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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
Forvis Mazars Wealth Advisors, LLC11,095$2.68M0.05%-82913F-HRTimeline
GEM Asset Management, LLC10,970$2.68M1.27%+91613F-HRTimeline
Ascent Capital Management, LLC11,064$2.68M2.14%+1,24113F-HRTimeline
Capitol Family Office, Inc.11,031$2.67M3.24%+1,40713F-HRTimeline
GWN SECURITIES INC.11,002$2.67M0.62%+1,71213F-HRTimeline
Miller Financial Services LLC11,012$2.66M3.08%-16113F-HRTimeline
Lombard Odier Asset Management (USA) Co…10,967$2.65M0.6%+2,30413F-HRTimeline
Jessup Wealth Management, Inc10,877$2.63M0.98%-4513F-HRTimeline
Viewpoint Capital Management LLC10,854$2.63M1.16%+79113F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,822$2.62M0.22%013F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC10,806$2.61M0.8%+3013F-HRTimeline
Ridgepath Capital Management LLC10,757$2.6M1.11%-4,69713F-HRTimeline
Radnor Capital Management, LLC10,753$2.6M0.4%-1013F-HRTimeline
Genesee Capital Advisors, LLC10,734$2.6M1.13%-40813F-HRTimeline
Chris Bulman Inc10,729$2.6M1.3%-2,29313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.10,728$2.6M0.45%-13613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,698$2.59M0.09%-80513F-HRTimeline
Maven Securities LTDin group Maven Securities LTD10,680$2.58M0.49%-3,76313F-HRTimelineGroup
Westmount Partners, LLC10,484$2.54M0.66%-9313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …10,500$2.54M0.07%new13F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY10,467$2.53M0.23%-38013F-HRTimeline
SPINNAKER TRUST10,461$2.53M0.14%+413F-HRTimeline
10Elms LLP10,437$2.53M2.27%+27513F-HRTimeline
Corundum Group, Inc.10,362$2.51M1.03%+28413F-HRTimeline
Willis Johnson & Associates, Inc.10,314$2.5M0.15%-2,66813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,298$2.49M0.15%+83213F-HRTimeline
FARMERS TRUST CO10,276$2.49M0.43%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC10,207$2.47M2.04%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,200$2.47M0.1%-2,03913F-HRTimeline
PFG Investments, LLC10,134$2.45M0.13%-25813F-HRTimeline
SACHEM HILL LLC10,117$2.45M0.49%-66813F-HRTimeline
Cornerstone Capital, Inc.10,013$2.42M0.24%new13F-HRTimeline
Abbot Financial Management, Inc.10,009$2.42M1.03%-21213F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,000$2.42M0.77%013F-HRTimeline
Polymer Capital Management (US) LLC10,000$2.42M0.32%new13F-HRTimeline
Peregrine Asset Advisers, Inc.9,976$2.41M0.72%013F-HRTimeline
WealthPlan Investment Management, LLC9,956$2.41M0.16%-10,57713F-HRTimeline
Moloney Securities Asset Management, LLC9,949$2.41M0.29%-27513F-HRTimeline
BANTAMAC CAPITAL, LLC9,925$2.4M1.82%-1,23113F-HRTimeline
Moors & Cabot, Inc.9,899$2.4M0.1%+1,70013F-HRTimeline
Harvest Investment Services, LLC9,778$2.37M0.48%-56413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.9,774$2.36M0.02%-40,55013F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC9,765$2.36M0.57%+21813F-HRTimeline
AlphaCore Capital LLC9,754$2.36M0.08%-1,99113F-HRTimeline
Weaver Consulting Group9,720$2.35M0.6%-15913F-HRTimeline
Evernest Financial Advisors, LLC9,712$2.35M0.66%+113F-HRTimeline
Riverpoint Wealth Management Holdings, …9,702$2.35M0.52%+2613F-HRTimeline
Avestar Capital, LLC9,699$2.35M0.17%+4,11913F-HRTimeline
My Personal CFO, LLC9,668$2.34M0.91%new13F-HRTimeline
Foundation Wealth Management, LLC\PA9,668$2.34M0.91%-83413F-HRTimeline
NWAM LLC9,580$2.34M0.13%-16613F-HR/ATimeline
Opus Capital Group, LLC9,649$2.33M0.26%-1313F-HRTimeline
Athena Investment Management9,629$2.33M1.21%-913F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,609$2.32M0.05%-28613F-HRTimeline
Claro Advisors Inc.9,600$2.32M0.34%-1,16113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,599$2.32M0.13%-1,26213F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding9,588$2.32M-850Timeline
Hirtle & Co., LLC9,580$2.32M0.08%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,542$2.31M0.02%-28513F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp9,535$2.31M0.02%-30,84113F-HRTimelineGroup
American Wealth Advisors, LLC9,517$2.3M2.28%13F-HRTimeline
Cosner Financial Group, LLC9,514$2.3M1.24%+58013F-HRTimeline
Comprehensive Financial Consultants Ins…9,509$2.3M0.71%+6,81613F-HRTimeline
jvl associates llc9,416$2.28M0.75%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC9,380$2.27M1.09%-1,75013F-HRTimeline
Lifestyle Asset Management, Inc.9,379$2.27M0.77%+2,04113F-HRTimeline
Mechanics Financial Corp9,362$2.27M0.86%-8513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,350$2.26M0.14%+2,72013F-HRTimeline
Gridiron Partners, LLC43,164$2.26M1.29%+33,81813F-HRTimeline
SageView Advisory Group, LLC9,321$2.26M0.08%+88413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP9,274$2.24M0.17%+8213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,233$2.23M0.08%+3113F-HRTimeline
PKS Advisory Services, LLC9,181$2.22M0.46%+9813F-HRTimeline
Glen Eagle Advisors, LLC9,178$2.22M0.31%-7213F-HRTimeline
Cornerstone Wealth Management, LLC9,172$2.22M0.12%-1413F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC9,149$2.21M0.04%-14713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC9,087$2.2M1.03%+1,16013F-HRTimeline
Mathes Company, Inc.9,080$2.2M0.79%013F-HRTimeline
WMG Financial Advisors, LLC9,044$2.19M0.73%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.9,026$2.18M0.73%-3713F-HRTimeline
Aaron Wealth Advisors LLC9,010$2.18M0.13%-9,76713F-HRTimeline
Tradition Wealth Management, LLC9,006$2.18M0.16%-42513F-HRTimeline
Oakwell Private Wealth Management, LLC8,986$2.17M0.44%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Bridge, LLC8,979$2.17M0.9%+8513F-HRTimeline
Delos Wealth Advisors, LLC8,953$2.17M1.46%+1,56213F-HRTimeline
Indiana Trust & Investment Management Co8,932$2.16M0.66%-1013F-HRTimeline
Sage Capital Advisors,llc8,931$2.16M0.51%+8913F-HRTimeline
Empirical Asset Management, LLC8,922$2.16M0.6%+10313F-HRTimeline
Eldridge Investment Advisors, Inc.8,919$2.16M0.49%-40913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC8,919$2.16M0.71%-5813F-HRTimeline
KKM Financial LLC8,906$2.15M0.68%+2713F-HRTimeline
Seneca Financial Advisors LLC8,853$2.14M0.7%+1913F-HRTimeline
Sunbelt Securities, Inc.8,821$2.13M0.15%+41513F-HRTimeline
Valmark Advisers, Inc.8,821$2.13M0.03%+8313F-HRTimeline
ALGERT GLOBAL LLC8,798$2.13M0.04%-64713F-HR/ATimeline
BAXTER BROS INC8,774$2.12M0.25%new13F-HRTimeline
HBK Sorce Advisory LLC8,474$2.12M0.05%-1313F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC8,764$2.12M0.18%-42013F-HRTimelineGroup
FCA CORP /TX8,761$2.12M0.59%+17613F-HRTimeline
TRUST POINT INC.8,727$2.11M0.17%+14013F-HRTimeline
NIXON PEABODY TRUST CO8,685$2.1M0.15%-31013F-HRTimeline
Ball & Co Wealth Management Inc.8,677$2.1M1.4%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV8,637$2.09M0.37%-14213F-HRTimeline
Paragon Capital Management LLC8,616$2.08M1.01%-10113F-HRTimeline
DAGCO, INC.8,612$2.08M0.52%-47213F-HRTimeline
DBK Financial Counsel, LLC8,589$2.08M1.75%013F-HRTimeline
Paragon Private Wealth Management, LLC8,587$2.08M0.68%+5,62013F-HRTimeline
Montecito Bank & Trust8,581$2.08M0.32%13F-HRTimeline
Clarius Group, LLC8,542$2.07M0.12%013F-HRTimeline
Tempus Wealth Planning, LLC8,525$2.06M0.47%-58313F-HRTimeline
BALLAST ADVISORS LLC8,471$2.05M0.56%-29813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC8,439$2.04M0.48%-2,29113F-HRTimeline
SAXON INTERESTS, INC.8,639$2.03M0.79%-1,24513F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P8,390$2.03M0.53%new13F-HRTimeline
Keel Point, LLC8,362$2.02M0.12%-1,07113F-HRTimeline
Bluespring Wealth Management, LLC8,348$2.02M0.18%-18113F-HRTimeline
1834 INVESTMENT ADVISORS CO8,328$2.02M0.25%-613F-HRTimeline
Salus Financial Advisors, LLC8,309$2.01M1.24%+3513F-HRTimeline
Bensler, LLC8,289$2.01M0.21%-13513F-HRTimeline
MONECO ADVISORS, LLC8,214$1.99M0.17%-45113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV8,204$1.99M0.98%-28913F-HRTimeline
Focus Financial Network, Inc.8,181$1.98M0.07%+63613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,169$1.98M0.26%-4413F-HRTimeline
DAVIS R M INC8,117$1.96M0.03%+15613F-HRTimeline
Lakeshore Financial Planning, Inc.8,116$1.96M0.73%-39613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,113$1.96M0.16%+56213F-HRTimeline
FIDUCIENT ADVISORS LLC8,108$1.96M0.23%+1,58513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,083$1.96M0.32%+10313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS8,071$1.95M0.77%-59713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,065$1.95M0.44%013F-HRTimeline
Man Group plcin group Man Group plc8,063$1.95M<0.01%-53,57813F-HRTimelineGroup
Grove Bank & Trust8,045$1.95M0.23%+29613F-HRTimeline
Redhawk Wealth Advisors, Inc.8,040$1.95M0.23%+90113F-HRTimeline
CJM Wealth Advisers, Ltd.8,036$1.94M0.6%-913F-HRTimeline
Csenge Advisory Group8,032$1.94M0.09%-78013F-HRTimeline
Greenwich Wealth Management LLC8,000$1.94M0.1%+113F-HRTimeline
Wilmar Advisors LLC8,000$1.94M1.59%new13F-HRTimeline
HM PAYSON & CO7,986$1.93M0.03%+313F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,962$1.93M0.28%+213F-HRTimeline
Veracity Capital LLC7,945$1.92M0.62%+51313F-HRTimeline
Miller Investment Management, LP7,898$1.91M0.19%013F-HRTimeline
Peapod Lane Capital LLC7,895$1.91M1.71%new13F-HRTimeline
Regent Peak Wealth Advisors LLC7,861$1.9M0.38%13F-HRTimeline
GM Advisory Group, LLC7,831$1.89M0.08%-10,22013F-HRTimeline
Ethos Financial Group, LLC7,793$1.89M0.15%+9213F-HRTimeline
Petros Family Wealth, LLC7,778$1.88M1.58%+12313F-HRTimeline
Topsail Wealth Management, LLC7,774$1.88M0.32%-48213F-HRTimeline
SONATA CAPITAL GROUP INC7,747$1.87M0.69%+1513F-HRTimeline
Financial Synergies Wealth Advisors, In…7,717$1.87M0.19%-7913F-HRTimeline
Powell Investment Advisors, LLC7,715$1.87M0.65%-12913F-HRTimeline
Aspen Capital Management, LLC7,705$1.86M0.48%-8213F-HRTimeline
Apriem Advisors7,679$1.86M0.18%-49213F-HRTimeline
Heritage Family Offices, LLP7,678$1.86M0.86%-2,79413F-HRTimeline
Allie Family Office LLC7,656$1.85M0.88%-2,07813F-HRTimeline
Choate Investment Advisors7,653$1.85M0.04%-71213F-HRTimeline
Savvy Advisors, Inc.7,612$1.84M0.08%+2,21813F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,610$1.84M0.05%-65513F-HRTimeline
LVW Advisors, LLC7,603$1.84M0.19%-47313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC7,600$1.84M0.02%new13F-HRTimeline
Silverleafe Capital Partners, LLC7,573$1.83M0.57%+2,40413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …7,567$1.83M<0.01%new13F-HRTimelineGroup
FAGAN ASSOCIATES, INC.7,556$1.83M0.25%-1413F-HRTimeline
TSFG, LLC7,551$1.83M0.29%-24013F-HRTimeline
North Star Investment Management Corp.7,548$1.83M0.12%-18313F-HRTimeline
Sunflower Bank, N.A.7,538$1.82M0.44%-8913F-HRTimeline
Sageworth Trust Co of South Dakota7,537$1.82M1.72%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,534$1.82M0.85%-8013F-HRTimeline
Wealth Architects, LLC7,511$1.82M0.17%+5213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,493$1.81M0.2%+2,48613F-HRTimeline
Caliber Wealth Management, LLC / KS7,490$1.81M0.2%-1,10713F-HRTimeline
Gryphon Financial Partners LLC7,484$1.81M0.21%-4,59913F-HRTimeline
GenTrust, LLC7,473$1.81M0.08%-1,32913F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors7,454$1.8M0.91%-22,96713F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC7,445$1.8M0.12%+513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,424$1.8M0.45%-1,07413F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.7,418$1.79M0.01%-6,31013F-HRTimeline
Hunting Hill Global Capital, LLC7,417$1.79M0.68%+85713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P7,394$1.79M<0.01%-14,12013F-HRTimelineGroup
Facet Wealth, Inc.7,377$1.79M0.04%+4,11413F-HRTimeline
Financial Advisors, LLC7,341$1.78M0.31%013F-HRTimeline
Perennial Investment Advisors, LLC7,236$1.75M0.14%-23213F-HRTimeline
Abacus Planning Group, Inc.7,212$1.74M0.24%-81813F-HRTimeline
Pointe Capital Management LLC7,199$1.74M0.85%+23213F-HRTimeline
Brand Asset Management Group, Inc.7,192$1.74M0.49%013F-HRTimeline
CM WEALTH ADVISORS LLC7,186$1.74M0.46%+2,05513F-HRTimeline
Disciplined Investments, LLC7,157$1.73M0.69%-113F-HRTimeline
Legacy Advisors, LLC7,138$1.73M0.21%new13F-HRTimeline
May Hill Capital, LLC7,134$1.73M0.51%-50613F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,113$1.72M0.09%-1213F-HRTimeline
Orca Investment Management, LLC7,100$1.72M1.41%-213F-HRTimeline
Morangie Management LLC7,075$1.71M1.48%-16713F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,065$1.71M0.39%+1,25013F-HRTimeline
Avantax Planning Partners, Inc.7,061$1.71M0.05%+1113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,057$1.71M0.24%new13F-HRTimeline
IFG Advisors, LLC7,034$1.7M0.28%-2713F-HRTimeline
Plum Street Advisors, LLC7,021$1.7M0.66%-8213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…7,020$1.7M0.46%-15413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC7,018$1.7M0.1%-6513F-HRTimeline
CX Institutional7,004$1.7M0.05%+75713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,994$1.69M<0.01%-4513F-HRTimelineGroup