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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
Apriem Advisors7,679$1.89M0.17%013F-HRTimeline
Allie Family Office LLC7,656$1.88M0.88%013F-HRTimeline
SONATA CAPITAL GROUP INC7,636$1.88M0.68%-11113F-HRTimeline
Silverleafe Capital Partners, LLC7,623$1.88M0.56%+5013F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,620$1.88M0.07%+4,30413F-HRTimeline
North Star Investment Management Corp.7,596$1.87M0.12%+4813F-HRTimeline
Legacy Advisors, LLC7,570$1.86M0.2%+43213F-HRTimeline
Sunflower Bank, N.A.7,538$1.86M0.47%013F-HRTimeline
Sageworth Trust Co of South Dakota7,537$1.86M1.52%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,524$1.85M0.2%+3113F-HRTimeline
Wealth Architects, LLC7,511$1.85M0.17%013F-HRTimeline
WealthShield Partners, LLC7,508$1.85M0.2%+1,23113F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,500$1.85M0.05%-11013F-HRTimeline
Evernest Financial Advisors, LLC6,913$1.85M0.39%-2,79913F-HRTimeline
Ethos Financial Group, LLC7,485$1.84M0.14%-30813F-HRTimeline
RHUMBLINE ADVISERS7,465$1.84M<0.01%-28,37213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,465$1.84M0.8%-6913F-HRTimeline
Blue Trust, Inc.7,464$1.84M0.02%+3,17513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,433$1.83M0.14%-68013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,398$1.82M0.45%-2613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…7,367$1.81M0.49%+34713F-HRTimelineGroup
MBL Wealth, LLC7,354$1.81M0.15%+1,30313F-HRTimeline
United Advisor Group, LLC7,286$1.79M0.23%+5,35013F-HRTimeline
FAGAN ASSOCIATES, INC.7,273$1.79M0.24%-28313F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.7,233$1.78M0.82%+58013F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,218$1.78M0.1%+20013F-HRTimeline
IFG Advisors, LLC7,202$1.77M0.3%+16813F-HRTimeline
Brand Asset Management Group, Inc.7,191$1.77M0.5%-113F-HRTimeline
Waldron Private Wealth LLC7,182$1.77M0.07%+20713F-HRTimeline
CX Institutional7,176$1.77M0.05%+17213F-HRTimeline
Edgestream Partners, L.P.7,143$1.76M0.05%+3,31313F-HRTimeline
Greenland Capital Management LP7,138$1.76M0.25%-9,80013F-HRTimeline
RWA WEALTH PARTNERS, LLC7,105$1.75M0.02%+30213F-HRTimeline
Segment Wealth Management, LLC7,096$1.75M0.1%+1,20013F-HRTimeline
Orca Investment Management, LLC7,070$1.74M1.37%-3013F-HRTimeline
Berkshire Money Management, Inc.7,068$1.74M0.17%new13F-HRTimeline
Cambria Investment Management, L.P.7,032$1.73M0.1%+5,12013F-HRTimeline
Maxele Advisors, LLC7,027$1.73M1.41%+27713F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,022$1.73M0.08%+56213F-HRTimeline
WorthPointe, LLC6,999$1.72M0.45%new13F-HRTimeline
Avantax Planning Partners, Inc.6,995$1.72M0.05%-6613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,994$1.72M<0.01%013F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.6,994$1.72M1.69%13F-HRTimeline
Abacus Planning Group, Inc.6,988$1.72M0.23%-22413F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors6,977$1.72M1%-47713F-HRTimelineGroup
IAM Advisory, LLC6,964$1.71M0.38%+6213F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC6,954$1.71M1.17%-1613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,952$1.71M0.11%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,938$1.71M0.08%-17513F-HRTimeline
Aster Capital Management (DIFC) Ltd6,931$1.71M0.75%new13F-HRTimeline
Intrepid Financial Planning Group LLC6,926$1.7M0.65%+4313F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,915$1.7M0.39%-15013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,896$1.7M0.17%-9313F-HRTimeline
Bricktown Capital, LLC6,891$1.7M0.29%013F-HRTimeline
Red Tortoise LLC6,876$1.69M0.73%-1613F-HRTimeline
Morangie Management LLC6,867$1.69M1.35%-20813F-HRTimeline
Ruggiero Investments, Inc.6,855$1.69M1.52%13F-HRTimeline
Archford Capital Strategies, LLC6,846$1.69M0.2%013F-HRTimeline
Choate Investment Advisors6,837$1.68M0.03%-81613F-HRTimeline
Pallas Capital Advisors LLC6,828$1.68M0.06%+5,00313F-HRTimeline
Fort Point Capital Partners LLC6,329$1.68M0.2%+21413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC6,812$1.68M0.52%+4,69613F-HRTimeline
FSC Wealth Advisors, LLC6,762$1.66M2.7%-16,59113F-HRTimeline
LVW Advisors, LLC6,751$1.66M0.17%-85213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,734$1.66M0.67%+313F-HRTimeline
One Charles Private Wealth Services, LLC6,731$1.66M0.43%new13F-HRTimeline
Paladin Partners, LLC6,722$1.65M1.23%13F-HRTimeline
Camelot Portfolios, LLC6,674$1.64M1.02%-14013F-HRTimeline
FIDUCIENT ADVISORS LLC6,645$1.64M0.2%-1,46313F-HRTimeline
Fonville Wealth Management LLC6,617$1.63M0.33%-7913F-HRTimeline
Disciplined Investments, LLC6,615$1.63M0.63%-54213F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,605$1.63M0.04%-18513F-HRTimeline
Asset Advisory Group, Inc.6,598$1.62M0.81%13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P6,595$1.62M<0.01%-79913F-HRTimelineGroup
Perennial Investment Advisors, LLC6,584$1.62M0.13%-65213F-HRTimeline
Farmers National Bank6,583$1.62M0.36%-15513F-HRTimeline
SAGE RHINO CAPITAL LLC6,581$1.62M0.31%+113F-HRTimeline
VISTA FINANCE, LLC6,572$1.62M1.08%+513F-HRTimeline
LS Investment Advisors, LLC6,565$1.62M0.23%-7113F-HRTimeline
Plum Street Advisors, LLC6,538$1.61M0.57%-48313F-HRTimeline
Keystone Wealth Services, LLC6,534$1.61M0.34%-10613F-HRTimeline
626 Financial, LLC6,532$1.61M0.69%-113F-HRTimeline
May Hill Capital, LLC6,511$1.6M0.43%-62313F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,500$1.6M0.02%013F-HRTimelineGroup
PROFFITT & GOODSON INC6,490$1.6M0.22%-5,68413F-HRTimeline
Orgel Wealth Management, LLC6,484$1.6M0.04%-7413F-HRTimeline
Caliber Wealth Management, LLC / KS6,445$1.59M0.17%-1,04513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,428$1.58M0.16%013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC6,422$1.58M1.21%013F-HRTimeline
HORAN Wealth, LLC6,410$1.58M0.24%+1713F-HRTimeline
TSFG, LLC6,367$1.57M0.23%-1,18413F-HRTimeline
Richmond Investment Services, LLC6,353$1.56M0.27%+61713F-HRTimeline
KELLY FINANCIAL GROUP LLC6,334$1.56M0.4%-26613F-HRTimeline
Avior Wealth Management, LLC6,431$1.56M0.05%+19213F-HRTimeline
Wealth Watch Advisors, INC6,324$1.56M0.58%+27913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,283$1.55M0.04%+5,31813F-HRTimeline
Keating Financial Advisory Services, In…6,277$1.55M0.21%13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,274$1.54M0.17%+69713F-HRTimeline
SlateStone Wealth, LLC6,267$1.54M0.13%+10113F-HRTimeline
MATHER GROUP, LLC.6,264$1.54M0.02%-66813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP6,261$1.54M0.02%-56413F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC6,236$1.54M0.53%-6913F-HRTimeline
BOSTON FAMILY OFFICE LLC6,236$1.53M0.1%+3313F-HRTimeline
Planned Solutions, Inc.6,233$1.53M0.5%+1713F-HRTimeline
Cambridge Advisors Inc.6,217$1.53M0.29%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,214$1.53M0.07%+23213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,166$1.53M<0.01%-31813F-HRTimeline
State of Wyoming6,200$1.53M0.17%+90013F-HRTimeline
Soltis Investment Advisors LLC6,176$1.52M0.1%+47113F-HR/ATimeline
Confluence Wealth Services, Inc.6,155$1.52M0.06%+1913F-HRTimeline
Lunt Capital Management, Inc.6,152$1.51M0.57%013F-HRTimeline
NorthCoast Asset Management LLC6,140$1.51M0.03%-198,66813F-HRTimeline
Miller Investment Management, LP6,138$1.51M0.15%-1,76013F-HRTimeline
Penobscot Investment Management Company…6,133$1.51M0.11%-1413F-HRTimeline
IF Advisors, LLC6,096$1.5M1.22%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,082$1.5M0.06%-1313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC6,065$1.49M0.03%+8313F-HRTimelineGroup
Second Half Financial Partners, LLC6,055$1.49M0.66%-7,94513F-HRTimeline
Providence First Trust Co6,043$1.49M0.52%new13F-HRTimeline
Texas Capital Bank Wealth Management Se…6,020$1.48M0.09%+3,31413F-HRTimeline
RFG Advisory, LLC6,015$1.48M0.03%+32813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,004$1.48M0.1%-29213F-HR/ATimeline
MGO ONE SEVEN LLC5,997$1.48M0.03%+87513F-HRTimeline
Retirement Planning Group, LLC5,995$1.48M0.05%-9113F-HRTimeline
IPG Investment Advisors LLC5,984$1.47M0.26%-12413F-HRTimeline
Ellenbecker Investment Group5,979$1.47M0.21%+3213F-HRTimeline
Betterment LLC5,960$1.47M<0.01%+25613F-HRTimeline
Bernard Wealth Management Corp.5,926$1.46M0.59%-313F-HRTimeline
Petix & Botte Co5,920$1.46M0.33%-2913F-HRTimeline
Range Advisory, LLC5,912$1.46M0.38%13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC5,910$1.45M0.07%-96413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,909$1.45M<0.01%-7413F-HRTimelineGroup
Inscription Capital, LLC5,908$1.45M0.15%+3,59813F-HRTimeline
BG Investment Services, LLC5,888$1.45M1.29%-25713F-HRTimeline
TMB Capital Partners, LLC5,881$1.45M0.5%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,870$1.44M<0.01%+4,72513F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,848$1.44M1.2%013F-HRTimeline
Cambridge Financial Group, LLC5,905$1.44M0.5%+67913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5,826$1.43M0.14%-37013F-HRTimeline
Community Bank, N.A.5,806$1.43M0.17%-24313F-HRTimeline
LaSalle St. Investment Advisors, LLC5,782$1.42M0.23%-1813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,761$1.42M0.5%-3913F-HRTimeline
Hickory Point Bank & Trust5,761$1.42M1.03%+2513F-HRTimeline
Coordinated Financial Services, Inc.5,761$1.42M0.82%+9413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,743$1.41M+339Timeline
Objective Capital Management, LLC5,742$1.41M1.44%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,717$1.41M0.08%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,713$1.41M0.01%+16913F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC5,686$1.4M0.02%013F-HRTimelineGroup
Simplicity Wealth,LLC5,684$1.4M0.08%-11,13813F-HRTimeline
Smartleaf Asset Management LLC5,639$1.4M0.05%+3,91013F-HRTimeline
Polymer Capital Management (HK) LTD5,677$1.4M0.22%-1,26313F-HRTimeline
Gradient Capital Advisors, LLC5,664$1.39M0.36%-35013F-HRTimeline
Koshinski Asset Management, Inc.5,663$1.39M0.09%+69413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,659$1.39M0.08%+3,94113F-HRTimeline
Rise Advisors, LLC5,645$1.39M0.5%+2,97613F-HRTimeline
CAPITAL ADVISORS INC/OK5,626$1.39M0.02%+4,06513F-HRTimeline
Tortoise Investment Management, LLC5,612$1.38M0.12%013F-HRTimeline
Baltimore-Washington Financial Advisors…5,592$1.38M0.06%-14413F-HRTimeline
Collaborative Wealth Managment Inc.5,584$1.37M0.48%+3,81313F-HRTimeline
Aprio Wealth Management, LLC5,395$1.37M0.08%+31013F-HRTimeline
Bare Financial Services, Inc5,577$1.37M0.38%-52813F-HRTimeline
17 CAPITAL PARTNERS, LLC5,569$1.37M0.71%+27513F-HRTimeline
Florida Trust Wealth Management Co5,557$1.37M0.04%013F-HRTimeline
CM WEALTH ADVISORS LLC5,539$1.36M0.31%-1,64713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,517$1.36M0.09%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,512$1.36M0.04%+43613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP5,500$1.35M<0.01%-6,30013F-HRTimelineGroup
Bramshill Investments, LLC5,500$1.35M0.08%new13F-HRTimeline
DSG Capital Advisors, LLC5,099$1.35M0.21%new13F-HRTimeline
SOA Wealth Advisors, LLC.83,782$1.35M0.23%+17,55713F-HRTimeline
Summit Financial Strategies, Inc.5,492$1.35M0.11%+5113F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,456$1.34M0.11%-11613F-HRTimeline
Huntleigh Advisors, Inc.5,452$1.34M0.23%+9213F-HRTimeline
Nordwand Advisors, LLC5,451$1.34M0.23%013F-HRTimeline
Regal Investment Advisors LLC5,444$1.34M0.08%+47113F-HRTimeline
Advisors Capital Management, LLC5,426$1.34M0.02%+1,04713F-HRTimeline
Stephenson & Company, Inc.5,421$1.33M0.73%013F-HRTimeline
TRUST CO OF VERMONT5,392$1.33M0.06%+3,58013F-HRTimeline
Argentarii, LLC5,365$1.32M0.43%new13F-HRTimeline
ADVISORY RESEARCH INC5,364$1.32M0.17%new13F-HRTimeline
Ballast Rock Private Wealth LLC5,336$1.31M0.82%13F-HRTimeline
Permanent Capital Management, LP5,308$1.31M0.25%+56413F-HRTimeline
Stillwater Capital Advisors, LLC5,303$1.31M0.14%+1,09113F-HRTimeline
INTRUST BANK NA5,286$1.3M0.11%-2313F-HRTimeline
Lombard Odier Asset Management (USA) Co…5,285$1.3M0.53%-5,68213F-HRTimeline
MIdWestOne Financial Group, Inc.5,281$1.3M0.14%-47313F-HRTimeline
Aurelius Family Office LLC5,132$1.3M0.56%-5713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,261$1.3M0.66%+12513F-HRTimeline
EQ LLC5,260$1.29M0.37%013F-HRTimeline
Cannell & Spears LLC5,260$1.29M0.02%-5513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,255$1.29M0.01%+2,01113F-HRTimeline
Well Done, LLC5,247$1.29M0.19%+40113F-HRTimeline
Old North State Trust, LLC5,240$1.29M0.76%013F-HRTimeline
Weaver Consulting Group5,223$1.29M0.31%-4,49713F-HRTimeline
Neumann Capital Management, LLC5,208$1.28M0.37%013F-HRTimeline
Compass Ion Advisors, LLC5,204$1.28M0.12%-8613F-HRTimeline
Stonebridge Capital Advisors LLC5,197$1.28M0.09%+8013F-HRTimeline
Nicholas Investment Partners, LP5,122$1.26M0.09%-17,76213F-HRTimeline
Colorado Capital Management, Inc.5,108$1.26M0.47%-6113F-HRTimeline