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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
Foundation Wealth Management, LLC\PA10,502$2.27M0.98%-3113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…10,493$2.26M0.72%+4,40913F-HRTimelineGroup
Private Wealth Advisors, LLC10,462$2.26M0.89%-6,37613F-HRTimeline
SPINNAKER TRUST10,457$2.26M0.14%+213F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding10,438$2.25M+59Timeline
PFG Investments, LLC10,392$2.24M0.13%-2,14713F-HRTimeline
Harvest Investment Services, LLC10,342$2.23M0.5%+4,00813F-HRTimeline
LANARK FINANCIAL, INC.10,318$2.23M0.18%-1813F-HRTimeline
FARMERS TRUST CO10,276$2.22M0.41%-1,61613F-HRTimeline
Frederick Financial Consultants, LLC10,239$2.21M1.37%+1,60613F-HRTimeline
GEM Asset Management, LLC10,054$2.21M1.13%+45913F-HRTimeline
Moloney Securities Asset Management, LLC10,224$2.21M0.27%-32213F-HRTimeline
Abbot Financial Management, Inc.10,221$2.21M1.02%-2,08513F-HRTimeline
10Elms LLP10,162$2.19M2.09%+65013F-HRTimeline
Corundum Group, Inc.10,078$2.17M0.96%-5,96613F-HRTimeline
Viewpoint Capital Management LLC10,063$2.17M1.07%+17513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,000$2.16M0.76%013F-HRTimeline
Cavalier Investments, LLC9,995$2.16M0.65%-48,53213F-HRTimeline
Peregrine Asset Advisers, Inc.9,976$2.15M0.67%013F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC9,973$2.15M0.84%new13F-HRTimeline
Sender Co & Partners, Inc.9,962$2.15M0.61%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,895$2.14M0.05%-36013F-HRTimeline
Weaver Consulting Group9,879$2.13M0.59%-1,57013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,827$2.12M0.02%-3,01713F-HRTimelineGroup
Ascent Capital Management, LLC9,823$2.12M1.88%+1,54213F-HRTimeline
NWAM LLC9,746$2.11M0.12%+2,97813F-HR/ATimeline
Allie Family Office LLC9,734$2.1M1.04%-1,60413F-HRTimeline
Heritage Family Offices, LLP10,472$2.1M1.06%-413F-HRTimeline
Evernest Financial Advisors, LLC9,711$2.1M0.68%+3,24613F-HRTimeline
Riverpoint Wealth Management Holdings, …9,676$2.09M0.49%+2,19213F-HRTimeline
Opus Capital Group, LLC9,662$2.08M0.25%-10413F-HRTimeline
Athena Investment Management9,638$2.08M1.16%013F-HRTimeline
Capitol Family Office, Inc.9,624$2.08M2.71%-56313F-HRTimeline
Hirtle & Co., LLC9,580$2.07M0.08%013F-HRTimeline
Clear Harbor Asset Management, LLC9,565$2.06M0.16%-12,92713F-HRTimeline
Beirne Wealth Consulting Services, LLC9,547$2.06M0.67%+7,41213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,466$2.04M0.16%-1,03413F-HRTimeline
K.J. Harrison & Partners Inc9,458$2.04M0.34%013F-HRTimeline
Mechanics Financial Corp9,447$2.04M0.87%-19413F-HRTimeline
ALGERT GLOBAL LLC9,445$2.04M0.04%-8,17113F-HR/ATimeline
Keel Point, LLC9,433$2.04M0.13%+3,34413F-HRTimeline
Tradition Wealth Management, LLC9,431$2.04M0.16%-17313F-HRTimeline
jvl associates llc9,416$2.03M0.73%013F-HRTimeline
Gridiron Partners, LLC9,346$2.02M1.25%013F-HRTimeline
Eldridge Investment Advisors, Inc.9,328$2.01M0.42%-61913F-HRTimeline
GWN SECURITIES INC.9,290$2.01M0.37%-19,56813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC9,296$2.01M0.03%-7513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,282$2M1.01%+2413F-HRTimeline
Carrera Capital Advisors9,255$2M0.4%+12513F-HRTimeline
Glen Eagle Advisors, LLC9,250$2M0.31%-8113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,202$1.99M0.08%+11913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP9,192$1.98M0.16%-1,52013F-HRTimeline
Cornerstone Wealth Management, LLC9,186$1.98M0.12%+1,51713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,184$1.98M0.2%-48113F-HRTimelineGroup
J. Goldman & Co LP9,162$1.98M0.06%-33,25113F-HRTimeline
SAXON INTERESTS, INC.9,884$1.97M0.92%013F-HRTimeline
Tempus Wealth Planning, LLC9,108$1.97M0.49%-25613F-HRTimeline
DAGCO, INC.9,084$1.96M0.55%-40713F-HRTimeline
PKS Advisory Services, LLC9,083$1.96M0.5%-11313F-HRTimeline
Mathes Company, Inc.9,080$1.96M0.73%-25013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.9,063$1.96M0.72%+2913F-HRTimeline
KKM Financial LLC8,879$1.94M0.68%-5613F-HRTimeline
NIXON PEABODY TRUST CO8,995$1.94M0.15%-21513F-HRTimeline
Oakwell Private Wealth Management, LLC8,986$1.94M0.45%+20013F-HRTimeline
BLKBRD Asset Management, LP8,967$1.93M1.09%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC8,977$1.93M0.69%new13F-HRTimeline
Indiana Trust & Investment Management Co8,942$1.93M0.64%-27313F-HRTimeline
Cosner Financial Group, LLC8,934$1.93M1.07%+1,24813F-HRTimeline
Legacy Bridge, LLC8,894$1.92M0.91%-36513F-HRTimeline
Atria Investments, Inc8,854$1.91M0.02%-3,96313F-HRTimeline
Sage Capital Advisors,llc8,842$1.91M0.47%013F-HRTimeline
Seneca Financial Advisors LLC8,834$1.91M0.73%+9813F-HRTimeline
Empirical Asset Management, LLC8,819$1.9M0.59%+1,05713F-HRTimeline
GenTrust, LLC8,802$1.9M0.09%-3,71213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV8,779$1.89M0.36%+1913F-HRTimeline
BALLAST ADVISORS LLC8,769$1.89M0.56%+8313F-HRTimeline
SageView Advisory Group, LLC8,437$1.89M0.07%+3,23713F-HRTimeline
Valmark Advisers, Inc.8,738$1.89M0.03%-1,99013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,730$1.88M0.01%013F-HRTimelineGroup
Paragon Capital Management LLC8,717$1.88M0.97%+1913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,696$1.88M0.26%-1,28313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS8,668$1.87M0.81%+2313F-HRTimeline
MONECO ADVISORS, LLC8,665$1.87M0.17%-31413F-HRTimeline
Lombard Odier Asset Management (USA) Co…8,663$1.87M0.47%new13F-HRTimeline
BG Investment Services, LLC8,663$1.87M2.34%-3,93413F-HRTimeline
Sunbelt Securities, Inc.8,406$1.86M0.16%+40813F-HRTimeline
Caliber Wealth Management, LLC / KS8,597$1.86M0.2%-2,95413F-HRTimeline
DBK Financial Counsel, LLC8,589$1.85M1.68%-2213F-HRTimeline
TRUST POINT INC.8,587$1.85M0.17%-1,93613F-HRTimeline
FCA CORP /TX8,585$1.85M0.55%+26213F-HRTimeline
Clarius Group, LLC8,542$1.84M0.11%-50013F-HRTimeline
Bluespring Wealth Management, LLC8,529$1.84M0.18%-6913F-HRTimeline
Lakeshore Financial Planning, Inc.8,512$1.84M0.74%-2313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,498$1.83M0.5%-1,77613F-HRTimeline
HBK Sorce Advisory LLC8,487$1.83M0.05%+2,77313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV8,493$1.83M0.95%+41613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,473$1.83M0.63%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,468$1.83M0.01%-13,55813F-HRTimelineGroup
Bensler, LLC8,424$1.82M0.2%-27513F-HRTimeline
Csenge Advisory Group8,812$1.81M0.1%+2,33213F-HRTimeline
Choate Investment Advisors8,365$1.81M0.04%-54813F-HRTimeline
1834 INVESTMENT ADVISORS CO8,334$1.8M0.23%-6113F-HRTimeline
My Legacy Advisors, LLC7,974$1.79M0.64%+6,15813F-HRTimeline
Relyea Zuckerberg Hanson LLC8,282$1.79M0.21%+32313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/8,280$1.79M<0.01%-1,00913F-HRTimeline
Salus Financial Advisors, LLC8,274$1.79M1.2%-11913F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,265$1.78M0.05%+80113F-HRTimeline
Topsail Wealth Management, LLC8,256$1.78M0.33%+50013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,213$1.77M0.25%013F-HRTimeline
Moors & Cabot, Inc.8,199$1.77M0.08%-46213F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding8,185$1.77M+619Timeline
Apriem Advisors8,171$1.76M0.19%+50913F-HRTimeline
Bristlecone Advisors, LLC8,126$1.75M0.15%-3,72113F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC8,126$1.75M0.06%+2,49013F-HRTimelineGroup
LVW Advisors, LLC8,076$1.74M0.2%-1,93113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,065$1.74M0.43%-12513F-HRTimeline
Archford Capital Strategies, LLC8,046$1.74M0.22%+10013F-HRTimeline
CJM Wealth Advisers, Ltd.8,045$1.74M0.58%013F-HRTimeline
Abacus Planning Group, Inc.8,030$1.73M0.26%013F-HR/ATimeline
Greenwich Wealth Management LLC7,999$1.73M0.08%-1413F-HRTimeline
HM PAYSON & CO7,983$1.72M0.03%-8013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,980$1.72M0.31%+16913F-HRTimeline
DAVIS R M INC7,961$1.72M0.03%-25213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,960$1.72M0.26%-39813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC7,927$1.71M0.87%+57413F-HRTimeline
Miller Investment Management, LP7,898$1.7M0.18%013F-HRTimeline
Powell Investment Advisors, LLC7,844$1.69M0.63%+1,85913F-HRTimeline
Financial Synergies Wealth Advisors, In…7,796$1.68M0.18%+313F-HRTimeline
TSFG, LLC7,791$1.68M0.3%-10713F-HRTimeline
Aspen Capital Management, LLC7,787$1.68M0.47%+2613F-HRTimeline
Engineers Gate Manager LP7,775$1.68M0.02%new13F-HRTimeline
Grove Bank & Trust7,749$1.67M0.21%-58313F-HRTimeline
North Star Investment Management Corp.7,731$1.67M0.12%-84113F-HRTimeline
SONATA CAPITAL GROUP INC7,732$1.67M0.67%+1513F-HRTimeline
Ethos Financial Group, LLC7,701$1.66M0.14%-2,18613F-HRTimeline
Petros Family Wealth, LLC7,655$1.65M1.51%+51813F-HRTimeline
May Hill Capital, LLC7,640$1.65M0.54%-82713F-HRTimeline
Sunflower Bank, N.A.7,627$1.65M0.42%-8213F-HRTimeline
L.M. KOHN & COMPANY7,625$1.65M0.44%-77513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,614$1.64M0.83%+15313F-HRTimeline
FAGAN ASSOCIATES, INC.7,570$1.63M0.25%+1913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,551$1.63M0.15%-23413F-HRTimeline
Focus Financial Network, Inc.7,545$1.63M0.06%+65313F-HRTimeline
Sageworth Trust Co of South Dakota7,537$1.63M1.76%013F-HRTimeline
LS Investment Advisors, LLC7,508$1.62M0.24%-34713F-HRTimeline
Belmont Capital, LLC7,500$1.62M0.25%013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.7,500$1.62M0.92%-1,10013F-HRTimeline
Perennial Investment Advisors, LLC7,468$1.61M0.16%+53513F-HRTimeline
Wealth Architects, LLC7,459$1.61M0.16%+4,73513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,440$1.61M0.12%+413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,436$1.6M0.09%-7913F-HRTimeline
Veracity Capital LLC7,432$1.6M0.56%-24013F-HRTimeline
Clare Market Investments LLC7,420$1.6M0.36%new13F-HRTimeline
Delos Wealth Advisors, LLC7,391$1.59M1.24%-44213F-HRTimeline
AMICA MUTUAL INSURANCE CO7,371$1.59M0.15%013F-HRTimeline
Financial Advisors, LLC7,341$1.58M0.3%013F-HRTimeline
Lifestyle Asset Management, Inc.7,338$1.58M0.74%+26813F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…7,300$1.58M0.94%+6,80013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc7,267$1.57M<0.01%-5,40013F-HRTimelineGroup
Morangie Management LLC7,242$1.56M1.36%-36013F-HRTimeline
Game Plan Financial Advisors, LLC7,238$1.56M0.68%+2,81813F-HRTimeline
Americana Partners, LLC7,223$1.56M0.05%+5,24813F-HRTimeline
Brand Asset Management Group, Inc.7,192$1.55M0.58%+28213F-HRTimeline
Red Tortoise LLC7,181$1.55M0.76%+213F-HRTimeline
KELLY FINANCIAL GROUP LLC7,179$1.55M0.45%-7,06513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…7,174$1.55M0.43%+23213F-HRTimelineGroup
Disciplined Investments, LLC7,158$1.54M0.65%-47013F-HRTimeline
Redhawk Wealth Advisors, Inc.7,139$1.54M0.19%+5,25813F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,125$1.54M0.09%-79313F-HRTimeline
RFG Advisory, LLC7,122$1.54M0.04%-3,21813F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)7,111$1.53M0.02%new13F-HRTimelineGroup
Plum Street Advisors, LLC7,103$1.53M0.68%+27513F-HRTimeline
Orca Investment Management, LLC7,102$1.53M1.38%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,083$1.53M0.1%-14413F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,075$1.53M0.04%-5513F-HRTimeline
IFG Advisors, LLC7,061$1.52M0.26%+1813F-HRTimeline
Avantax Planning Partners, Inc.7,050$1.52M0.05%+20213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,039$1.52M<0.01%-10,34713F-HRTimelineGroup
MATHER GROUP, LLC.7,012$1.51M0.02%-23413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,993$1.51M0.1%013F-HRTimeline
Nishkama Capital, LLC6,987$1.51M0.25%new13F-HRTimeline
Azimuth Capital Investment Management L…6,971$1.5M0.06%-98013F-HRTimeline
Pointe Capital Management LLC6,967$1.5M0.78%+26013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC6,963$1.5M1.15%-59613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,961$1.5M0.67%-55813F-HRTimeline
Fonville Wealth Management LLC6,944$1.5M0.38%-22413F-HRTimeline
Garde Capital, Inc.6,894$1.49M0.08%-43413F-HRTimeline
Bricktown Capital, LLC6,891$1.49M0.27%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,884$1.49M0.68%-58313F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,868$1.48M0.08%-96013F-HRTimeline
Intrepid Financial Planning Group LLC6,853$1.48M0.62%+913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,836$1.48M0.37%013F-HRTimeline
Ayalon Insurance Comp Ltd.6,798$1.47M0.42%013F-HRTimeline
Chicago Capital, LLC6,762$1.46M0.04%-9813F-HRTimeline
Circle Wealth Management, LLC6,749$1.46M0.03%-83013F-HRTimeline
Orgel Wealth Management, LLC6,715$1.45M0.03%+13113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,701$1.45M<0.01%013F-HR/ATimeline
Keystone Wealth Services, LLC6,693$1.44M0.35%-1813F-HRTimeline
Future Fund LLC6,651$1.44M0.64%new13F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC6,638$1.43M0.17%+4,89613F-HRTimeline