1.53M0.1%-45013F-HRTimeline
Apriem Advisors7,662$1.53M0.18%+19313F-HRTimeline
Disciplined Investments, LLC7,628$1.52M0.7%-4613F-HRTimeline
Morangie Management LLC7,602$1.52M1.49%-76313F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP7,595$1.52M0.04%-20,93313F-HRTimeline
Circle Wealth Management, LLC7,579$1.51M0.04%-26,93113F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding7,566$1.51M-189Timeline
MOSAIC FINANCIAL GROUP, LLC7,559$1.51M1.23%-1,87813F-HRTimeline
Family Firm, Inc.7,558$1.51M0.34%-9213F-HRTimeline
FAGAN ASSOCIATES, INC.7,551$1.51M0.25%-18513F-HRTimeline
Sageworth Trust Co of South Dakota7,537$1.5M1.81%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC7,519$1.5M0.73%-4213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,515$1.5M0.09%-27513F-HRTimeline
Corvex Management LP7,500$1.5M0.06%new13F-HRTimeline
Belmont Capital, LLC7,500$1.5M0.27%013F-HRTimeline
Riverpoint Wealth Management Holdings, …7,484$1.49M0.39%+1113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,467$1.49M0.74%-5613F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,464$1.49M0.04%-1,04513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,461$1.49M0.85%+1913F-HRTimeline
Gradient Capital Advisors, LLC7,446$1.49M0.48%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,436$1.48M0.12%+43713F-HRTimeline
CX Institutional7,420$1.48M0.06%-4013F-HRTimeline
AMICA MUTUAL INSURANCE CO7,371$1.47M0.16%-7,00013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC7,353$1.47M0.81%+1,92613F-HRTimeline
Financial Advisors, LLC7,341$1.46M0.29%013F-HRTimeline
Garde Capital, Inc.7,328$1.46M0.08%-313F-HRTimeline
NAPATREE CAPITAL LLC7,295$1.46M0.82%+87013F-HRTimeline
MATHER GROUP, LLC.7,246$1.45M0.02%-28113F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,227$1.44M0.1%+6513F-HRTimeline