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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
SIGNATUREFD, LLC5,578$1.23M0.02%+28213F-HRTimeline
Delta Investment Management, LLC5,568$1.23M0.24%-3,86913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,558$1.23M+31Timeline
EFG Private Wealth Management (Americas…5,543$1.22M0.24%+813F-HRTimeline
Stonebridge Capital Advisors LLC5,536$1.22M0.1%+3913F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,535$1.22M0.1%-513F-HRTimeline
CM WEALTH ADVISORS LLC5,531$1.22M0.4%+4513F-HRTimeline
Huntleigh Advisors, Inc.5,528$1.22M0.26%13F-HRTimeline
Summit Financial Strategies, Inc.5,526$1.22M0.13%-1613F-HRTimeline
CAPE ANN SAVINGS BANK5,514$1.22M0.72%-10613F-HRTimeline
Geneva Partners, LLC5,509$1.22M0.49%-14013F-HRTimeline
Charter Oak Capital Management, LLC5,468$1.21M0.11%-28113F-HRTimeline
MainStreet Investment Advisors LLC5,454$1.21M0.17%-3013F-HRTimeline
Powell Investment Advisors, LLC5,454$1.21M0.56%+613F-HRTimeline
Compass Ion Advisors, LLC5,445$1.2M0.14%+613F-HRTimeline
1858 WEALTH MANAGEMENT, LLC5,431$1.2M0.95%+1,32013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC5,427$1.2M0.66%+8613F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co5,400$1.19M0.08%-76,32013F-HRTimelineGroup
SageView Advisory Group, LLC5,391$1.19M0.05%+3,62613F-HRTimeline
Stephenson & Company, Inc.5,376$1.19M0.8%013F-HRTimeline
Strategic Advisors LLC5,359$1.18M0.21%+21613F-HRTimeline
EASTERN BANK5,356$1.18M0.02%-16413F-HRTimeline
Ascent Capital Management, LLC5,332$1.18M1.2%13F-HRTimeline
BRADY FAMILY WEALTH, LLC5,330$1.18M0.36%+17313F-HRTimeline
NINE MASTS CAPITAL Ltd5,300$1.17M0.22%-12,92513F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,289$1.17M0.11%+613F-HRTimeline
Evanson Asset Management, LLC5,285$1.17M0.08%+37413F-HRTimeline
Global Financial Private Client, LLC5,251$1.16M0.44%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,247$1.16M0.22%-3713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp5,240$1.16M<0.01%+113F-HRTimelineGroup
LCNB CORP5,238$1.16M0.42%+6213F-HRTimeline
RWA WEALTH PARTNERS, LLC5,237$1.16M0.01%-16213F-HRTimeline
Pitti Group Wealth Management, LLC5,228$1.16M1.17%-2,96713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,226$1.15M1.2%13F-HRTimeline
Private Portfolio Partners LLC5,225$1.15M0.21%+113F-HRTimeline
Neumann Capital Management, LLC5,208$1.15M0.38%013F-HRTimeline
Olympiad Research LP5,176$1.14M1.19%-6,32013F-HRTimeline
Heritage Wealth Advisors5,157$1.14M0.06%-3513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,144$1.14M0.42%+913F-HRTimeline
Fragasso Financial Advisors Inc5,142$1.14M0.09%+613F-HRTimeline
Colorado Capital Management, Inc.5,140$1.14M0.55%-27213F-HRTimeline
Breakwater Capital Group5,134$1.13M0.23%+38413F-HRTimeline
Sightline Wealth Advisors, LLC5,130$1.13M0.61%+1313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,124$1.13M0.13%+56113F-HRTimeline
Sharkey, Howes & Javer5,113$1.13M0.16%+36713F-HRTimeline
WHITE PINE CAPITAL LLC5,079$1.12M0.38%+9913F-HRTimeline
Caitlin John, LLC5,066$1.12M0.76%+1,60513F-HRTimeline
Whitegate Investment Counselors, Inc.5,049$1.12M0.38%+513F-HRTimeline
Flagship Private Wealth, LLC5,050$1.12M0.54%+1,92613F-HRTimeline
Mechanics Bank Trust Department5,042$1.11M0.15%-11913F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC5,020$1.11M0.02%-2,90013F-HRTimelineGroup
Horan Securities, Inc.5,011$1.11M0.42%+1613F-HRTimeline
Moody Aldrich Partners LLC5,006$1.11M0.2%new13F-HRTimeline
Galilei Investment Office LLP5,000$1.1M0.56%13F-HRTimeline
Nvest Financial, LLC4,987$1.1M0.56%+19813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,980$1.1M0.1%+26513F-HRTimeline
Savvy Advisors, Inc.4,980$1.1M0.13%+5513F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,975$1.1M0.44%+36413F-HRTimeline
CENTRAL TRUST Co4,966$1.1M0.03%+37813F-HRTimeline
Washington Trust Bank4,966$1.1M0.11%+13813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Madrona Financial Services, LLC4,959$1.1M0.3%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,956$1.1M0.07%-23213F-HRTimeline
17 CAPITAL PARTNERS, LLC4,927$1.09M0.69%+7813F-HRTimeline
Canopy Partners, LLC4,924$1.09M0.42%-57713F-HRTimeline
Bragg Financial Advisors, Inc4,922$1.09M0.04%013F-HRTimeline
Well Done, LLC4,919$1.09M0.2%013F-HRTimeline
Wealthfront Advisers LLC4,914$1.09M<0.01%+1,88113F-HR/ATimeline
CWC Advisors, LLC.4,903$1.08M1.08%-6813F-HRTimeline
Samalin Investment Counsel, LLC4,895$1.08M0.46%+2,59813F-HRTimeline
HCR Wealth Advisors4,889$1.08M0.14%+9013F-HRTimeline
Benchmark Investment Advisors LLC4,888$1.08M0.7%+2,88813F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,887$1.08M0.98%+1513F-HRTimeline
Keeley-Teton Advisors, LLC4,874$1.08M0.12%+18913F-HRTimeline
Fairway Wealth LLC4,869$1.08M0.48%-19513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,683$1.07M0.4%-23413F-HRTimeline
Zions Bancorporation, N.A.4,848$1.07M0.07%013F-HRTimeline
PARTHENON LLC4,847$1.07M0.13%013F-HRTimeline
SOA Wealth Advisors, LLC.4,841$1.07M0.2%+55213F-HR/ATimeline
Cedar Mountain Advisors, LLC4,838$1.07M0.23%-19313F-HRTimeline
St. Clair Advisors, LLC4,834$1.07M0.31%+2,78213F-HRTimeline
LOWERY THOMAS, LLC4,818$1.06M0.69%+1413F-HRTimeline
DHK Financial Advisors, Inc.4,793$1.06M0.64%-913F-HRTimeline
FAIRFIELD, BUSH & CO.4,790$1.06M0.62%+1,58013F-HRTimeline
BIRINYI ASSOCIATES INC4,772$1.05M0.29%-41613F-HRTimeline
SC&H Financial Advisors, Inc.4,769$1.05M0.22%+413F-HRTimeline
Bond & Devick Financial Network, Inc.4,768$1.05M0.45%013F-HRTimeline
Mittelman Wealth Management4,755$1.05M0.98%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,747$1.05M0.13%-1,02513F-HRTimelineGroup
PHILADELPHIA TRUST CO4,743$1.05M0.08%-1313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,724$1.04M0.12%+91213F-HRTimeline
WealthShield Partners, LLC4,718$1.04M0.15%-2,11913F-HRTimeline
VIAWEALTH, LLC4,718$1.04M0.63%013F-HRTimeline
AtlasMark Financial, Inc4,700$1.04M0.95%013F-HRTimeline
Madrid Financial Services4,683$1.03M0.82%13F-HRTimeline
Core Wealth Advisors, Inc.4,674$1.03M0.34%+3613F-HRTimeline
Key Financial Inc4,667$1.03M0.23%+7613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC4,667$1.03M0.04%+10013F-HRTimeline
GSA CAPITAL PARTNERS LLP4,667$1.03M0.08%+1,01513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,643$1.03M0.15%-14413F-HRTimeline
Polymer Capital Management (HK) LTD4,640$1.03M0.18%-4,80013F-HRTimeline
Tandem Financial, LLC4,639$1.03M1.09%13F-HRTimeline
Aegis Wealth Management LLC4,600$1.02M0.69%13F-HRTimeline
Wade Financial Advisory, Inc4,598$1.02M0.34%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors4,598$1.02M0.55%13F-HRTimelineGroup
Hickory Point Bank & Trust4,578$1.01M0.9%13F-HRTimeline
Narus Financial Partners, LLC4,533$1M0.34%-83013F-HRTimeline
Next Capital Management LLC4,515$998K0.41%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,508$996K0.23%+46113F-HRTimeline
Black Swift Group, LLC4,500$994K0.21%-15,67013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,490$992K0.26%+11013F-HR/ATimeline
MONOGRAPH WEALTH ADVISORS, LLC4,472$988K0.13%013F-HRTimeline
Advisors Capital Management, LLC4,466$987K0.02%+1,24313F-HRTimeline
JSF Financial, LLC4,450$983K0.26%-3613F-HRTimeline
Wealth Dimensions Group, Ltd.4,440$981K0.24%+1,06613F-HRTimeline
Gen-Wealth Partners Inc4,433$980K0.42%+12413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,430$979K0.29%+52513F-HRTimeline
BBR PARTNERS, LLC4,425$978K0.07%-2,02213F-HRTimeline
Broadview Financial Management, LLC4,396$971K0.69%+6413F-HRTimeline
Atlas Brown,Inc.4,393$971K0.33%-2713F-HRTimeline
Freedom Investment Management, Inc.4,386$969K0.08%+30813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,378$967K0.47%+113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.4,374$966K0.58%13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,372$966K0.57%13F-HRTimeline
SBI Securities Co., Ltd.4,371$966K0.03%13F-HRTimeline
HFG Advisors, Inc.4,370$966K0.84%+17013F-HRTimeline
MCDONALD PARTNERS LLC4,366$965K0.25%-48913F-HRTimeline
STAR Financial Bank4,360$963K0.69%-3,11913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,357$963K0.26%013F-HRTimeline
Sugarloaf Wealth Management, LLC4,355$962K0.18%-1113F-HRTimeline
Tranquility Partners, LLC4,289$961K0.36%-4613F-HRTimeline
LaSalle St. Investment Advisors, LLC4,349$961K0.3%+42113F-HRTimeline
Morton Brown Family Wealth, LLC4,346$960K0.33%-36013F-HRTimeline
Headland Capital, LLC4,337$958K0.33%13F-HRTimeline
FDx Advisors, Inc.4,329$957K0.28%+69013F-HRTimeline
NorthCrest Asset Manangement, LLC4,331$957K0.03%+27113F-HR/ATimeline
CFO4Life Group, LLC4,314$953K0.17%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,311$953K0.07%+25813F-HRTimeline
Seros Financial, LLC4,687$951K0.86%13F-HRTimeline
USA FINANCIAL FORMULAS4,288$947K0.15%-24313F-HRTimeline
Verum Partners LLC4,276$945K0.27%-113F-HRTimeline
Mattern Wealth Management LLC4,252$940K0.21%-2513F-HRTimeline
Van Cleef Asset Management,Inc4,247$938K0.1%013F-HRTimeline
Pachira Investments Inc.4,251$938K0.57%new13F-HRTimeline
Capital Investment Advisors, LLC4,230$935K0.02%-7813F-HRTimeline
Bank of New Hampshire4,210$930K0.24%-1513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,188$925K0.13%new13F-HRTimeline
General Partner, Inc.4,176$923K0.56%013F-HRTimeline
NCM Capital Management, LLC4,160$919K0.41%013F-HRTimeline
Breed's Hill Capital LLC4,160$919K0.48%-4613F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV4,159$919K0.41%-713F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC4,156$918K0.65%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,154$918K0.39%-313F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV4,147$916K0.28%-18913F-HRTimeline
Sheaff Brock Investment Advisors, LLC4,145$916K0.08%+45213F-HRTimeline
Heartwood Wealth Advisors LLC4,135$914K0.1%013F-HRTimeline
Elgethun Capital Management4,129$912K0.22%013F-HRTimeline
VeraBank, N.A.4,098$905K0.26%-18813F-HRTimeline
Thrive Wealth Management, LLC4,069$899K0.16%+84213F-HRTimeline
Koshinski Asset Management, Inc.4,065$898K0.08%-22613F-HRTimeline
Rockbridge Investment Management, LCC4,063$898K0.12%+65513F-HRTimeline
Sage Mountain Advisors LLC4,052$895K0.07%-3413F-HRTimeline
Blackston Financial Advisory Group, LLC4,031$891K0.44%-12113F-HRTimeline
KICKSTAND VENTURES, LLC.4,011$886K0.23%+36813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,001$884K0.08%+3413F-HRTimelineGroup
CSS LLC/IL4,000$884K0.05%new13F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,000$884K0.35%013F-HRTimeline
Glaxis Capital Management, LLC4,000$884K2.45%new13F-HRTimeline
HTLF Bank3,992$882K0.1%+10913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,971$877K0.19%013F-HRTimeline
Fisher Asset Management, LLC3,967$877K<0.01%+58513F-HRTimeline
Savior LLC3,967$877K5.02%-713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC3,945$872K0.67%+1,40713F-HRTimeline
Navalign, LLC3,943$871K0.26%-9113F-HRTimeline
INVESTMENT PARTNERS, LTD.3,940$871K0.36%013F-HRTimeline
Activest Wealth Management3,933$869K0.24%-1,38213F-HRTimeline
Jackson Hole Capital Partners, LLC3,918$866K0.17%013F-HRTimeline
AlphaMark Advisors, LLC3,910$864K0.37%+3,33913F-HRTimeline
Caldwell Trust Co3,885$858K0.09%-81513F-HRTimeline
American Financial Advisors, LLC3,873$856K0.12%-1,03013F-HRTimeline
Palisades Hudson Asset Management, L.P.3,858$853K0.36%-5013F-HRTimeline
Ironwood Financial, llc3,859$853K0.18%-16613F-HRTimeline
GAMMA Investing LLC3,853$851K0.07%+1,09113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,853$851K0.14%-73413F-HRTimeline
Schrum Private Wealth Management LLC3,848$850K0.72%new13F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,839$848K0.89%13F-HRTimeline
Uptown Financial Advisors LLC3,832$847K0.91%13F-HRTimeline
Americana Partners, LLC3,815$843K0.03%-10,41013F-HRTimeline
Sachetta, LLC3,814$843K0.33%+113F-HRTimeline
First Interstate Bank3,804$841K0.05%-49613F-HRTimeline
MidAtlantic Capital Management, Inc.3,800$840K0.62%013F-HRTimeline
Simplicity Wealth,LLC3,800$840K0.18%-2,43513F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC3,792$838K0.11%-5,56513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,785$836K0.45%-44513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,777$835K0.1%013F-HRTimeline
LIBRA WEALTH LLC3,775$834K0.32%013F-HRTimeline
Topsail Wealth Management, LLC3,775$834K0.18%13F-HRTimeline
Monterey Private Wealth, Inc.3,757$830K0.27%+13513F-HRTimeline
Evensky & Katz LLC3,741$827K0.05%+813F-HRTimeline
Lutz Financial Services LLC3,727$824K0.07%+11413F-HRTimeline
Prairie Wealth Advisors, Inc.3,726$823K0.4%+21213F-HRTimeline