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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
Advisor Resource Council11,175$2.86M1.02%+6,88613F-HRTimeline
Clientfirst Wealth Management, LLC11,603$2.86M2.29%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,593$2.85M1.04%-9613F-HRTimeline
3Chopt Investment Partners, LLC11,569$2.85M0.64%013F-HRTimeline
Mittelman Wealth Management9,832$2.84M1.85%+4,62213F-HRTimeline
Tanager Wealth Management LLP11,511$2.83M0.28%-87313F-HRTimeline
Garden State Investment Advisory Servic…11,488$2.83M0.67%-1,28613F-HRTimeline
Clark Capital Management Group, Inc.11,478$2.83M0.02%+8,94713F-HRTimeline
Western Wealth Management, LLC11,472$2.82M0.13%+10613F-HRTimeline
Annandale Capital, LLC11,400$2.81M0.46%013F-HRTimeline
Provenance Wealth Advisors, LLC11,392$2.8M0.31%013F-HRTimeline
GEM Asset Management, LLC10,892$2.78M1.24%-7813F-HRTimeline
WOODSTOCK CORP11,301$2.78M0.24%-54013F-HRTimeline
Lifeworks Advisors, LLC11,221$2.76M0.36%-19,50713F-HRTimeline
Frederick Financial Consultants, LLC11,221$2.76M1.51%+5713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC11,196$2.76M0.08%-92413F-HRTimeline
Genesee Capital Advisors, LLC11,176$2.75M1.11%+44213F-HRTimeline
Heck Capital Advisors, LLC11,155$2.75M0.2%-2,42813F-HRTimeline
Radnor Capital Management, LLC11,143$2.74M0.41%+39013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,102$2.73M0.19%-4,08413F-HRTimeline
PFG Investments, LLC11,091$2.73M0.13%+95713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,077$2.73M0.1%-22713F-HRTimelineGroup
Chris Bulman Inc11,048$2.72M1.2%+31913F-HRTimeline
Allodium Investment Consultants, LLC11,041$2.72M1.38%-13113F-HRTimeline
JHP Wealth Management, LLC11,003$2.71M2.62%13F-HRTimeline
American Institute for Advanced Investm…10,977$2.7M1.74%-14613F-HRTimeline
Trivium Point Advisory, LLC10,976$2.7M0.27%-35513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,959$2.7M0.05%-26013F-HRTimelineGroup
Jessup Wealth Management, Inc10,928$2.69M0.89%+5113F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,952$2.69M0.7%+4,73613F-HRTimeline
SK Wealth Management, LLC10,187$2.68M0.75%+8,96613F-HRTimeline
Macco Financial Group, Inc.10,850$2.67M2.3%13F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,842$2.67M0.79%+3613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,822$2.66M0.26%013F-HRTimelineGroup
Corundum Group, Inc.10,821$2.66M0.89%+45913F-HRTimeline
Penn Capital Management Company, LLC10,761$2.65M0.21%+9,19113F-HRTimeline
RKL Wealth Management LLC10,737$2.64M0.22%-1,26713F-HRTimeline
Delta Investment Management, LLC10,732$2.64M0.46%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,712$2.64M0.05%-38313F-HRTimeline
Comprehensive Financial Consultants Ins…10,683$2.63M0.79%+1,17413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.10,676$2.63M0.45%-5213F-HRTimeline
Cosner Financial Group, LLC10,659$2.62M1.34%+1,14513F-HRTimeline
Ridgepath Capital Management LLC10,757$2.6M1.2%013F-HRTimeline
Moody Aldrich Partners LLC10,533$2.59M0.48%new13F-HRTimeline
TBH Global Asset Management, LLC7,705$2.59M0.43%+4,97113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,520$2.59M0.12%+3,84513F-HRTimelineGroup
10Elms LLP10,404$2.56M2.35%-3313F-HRTimeline
PFG Advisors10,396$2.56M0.12%-3,90513F-HRTimeline
PINKERTON WEALTH, LLC10,381$2.56M0.26%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY10,326$2.54M0.23%-14113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/10,323$2.54M1.01%-4,39413F-HRTimelineGroup
Moors & Cabot, Inc.10,318$2.54M0.11%+41913F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC10,303$2.54M2.02%+9613F-HRTimeline
KCM Capital Inc10,300$2.54M0.51%13F-HRTimeline
FARMERS TRUST CO10,276$2.53M0.41%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC10,251$2.52M1.15%+87113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,229$2.52M0.7%-9,99413F-HRTimeline
Bison Wealth, LLC10,384$2.52M0.28%-4,56513F-HRTimeline
State of Alaska, Department of Revenue10,191$2.51M0.03%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,185$2.51M0.1%-1513F-HRTimeline
SACHEM HILL LLC10,095$2.48M0.48%-2213F-HRTimeline
Revolve Wealth Partners, LLC10,089$2.48M0.29%-2,01213F-HRTimeline
Facet Wealth, Inc.9,415$2.48M0.04%+2,03813F-HRTimeline
Cornerstone Capital, Inc.10,013$2.46M0.24%013F-HRTimeline
SPINNAKER TRUST10,002$2.46M0.13%-45913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,000$2.46M0.73%013F-HRTimeline
Visionary Wealth Advisors10,000$2.46M0.11%-1,30113F-HRTimeline
SageView Advisory Group, LLC9,994$2.46M0.08%+67313F-HRTimeline
Redhawk Wealth Advisors, Inc.9,989$2.46M0.28%+1,94913F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,986$2.46M0.01%+3,09413F-HRTimeline
Paragon Private Wealth Management, LLC9,976$2.46M0.75%+1,38913F-HRTimeline
Peregrine Asset Advisers, Inc.9,976$2.46M0.69%013F-HRTimeline
Miller Financial Services LLC9,951$2.45M2.87%-1,06113F-HRTimeline
NWAM LLC9,722$2.45M0.14%+14213F-HRTimeline
Lexington Hill Partners, LLC9,922$2.44M1.84%13F-HRTimeline
Vise Technologies, Inc.9,885$2.43M0.05%+8,25413F-HRTimeline
Prescott Group Capital Management, L.L.…9,870$2.43M0.23%new13F-HRTimeline
WealthPlan Investment Management, LLC9,869$2.43M0.15%-8713F-HRTimeline
Cavalier Investments, LLC9,834$2.42M0.75%-50,10113F-HRTimeline
Fisher Asset Management, LLC9,825$2.42M<0.01%+6,20513F-HRTimeline
BANTAMAC CAPITAL, LLC9,810$2.41M1.71%-11513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,807$2.41M0.13%+7,65013F-HRTimeline
Beirne Wealth Consulting Services, LLC9,786$2.41M0.7%+2113F-HRTimeline
Massar Capital Management, LP9,767$2.4M0.47%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,753$2.4M0.04%+14413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,747$2.4M0.13%+14813F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding9,743$2.4M+155Timeline
Riverpoint Wealth Management Holdings, …9,733$2.4M0.51%+3113F-HRTimeline
Avestar Capital, LLC9,699$2.39M0.16%013F-HRTimeline
Pure Financial Advisors, LLC9,637$2.37M0.04%+3,71113F-HRTimeline
Athena Investment Management9,629$2.37M1.21%013F-HRTimeline
WMG Financial Advisors, LLC9,527$2.35M0.97%+48313F-HRTimeline
Heritage Family Offices, LLP9,523$2.34M1.07%+1,84513F-HRTimeline
Legacy Wealth Partners, LLC9,523$2.34M0.61%13F-HRTimeline
Abbot Financial Management, Inc.9,479$2.33M0.97%-53013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,455$2.33M0.02%-8713F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC9,433$2.32M1.07%+34613F-HRTimeline
American Wealth Advisors, LLC9,420$2.32M2.28%-9713F-HRTimeline
jvl associates llc9,416$2.32M0.75%013F-HRTimeline
Gridiron Partners, LLC9,346$2.3M1.31%-33,81813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP9,324$2.3M0.17%+5013F-HRTimeline
Mechanics Financial Corp9,323$2.29M0.85%-3913F-HRTimeline
Hirtle & Co., LLC9,295$2.29M0.08%-28513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,289$2.29M0.27%-1,83813F-HRTimeline
Delos Wealth Advisors, LLC9,274$2.28M1.51%+32113F-HRTimeline
Foundation Wealth Management, LLC\PA9,250$2.28M0.83%-41813F-HRTimeline
Claro Advisors Inc.9,244$2.28M0.31%-35613F-HRTimeline
Michael J. Porro & Co. Financial Adviso…9,242$2.28M1.91%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,234$2.27M0.08%+113F-HRTimeline
TRUST POINT INC.9,176$2.26M0.18%+44913F-HRTimeline
SHELTON CAPITAL MANAGEMENT9,172$2.26M0.04%+4,39113F-HRTimeline
Oakwell Private Wealth Management, LLC9,171$2.26M0.42%+18513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
THOMPSON SIEGEL & WALMSLEY LLC9,167$2.26M0.04%+1813F-HRTimeline
Grove Bank & Trust9,135$2.25M0.25%+1,09013F-HRTimeline
Opus Capital Group, LLC9,131$2.25M0.24%-51813F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,120$2.24M0.07%+4,46813F-HRTimeline
Sage Capital Advisors,llc9,087$2.24M0.53%+15613F-HRTimeline
HBK Sorce Advisory LLC8,441$2.24M0.05%-3313F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL9,060$2.23M0.33%-5,11813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.9,046$2.23M0.73%+2013F-HRTimeline
Glen Eagle Advisors, LLC9,033$2.22M0.3%-14513F-HRTimeline
KKM Financial LLC9,033$2.22M0.39%+12713F-HRTimeline
Mathes Company, Inc.9,030$2.22M0.79%-5013F-HRTimeline
Aaron Wealth Advisors LLC9,010$2.22M0.12%013F-HRTimeline
Tradition Wealth Management, LLC9,004$2.22M0.16%-213F-HRTimeline
RB Capital Management, LLC9,002$2.22M0.45%-6,03013F-HRTimeline
HM PAYSON & CO8,997$2.21M0.03%+1,01113F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC8,938$2.2M0.64%+1913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,931$2.2M0.35%+2,09513F-HRTimeline
VVR Holdings LLC8,929$2.2M1.14%13F-HRTimeline
Indiana Trust & Investment Management Co8,922$2.2M0.65%-1013F-HRTimeline
Legacy Bridge, LLC8,914$2.19M0.89%-6513F-HRTimeline
Empirical Asset Management, LLC8,883$2.19M0.62%-3913F-HRTimeline
Intesa Sanpaolo S.p.A.group of 2 filers holding8,812$2.19MnewTimeline
Harvest Investment Services, LLC8,862$2.18M0.41%-91613F-HRTimeline
Sunbelt Securities, Inc.8,820$2.17M0.14%-113F-HRTimeline
PKS Advisory Services, LLC8,803$2.17M0.49%-37813F-HRTimeline
SOUTHERNSUN ASSET MANAGEMENT, LLC8,800$2.17M0.3%new13F-HRTimeline
MLP3, LLC8,792$2.16M2.36%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,783$2.16M0.17%+1913F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV8,773$2.16M1.05%+56913F-HRTimeline
BAXTER BROS INC8,759$2.16M0.25%-1513F-HRTimeline
Focus Financial Network, Inc.8,696$2.14M0.07%+51513F-HRTimeline
NIXON PEABODY TRUST CO8,685$2.14M0.16%013F-HRTimeline
Willis Johnson & Associates, Inc.8,651$2.13M0.13%-1,66313F-HRTimeline
GenTrust, LLC8,648$2.13M0.09%+1,17513F-HRTimeline
Paragon Capital Management LLC8,620$2.12M1.08%+413F-HRTimeline
Eldridge Investment Advisors, Inc.8,616$2.12M0.47%-30313F-HRTimeline
Valmark Advisers, Inc.8,613$2.12M0.03%-20813F-HRTimeline
DUNCKER STREETT & CO INC8,604$2.12M0.38%+7,42313F-HRTimeline
Seneca Financial Advisors LLC8,558$2.11M0.64%-29513F-HRTimeline
Gambit Capital Management, LLC8,532$2.1M1.5%13F-HRTimeline
Clarius Group, LLC8,529$2.1M0.12%-1313F-HRTimeline
Montecito Bank & Trust8,528$2.1M0.33%-5313F-HRTimeline
Modern Wealth Management, LLC8,517$2.1M0.04%-23,21413F-HRTimeline
DBK Financial Counsel, LLC8,499$2.09M1.61%-9013F-HRTimeline
BALLAST ADVISORS LLC8,470$2.08M0.58%-113F-HRTimeline
Keel Point, LLC8,465$2.08M0.13%+10313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV8,460$2.08M0.38%-17713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC8,438$2.08M0.1%+2,48013F-HRTimeline
TICINO WEALTH8,433$2.08M0.77%13F-HRTimeline
True Freedom Investing, LLC8,429$2.07M0.14%new13F-HRTimeline
Tempus Wealth Planning, LLC8,421$2.07M0.47%-10413F-HRTimeline
Pointe Capital Management LLC8,419$2.07M1.03%+1,22013F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P8,390$2.07M0.52%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…8,357$2.06M<0.01%-5,24313F-HRTimeline
1834 INVESTMENT ADVISORS CO8,328$2.05M0.26%013F-HRTimeline
Bluespring Wealth Management, LLC8,291$2.04M0.18%-5713F-HRTimeline
Topsail Wealth Management, LLC8,282$2.04M0.3%+50813F-HRTimeline
Powell Investment Advisors, LLC8,275$2.04M0.7%+56013F-HRTimeline
Savvy Advisors, Inc.8,264$2.03M0.07%+65213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,215$2.02M0.32%+13213F-HRTimeline
Salus Financial Advisors, LLC8,159$2.01M1.2%-15013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,140$2M0.28%-2913F-HRTimeline
CWC Advisors, LLC.8,137$2M0.97%+2,32113F-HRTimeline
Lakeshore Financial Planning, Inc.8,117$2M0.71%+113F-HRTimeline
MONECO ADVISORS, LLC8,090$1.99M0.16%-12413F-HRTimeline
DAVIS R M INC8,085$1.99M0.03%-3213F-HRTimeline
OPTIMA CAPITAL LLC8,070$1.99M0.86%+1,54013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,067$1.99M0.43%+213F-HRTimeline
CJM Wealth Advisers, Ltd.8,037$1.98M0.59%+113F-HRTimeline
WEALTH ALLIANCE, LLC8,033$1.98M0.19%+2,74513F-HRTimeline
Arax Advisory Partners8,011$1.97M0.06%new13F-HRTimeline
DAGCO, INC.8,011$1.97M0.46%-60113F-HRTimeline
Greenwich Wealth Management LLC7,985$1.97M0.09%-1513F-HRTimeline
Veracity Capital LLC7,946$1.96M0.58%+113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,944$1.96M0.28%-1813F-HRTimeline
GM Advisory Group, LLC7,940$1.95M0.08%+10913F-HRTimeline
Westmount Partners, LLC7,932$1.95M0.49%-2,55213F-HRTimeline
Union Bancaire Privee, UBP SA7,949$1.95M0.02%+1,26713F-HRTimeline
Bensler, LLC7,911$1.95M0.19%-37813F-HRTimeline
Financial Synergies Wealth Advisors, In…7,846$1.93M0.19%+12913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)7,811$1.92M0.02%+2,87713F-HRTimelineGroup
WESPAC Advisors, LLC7,797$1.92M1.04%+2,03313F-HRTimeline
Plan Group Financial, LLC7,746$1.91M0.49%-4,58513F-HRTimeline
Regent Peak Wealth Advisors LLC7,740$1.91M0.38%-12113F-HRTimeline
FCA CORP /TX7,718$1.9M0.54%-1,04313F-HRTimeline
Aspen Capital Management, LLC7,705$1.9M0.47%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC7,700$1.9M0.02%+10013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC7,699$1.9M0.43%-74013F-HRTimeline