IWM ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
WHITE PINE CAPITAL LLC	4,815	$961K	0.33%	-264	13F-HR Timeline
MCDONALD PARTNERS LLC	4,796	$960K	0.25%	+430	13F-HR Timeline
DHK Financial Advisors, Inc.	4,794	$956K	0.52%	+1	13F-HR Timeline
XPONANCE LLC	4,793	$956K	0.01%	+2,944	13F-HR Timeline
LOWERY THOMAS, LLC	4,778	$953K	0.65%	-40	13F-HR Timeline
SC&H Financial Advisors, Inc.	4,773	$952K	0.19%	+4	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	4,770	$952K	0.28%	+340	13F-HR Timeline
Mittelman Wealth Management	4,765	$951K	0.86%	+10	13F-HR Timeline
PHILADELPHIA TRUST CO	4,743	$946K	0.08%	0	13F-HR Timeline
Tandem Financial, LLC	4,734	$944K	1.03%	+95	13F-HR Timeline
Seros Financial, LLC	4,704	$938K	0.7%	+17	13F-HR Timeline
AtlasMark Financial, Inc	4,700	$938K	0.87%	0	13F-HR Timeline
Polymer Capital Management (HK) LTD	4,640	$926K	0.16%	0	13F-HR Timeline
Geneva Partners, LLC	4,633	$924K	0.48%	-876	13F-HR Timeline
Agate Pass Investment Management, LLC	4,629	$923K	0.4%	-1,581	13F-HR Timeline
First Heartland Consultants, Inc.	4,614	$920K	0.09%	-5,452	13F-HR Timeline
Core Wealth Advisors, Inc.	4,608	$919K	0.29%	-66	13F-HR Timeline
Empowered Funds, LLC	4,603	$918K	0.01%	-22,353	13F-HR Timeline
Aegis Wealth Management LLC	4,600	$918K	0.54%	0	13F-HR Timeline
Wealthfront Advisers LLC	4,600	$918K	<0.01%	-314	13F-HR Timeline
Wade Financial Advisory, Inc	4,598	$917K	0.31%	0	13F-HR Timeline
Next Capital Management LLC	4,594	$916K	0.44%	+79	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	4,580	$914K	0.13%	-63	13F-HR Timeline
Tranquility Partners, LLC	4,580	$914K	0.35%	+291	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	4,518	$901K	0.21%	+10	13F-HR Timeline
Sharkey, Howes & Javer	4,494	$896K	0.13%	-619	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	4,490	$896K	0.24%	0	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	4,472	$892K	0.12%	0	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	4,448	$887K	<0.01%	-792	13F-HR Timeline Group
Wealth Dimensions Group, Ltd.	4,440	$886K	0.21%	0	13F-HR Timeline
ALLSTATE CORPin group ALLSTATE CORP	4,421	$882K	0.03%	+2,183	13F-HR Timeline Group
Game Plan Financial Advisors, LLC	4,420	$882K	0.43%	-4,770	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	4,410	$879K	0.21%	+61	13F-HR Timeline
Bond & Devick Financial Network, Inc.	4,389	$876K	0.32%	-379	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	4,378	$873K	0.47%	0	13F-HR Timeline
Blue Sky Capital Consultants Group, Inc.	4,374	$873K	0.57%	0	13F-HR Timeline
VISTA FINANCE, LLC	4,368	$871K	0.76%	+1,634	13F-HR Timeline
Heritage Wealth Advisors	4,368	$871K	0.04%	-789	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	4,361	$870K	0.11%	+173	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	4,358	$869K	0.34%	-786	13F-HR Timeline
FSC Wealth Advisors, LLC	4,358	$869K	0.57%	+738	13F-HR Timeline
Watts Gwilliam & Co., LLC	4,357	$869K	0.19%	+2,073	13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	4,688	$867K	0.36%	+5	13F-HR Timeline
Morton Brown Family Wealth, LLC	4,346	$867K	0.29%	0	13F-HR Timeline
Cedar Mountain Advisors, LLC	4,344	$867K	0.19%	-494	13F-HR Timeline
L & S Advisors Inc	4,331	$864K	0.11%	+974	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	4,327	$863K	0.02%	+922	13F-HR Timeline Group
Broadview Financial Management, LLC	4,326	$863K	0.64%	-70	13F-HR Timeline
Allegheny Financial Group	4,322	$862K	0.22%	+965	13F-HR Timeline
Atlas Brown,Inc.	4,320	$862K	0.3%	-73	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	4,309	$860K	0.23%	-48	13F-HR Timeline
Pachira Investments Inc.	4,282	$858K	0.6%	+31	13F-HR Timeline
FreeGulliver LLC	4,299	$858K	0.43%	-3,236	13F-HR Timeline
Flagship Private Wealth, LLC	4,290	$856K	0.41%	-760	13F-HR Timeline
Verum Partners LLC	4,281	$854K	0.23%	+5	13F-HR Timeline
JSF Financial, LLC	4,269	$852K	0.22%	-181	13F-HR Timeline
Davis Investment Partners, LLC	4,565	$851K	0.38%	-1,667	13F-HR Timeline
Mattern Wealth Management LLC	4,252	$848K	0.19%	0	13F-HR Timeline
Narus Financial Partners, LLC	4,243	$846K	0.29%	-290	13F-HR Timeline
Global Financial Private Client, LLC	4,242	$846K	0.32%	-1,009	13F-HR Timeline
WORLD EQUITY GROUP, INC.	4,192	$841K	0.24%	-3,430	13F-HR Timeline
NBW CAPITAL LLC	4,212	$840K	0.19%	-1,573	13F-HR Timeline
Arcus Capital Partners, LLC	4,207	$839K	0.34%	-2,455	13F-HR Timeline
Koshinski Asset Management, Inc.	4,205	$839K	0.07%	+140	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	4,198	$837K	0.1%	+1,111	13F-HR Timeline Group
FDx Advisors, Inc.	4,195	$837K	0.27%	-134	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding	4,181	$834K		-266,155	Timeline ANGELES WEALTH MANAGEMENT, LLC: 4,181 (0.07%) 13F-HR Angeles Investment Advisors, LLC: sold out, -266,155 13F-HR
General Partner, Inc.	4,176	$833K	0.54%	0	13F-HR Timeline
HFG Advisors, Inc.	4,174	$833K	0.71%	-196	13F-HR Timeline
Tyler-Stone Wealth Management	4,173	$832K	0.15%	+1,083	13F-HR Timeline
Bank of New Hampshire	4,155	$829K	0.22%	-55	13F-HR Timeline
MARSHALL FINANCIAL GROUP INC /ADV	4,149	$828K	0.26%	+2	13F-HR Timeline
Van Cleef Asset Management,Inc	4,132	$824K	0.09%	-115	13F-HR Timeline
Heartwood Wealth Advisors LLC	4,131	$824K	0.09%	-4	13F-HR Timeline
Elgethun Capital Management	4,129	$824K	0.18%	0	13F-HR Timeline
SBI Securities Co., Ltd.	4,128	$823K	0.03%	-243	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	4,125	$823K	0.35%	-29	13F-HR Timeline
USA FINANCIAL FORMULAS	4,125	$823K	0.14%	-163	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	4,112	$820K	0.08%	-33	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	4,111	$820K	0.59%	-45	13F-HR Timeline
Sage Mountain Advisors LLC	4,087	$815K	0.06%	+35	13F-HR Timeline
MGO ONE SEVEN LLC	4,072	$812K	0.03%	-2,673	13F-HR Timeline
Rockbridge Investment Management, LCC	4,063	$811K	0.1%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	4,001	$798K	0.08%	0	13F-HR Timeline Group
MONTGOMERY INVESTMENT MANAGEMENT INC	4,000	$798K	0.32%	0	13F-HR Timeline
Caldwell Trust Co	4,000	$798K	0.09%	+115	13F-HR Timeline
Financial Advocates Investment Manageme…	3,996	$797K	0.06%	-53,345	13F-HR Timeline
First Interstate Bank	3,971	$792K	0.05%	+167	13F-HR Timeline
2UniFi Bank	3,676	$789K	0.51%	+194	13F-HR Timeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	3,570	$789K	0.53%	0	13F-HR Timeline
Global Assets Advisory, LLC	4,194	$788K	0.15%	+2,896	13F-HR Timeline
NORTHWEST WEALTH MANAGEMENT, LLC	3,949	$788K	0.16%	-22	13F-HR Timeline
VIAWEALTH, LLC	3,947	$787K	0.49%	-771	13F-HR Timeline
Private Capital Management, LLC	3,937	$785K	0.09%	+1,950	13F-HR Timeline
NCM Capital Management, LLC	3,920	$782K	0.35%	-240	13F-HR Timeline
Jackson Hole Capital Partners, LLC	3,918	$782K	0.16%	0	13F-HR Timeline
MidAtlantic Capital Management, Inc.	3,900	$778K	0.61%	+100	13F-HR Timeline
Perbak Capital Partners LLP	3,881	$774K	0.57%	-64,677	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	3,859	$770K	0.35%	+1	13F-HR Timeline
Investment Partners Asset Management, I…	3,851	$768K	0.6%	+402	13F-HR Timeline
American Financial Advisors, LLC	3,850	$768K	0.11%	-23	13F-HR Timeline
Uptown Financial Advisors LLC	3,832	$764K	0.79%	0	13F-HR Timeline
NorthCrest Asset Manangement, LLC	3,825	$763K	0.02%	-506	13F-HR Timeline
MRP Capital Investments, LLC	3,820	$762K	0.71%	+1,400	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	3,812	$760K	0.32%	-128	13F-HR Timeline
Fisher Asset Management, LLC	3,791	$756K	<0.01%	-176	13F-HR Timeline
Stillwater Capital Advisors, LLC	3,789	$756K	0.11%	+283	13F-HR Timeline
Alpine Global Management, LLC	3,787	$755K	0.21%	-34,861	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	3,777	$753K	0.09%	0	13F-HR Timeline
Navalign, LLC	3,775	$753K	0.21%	-168	13F-HR Timeline
LIBRA WEALTH LLC	3,775	$753K	0.28%	0	13F-HR Timeline
Prairie Wealth Advisors, Inc.	3,763	$751K	0.37%	+37	13F-HR Timeline
OFC FINANCIAL PLANNING, LLC	3,755	$749K	0.85%	-84	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	3,748	$748K	0.12%	-105	13F-HR Timeline
Evensky & Katz LLC	3,747	$747K	0.05%	+6	13F-HR Timeline
BridgePort Financial Solutions, LLC	3,744	$747K	0.34%	-111	13F-HR Timeline
SG Capital Management LLC	3,741	$746K	0.08%	new	13F-HR Timeline
VeraBank, N.A.	3,740	$746K	0.21%	-358	13F-HR Timeline
Blackston Financial Advisory Group, LLC	3,727	$743K	0.5%	-304	13F-HR/A Timeline
SMITH SHELLNUT WILSON LLC /ADV	3,718	$742K	0.34%	-441	13F-HR Timeline
Sachetta, LLC	3,696	$737K	0.3%	-118	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	3,681	$734K	0.05%	-42	13F-HR Timeline
Ironwood Financial, llc	3,676	$733K	0.16%	-183	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	3,671	$732K	0.06%	-640	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	3,664	$731K	0.15%	+252	13F-HR Timeline
KICKSTAND VENTURES, LLC.	3,651	$728K	0.19%	-360	13F-HR Timeline
Lutz Financial Services LLC	3,647	$728K	0.06%	-80	13F-HR Timeline
ALERUS FINANCIAL NA	3,645	$727K	0.06%	0	13F-HR Timeline
Savior LLC	3,644	$727K	4.37%	-323	13F-HR Timeline
Cassaday & Co Wealth Management LLC	3,632	$725K	0.02%	-25	13F-HR Timeline
Vawter Financial, Ltd.	3,632	$725K	0.41%	+474	13F-HR Timeline
COOPER/HAIMS ADVISORS, LLC	3,621	$722K	0.39%	0	13F-HR Timeline
Columbia Bank	3,619	$722K	0.25%	+172	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	3,618	$722K	0.03%	+578	13F-HR Timeline Group
Forum Financial Management, LPin group Forum Financial Management, LP	3,617	$721K	0.01%	-30	13F-HR Timeline Group
Thrive Wealth Management, LLC	3,616	$721K	0.14%	-453	13F-HR Timeline
Capital Investment Advisors, LLC	3,594	$717K	0.01%	-636	13F-HR Timeline
Windsor Capital Management, LLC	3,583	$715K	0.22%	+102	13F-HR Timeline
Millstone Evans Group, LLC	3,576	$713K	0.48%	+270	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	3,572	$713K	0.4%	-213	13F-HR Timeline
Bill Few Associates, Inc.	3,570	$712K	0.25%	-45	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	3,564	$711K	0.03%	0	13F-HR Timeline
Hunting Hill Global Capital, LLC	3,554	$709K	0.89%	-9,306	13F-HR Timeline
Bison Wealth, LLC	3,551	$708K	0.07%	+607	13F-HR Timeline
Accel Wealth Management	3,545	$707K	0.26%	+92	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	3,545	$707K	0.19%	+111	13F-HR Timeline
Autumn Glory Partners, LLC	3,545	$707K	0.35%	0	13F-HR Timeline
Canopy Partners, LLC	3,544	$707K	0.28%	-1,380	13F-HR Timeline
Atlas Private Wealth Advisors	3,541	$706K	0.1%	-129	13F-HR Timeline
Francis Financial, Inc.	3,536	$705K	0.17%	-58	13F-HR Timeline
First County Bank /CT/	3,530	$704K	0.39%	-46	13F-HR Timeline
MIRABELLA FINANCIAL SERVICES LLP	3,500	$702K	0.03%	-2,700	13F-HR/A Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	3,482	$695K	0.12%	+220	13F-HR Timeline
Orin Green Financial, LLC	3,784	$691K	0.33%	new	13F-HR Timeline
INSIGHT 2811, INC.	3,466	$691K	0.35%	+209	13F-HR Timeline
Pure Financial Advisors, LLC	3,465	$691K	0.01%	-251	13F-HR Timeline
Missouri Trust & Investment Co	3,462	$691K	0.24%	-144	13F-HR Timeline
FIRST AMERICAN BANK	3,459	$690K	0.05%	+40	13F-HR Timeline
CIM INVESTMENT MANAGEMENT INC	3,278	$690K	0.16%	+1,608	13F-HR Timeline
Formidable Asset Management, LLC	3,457	$690K	0.12%	+102	13F-HR Timeline
First Nebraska Trust Co	3,448	$688K	0.07%	+13	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	3,445	$687K	0.07%	+1	13F-HR Timeline Group
Schrum Private Wealth Management LLC	3,441	$687K	0.6%	-407	13F-HR Timeline
Sentry LLC	3,441	$686K	0.13%	-144	13F-HR Timeline
Logan Stone Capital, LLC	3,431	$684K	0.32%	-5,734	13F-HR Timeline
Johnson & White Wealth Management, LLC	3,430	$684K	0.38%	+43	13F-HR Timeline
Fort Sheridan Advisors LLC	3,412	$681K	0.1%	-8	13F-HR Timeline
CVFG LLC	3,407	$680K	0.62%	-290	13F-HR Timeline
BigSur Wealth Management LLC	3,400	$678K	0.18%	0	13F-HR Timeline
NWK Group, Inc.	3,400	$678K	0.31%	+196	13F-HR Timeline
Elyxium Wealth, LLC	3,395	$677K	0.3%	-161	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	3,552	$676K	0.01%	0	13F-HR Timeline
Benchmark Investment Advisors LLC	3,383	$675K	0.44%	-1,505	13F-HR Timeline
Investors Research Corp	3,378	$674K	0.15%	+58	13F-HR Timeline
Linscomb Wealth, Inc.	3,378	$674K	0.03%	-3	13F-HR Timeline
Rialto Wealth Management, LLC	3,375	$673K	0.21%	-22	13F-HR Timeline
Hennion & Walsh Asset Management, Inc.	3,370	$672K	0.03%	0	13F-HR Timeline
CRA Financial Services, LLC	3,351	$668K	0.11%	+61	13F-HR Timeline
Alpha Advisors, LLC/VA	3,347	$668K	0.58%	+114	13F-HR Timeline
Occidental Asset Management, LLC	3,345	$667K	0.1%	0	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	3,338	$666K	0.05%	-51	13F-HR Timeline
Procyon Advisors, LLC	3,335	$665K	0.04%	+28	13F-HR Timeline
Invesco Ltd.in group Invesco Ltd.	3,328	$664K	<0.01%	-6,953	13F-HR Timeline Group
QRG CAPITAL MANAGEMENT, INC.	3,320	$662K	0.01%	-3,950	13F-HR Timeline
Tanager Wealth Management LLP	3,309	$660K	0.09%	+2,055	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	3,306	$660K	0.21%	+310	13F-HR Timeline
Stanich Group LLC	3,304	$659K	0.49%	-49	13F-HR Timeline
Guardian Financial Partners, LLC	3,300	$658K	0.31%	new	13F-HR Timeline
SEVEN MILE ADVISORY	3,300	$658K	0.44%	0	13F-HR Timeline
Advisors Capital Management, LLC	3,297	$658K	0.01%	-1,169	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	3,285	$655K	0.03%	-1,382	13F-HR Timeline
High Probability Advisors, LLC	3,275	$653K	0.11%	0	13F-HR Timeline
JDM Financial Group LLC	3,268	$652K	0.33%	+13	13F-HR Timeline
Heritage Trust Co	3,262	$651K	0.08%	0	13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	3,259	$650K	0.55%	0	13F-HR Timeline
Rothschild Wealth LLC	3,254	$649K	0.18%	-12	13F-HR Timeline
Baron Wealth Management LLC	3,254	$649K	0.29%	+6	13F-HR Timeline
American Investment Services, Inc.	3,249	$648K	0.11%	-11	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	3,241	$646K	0.04%	-2,396	13F-HR Timeline Group
ACUTE INVESTMENT ADVISORY, LLC	3,238	$646K	3.25%	-13,063	13F-HR Timeline