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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
SHAPIRO CAPITAL MANAGEMENT LLC7,200$1.44M0.06%+11013F-HRTimeline
IPG Investment Advisors LLC7,193$1.43M0.32%-3,55713F-HRTimeline
Edge Financial Advisors LLC7,187$1.43M0.9%new13F-HRTimeline
Red Tortoise LLC7,179$1.43M0.75%-35113F-HRTimeline
Bienville Capital Management, LLC7,167$1.43M0.35%-2,87513F-HRTimeline
Petros Family Wealth, LLC7,137$1.42M1.58%-6913F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,130$1.42M0.04%013F-HRTimeline
WealthShield Partners, LLC7,112$1.42M0.18%+2,39413F-HRTimeline
Orca Investment Management, LLC7,088$1.41M1.41%-13513F-HRTimeline
Lifestyle Asset Management, Inc.7,070$1.41M0.78%+1,05513F-HRTimeline
Fonville Wealth Management LLC7,168$1.41M0.41%+10013F-HRTimeline
IFG Advisors, LLC7,043$1.41M0.27%+1513F-HRTimeline
Planned Solutions, Inc.6,997$1.4M0.57%+913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,993$1.4M0.1%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC6,957$1.39M0.27%-1,14913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,941$1.39M0.1%new13F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…6,942$1.38M0.42%+1513F-HRTimelineGroup
Perennial Investment Advisors, LLC6,933$1.38M0.16%+48513F-HRTimeline
Brand Asset Management Group, Inc.6,910$1.38M0.58%013F-HRTimeline
Focus Financial Network, Inc.6,892$1.37M0.06%-47213F-HRTimeline
Bricktown Capital, LLC6,891$1.37M0.26%013F-HRTimeline
Chicago Capital, LLC6,860$1.37M0.04%+113F-HRTimeline
Avantax Planning Partners, Inc.6,848$1.37M0.05%-34413F-HRTimeline
Intrepid Financial Planning Group LLC6,844$1.37M0.63%-9613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,836$1.36M0.4%013F-HRTimeline
Plum Street Advisors, LLC6,828$1.36M0.66%+9913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC6,800$1.36M0.01%-98813F-HRTimelineGroup
Ayalon Insurance Comp Ltd.6,798$1.36M0.44%-2,39013F-HRTimeline
MATAURO, LLC6,774$1.35M0.27%-22213F-HRTimeline
NWAM LLC6,768$1.35M0.12%-10,35513F-HRTimeline
BFI Infinity Ltd.6,766$1.35M1.46%-48,42913F-HRTimeline
RPG Investment Advisory, LLC6,758$1.35M0.1%+3,40513F-HRTimeline
Enclave Advisors LLC6,711$1.34M0.23%013F-HRTimeline
Keystone Wealth Services, LLC6,711$1.34M0.36%-14213F-HRTimeline
Pointe Capital Management LLC6,707$1.34M0.78%+17913F-HRTimeline
Grassi Investment Management6,707$1.34M0.12%+29013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,701$1.34M<0.01%-331,85313F-HR/ATimeline
Maxele Advisors, LLC6,642$1.32M1.28%+31013F-HRTimeline
MBL Wealth, LLC6,640$1.32M0.13%-18413F-HRTimeline
FSA WEALTH PARTNERS, INC.6,629$1.32M0.5%-3,92413F-HRTimeline
SigFig Wealth Management, LLC6,591$1.32M0.05%+413F-HRTimeline
Petix & Botte Co6,614$1.32M0.35%-1,13813F-HRTimeline
DSG Capital Advisors, LLC6,592$1.32M0.27%-3,24113F-HRTimeline
626 Financial, LLC6,591$1.31M0.68%-9013F-HRTimeline
Orgel Wealth Management, LLC6,584$1.31M0.03%+3413F-HRTimeline
Florida Trust Wealth Management Co6,581$1.31M0.04%-12613F-HRTimeline
SAGE RHINO CAPITAL LLC6,580$1.31M0.3%-2313F-HRTimeline
Consolidated Portfolio Review Corp6,523$1.3M0.21%+3,96013F-HRTimeline
NorthRock Partners, LLC6,512$1.3M0.04%+74713F-HRTimeline
Greenland Capital Management LP6,503$1.3M0.22%+4,94613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,500$1.3M0.02%013F-HRTimelineGroup
Evernest Financial Advisors, LLC6,465$1.29M0.46%+113F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,442$1.28M0.07%+17513F-HRTimeline
Avior Wealth Management, LLC6,533$1.28M0.05%-79313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,428$1.28M0.19%013F-HRTimeline
Community Bank, N.A.6,406$1.28M0.17%-8013F-HRTimeline
FIDUCIENT ADVISORS LLC6,405$1.28M0.16%-3113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,389$1.27M0.02%-74513F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC6,373$1.27M0.09%+1113F-HRTimeline
Harvest Investment Services, LLC6,334$1.26M0.35%-3,51513F-HRTimeline
Cannell & Spears LLC6,280$1.25M0.03%013F-HRTimeline
Cambridge Advisors Inc.6,275$1.25M0.27%-56413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP6,268$1.25M0.2%-313F-HRTimeline
Farmers National Bank6,263$1.25M0.35%-2813F-HRTimeline
IAM Advisory, LLC6,232$1.24M0.32%-1213F-HRTimeline
SlateStone Wealth, LLC6,212$1.24M0.12%-8413F-HRTimeline
RWA WEALTH PARTNERS, LLC6,200$1.24M0.02%+96313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,191$1.24M0.03%-11513F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC6,142$1.23M0.07%-2313F-HRTimeline
Integrated Investment Consultants, LLC6,129$1.22M0.24%+3,29213F-HR/ATimeline
Keel Point, LLC6,089$1.21M0.09%-9,66313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…6,084$1.21M0.45%+4,53913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,080$1.21M0.06%-2413F-HRTimelineGroup
Coordinated Financial Services, Inc./CO6,069$1.21M0.93%13F-HRTimeline
Csenge Advisory Group6,480$1.21M0.07%+2,83213F-HRTimeline
EQ LLC6,048$1.21M0.56%-1413F-HRTimeline
AlphaCore Capital LLC6,025$1.2M0.1%+3,02813F-HRTimeline
MIdWestOne Financial Group, Inc.6,017$1.2M0.17%-18113F-HRTimeline
Silverleafe Capital Partners, LLC6,002$1.2M0.41%-2,48813F-HRTimeline
Granite Bay Wealth Management, LLC6,000$1.2M0.42%+2,82213F-HRTimeline
Intellectus Partners, LLC5,996$1.2M0.3%+1213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,985$1.19M0.25%+2,37213F-HRTimeline
Powell Investment Advisors, LLC5,985$1.19M0.59%+53113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,984$1.19M<0.01%-26013F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…5,943$1.19M<0.01%-10713F-HRTimeline
Ellenbecker Investment Group5,961$1.19M0.21%-1913F-HRTimeline
MIDDLETON & CO INC/MA5,955$1.19M0.14%-12013F-HRTimeline
Cascade Financial Partners, LLC5,953$1.19M0.15%+2,72413F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,940$1.18M0.32%-11213F-HRTimeline
Bernard Wealth Management Corp.5,929$1.18M0.58%-5913F-HRTimeline
First Business Financial Services, Inc.5,923$1.18M0.12%013F-HRTimeline
Callan Capital, LLC5,909$1.18M0.09%-19713F-HRTimeline
Soltis Investment Advisors LLC5,902$1.18M0.11%-1,12813F-HRTimeline
Segment Wealth Management, LLC5,896$1.18M0.08%-10013F-HRTimeline
Betterment LLC5,889$1.18M<0.01%-22113F-HRTimeline
Lionshead Wealth Management, LLC5,883$1.17M1.22%-2,19713F-HRTimeline
Savvy Advisors, Inc.5,881$1.17M0.12%+90113F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,860$1.17M1.19%013F-HRTimeline
Good Life Advisors, LLC5,846$1.17M0.08%-48113F-HRTimeline
Tortoise Investment Management, LLC5,823$1.16M0.12%-7513F-HR/ATimeline
Waldron Private Wealth LLC5,781$1.15M0.05%-9813F-HRTimeline
Tyche Wealth Partners LLC5,722$1.14M0.25%-18213F-HRTimeline
CWC Advisors, LLC.5,717$1.14M0.65%+81413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,717$1.14M0.07%+1213F-HRTimeline
HBK Sorce Advisory LLC5,714$1.14M0.03%+13213F-HRTimeline
Runnymede Capital Advisors, Inc.5,688$1.13M1.09%-57013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,681$1.13M0.21%013F-HRTimeline
Aprio Wealth Management, LLC5,679$1.13M0.14%+6513F-HRTimeline
Wealth Watch Advisors, INC5,677$1.13M0.92%-3313F-HRTimeline
Trilogy Capital Inc.5,645$1.13M0.06%-1,68413F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC5,636$1.12M0.02%+61613F-HRTimelineGroup
Motiv8 Investments LLC5,624$1.12M0.74%-29113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,609$1.12M0.08%013F-HRTimeline
SOA Wealth Advisors, LLC.145,436$1.11M0.23%+140,59513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,672$1.11M-8,090Timeline
Retirement Planning Group, LLC5,569$1.11M0.05%-1,12013F-HRTimeline
1858 WEALTH MANAGEMENT, LLC5,550$1.11M0.94%+11913F-HRTimeline
EFG Private Wealth Management (Americas…5,549$1.11M0.22%+613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,548$1.11M0.01%-50,79213F-HRTimelineGroup
Objective Capital Management, LLC5,535$1.1M1.41%-1,01513F-HRTimeline
CM WEALTH ADVISORS LLC5,531$1.1M0.35%013F-HRTimeline
Pinnacle Bancorp, Inc.5,520$1.1M0.36%-11313F-HRTimeline
PUREfi Wealth, LLC5,513$1.1M1.1%+2,58113F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,494$1.1M0.09%-4113F-HRTimeline
INTRUST BANK NA5,484$1.09M0.11%-23113F-HRTimeline
Charter Oak Capital Management, LLC5,472$1.09M0.1%+413F-HRTimeline
Breakwater Capital Group5,465$1.09M0.19%+33113F-HRTimeline
CAPE ANN SAVINGS BANK5,464$1.09M0.68%-5013F-HRTimeline
Summit Financial Strategies, Inc.5,452$1.09M0.11%-7413F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,442$1.09M0.11%+15313F-HRTimeline
Well Done, LLC4,913$1.09M0.2%-613F-HRTimeline
Stonebridge Capital Advisors LLC5,432$1.08M0.09%-10413F-HRTimeline
Fermata Advisors, LLC5,421$1.08M0.2%-37913F-HRTimeline
Stephenson & Company, Inc.5,421$1.08M0.7%+4513F-HRTimeline
MainStreet Investment Advisors LLC5,408$1.08M0.16%-4613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,399$1.08M0.11%+1,91513F-HR/ATimeline
Confluence Wealth Services, Inc.5,647$1.07M0.07%+24613F-HRTimeline
Richard W. Paul & Associates, LLC5,375$1.07M0.42%-47013F-HRTimeline
Lifeworks Advisors, LLC5,345$1.07M0.18%-13,02113F-HRTimeline
Aurelius Family Office LLC5,322$1.06M0.54%-30713F-HRTimeline
SIGNATUREFD, LLC5,308$1.06M0.02%-27013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,302$1.06M0.19%+5513F-HRTimeline
Parker Financial LLC5,300$1.06M0.51%-1,56313F-HRTimeline
Huntleigh Advisors, Inc.5,296$1.06M0.25%-23213F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,294$1.06M0.63%-48413F-HRTimeline
Compass Ion Advisors, LLC5,262$1.05M0.12%-18313F-HRTimeline
Breed's Hill Capital LLC5,260$1.05M0.57%+1,10013F-HRTimeline
Colorado Capital Management, Inc.5,255$1.05M0.49%+11513F-HRTimeline
Pitti Group Wealth Management, LLC5,246$1.05M1.07%+1813F-HRTimeline
Advance Capital Management, Inc.5,216$1.04M0.05%-1,22713F-HRTimeline
Neumann Capital Management, LLC5,208$1.04M0.36%013F-HRTimeline
SageView Advisory Group, LLC5,200$1.04M0.04%-19113F-HRTimeline
Seneca House Advisors5,194$1.04M0.44%-88113F-HRTimeline
CENTRAL TRUST Co5,187$1.03M0.03%+22113F-HRTimeline
LCNB CORP5,187$1.03M0.38%-5113F-HRTimeline
Avestar Capital, LLC5,183$1.03M0.1%new13F-HRTimeline
Regal Investment Advisors LLC5,172$1.03M0.08%-1,59913F-HRTimeline
EXCALIBUR MANAGEMENT CORP5,146$1.03M0.4%+17113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,130$1.02M0.07%+17413F-HRTimeline
Realta Investment Advisors5,117$1.02M0.47%-1,93613F-HRTimeline
Evanson Asset Management, LLC5,106$1.02M0.07%-17913F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,106$1.02M0.03%-1,57413F-HRTimeline
Blue Trust, Inc.5,103$1.02M0.01%-3,68913F-HRTimeline
Sightline Wealth Advisors, LLC5,096$1.02M0.54%-3413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC5,092$1.02M0.06%-62813F-HRTimeline
STAR Financial Bank5,064$1.01M0.74%+70413F-HRTimeline
Plancorp, LLC5,059$1.01M0.04%+2,43713F-HRTimeline
Whitegate Investment Counselors, Inc.5,038$1.01M0.36%-1113F-HRTimeline
Obermeyer Wealth Partners5,028$1M0.05%-1,02013F-HRTimeline
Alamea Verwaltungs GmbH5,025$1M0.87%13F-HRTimeline
Horan Securities, Inc.5,022$1M0.38%+1113F-HRTimeline
Granite Investment Partners, LLC5,010$999K0.05%-31,20413F-HRTimeline
FAIRFIELD, BUSH & CO.5,008$999K0.63%+21813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,007$999K0.01%-12,40913F-HRTimeline
GAMMA Investing LLC5,006$999K0.07%+1,15313F-HR/ATimeline
Hickory Point Bank & Trust5,004$998K0.88%+42613F-HRTimeline
Man Group plcin group Man Group plc5,003$998K<0.01%new13F-HRTimelineGroup
Galilei Investment Office LLP5,000$997K0.54%013F-HRTimeline
NWI MANAGEMENT LP5,000$997K0.13%new13F-HRTimeline
Fragasso Financial Advisors Inc4,997$997K0.07%-14513F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,973$992K0.4%-88213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,970$991K0.09%-1013F-HRTimeline
Mechanics Bank Trust Department4,942$986K0.13%-10013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV4,939$985K0.22%new13F-HRTimeline
McClarren Financial Advisors, Inc.5,022$985K0.65%new13F-HRTimeline
Bragg Financial Advisors, Inc4,922$982K0.04%013F-HRTimeline
Activest Wealth Management4,918$981K0.26%+98513F-HRTimeline
17 CAPITAL PARTNERS, LLC4,914$980K0.63%-1313F-HRTimeline
Lakeshore Capital Group, Inc.4,905$979K0.94%-15,20213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,898$977K0.9%+1113F-HRTimeline
HCR Wealth Advisors4,889$975K0.13%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,885$975K0.05%-1,73313F-HRTimelineGroup
Fairway Wealth LLC4,880$973K0.36%+1113F-HRTimeline
Poplar Forest Capital LLC4,871$972K0.17%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,848$967K0.06%13F-HRTimeline
PARTHENON LLC4,847$967K0.12%013F-HRTimeline
Key Financial Inc4,846$967K0.21%+17913F-HRTimeline
Keeley-Teton Advisors, LLC4,834$964K0.12%-4013F-HRTimeline
Madrona Financial Services, LLC4,830$964K0.26%-12913F-HRTimeline
BRADY FAMILY WEALTH, LLC4,818$961K0.31%-51213F-HRTimeline