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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
Prairie Wealth Advisors, Inc.4,568$1.11M0.45%+15813F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT4,565$1.1M0.52%13F-HRTimeline
PUREfi Wealth, LLC4,551$1.1M0.85%-62213F-HRTimeline
Motiv8 Investments LLC4,550$1.1M0.59%-20513F-HRTimeline
Core Wealth Advisors, Inc.4,549$1.1M0.29%-3013F-HRTimeline
MainStreet Investment Advisors LLC4,523$1.09M0.15%-26513F-HRTimeline
Wealthfront Advisers LLC4,509$1.09M<0.01%+20613F-HRTimeline
PING CAPITAL MANAGEMENT, INC.4,500$1.09M0.66%-3,00013F-HRTimeline
Caldwell Trust Co4,500$1.09M0.1%013F-HRTimeline
Integrated Investment Consultants, LLC4,448$1.08M0.18%-2613F-HRTimeline
Wellspring Financial Advisors, LLC4,448$1.08M0.1%-3313F-HRTimeline
Global Financial Private Client, LLC4,444$1.08M0.38%-21113F-HRTimeline
BRADY FAMILY WEALTH, LLC4,443$1.08M0.33%013F-HRTimeline
Next Capital Management LLC4,440$1.07M0.36%+2313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,438$1.07M0.05%-41013F-HRTimeline
HBK INVESTMENTS L P4,433$1.07M0.02%new13F-HRTimeline
L & S Advisors Inc4,430$1.07M0.1%+1313F-HRTimeline
Advance Capital Management, Inc.4,401$1.06M0.05%-11013F-HRTimeline
FIRST FINANCIAL CORP /IN/4,397$1.06M0.42%+4,31313F-HRTimeline
Savior LLC4,393$1.06M4.73%+26513F-HRTimeline
WHITE PINE CAPITAL LLC4,392$1.06M0.3%-44313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,390$1.06M0.09%-8613F-HRTimelineGroup
Trilogy Capital Inc.4,385$1.06M0.05%-21613F-HRTimeline
Advisors Capital Management, LLC4,379$1.06M0.01%+3913F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding4,378$1.06M-140,352Timeline
Heritage Wealth Advisors4,368$1.06M0.05%+713F-HRTimeline
Strategic Blueprint, LLC4,358$1.05M0.05%+1,42413F-HRTimeline
Morton Brown Family Wealth, LLC4,346$1.05M0.3%013F-HRTimeline
Arcus Capital Partners, LLC4,327$1.05M0.46%+9313F-HRTimeline
CacheTech Inc.4,324$1.05M0.21%+30013F-HRTimeline
Verum Partners LLC4,321$1.05M0.22%+3213F-HRTimeline
Atlas Brown,Inc.4,320$1.05M0.31%-113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,309$1.04M0.25%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,297$1.04M0.15%-36,64513F-HRTimeline
Blue Trust, Inc.4,289$1.04M0.01%-79413F-HRTimeline
Advisor Resource Council4,289$1.04M1.4%-11,95013F-HRTimeline
Live Oak Private Wealth LLC4,289$1.04M0.14%013F-HRTimeline
Key Financial Inc4,278$1.04M0.19%-73813F-HRTimeline
Blue Sky Capital Consultants Group, Inc.4,285$1.04M0.45%+2113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,284$1.04M0.5%+113F-HRTimeline
Pachira Investments Inc.4,282$1.04M0.58%013F-HRTimeline
SBI Securities Co., Ltd.4,281$1.04M0.03%+34313F-HRTimeline
Resurgent Financial Advisors LLC4,277$1.03M0.51%-1,89413F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,274$1.03M0.38%-52713F-HRTimeline
JSF Financial, LLC4,264$1.03M0.23%-10513F-HRTimeline
Mattern Wealth Management LLC4,252$1.03M0.21%013F-HRTimeline
Bond & Devick Financial Network, Inc.4,237$1.03M0.31%013F-HRTimeline
Heartwood Wealth Advisors LLC4,236$1.02M0.1%+10513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,228$1.02M0.06%+95113F-HRTimeline
Stillwater Capital Advisors, LLC4,212$1.02M0.11%+47113F-HRTimeline
WORLD EQUITY GROUP, INC.4,210$1.02M0.23%+54113F-HRTimeline
Fermata Advisors, LLC4,208$1.02M0.26%-19113F-HRTimeline
2UniFi Bank4,207$1.02M0.51%-2213F-HRTimeline
Sightline Wealth Advisors, LLC4,197$1.02M0.46%-52813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,185$1.01M<0.01%+42913F-HRTimelineGroup
General Partner, Inc.4,176$1.01M0.56%013F-HRTimeline
Bank of New Hampshire4,155$1.01M0.23%013F-HRTimeline
Davis Investment Partners, LLC4,144$1M0.34%-20813F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC4,146$1M0.59%+513F-HRTimeline
Tranquility Partners, LLC4,131$999K0.34%-40313F-HRTimeline
HFG Advisors, Inc.4,130$999K0.74%-2413F-HRTimeline
Elgethun Capital Management4,129$999K0.18%013F-HRTimeline
Onyx Bridge Wealth Group LLC4,129$999K0.11%+3,11913F-HRTimeline
Financial Perspectives, Inc4,125$998K0.28%+24113F-HRTimeline
IFS Group,LLC4,114$998K0.88%13F-HRTimeline
360 Financial, Inc.4,119$997K0.32%+41813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,111$995K0.14%-9813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,109$994K0.46%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,101$992K0.1%+8613F-HRTimeline
Fort Sheridan Advisors LLC4,082$988K0.13%+1,02413F-HRTimeline
BridgePort Financial Solutions, LLC4,081$987K0.27%-16513F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV4,069$985K0.27%-5713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc4,067$984K<0.01%-3,20013F-HRTimelineGroup
Flagship Private Wealth, LLC4,063$983K0.4%+17313F-HRTimeline
Cedar Mountain Advisors, LLC4,058$982K0.19%-11613F-HRTimeline
Intellectus Partners, LLC4,053$981K0.19%-1,64213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,052$980K0.13%-4913F-HRTimeline
Cedar Wealth Management, LLC4,047$979K0.3%-13113F-HRTimeline
FDx Advisors, Inc.3,977$979K0.29%-42213F-HRTimeline
CVFG LLC4,040$978K0.71%-3613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,040$978K<0.01%-35713F-HRTimelineGroup
Providence Financial Advisors, LLC4,034$976K0.93%13F-HRTimeline
CSM Advisors, LLC4,000$968K0.03%013F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,000$968K0.34%013F-HRTimeline
Edge Financial Advisors LLC4,000$968K0.43%-1,93213F-HRTimeline
Broadview Financial Management, LLC3,993$966K0.65%-27413F-HRTimeline
SIGNATUREFD, LLC3,982$964K0.02%+313F-HRTimeline
Orin Green Financial, LLC3,955$957K0.38%+7913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,949$956K0.16%013F-HRTimeline
Sage Mountain Advisors LLC3,939$953K0.05%-2513F-HRTimeline
Saxony Capital Management, LLC3,916$948K0.62%-1,11513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,915$947K0.09%-54813F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,908$946K0.01%+813F-HRTimelineGroup
MidAtlantic Capital Management, Inc.3,900$944K0.64%013F-HRTimeline
Parsonex Advisory Services, Inc.3,893$942K0.64%new13F-HRTimeline
Wealth Dimensions Group, Ltd.3,885$940K0.19%-55913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,878$938K0.69%+41513F-HRTimeline
Narus Financial Partners, LLC3,878$938K0.26%+1013F-HR/ATimeline
RPg Family Wealth Advisory, LLC3,875$938K0.21%new13F-HRTimeline
Fiduciary Alliance LLC3,866$935K0.06%+23813F-HRTimeline
New England Professional Planning Group…3,861$934K0.43%-3313F-HRTimeline
Palisades Hudson Asset Management, L.P.3,861$934K0.34%+113F-HRTimeline
GAMMA Investing LLC3,850$931K0.05%+13213F-HRTimeline
Cullen Capital Management, LLC3,830$927K0.01%new13F-HRTimeline
Edgestream Partners, L.P.3,830$927K0.03%+1,17913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,823$925K0.04%+48113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,795$918K0.24%-2513F-HRTimeline
American Financial Advisors, LLC3,782$915K0.12%-6613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,777$914K0.09%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,776$914K0.33%-24713F-HRTimeline
LIBRA WEALTH LLC3,775$913K0.27%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC3,770$912K0.12%-8,38013F-HRTimeline
Smith Salley Wealth Management3,758$909K0.05%+1,94713F-HRTimeline
Gimbal Financial3,756$909K0.55%new13F-HRTimeline
Clark Asset Management, LLC3,752$908K0.11%+2,07113F-HRTimeline
TOWNSQUARE CAPITAL LLC3,747$907K0.14%-1,71913F-HRTimeline
Thrive Wealth Management, LLC3,744$906K0.14%+12613F-HRTimeline
Garde Capital, Inc.3,717$899K0.05%-3,17713F-HRTimeline
Navalign, LLC3,708$897K0.24%-7013F-HRTimeline
Sachetta, LLC3,702$896K0.33%+513F-HRTimeline
Breakwater Capital Group3,702$896K0.13%+29613F-HRTimeline
Investment Partners Asset Management, I…3,685$892K0.59%-1913F-HRTimeline
Rockbridge Investment Management, LCC3,681$891K0.09%-38213F-HRTimeline
First County Bank /CT/3,678$890K0.45%+30213F-HRTimeline
First Bank & Trust3,674$889K0.15%+58513F-HRTimeline
ALERUS FINANCIAL NA3,666$887K0.05%+1113F-HRTimeline
Evensky & Katz LLC3,665$887K0.05%+513F-HRTimeline
Uptown Financial Advisors LLC3,649$883K0.78%-19313F-HRTimeline
Lutz Financial Services LLC3,647$882K0.06%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,632$879K0.02%-20113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,622$876K0.41%013F-HRTimeline
Fisher Asset Management, LLC3,620$876K<0.01%+30313F-HRTimeline
VIAWEALTH, LLC3,618$875K0.48%-42913F-HRTimeline
Lakeshore Capital Group, Inc.3,580$866K0.7%-6413F-HRTimeline
MB Generational Wealth, LLC3,578$866K0.55%13F-HRTimeline
Thomasville National Bank3,577$865K0.05%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC3,570$864K0.52%013F-HRTimeline
Sprinkle Financial Consultants LLC3,563$862K0.48%-47813F-HRTimeline
Vawter Financial, Ltd.3,560$861K0.39%new13F-HR/ATimeline
RIVERBRIDGE PARTNERS LLC3,555$860K0.01%-1,99913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,554$860K0.06%-5113F-HRTimeline
NorthCrest Asset Manangement, LLC3,520$860K0.02%-6713F-HRTimeline
Bill Few Associates, Inc.3,549$859K0.22%-2113F-HRTimeline
Autumn Glory Partners, LLC3,545$858K0.35%013F-HRTimeline
Mechanics Bank Trust Department3,540$857K0.12%-81513F-HRTimeline
Johnson & White Wealth Management, LLC3,537$856K0.39%+3313F-HRTimeline
INVESTMENT PARTNERS, LTD.3,532$855K0.3%+10613F-HRTimeline
Ironwood Financial, llc3,529$854K0.15%-14713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,519$851K0.03%-4513F-HRTimeline
Missouri Trust & Investment Co3,516$851K0.25%+5413F-HRTimeline
SC&H Financial Advisors, Inc.3,514$850K0.14%-1,23813F-HRTimeline
Windsor Capital Management, LLC3,469$840K0.23%-713F-HRTimeline
Francis Financial, Inc.3,469$839K0.15%-6713F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,466$839K0.83%-28913F-HRTimeline
Sentry LLC3,443$833K0.21%+113F-HRTimeline
Allegheny Financial Group3,441$833K0.16%+11513F-HRTimeline
NWK Group, Inc.3,439$832K0.28%-11913F-HRTimeline
CENTRAL TRUST Co3,412$826K0.02%-2,05813F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC3,410$825K0.45%-10,98013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,340$823K0.01%+14213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,400$823K0.16%-62813F-HRTimeline
Occidental Asset Management, LLC3,400$823K0.1%+413F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…3,399$822K0.47%-19013F-HRTimelineGroup
Insight Advisors, LLC/ PA3,386$820K0.13%+55813F-HRTimeline
Noble Family Wealth, LLC3,381$818K0.18%-2813F-HRTimeline
Millstone Evans Group, LLC3,373$816K0.52%+6713F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,370$815K0.03%-113F-HRTimeline
Accel Wealth Management3,358$813K0.24%-18313F-HRTimeline
Canopy Partners, LLC3,356$812K0.27%-11013F-HRTimeline
McAdam, LLC3,345$809K0.04%-7313F-HRTimeline
Van Cleef Asset Management,Inc3,332$806K0.08%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,329$806K0.37%-613F-HRTimeline
Lionshead Wealth Management, LLC3,329$806K0.64%+6013F-HRTimeline
Agate Pass Investment Management, LLC3,329$805K0.31%013F-HRTimeline
Guardian Financial Partners, LLC3,318$803K0.34%+913F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,316$802K0.04%-83213F-HRTimeline
CRA Financial Services, LLC3,302$799K0.11%-4513F-HRTimeline
SEVEN MILE ADVISORY3,300$798K0.13%013F-HRTimeline
Presidio Capital Management, LLC3,292$797K0.28%+1,75713F-HRTimeline
Rialto Wealth Management, LLC3,291$796K0.21%-4413F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,283$794K0.69%013F-HRTimeline
INSIGHT 2811, INC.3,282$794K0.35%-14813F-HRTimeline
FSM Wealth Advisors, LLC3,278$793K0.11%+1013F-HRTimeline
High Probability Advisors, LLC3,275$792K0.11%013F-HRTimeline
Baron Wealth Management LLC3,269$791K0.26%+913F-HRTimeline
CULTIVAR CAPITAL, INC.3,268$791K0.53%+6513F-HRTimeline
Coastwise Capital Group, LLC3,265$790K0.56%+28613F-HRTimeline
Heritage Trust Co3,265$790K0.08%-2313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,249$786K0.01%-37913F-HRTimelineGroup
Watts Gwilliam & Co., LLC3,246$785K0.13%+113F-HRTimeline
Cadence Bank3,246$785K0.05%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,244$785K0.01%+35613F-HRTimeline
Elite Financial, Inc.3,213$784K0.36%+10313F-HRTimeline
Horrell Capital Management, Inc.3,225$780K0.33%+24213F-HRTimeline
Platform Technology Partners3,220$779K0.19%+11513F-HRTimeline
DKM Wealth Management, Inc.3,220$779K0.63%-85813F-HRTimeline
VeraBank, N.A.3,214$778K0.15%-1,19213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,207$776K0.24%+1,30513F-HRTimeline
Sepio Capital, LP3,206$776K0.05%013F-HRTimeline
Center for Financial Planning, Inc.3,205$775K0.08%013F-HRTimeline