IWM ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Bison Wealth, LLC	4,322	$958K	0.08%	+771	13F-HR Timeline
L & S Advisors Inc	4,417	$953K	0.09%	+86	13F-HR Timeline
Next Capital Management LLC	4,417	$953K	0.35%	-177	13F-HR Timeline
Prairie Wealth Advisors, Inc.	4,410	$952K	0.41%	+647	13F-HR Timeline
VeraBank, N.A.	4,406	$951K	0.19%	+666	13F-HR Timeline
Fermata Advisors, LLC	4,399	$949K	0.25%	-1,022	13F-HR Timeline
FDx Advisors, Inc.	4,399	$949K	0.29%	+204	13F-HR Timeline
Well Done, LLC	4,398	$949K	0.18%	-515	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	4,397	$949K	<0.01%	-51	13F-HR Timeline Group
Davis Investment Partners, LLC	4,352	$948K	0.34%	-213	13F-HR Timeline
JSF Financial, LLC	4,369	$943K	0.22%	+100	13F-HR Timeline
Heritage Wealth Advisors	4,361	$941K	0.04%	-7	13F-HR Timeline
Mechanics Bank Trust Department	4,355	$940K	0.13%	-587	13F-HR Timeline
Black Swift Group, LLC	4,350	$939K	0.19%	new	13F-HR Timeline
Morton Brown Family Wealth, LLC	4,346	$938K	0.29%	0	13F-HR Timeline
Advisors Capital Management, LLC	4,340	$937K	0.01%	+1,043	13F-HR Timeline
Atlas Brown,Inc.	4,321	$932K	0.3%	+1	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	4,309	$930K	0.24%	0	13F-HR Timeline
Wealthfront Advisers LLC	4,303	$929K	<0.01%	-297	13F-HR Timeline
Realta Investment Advisors	4,301	$928K	0.37%	-816	13F-HR Timeline
Verum Partners LLC	4,289	$926K	0.21%	+8	13F-HR Timeline
Live Oak Private Wealth LLC	4,289	$926K	0.14%	+1,333	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	4,283	$924K	0.47%	-95	13F-HR Timeline
Pachira Investments Inc.	4,282	$924K	0.7%	0	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	4,278	$923K	0.03%	-828	13F-HR Timeline
Broadview Financial Management, LLC	4,267	$921K	0.63%	-59	13F-HR Timeline
Blue Sky Capital Consultants Group, Inc.	4,264	$920K	0.47%	-110	13F-HR Timeline
FreeGulliver LLC	4,262	$920K	0.42%	-37	13F-HR Timeline
Aegis Wealth Management LLC	4,600	$918K	0.55%	0	13F-HR Timeline
Mattern Wealth Management LLC	4,252	$918K	0.19%	0	13F-HR Timeline
BridgePort Financial Solutions, LLC	4,246	$916K	0.3%	+502	13F-HR Timeline
Bond & Devick Financial Network, Inc.	4,237	$914K	0.3%	-152	13F-HR Timeline
Arcus Capital Partners, LLC	4,234	$914K	0.4%	+27	13F-HR Timeline
2UniFi Bank	4,229	$913K	0.52%	+553	13F-HR Timeline
Heck Capital Advisors, LLC	4,213	$909K	0.08%	-57,529	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	4,209	$908K	0.14%	-2,059	13F-HR Timeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4,206	$908K	0.04%	+2,112	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	4,188	$904K	0.04%	+947	13F-HR Timeline Group
Freedom Investment Management, Inc.	4,179	$902K	0.07%	+955	13F-HR Timeline
Cedar Wealth Management, LLC	4,178	$902K	0.31%	+2,946	13F-HR Timeline
General Partner, Inc.	4,176	$901K	0.53%	0	13F-HR Timeline
Cedar Mountain Advisors, LLC	4,174	$901K	0.19%	-170	13F-HR Timeline
Tyler-Stone Wealth Management	4,171	$900K	0.14%	-2	13F-HR Timeline
Bank of New Hampshire	4,155	$897K	0.22%	0	13F-HR Timeline
HFG Advisors, Inc.	4,154	$896K	0.71%	-20	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	4,148	$895K	0.05%	-5,095	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	4,141	$894K	0.58%	+30	13F-HR Timeline
Heartwood Wealth Advisors LLC	4,131	$891K	0.09%	0	13F-HR Timeline
Elgethun Capital Management	4,129	$891K	0.18%	0	13F-HR Timeline
Savior LLC	4,128	$891K	4.83%	+484	13F-HR Timeline
MARSHALL FINANCIAL GROUP INC /ADV	4,126	$890K	0.27%	-23	13F-HR Timeline
VISTA FINANCE, LLC	4,111	$887K	0.77%	-257	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	4,101	$885K	0.13%	-260	13F-HR Timeline
DKM Wealth Management, Inc.	4,078	$880K	0.76%	-4,095	13F-HR Timeline
CVFG LLC	4,076	$879K	0.7%	+669	13F-HR Timeline
Rockbridge Investment Management, LCC	4,063	$877K	0.09%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	4,051	$875K	0.11%	+569	13F-HR Timeline
VIAWEALTH, LLC	4,047	$873K	0.52%	+100	13F-HR Timeline
Sprinkle Financial Consultants LLC	4,041	$872K	0.53%	+2,190	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	4,028	$869K	0.18%	-1,957	13F-HR Timeline
CacheTech Inc.	4,024	$868K	0.16%	+910	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	4,023	$868K	0.31%	-335	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	4,015	$866K	0.11%	-457	13F-HR Timeline
Carlson Capital, L.P.	4,000	$863K	0.49%	new	13F-HR Timeline
MONTGOMERY INVESTMENT MANAGEMENT INC	4,000	$863K	0.33%	0	13F-HR Timeline
CSM Advisors, LLC	4,000	$863K	0.03%	-8,800	13F-HR Timeline
SIGNATUREFD, LLC	3,979	$859K	0.01%	-1,329	13F-HR Timeline
Sage Mountain Advisors LLC	3,964	$855K	0.06%	-123	13F-HR Timeline
NORTHWEST WEALTH MANAGEMENT, LLC	3,949	$852K	0.15%	0	13F-HR Timeline
SBI Securities Co., Ltd.	3,938	$850K	0.02%	-190	13F-HR Timeline
Jackson Hole Capital Partners, LLC	3,918	$845K	0.16%	0	13F-HR Timeline
Bienville Capital Management, LLC	3,916	$845K	0.17%	-3,251	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	3,900	$842K	0.02%	-427	13F-HR Timeline Group
MidAtlantic Capital Management, Inc.	3,900	$842K	0.6%	0	13F-HR Timeline
New England Professional Planning Group…	3,894	$840K	0.38%	+1,784	13F-HR Timeline
Flagship Private Wealth, LLC	3,890	$839K	0.36%	-400	13F-HR/A Timeline
BRIAN LOW FINANCIAL GROUP, LLC	3,887	$839K	0.79%		13F-HR Timeline
Financial Perspectives, Inc	3,884	$838K	0.25%	+703	13F-HR Timeline
Orin Green Financial, LLC	3,876	$836K	0.35%	+92	13F-HR Timeline
First Interstate Bank	3,871	$835K	0.05%	-100	13F-HR Timeline
Narus Financial Partners, LLC	3,868	$835K	0.26%	-375	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	3,860	$833K	0.33%	+1	13F-HR Timeline
American Financial Advisors, LLC	3,848	$830K	0.12%	-2	13F-HR Timeline
Uptown Financial Advisors LLC	3,842	$829K	0.77%	+10	13F-HR Timeline
Cassaday & Co Wealth Management LLC	3,833	$827K	0.02%	+201	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	3,820	$824K	0.22%	-950	13F-HR Timeline
Aspect Partners, LLC	3,820	$824K	0.41%	+1,472	13F-HR Timeline
Prossimo Advisors, LLC	3,798	$820K	0.66%	new	13F-HR Timeline
Navalign, LLC	3,778	$815K	0.22%	+3	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	3,777	$815K	0.09%	0	13F-HR Timeline
LIBRA WEALTH LLC	3,775	$815K	0.27%	0	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	3,756	$810K	<0.01%	+1,247	13F-HR Timeline Group
OFC FINANCIAL PLANNING, LLC	3,755	$810K	0.86%	0	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	3,743	$808K	0.13%	+593	13F-HR Timeline
Stillwater Capital Advisors, LLC	3,741	$807K	0.1%	-48	13F-HR Timeline
Atlas Private Wealth Advisors	3,717	$802K	0.1%	+176	13F-HR Timeline
GAMMA Investing LLC	3,718	$802K	0.05%	-1,288	13F-HR Timeline
Granite Bay Wealth Management, LLC	3,714	$801K	0.26%	-2,286	13F-HR Timeline
NorthCrest Asset Manangement, LLC	3,587	$800K	0.02%	-238	13F-HR Timeline
Investment Partners Asset Management, I…	3,704	$799K	0.56%	-147	13F-HR Timeline
360 Financial, Inc.	3,701	$799K	0.25%	+747	13F-HR Timeline
Acuitas Investments, LLC	3,700	$798K	0.64%	new	13F-HR Timeline
Sachetta, LLC	3,697	$798K	0.32%	+1	13F-HR Timeline
Watts Gwilliam & Co., LLC	3,245	$795K	0.13%	-1,112	13F-HR Timeline
WORLD EQUITY GROUP, INC.	3,669	$792K	0.22%	-523	13F-HR Timeline
Evensky & Katz LLC	3,660	$790K	0.05%	-87	13F-HR Timeline
ALERUS FINANCIAL NA	3,655	$789K	0.06%	+10	13F-HR Timeline
Columbia Bank	3,561	$788K	0.24%	-58	13F-HR Timeline
Lutz Financial Services LLC	3,647	$787K	0.06%	0	13F-HR Timeline
Lakeshore Capital Group, Inc.	3,644	$786K	0.7%	-1,261	13F-HR Timeline
Fiduciary Alliance LLC	3,628	$783K	0.06%	+1,252	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	3,628	$783K	0.01%	+11	13F-HR Timeline Group
COOPER/HAIMS ADVISORS, LLC	3,622	$782K	0.38%	+1	13F-HR Timeline
Thrive Wealth Management, LLC	3,618	$781K	0.13%	+2	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	3,605	$778K	0.05%	-76	13F-HR Timeline
First International Bank of Israel Ltd.in group First International Bank of I…	3,589	$777K	0.46%		13F-HR Timeline Group
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	3,589	$774K	0.01%	-2,800	13F-HR Timeline Group
Thomasville National Bank	3,577	$772K	0.05%	+730	13F-HR Timeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	3,570	$770K	0.5%	0	13F-HR Timeline
Bill Few Associates, Inc.	3,570	$770K	0.22%	0	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	3,564	$769K	0.02%	0	13F-HR Timeline
NWK Group, Inc.	3,558	$768K	0.27%	+158	13F-HR Timeline
Autumn Glory Partners, LLC	3,545	$765K	0.36%	0	13F-HR Timeline
Accel Wealth Management	3,541	$764K	0.26%	-4	13F-HR Timeline
Francis Financial, Inc.	3,536	$763K	0.18%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	3,523	$760K	0.19%	-22	13F-HR Timeline
Johnson & White Wealth Management, LLC	3,504	$756K	0.38%	+74	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	3,485	$752K	0.14%	-179	13F-HR Timeline
Windsor Capital Management, LLC	3,476	$750K	0.22%	-107	13F-HR Timeline
Canopy Partners, LLC	3,466	$748K	0.27%	-78	13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	3,463	$747K	0.61%	+204	13F-HR Timeline
Missouri Trust & Investment Co	3,462	$747K	0.24%	0	13F-HR Timeline
FIRST AMERICAN BANK	3,459	$746K	0.05%	0	13F-HR Timeline
Sentry LLC	3,442	$743K	0.15%	+1	13F-HR Timeline
Schrum Private Wealth Management LLC	3,441	$743K	0.6%	0	13F-HR Timeline
Goldstein Advisors, LLC	3,431	$740K	0.1%	+476	13F-HR Timeline
INSIGHT 2811, INC.	3,430	$740K	0.35%	-36	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	3,426	$739K	0.28%	-386	13F-HR Timeline
McAdam, LLC	3,418	$738K	0.04%	+1,803	13F-HR Timeline
Noble Family Wealth, LLC	3,409	$736K	0.18%	+1,295	13F-HR Timeline
Breakwater Capital Group	3,406	$735K	0.12%	-2,059	13F-HR Timeline
BigSur Wealth Management LLC	3,400	$734K	0.19%	0	13F-HR Timeline
Ironwood Financial, llc	3,676	$733K	0.16%	0	13F-HR Timeline
Occidental Asset Management, LLC	3,396	$733K	0.1%	+51	13F-HR Timeline
Investors Research Corp	3,378	$729K	0.14%	0	13F-HR Timeline
First County Bank /CT/	3,376	$729K	0.39%	-154	13F-HR Timeline
Hennion & Walsh Asset Management, Inc.	3,371	$727K	0.03%	+1	13F-HR Timeline
MRP Capital Investments, LLC	3,370	$727K	0.5%	-450	13F-HR Timeline
Rothschild Wealth LLC	3,358	$725K	0.18%	+104	13F-HR Timeline
Alpha Advisors, LLC/VA	3,348	$723K	0.62%	+1	13F-HR Timeline
CRA Financial Services, LLC	3,347	$722K	0.11%	-4	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	3,342	$721K	0.03%	+551	13F-HR Timeline
Rialto Wealth Management, LLC	3,335	$720K	0.2%	-40	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	3,335	$720K	0.36%	-237	13F-HR Timeline
Van Cleef Asset Management,Inc	3,332	$719K	0.08%	-800	13F-HR Timeline
DEARBORN PARTNERS LLC	3,329	$718K	0.03%	+1,000	13F-HR Timeline
Agate Pass Investment Management, LLC	3,329	$718K	0.29%	-1,300	13F-HR Timeline
FSM Wealth Advisors, LLC	3,268	$718K	0.12%	+468	13F-HR Timeline
Allegheny Financial Group	3,326	$718K	0.16%	-996	13F-HR Timeline
Facet Wealth, Inc.	3,263	$716K	0.02%	+1,404	13F-HR Timeline
Fisher Asset Management, LLC	3,317	$716K	<0.01%	-474	13F-HR Timeline
Guardian Financial Partners, LLC	3,309	$714K	0.32%	+9	13F-HR Timeline
Nordwand Advisors, LLC	3,308	$714K	0.11%	new	13F-HR Timeline
Millstone Evans Group, LLC	3,306	$713K	0.49%	-270	13F-HR Timeline
SEVEN MILE ADVISORY	3,300	$712K	0.43%	0	13F-HR Timeline
Linscomb Wealth, Inc.	3,295	$711K	0.03%	-83	13F-HR Timeline
Heritage Trust Co	3,288	$710K	0.08%	+26	13F-HR Timeline
Blackston Financial Advisory Group, LLC	3,285	$709K	0.44%	-442	13F-HR/A Timeline
SENTINEL WEALTH MANAGEMENT, INC.	3,283	$708K	0.67%		13F-HR/A Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	3,277	$707K	0.05%	+48	13F-HR Timeline
High Probability Advisors, LLC	3,275	$707K	0.11%	0	13F-HR Timeline
Lionshead Wealth Management, LLC	3,269	$705K	0.65%	-2,614	13F-HR Timeline
JDM Financial Group LLC	3,269	$705K	0.33%	+1	13F-HR Timeline
Baron Wealth Management LLC	3,260	$704K	0.25%	+6	13F-HR Timeline
Cadence Bank	3,246	$700K	0.05%	+104	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	3,245	$700K	0.03%	-373	13F-HR Timeline Group
COMPASS CAPITAL CORP /MA/ /ADV	3,164	$697K	0.33%	+1,742	13F-HR Timeline
M1 Capital Management LLC	3,215	$694K	0.35%	+409	13F-HR Timeline
Red Door Wealth Management, LLC	3,212	$693K	0.08%	+1,271	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	3,209	$692K	0.06%	-236	13F-HR Timeline Group
Sepio Capital, LP	3,206	$692K	0.05%	-7,790	13F-HR Timeline
Center for Financial Planning, Inc.	3,205	$692K	0.08%	0	13F-HR Timeline
CULTIVAR CAPITAL, INC.	3,203	$691K	0.5%	+138	13F-HR Timeline
Balefire, LLC	3,201	$691K	0.15%	new	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	3,198	$690K	0.01%	-354	13F-HR Timeline
Formidable Asset Management, LLC	3,457	$690K	0.12%	0	13F-HR Timeline
O'Brien Greene & Co. Inc	3,187	$688K	0.22%	-50	13F-HR Timeline
McGuire Investment Group, LLC	3,185	$687K	0.09%	0	13F-HR Timeline
Elite Financial, Inc.	3,110	$683K	0.34%	-100	13F-HR Timeline
Sharp Wealth Advisory, LLC	3,161	$682K	0.44%	+1,412	13F-HR Timeline
Biltmore Family Office, LLC	3,158	$681K	0.12%	0	13F-HR Timeline
New Republic Capital, LLC	3,156	$681K	0.24%	+1,754	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	3,131	$676K	0.11%	+105	13F-HR Timeline
Schneider Downs Wealth Management Advis…	3,131	$676K	0.1%	+38	13F-HR Timeline
Commonwealth Financial Services, LLC	3,129	$675K	0.13%	-30,539	13F-HR Timeline
Stanich Group LLC	3,011	$672K	0.6%	-293	13F-HR Timeline
Platform Technology Partners	3,105	$670K	0.17%	+30	13F-HR Timeline
Perkins Coie Trust Co	3,105	$670K	0.11%	-15,758	13F-HR Timeline
Tilson Financial Group, Inc.	3,097	$668K	0.25%	+8	13F-HR Timeline
Private Wealth Group, LLC	3,091	$667K	0.35%	0	13F-HR Timeline