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Disclosery

IWM ISHARES TR

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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
Schechter Investment Advisors, LLC8,438$1.86M0.14%+1113F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,434$1.86M0.2%13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE8,400$1.86M<0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC8,399$1.86M0.13%+1,16013F-HRTimeline
Sunbelt Securities, Inc.8,406$1.86M0.16%-2,50813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,371$1.85M0.3%-31813F-HRTimeline
Penobscot Investment Management Company…8,367$1.85M0.17%+9213F-HRTimeline
Morangie Management LLC8,365$1.85M1.5%13F-HRTimeline
10Elms LLP8,356$1.85M1.91%13F-HRTimeline
Greenwich Wealth Management LLC8,353$1.85M0.13%+1813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,213$1.81M0.31%-7013F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,207$1.81M0.12%-11213F-HRTimeline
DAVIS R M INC8,190$1.81M0.04%+29913F-HRTimeline
Viewpoint Capital Management LLC8,157$1.8M0.95%+2,03513F-HRTimeline
DKM Wealth Management, Inc.8,127$1.8M1.7%13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,127$1.8M0.49%-1713F-HRTimeline
Cornerstone Wealth Management, LLC8,119$1.79M0.12%-13313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC8,106$1.79M0.32%-2713F-HRTimeline
Lionshead Wealth Management, LLC8,080$1.79M1.29%13F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV8,076$1.78M1.04%-51013F-HRTimeline
HM PAYSON & CO8,071$1.78M0.03%+10513F-HRTimeline
SONATA CAPITAL GROUP INC8,071$1.78M0.74%+1,49513F-HRTimeline
Abacus Planning Group, Inc.8,056$1.78M0.31%-67913F-HRTimeline
CJM Wealth Advisers, Ltd.8,045$1.78M0.6%013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.8,000$1.77M0.73%-2,80013F-HRTimeline
West Coast Financial LLC7,965$1.76M0.19%-26913F-HRTimeline
Relyea Zuckerberg Hanson LLC7,956$1.76M0.24%-4713F-HRTimeline
Archford Capital Strategies, LLC7,950$1.76M0.27%+413F-HRTimeline
SABBY MANAGEMENT, LLC7,940$1.75M14.28%new13F-HRTimeline
Quantbot Technologies LP7,919$1.75M0.06%+3,02113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,901$1.75M0.32%+84713F-HRTimeline
Miller Investment Management, LP7,898$1.75M0.19%-6413F-HRTimeline
LS Investment Advisors, LLC7,853$1.74M0.25%+1,01813F-HRTimeline
Financial Synergies Wealth Advisors, In…7,823$1.73M0.21%-2513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…7,802$1.72M<0.01%+6,91913F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,790$1.72M0.1%+34413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,788$1.72M0.01%-44413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC7,766$1.72M0.16%-67613F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding7,755$1.71M+2,035Timeline
Petix & Botte Co7,752$1.71M0.45%-62413F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC7,500$1.71M0.44%013F-HR/ATimeline
FAGAN ASSOCIATES, INC.7,736$1.71M0.27%+56613F-HRTimeline
Tempus Wealth Planning, LLC7,731$1.71M0.52%+2,73013F-HRTimeline
Sunflower Bank, N.A.7,709$1.7M0.47%-60513F-HRTimeline
Veracity Capital LLC7,700$1.7M0.62%-6413F-HRTimeline
Delos Wealth Advisors, LLC7,700$1.7M1.36%+1,56013F-HRTimeline
Disciplined Investments, LLC7,674$1.7M0.84%+50613F-HRTimeline
Family Firm, Inc.7,650$1.69M0.38%-19913F-HRTimeline
BANTAMAC CAPITAL, LLC7,650$1.69M0.76%+90013F-HRTimeline
WORLD EQUITY GROUP, INC.7,622$1.68M0.36%+3,91613F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd7,600$1.68M2.22%new13F-HRTimelineGroup
TSFG, LLC7,581$1.68M0.34%-15113F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,568$1.67M0.06%+3,27213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC7,561$1.67M0.82%-17313F-HRTimeline
Cosner Financial Group, LLC7,556$1.67M1.06%013F-HRTimeline
Sageworth Trust Co of South Dakota7,537$1.67M2.11%013F-HRTimeline
FreeGulliver LLC7,535$1.67M0.87%+32913F-HRTimeline
Red Tortoise LLC7,530$1.66M0.87%-35513F-HRTimeline
MATHER GROUP, LLC.7,527$1.66M0.02%-3313F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,523$1.66M0.81%-53713F-HRTimeline
Belmont Capital, LLC7,500$1.66M0.27%013F-HRTimeline
Riverpoint Wealth Management Holdings, …7,473$1.65M0.43%+2713F-HRTimeline
Apriem Advisors7,469$1.65M0.19%+66013F-HRTimeline
Brown Miller Wealth Management, LLC7,463$1.65M0.63%+37313F-HRTimeline
CX Institutional7,460$1.65M0.07%-72713F-HRTimeline
Gradient Capital Advisors, LLC7,446$1.65M0.53%-10413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,442$1.64M0.9%-313F-HRTimeline
Frederick Financial Consultants, LLC7,439$1.64M1.31%13F-HRTimeline
WealthTrust Asset Management, LLC7,425$1.64M1.18%-3,91713F-HRTimeline
Focus Financial Network, Inc.7,364$1.63M0.06%+7213F-HRTimeline
Financial Advisors, LLC7,341$1.62M0.31%013F-HRTimeline
Garde Capital, Inc.7,331$1.62M0.11%-4313F-HRTimeline
Trilogy Capital Inc.7,329$1.62M0.08%+48713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,270$1.61M0.02%+1,16613F-HRTimeline
Clark Capital Management Group, Inc.7,253$1.6M0.01%new13F-HRTimeline
Avior Wealth Management, LLC7,326$1.6M0.06%+68513F-HRTimeline
Orca Investment Management, LLC7,223$1.6M1.5%-32213F-HRTimeline
Petros Family Wealth, LLC7,206$1.59M1.72%13F-HRTimeline
Avantax Planning Partners, Inc.7,192$1.59M0.06%-2413F-HRTimeline
Realta Investment Advisors7,053$1.58M0.65%+6213F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,162$1.58M0.1%+10513F-HRTimeline
GWN SECURITIES INC.7,045$1.58M0.42%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …7,134$1.58M0.03%+1,00013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co7,130$1.58M0.05%-513F-HRTimeline
Moors & Cabot, Inc.7,124$1.57M0.07%+33113F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.7,100$1.57M0.01%+1,00013F-HRTimelineGroup
SHAPIRO CAPITAL MANAGEMENT LLC7,090$1.57M0.05%-38,91013F-HRTimeline
Fonville Wealth Management LLC7,068$1.56M0.52%-12413F-HRTimeline
Soltis Investment Advisors LLC7,030$1.55M0.14%+2,08013F-HRTimeline
IFG Advisors, LLC7,028$1.55M0.31%+31613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,999$1.55M0.13%+1013F-HRTimeline
MATAURO, LLC6,996$1.55M0.33%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,993$1.55M0.12%-18013F-HRTimeline
Planned Solutions, Inc.6,988$1.54M0.63%-1113F-HRTimeline
Intrepid Financial Planning Group LLC6,940$1.53M0.65%-23513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…6,927$1.53M0.52%-48513F-HRTimelineGroup
Brand Asset Management Group, Inc.6,910$1.53M0.62%013F-HRTimeline
Bricktown Capital, LLC6,891$1.52M0.32%-8,18313F-HRTimeline
Parker Financial LLC6,863$1.52M0.74%-1,90213F-HRTimeline
Chicago Capital, LLC6,859$1.52M0.04%-2913F-HRTimeline
Keystone Wealth Services, LLC6,853$1.51M0.4%+6713F-HRTimeline
Cambridge Advisors Inc.6,839$1.51M0.34%+113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6,837$1.51M0.62%-2,17913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,836$1.51M0.42%-2,72513F-HRTimeline
Beirne Wealth Consulting Services, LLC6,829$1.51M0.54%+1,25713F-HRTimeline
MBL Wealth, LLC6,824$1.51M0.15%-4513F-HRTimeline
Lake Hills Wealth Management, LLC6,819$1.51M1.03%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,805$1.5M<0.01%-200,22813F-HRTimelineGroup
Regal Investment Advisors LLC6,771$1.5M0.11%-5,78313F-HRTimeline
Presidio Capital Management, LLC6,767$1.5M0.8%+1,08813F-HRTimeline
MGO ONE SEVEN LLC6,745$1.49M0.06%+10613F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding6,734$1.49M+5,592Timeline
Plum Street Advisors, LLC6,729$1.49M0.73%-6313F-HRTimeline
Enclave Advisors LLC6,711$1.48M0.24%-11213F-HRTimeline
Florida Trust Wealth Management Co6,707$1.48M0.05%+1,24713F-HRTimeline
Retirement Planning Group, LLC6,689$1.48M0.07%-43713F-HRTimeline
Stonegate Investment Group, LLC6,684$1.48M0.04%-1,83013F-HRTimeline
626 Financial, LLC6,681$1.48M0.8%+1,44113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …6,679$1.48M0.02%+3,00213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC6,680$1.48M0.05%+4,16613F-HRTimeline
L.M. KOHN & COMPANY6,665$1.47M0.38%+8513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,618$1.46M0.12%+1,72213F-HRTimelineGroup
SAGE RHINO CAPITAL LLC6,603$1.46M0.32%013F-HRTimeline
SigFig Wealth Management, LLC6,587$1.45M0.05%-1613F-HRTimeline
Orgel Wealth Management, LLC6,550$1.45M0.04%+813F-HRTimeline
Objective Capital Management, LLC6,550$1.45M0.97%-4,13513F-HRTimeline
Pointe Capital Management LLC6,528$1.44M0.83%+29513F-HR/ATimeline
Coordinated Financial Services, Inc.6,507$1.44M1.12%13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,500$1.44M0.02%013F-HRTimelineGroup
Community Bank, N.A.6,486$1.43M0.18%-4313F-HRTimeline
Evernest Financial Advisors, LLC6,464$1.43M0.37%-31113F-HRTimeline
Perennial Investment Advisors, LLC6,448$1.43M0.17%+14913F-HRTimeline
Advance Capital Management, Inc.6,443$1.42M0.07%+11113F-HRTimeline
FIDUCIENT ADVISORS LLC6,436$1.42M0.18%-2,09513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP6,271$1.42M0.22%+9113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,428$1.42M0.2%-2613F-HRTimeline
NAPATREE CAPITAL LLC6,425$1.42M0.83%+1,57813F-HRTimeline
Grassi Investment Management6,417$1.42M0.12%+42013F-HR/ATimeline
PACIFIC FINANCIAL GROUP INC6,399$1.41M1.05%-1,23013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,362$1.41M0.1%013F-HRTimeline
Arcus Capital Partners, LLC6,662$1.4M0.44%+2,31413F-HRTimeline
Plan Group Financial, LLC6,338$1.4M0.74%-22013F-HRTimeline
Maxele Advisors, LLC6,332$1.4M1.33%13F-HRTimeline
Good Life Advisors, LLC6,327$1.4M0.1%-22,34913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,306$1.39M0.03%-49213F-HRTimelineGroup
SlateStone Wealth, LLC6,296$1.39M0.14%-3013F-HRTimeline
Farmers National Bank6,291$1.39M0.41%13F-HRTimeline
Cannell & Spears LLC6,280$1.39M0.03%-2,35013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,267$1.39M0.08%-13013F-HRTimeline
Runnymede Capital Advisors, Inc.6,258$1.38M1.21%13F-HRTimeline
IAM Advisory, LLC6,244$1.38M0.35%+3913F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,244$1.38M<0.01%+16413F-HRTimelineGroup
FNY Investment Advisers, LLC6,234$1.38M0.71%-13,62513F-HRTimeline
Agate Pass Investment Management, LLC6,210$1.37M0.62%+3,25113F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP6,200$1.37M0.13%new13F-HRTimeline
MIdWestOne Financial Group, Inc.6,198$1.37M0.19%-6913F-HRTimeline
Strategies Wealth Advisors, LLC6,022$1.37M0.17%+2,12713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,165$1.36M0.08%-14013F-HRTimeline
MPS Loria Financial Planners, LLC6,150$1.36M0.4%-99313F-HRTimeline
Davis Investment Partners, LLC6,232$1.35M0.57%+113F-HRTimeline
Betterment LLC6,110$1.35M<0.01%+59513F-HRTimeline
Callan Capital, LLC6,106$1.35M0.1%+3213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,104$1.35M0.06%+2413F-HRTimelineGroup
MIDDLETON & CO INC/MA6,075$1.34M0.15%-55513F-HRTimeline
Seneca House Advisors6,075$1.34M0.53%new13F-HRTimeline
EQ LLC6,062$1.34M0.63%+813F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,052$1.34M0.35%+5513F-HRTimeline
Obermeyer Wealth Partners6,048$1.34M0.07%+11113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,050$1.33M<0.01%-40813F-HRTimeline
Curtis Advisory Group, LLC6,030$1.33M0.35%+85513F-HRTimeline
Lifestyle Asset Management, Inc.6,015$1.33M0.72%+11713F-HRTimeline
Segment Wealth Management, LLC5,996$1.32M0.09%013F-HRTimeline
Bernard Wealth Management Corp.5,988$1.32M0.62%13F-HR/ATimeline
Intellectus Partners, LLC5,984$1.32M0.29%-1,09513F-HRTimeline
Ellenbecker Investment Group5,980$1.32M0.24%+2513F-HRTimeline
First Business Financial Services, Inc.5,923$1.31M0.13%013F-HRTimeline
Motiv8 Investments LLC5,915$1.31M0.92%+93813F-HRTimeline
Tyche Wealth Partners LLC5,904$1.3M0.28%+1513F-HRTimeline
Tortoise Investment Management, LLC5,898$1.3M0.14%013F-HR/ATimeline
Waldron Private Wealth LLC5,879$1.3M0.05%-1913F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,860$1.29M1.3%-6313F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC5,858$1.29M0.23%+1313F-HRTimeline
POWER WEALTH MANAGEMENT LLC5,855$1.29M0.54%-19613F-HRTimeline
Richard W. Paul & Associates, LLC5,845$1.29M0.47%-59213F-HRTimeline
Fermata Advisors, LLC5,800$1.28M0.24%-1,61213F-HRTimeline
NBW CAPITAL LLC5,785$1.28M0.24%+23013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,778$1.28M0.73%+7213F-HRTimeline
NorthRock Partners, LLC5,765$1.27M0.04%-15,62413F-HR/ATimeline
MIDLAND WEALTH ADVISORS, LLC5,720$1.26M0.08%-1,97513F-HRTimeline
INTRUST BANK NA5,715$1.26M0.13%-7413F-HRTimeline
Wealth Watch Advisors, INC5,710$1.26M0.79%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,705$1.26M0.08%+61813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,681$1.26M0.2%-50013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,637$1.25M0.07%-17113F-HRTimelineGroup
Pinnacle Bancorp, Inc.5,633$1.24M0.4%-6313F-HRTimeline
Aurelius Family Office LLC5,629$1.24M0.63%13F-HRTimeline
Aprio Wealth Management, LLC5,614$1.24M0.18%+16613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,609$1.24M0.09%013F-HRTimeline
Confluence Wealth Services, Inc.5,401$1.24M0.08%+3813F-HRTimeline
HBK Sorce Advisory LLC5,582$1.23M0.04%+39213F-HRTimeline