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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
MONEY CONCEPTS CAPITAL CORP6,630$1.43M0.1%+3,29213F-HRTimeline
Enclave Advisors LLC6,589$1.42M0.23%-12213F-HRTimeline
SAGE RHINO CAPITAL LLC6,580$1.42M0.3%013F-HRTimeline
RWA WEALTH PARTNERS, LLC6,570$1.42M0.02%+37013F-HRTimeline
Hunting Hill Global Capital, LLC6,560$1.42M0.77%+3,00613F-HRTimeline
WealthShield Partners, LLC6,558$1.42M0.17%-55413F-HRTimeline
Union Bancaire Privee, UBP SA6,682$1.41M0.02%-2,60013F-HRTimeline
626 Financial, LLC6,529$1.41M0.66%-6213F-HR/ATimeline
FIDUCIENT ADVISORS LLC6,523$1.41M0.17%+11813F-HRTimeline
FSA WEALTH PARTNERS, INC.6,502$1.4M0.68%-12713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,500$1.4M0.02%013F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…6,503$1.4M<0.01%+56013F-HRTimeline
Mittelman Wealth Management6,478$1.4M1.18%+1,71313F-HRTimeline
Maxele Advisors, LLC6,467$1.4M1.22%-17513F-HRTimeline
IAM Advisory, LLC6,437$1.39M0.33%+20513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,428$1.39M0.16%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC6,422$1.39M1.19%new13F-HRTimeline
Cornerstone Wealth Group, LLC6,415$1.38M0.1%-6,80413F-HRTimeline
SigFig Wealth Management, LLC6,362$1.37M0.05%-22913F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…6,351$1.37M0.01%-1,199,18213F-HR/ATimelineGroup
MV CAPITAL MANAGEMENT, INC.6,343$1.37M0.14%-2,03113F-HRTimeline
Betterment LLC6,315$1.36M<0.01%+42613F-HRTimeline
Total Clarity Wealth Management, Inc.6,297$1.36M0.39%-7,97013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,288$1.36M0.11%-2,26413F-HRTimeline
Bare Financial Services, Inc6,287$1.36M0.46%-2,43613F-HRTimeline
Farmers National Bank6,263$1.35M0.36%013F-HRTimeline
Petix & Botte Co6,254$1.35M0.33%-36013F-HRTimeline
Consolidated Portfolio Review Corp6,250$1.35M0.19%-27313F-HRTimeline
Avior Wealth Management, LLC6,348$1.35M0.05%-18513F-HRTimeline
CX Institutional6,247$1.35M0.05%-1,17313F-HR/ATimeline
Cambridge Advisors Inc.6,237$1.35M0.28%-3813F-HRTimeline
Gradient Capital Advisors, LLC6,231$1.34M0.4%-1,21513F-HRTimeline
Community Bank, N.A.6,224$1.34M0.18%-18213F-HRTimeline
Constant Guidance Financial LLC6,220$1.34M1.35%new13F-HRTimeline
SlateStone Wealth, LLC6,206$1.34M0.13%-613F-HRTimeline
BOSTON FAMILY OFFICE LLC6,203$1.34M0.09%-17013F-HRTimeline
MBL Wealth, LLC6,202$1.34M0.13%-43813F-HRTimeline
Planned Solutions, Inc.6,201$1.34M0.51%-79613F-HRTimeline
MWA Asset Management6,196$1.34M0.82%-4,16913F-HRTimeline
Lunt Capital Management, Inc.6,194$1.34M0.51%+3,78813F-HRTimeline
Waldron Private Wealth LLC6,189$1.34M0.06%+40813F-HRTimeline
Resurgent Financial Advisors LLC6,171$1.33M0.73%+4,75613F-HRTimeline
Confluence Wealth Services, Inc.6,165$1.33M0.07%+51813F-HRTimeline
Baltimore-Washington Financial Advisors…6,149$1.33M0.06%-17,20413F-HRTimeline
Grassi Investment Management6,132$1.32M0.11%-57513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,111$1.32M0.06%+3113F-HRTimelineGroup
CAXTON ASSOCIATES LLP6,075$1.31M0.03%-2,40113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,049$1.31M0.03%-14213F-HRTimelineGroup
Shay Capital LLC6,016$1.3M0.3%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,997$1.29M0.07%-14513F-HRTimeline
Edge Financial Advisors LLC5,932$1.29M0.68%-1,25513F-HRTimeline
Bernard Wealth Management Corp.5,976$1.29M0.6%+4713F-HRTimeline
Ellenbecker Investment Group5,972$1.29M0.21%+1113F-HRTimeline
MIdWestOne Financial Group, Inc.5,969$1.29M0.17%-4813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,943$1.28M0.51%+1,81813F-HRTimeline
MATAURO, LLC5,919$1.28M0.24%-85513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,909$1.28M<0.01%-7513F-HRTimelineGroup
Segment Wealth Management, LLC5,896$1.27M0.08%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…5,892$1.27M0.07%-55013F-HRTimeline
Activest Wealth Management5,889$1.27M0.31%+97113F-HRTimeline
Wealth Watch Advisors, INC5,881$1.27M0.74%+20413F-HRTimeline
Arax Advisory Partners2,355$1.27M0.06%-86613F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,860$1.26M1.23%013F-HRTimeline
Penobscot Investment Management Company…5,837$1.26M0.11%-2,50513F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,815$1.25M0.31%-12513F-HRTimeline
Richmond Investment Services, LLC5,814$1.25M0.26%+3,19713F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.5,803$1.25M0.67%new13F-HRTimeline
CWC Advisors, LLC.5,795$1.25M0.65%+7813F-HRTimeline
Pure Financial Advisors, LLC5,781$1.25M0.02%+2,31613F-HRTimeline
Objective Capital Management, LLC5,774$1.25M1.4%+23913F-HRTimeline
NBW CAPITAL LLC5,759$1.24M0.27%+1,54713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,717$1.23M0.08%013F-HRTimeline
Intellectus Partners, LLC5,695$1.23M0.27%-30113F-HRTimeline
Runnymede Capital Advisors, Inc.5,688$1.23M1.13%013F-HRTimeline
Richard W. Paul & Associates, LLC5,679$1.23M0.44%+30413F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,656$1.22M0.2%-2513F-HRTimeline
Good Life Advisors, LLC5,654$1.22M0.08%-19213F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL5,643$1.22M0.19%new13F-HR/ATimeline
First Business Financial Services, Inc.5,642$1.22M0.11%-28113F-HRTimeline
Coordinated Financial Services, Inc.5,630$1.21M0.84%13F-HRTimeline
LaSalle St. Investment Advisors, LLC5,613$1.21M0.33%+1,20313F-HRTimeline
Florida Trust Wealth Management Co5,581$1.2M0.04%-1,00013F-HRTimeline
Avestar Capital, LLC5,580$1.2M0.09%+39713F-HRTimeline
Tyche Wealth Partners LLC5,566$1.2M0.24%-15613F-HRTimeline
EFG Private Wealth Management (Americas…5,556$1.2M0.22%+713F-HRTimeline
RIVERBRIDGE PARTNERS LLC5,554$1.2M0.02%+3,19613F-HRTimeline
EQ LLC5,547$1.2M0.46%-50113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,544$1.2M0.01%-413F-HR/ATimelineGroup
Tortoise Investment Management, LLC5,532$1.19M0.11%-29113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,517$1.19M0.08%-9213F-HRTimeline
CENTRAL TRUST Co5,470$1.18M0.03%+28313F-HRTimeline
TOWNSQUARE CAPITAL LLC5,466$1.18M0.11%-18,93413F-HRTimeline
Berkshire Money Management, Inc.5,444$1.17M0.12%-88,53913F-HRTimeline
Summit Financial Strategies, Inc.5,441$1.17M0.11%-1113F-HRTimeline
Stephenson & Company, Inc.5,421$1.17M0.71%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,411$1.17M-3,333Timeline
Savvy Advisors, Inc.5,394$1.16M0.08%-48713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,379$1.16M0.1%-2013F-HR/ATimeline
EXCALIBUR MANAGEMENT CORP5,369$1.16M0.43%+22313F-HRTimeline
Stonebridge Capital Advisors LLC5,352$1.15M0.09%-8013F-HRTimeline
Cannell & Spears LLC5,315$1.15M0.02%-96513F-HRTimeline
INTRUST BANK NA5,309$1.15M0.1%-17513F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,299$1.14M0.1%-14313F-HRTimeline
Hickory Point Bank & Trust5,286$1.14M0.92%+28213F-HRTimeline
Compass Ion Advisors, LLC5,284$1.14M0.12%+2213F-HRTimeline
Pinnacle Bancorp, Inc.5,283$1.14M0.35%-23713F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,280$1.14M0.09%-21413F-HRTimeline
Huntleigh Advisors, Inc.5,279$1.14M0.22%-1713F-HRTimeline
DSG Capital Advisors, LLC5,276$1.14M0.2%-1,31613F-HRTimeline
Aurelius Family Office LLC5,272$1.14M0.54%-5013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,267$1.14M0.12%-3513F-HRTimeline
Breed's Hill Capital LLC5,260$1.14M0.55%013F-HRTimeline
Retirement Planning Group, LLC5,233$1.13M0.05%-33613F-HRTimeline
Soltis Investment Advisors LLC5,218$1.13M0.09%-68413F-HRTimeline
17 CAPITAL PARTNERS, LLC5,216$1.13M0.65%+30213F-HRTimeline
Neumann Capital Management, LLC5,208$1.12M0.35%013F-HRTimeline
Ironwood Investment Counsel, LLC5,189$1.12M0.17%+3,35413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,184$1.12M0.04%+3,98513F-HRTimeline
PUREfi Wealth, LLC5,173$1.12M0.89%-34013F-HRTimeline
Cascade Financial Partners, LLC5,172$1.12M0.13%-78113F-HRTimeline
Colorado Capital Management, Inc.5,169$1.12M0.48%-8613F-HRTimeline
Silverleafe Capital Partners, LLC5,169$1.12M0.39%-83313F-HRTimeline
CAPE ANN SAVINGS BANK5,165$1.11M0.67%-29913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,160$1.11M0.65%-13413F-HRTimeline
Cypress Wealth Services, LLC5,148$1.11M0.2%+3,85513F-HRTimeline
Koshinski Asset Management, Inc.5,148$1.11M0.08%+94313F-HRTimeline
Aprio Wealth Management, LLC5,147$1.11M0.13%-53213F-HRTimeline
Charter Oak Capital Management, LLC5,138$1.11M0.09%-33413F-HRTimeline
CM WEALTH ADVISORS LLC5,131$1.11M0.33%-40013F-HRTimeline
Evanson Asset Management, LLC5,092$1.1M0.07%-1413F-HRTimeline
Lifeworks Advisors, LLC5,085$1.1M0.16%-26013F-HRTimeline
Blue Trust, Inc.5,083$1.1M0.01%-2013F-HRTimeline
LCNB CORP5,064$1.09M0.38%-12313F-HRTimeline
Horan Securities, Inc.5,053$1.09M0.38%+3113F-HRTimeline
MCDONALD PARTNERS LLC5,027$1.09M0.26%+23113F-HRTimeline
Whitegate Investment Counselors, Inc.5,038$1.09M0.37%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,035$1.09M0.09%+6513F-HRTimeline
Saxony Capital Management, LLC5,031$1.09M0.83%new13F-HRTimeline
Alamea Verwaltungs GmbH5,025$1.08M0.82%013F-HRTimeline
Key Financial Inc5,016$1.08M0.22%+17013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP5,007$1.08M0.13%+2,51413F-HRTimeline
Corvex Management LP5,000$1.08M0.05%-2,50013F-HRTimeline
Galilei Investment Office LLP5,000$1.08M0.55%013F-HRTimeline
Plancorp, LLC4,997$1.08M0.04%-6213F-HRTimeline
Parker Financial LLC4,996$1.08M0.47%-30413F-HRTimeline
LOWERY THOMAS, LLC4,991$1.08M0.69%+21313F-HRTimeline
Pitti Group Wealth Management, LLC4,985$1.08M0.93%-26113F-HRTimeline
STAR Financial Bank4,969$1.07M0.68%-9513F-HRTimeline
Fragasso Financial Advisors Inc4,944$1.07M0.07%-5313F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC4,939$1.07M0.79%+2,86413F-HRTimeline
Obermeyer Wealth Partners4,935$1.06M0.05%-9313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,911$1.06M0.92%+1313F-HRTimeline
Old North State Trust, LLC4,872$1.05M0.72%-4,93213F-HRTimeline
Bragg Financial Advisors, Inc4,860$1.05M0.04%-6213F-HRTimeline
MIDDLETON & CO INC/MA4,855$1.05M0.12%-1,10013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,848$1.05M0.06%013F-HRTimeline
SOA Wealth Advisors, LLC.66,134$1.05M0.2%-79,30213F-HRTimeline
WHITE PINE CAPITAL LLC4,835$1.04M0.33%+2013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,827$1.04M0.19%-2,13013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding4,818$1.04M+637Timeline
Regal Investment Advisors LLC4,808$1.04M0.08%-36413F-HRTimeline
Alphadyne Asset Management LP4,806$1.04M3.15%new13F-HRTimeline
McClarren Financial Advisors, Inc.4,805$1.04M0.67%-21713F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,801$1.04M0.4%-17213F-HRTimeline
Meridian Wealth Advisors, LLC4,800$1.04M0.16%new13F-HRTimeline
MainStreet Investment Advisors LLC4,788$1.03M0.14%-62013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,634$1.03M0.37%-5413F-HRTimeline
HCR Wealth Advisors4,755$1.03M0.12%-13413F-HRTimeline
Motiv8 Investments LLC4,755$1.03M0.63%-86913F-HRTimeline
SC&H Financial Advisors, Inc.4,752$1.03M0.18%-2113F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC4,751$1.03M0.79%-46,31013F-HRTimeline
First Nebraska Trust Co4,748$1.02M0.1%+1,30013F-HRTimeline
PARTHENON LLC4,747$1.02M0.12%-10013F-HRTimeline
PHILADELPHIA TRUST CO4,743$1.02M0.08%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,730$1.02M0.08%+3,45813F-HRTimeline
Sightline Wealth Advisors, LLC4,725$1.02M0.49%-37113F-HRTimeline
Arrowroot Family Office, LLC4,718$1.02M0.46%13F-HRTimeline
AtlasMark Financial, Inc4,700$1.01M0.77%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,673$1.01M0.06%-45713F-HRTimeline
Global Financial Private Client, LLC4,655$1M0.38%+41313F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,652$1M0.03%-5,13213F-HRTimeline
Polymer Capital Management (HK) LTD4,640$1M0.16%013F-HRTimeline
GREAT LAKES ADVISORS, LLC4,613$996K0.01%-8,51913F-HRTimeline
Trilogy Capital Inc.4,601$993K0.05%-1,04413F-HRTimeline
Penn Capital Management Company, LLC4,595$992K0.09%-4,92413F-HRTimeline
Intrua Financial, LLC4,589$990K0.14%-7,64013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,580$988K0.12%013F-HRTimeline
Core Wealth Advisors, Inc.4,579$988K0.28%-2913F-HRTimeline
Tranquility Partners, LLC4,534$978K0.35%-4613F-HRTimeline
Advance Capital Management, Inc.4,511$973K0.04%-70513F-HRTimeline
Caldwell Trust Co4,500$971K0.1%+50013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,490$969K0.24%013F-HRTimeline
Wellspring Financial Advisors, LLC4,481$967K0.1%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,476$966K0.09%+47513F-HRTimelineGroup
Integrated Investment Consultants, LLC4,474$965K0.19%-1,65513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding4,468$964K+2,372Timeline
OPTIMA CAPITAL LLC4,466$964K0.52%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,463$963K0.1%+26513F-HRTimelineGroup
Wealth Dimensions Group, Ltd.4,444$959K0.21%+413F-HRTimeline
BRADY FAMILY WEALTH, LLC4,443$959K0.3%-37513F-HRTimeline