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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
Relyea Zuckerberg Hanson LLC6,989$1.69M0.18%-1,29313F-HRTimeline
Waldron Private Wealth LLC6,975$1.69M0.07%+78613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC6,970$1.69M1.2%+713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,952$1.68M0.11%-4113F-HRTimeline
Polymer Capital Management (HK) LTD6,940$1.68M0.23%+2,30013F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC6,939$1.68M1.2%+2,00013F-HRTimeline
MATHER GROUP, LLC.6,932$1.68M0.02%-8013F-HRTimeline
IAM Advisory, LLC6,902$1.67M0.38%+46513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,892$1.67M<0.01%+19113F-HRTimeline
Red Tortoise LLC6,892$1.67M0.73%-28913F-HRTimeline
Bricktown Capital, LLC6,891$1.67M0.27%013F-HRTimeline
Bristlecone Advisors, LLC6,883$1.67M0.14%-1,24313F-HRTimeline
Intrepid Financial Planning Group LLC6,883$1.67M0.63%+3013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,874$1.66M0.08%-56213F-HRTimeline
Archford Capital Strategies, LLC6,846$1.66M0.2%-1,20013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,836$1.65M0.3%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP6,825$1.65M0.04%new13F-HRTimelineGroup
Camelot Portfolios, LLC6,814$1.65M0.98%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC6,803$1.65M0.02%+23313F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,790$1.64M0.04%-28513F-HRTimeline
Maxele Advisors, LLC6,750$1.63M1.41%+28313F-HRTimeline
Farmers National Bank6,738$1.63M0.39%+47513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,731$1.63M0.68%-15313F-HRTimeline
Fonville Wealth Management LLC6,696$1.62M0.36%-24813F-HRTimeline
Chicago Capital, LLC6,686$1.62M0.04%-7613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,675$1.62M0.07%+3,43013F-HRTimelineGroup
Clare Market Investments LLC6,664$1.61M0.32%-75613F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.6,653$1.61M0.74%+85013F-HRTimeline
Future Fund LLC6,651$1.61M0.57%013F-HRTimeline
Keystone Wealth Services, LLC6,640$1.61M0.35%-5313F-HRTimeline
LS Investment Advisors, LLC6,636$1.61M0.23%-87213F-HRTimeline
KELLY FINANCIAL GROUP LLC6,600$1.6M0.42%-57913F-HRTimeline
SAGE RHINO CAPITAL LLC6,580$1.59M0.31%013F-HRTimeline
VISTA FINANCE, LLC6,567$1.59M1.06%+2,45613F-HRTimeline
Orgel Wealth Management, LLC6,558$1.59M0.04%-15713F-HRTimeline
626 Financial, LLC6,533$1.58M0.7%+413F-HRTimeline
OPTIMA CAPITAL LLC6,530$1.58M0.77%+2,06413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,500$1.57M0.02%013F-HRTimelineGroup
Union Bancaire Privee, UBP SA6,682$1.57M0.02%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,484$1.57M<0.01%-1913F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,460$1.56M0.08%-40813F-HRTimeline
Enclave Advisors LLC6,443$1.56M0.24%-14613F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC6,422$1.56M1.23%013F-HRTimeline
HORAN Wealth, LLC6,393$1.55M0.24%+5,05013F-HRTimeline
EFG Private Wealth Management (Americas…6,314$1.53M0.26%+75813F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,305$1.53M0.56%-65613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,296$1.52M0.12%+91713F-HR/ATimeline
WealthShield Partners, LLC6,277$1.52M0.17%-28113F-HRTimeline
Cornerstone Wealth Group, LLC6,276$1.52M0.1%-13913F-HRTimeline
Cambridge Advisors Inc.6,217$1.5M0.29%-2013F-HRTimeline
Planned Solutions, Inc.6,216$1.5M0.52%+1513F-HRTimeline
BOSTON FAMILY OFFICE LLC6,203$1.5M0.1%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6,196$1.5M0.14%-14713F-HRTimeline
SlateStone Wealth, LLC6,166$1.49M0.13%-4013F-HRTimeline
Lunt Capital Management, Inc.6,152$1.49M0.57%-4213F-HRTimeline
Penobscot Investment Management Company…6,147$1.49M0.11%+31013F-HRTimeline
BG Investment Services, LLC6,145$1.49M1.47%-2,51813F-HRTimeline
Avior Wealth Management, LLC6,239$1.49M0.05%-10913F-HRTimeline
Confluence Wealth Services, Inc.6,136$1.48M0.07%-2913F-HRTimeline
Fort Point Capital Partners LLC6,115$1.48M0.19%-14,07413F-HRTimeline
IPG Investment Advisors LLC6,108$1.48M0.26%-4,44413F-HRTimeline
Bare Financial Services, Inc6,105$1.48M0.44%-18213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,095$1.47M0.06%-1613F-HRTimelineGroup
Retirement Planning Group, LLC6,086$1.47M0.05%+85313F-HRTimeline
MBL Wealth, LLC6,051$1.46M0.13%-15113F-HRTimeline
Community Bank, N.A.6,049$1.46M0.18%-17513F-HRTimeline
Wealth Watch Advisors, INC6,045$1.46M0.6%+16413F-HRTimeline
Gradient Capital Advisors, LLC6,014$1.46M0.39%-21713F-HRTimeline
Consolidated Portfolio Review Corp5,995$1.45M0.18%-25513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,983$1.45M<0.01%+7413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,982$1.45M0.03%-6713F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…5,982$1.45M0.07%+9013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,958$1.44M0.07%-3913F-HRTimeline
Petix & Botte Co5,949$1.44M0.33%-30513F-HRTimeline
Ellenbecker Investment Group5,947$1.44M0.21%-2513F-HRTimeline
Bernard Wealth Management Corp.5,929$1.43M0.6%-4713F-HRTimeline
Pure Financial Advisors, LLC5,926$1.43M0.02%+14513F-HRTimeline
Segment Wealth Management, LLC5,896$1.43M0.09%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,848$1.41M1.23%-1213F-HRTimeline
CWC Advisors, LLC.5,816$1.41M0.69%+2113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,800$1.4M0.51%-14313F-HRTimeline
LaSalle St. Investment Advisors, LLC5,800$1.4M0.25%+18713F-HRTimeline
WESPAC Advisors, LLC5,764$1.39M0.82%new13F-HRTimeline
MIdWestOne Financial Group, Inc.5,754$1.39M0.17%-21513F-HRTimeline
Objective Capital Management, LLC5,742$1.39M1.44%-3213F-HRTimeline
Baltimore-Washington Financial Advisors…5,736$1.39M0.06%-41313F-HRTimeline
Hickory Point Bank & Trust5,736$1.39M1.04%+45013F-HRTimeline
Richmond Investment Services, LLC5,736$1.39M0.26%-7813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,428$1.39M0.17%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,717$1.38M0.08%013F-HRTimeline
Soltis Investment Advisors LLC5,705$1.38M0.1%+48713F-HRTimeline
Betterment LLC5,704$1.38M<0.01%-61113F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding5,695$1.38M-2,490Timeline
Runnymede Capital Advisors, Inc.5,688$1.38M1.13%013F-HRTimeline
RFG Advisory, LLC5,687$1.38M0.03%-1,43513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC5,686$1.38M0.02%+4,47513F-HRTimelineGroup
Coordinated Financial Services, Inc.5,667$1.37M0.88%+3713F-HRTimeline
Tortoise Investment Management, LLC5,612$1.36M0.12%+8013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,577$1.35M0.16%+31013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,572$1.35M0.1%+27313F-HRTimeline
Financial & Tax Architects, LLC5,571$1.35M0.3%new13F-HRTimeline
Florida Trust Wealth Management Co5,557$1.34M0.04%-2413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC5,555$1.34M0.51%+2,59513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,544$1.34M0.01%013F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.5,521$1.34M0.89%+5,36213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,517$1.33M0.09%013F-HRTimeline
PHILADELPHIA TRUST CO5,468$1.32M0.09%+72513F-HRTimeline
Activest Wealth Management5,464$1.32M0.27%-42513F-HRTimeline
Nordwand Advisors, LLC5,451$1.32M0.21%+2,14313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,441$1.32M0.2%-21513F-HRTimeline
Summit Financial Strategies, Inc.5,441$1.32M0.11%013F-HRTimeline
Stephenson & Company, Inc.5,421$1.31M0.75%013F-HRTimeline
Richard W. Paul & Associates, LLC5,414$1.31M0.45%-26513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,404$1.31M-7Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …5,389$1.3M0.02%+1,80013F-HRTimelineGroup
Cinctive Capital Management LP5,372$1.3M0.06%new13F-HRTimeline
Huntleigh Advisors, Inc.5,360$1.3M0.22%+8113F-HRTimeline
Lion Street Advisors, LLC5,647$1.29M0.45%+4,05313F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,216$1.29M0.35%new13F-HRTimeline
Cannell & Spears LLC5,315$1.29M0.02%013F-HRTimeline
INTRUST BANK NA5,309$1.28M0.11%013F-HRTimeline
State of Wyoming5,300$1.28M0.15%+3,75013F-HRTimeline
17 CAPITAL PARTNERS, LLC5,294$1.28M0.7%+7813F-HRTimeline
MWA Asset Management5,291$1.28M0.71%-90513F-HRTimeline
Compass Ion Advisors, LLC5,290$1.28M0.12%+613F-HRTimeline
WEALTH ALLIANCE, LLC5,288$1.28M0.13%new13F-HRTimeline
Pinnacle Bancorp, Inc.5,277$1.28M0.38%-613F-HRTimeline
EQ LLC5,260$1.27M0.43%-28713F-HRTimeline
Old North State Trust, LLC5,240$1.27M0.77%+36813F-HRTimeline
Cambridge Financial Group, LLC5,226$1.26M0.41%+4,16713F-HRTimeline
Mittelman Wealth Management5,210$1.26M0.83%-1,26813F-HRTimeline
Neumann Capital Management, LLC5,208$1.26M0.37%013F-HRTimeline
Madrid Financial Services5,204$1.26M0.79%-43,75313F-HRTimeline
Aurelius Family Office LLC5,189$1.26M0.56%-8313F-HRTimeline
Colorado Capital Management, Inc.5,169$1.25M0.48%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,136$1.24M0.66%-2413F-HRTimeline
MGO ONE SEVEN LLC5,122$1.24M0.03%+2,23813F-HRTimeline
Stonebridge Capital Advisors LLC5,117$1.24M0.09%-23513F-HRTimeline
MATAURO, LLC5,099$1.23M0.2%-82013F-HRTimeline
EXCALIBUR MANAGEMENT CORP5,088$1.23M0.45%-28113F-HRTimeline
Aprio Wealth Management, LLC5,085$1.23M0.12%-6213F-HRTimeline
Ironwood Investment Counsel, LLC5,078$1.23M0.18%-11113F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,076$1.23M0.03%+79813F-HRTimeline
LCNB CORP5,064$1.23M0.43%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,062$1.22M0.07%+38913F-HRTimeline
Azimuth Capital Investment Management L…5,062$1.22M0.04%-1,90913F-HRTimeline
Whitegate Investment Counselors, Inc.5,038$1.22M0.4%013F-HRTimeline
Fragasso Financial Advisors Inc4,947$1.22M0.08%+313F-HRTimeline
Alamea Verwaltungs GmbH5,025$1.22M0.83%013F-HRTimeline
First Business Financial Services, Inc.5,020$1.21M0.11%-62213F-HRTimeline
SYMMETRY PEAK MANAGEMENT LLC5,000$1.21M8.92%new13F-HRTimeline
Galilei Investment Office LLP5,000$1.21M0.58%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,995$1.21M0.09%-4013F-HRTimeline
Obermeyer Wealth Partners4,991$1.21M0.06%+5613F-HRTimeline
LOWERY THOMAS, LLC4,985$1.21M0.7%-613F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,980$1.2M0.08%-30013F-HRTimeline
Regal Investment Advisors LLC4,973$1.2M0.08%+16513F-HRTimeline
Koshinski Asset Management, Inc.4,969$1.2M0.08%-17913F-HRTimeline
Evanson Asset Management, LLC4,936$1.19M0.07%-15613F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,934$1.19M0.01%-2,17713F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.4,925$1.19M0.96%+1413F-HRTimeline
SOA Wealth Advisors, LLC.66,225$1.19M0.2%+9113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,902$1.19M0.01%new13F-HRTimelineGroup
Plancorp, LLC4,900$1.19M0.04%-9713F-HRTimeline
Pitti Group Wealth Management, LLC4,877$1.18M1%-10813F-HRTimeline
Ewing Morris & Co. Investment Partners …4,873$1.18M0.5%new13F-HRTimeline
Intrua Financial, LLC4,857$1.18M0.14%+26813F-HRTimeline
Meridian Wealth Advisors, LLC4,849$1.17M0.17%+4913F-HRTimeline
Well Done, LLC4,846$1.17M0.2%+44813F-HRTimeline
MIDDLETON & CO INC/MA4,830$1.17M0.13%-2513F-HRTimeline
Sovereign Financial Group, Inc.4,809$1.16M0.22%+2,77213F-HRTimeline
McClarren Financial Advisors, Inc.5,108$1.16M0.71%+30313F-HRTimeline
Realta Investment Advisors4,798$1.16M0.39%+49713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,638$1.16M0.39%+413F-HRTimeline
Total Clarity Wealth Management, Inc.4,792$1.16M0.31%-1,50513F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,781$1.16M0.02%+2,17713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,771$1.15M0.08%-1,51713F-HRTimeline
Parker Financial LLC4,756$1.15M0.47%-24013F-HRTimeline
HCR Wealth Advisors4,711$1.15M0.12%-4413F-HRTimeline
First Nebraska Trust Co4,748$1.15M0.1%013F-HRTimeline
PARTHENON LLC4,747$1.15M0.13%013F-HRTimeline
Permanent Capital Management, LP4,744$1.15M0.21%13F-HRTimeline
CAPE ANN SAVINGS BANK4,732$1.14M0.61%-43313F-HRTimeline
Arrowroot Family Office, LLC4,730$1.14M0.46%+1213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,714$1.14M0.19%-11313F-HRTimeline
AtlasMark Financial, Inc4,700$1.14M0.76%013F-HRTimeline
CHARTIST INC /CA/4,690$1.13M0.77%13F-HRTimeline
ExodusPoint Capital Management, LP4,690$1.13M0.02%-108,28613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,663$1.13M0.11%-7,21113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,661$1.13M0.04%+47313F-HRTimelineGroup
Impact Capital Partners LLC4,655$1.13M0.34%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,652$1.13M0.04%013F-HRTimeline
Tyche Wealth Partners LLC4,645$1.12M0.2%-92113F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC4,642$1.12M0.87%+75513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,605$1.11M0.08%-17,96813F-HRTimeline
Charter Oak Capital Management, LLC4,591$1.11M0.09%-54713F-HRTimeline
Bragg Financial Advisors, Inc4,588$1.11M0.04%-27213F-HRTimeline
JT Stratford LLC4,584$1.11M0.15%new13F-HRTimeline
STAR Financial Bank4,581$1.11M0.66%-38813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,580$1.11M0.13%013F-HRTimeline