Skip to content
Disclosery

IWM ISHARES TR

Follow

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
MOODY LYNN LIEBERSON & WALKER, LLC5,103$1.26M0.07%+4113F-HRTimeline
MWA Asset Management5,101$1.26M0.7%-19013F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC5,100$1.26M0.35%new13F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC5,096$1.25M0.89%+45413F-HRTimeline
Ironwood Investment Counsel, LLC5,079$1.25M0.17%+113F-HRTimeline
LCNB CORP5,064$1.25M0.42%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT5,055$1.24M0.58%+49013F-HRTimeline
HCR Wealth Advisors5,051$1.24M0.12%+34013F-HRTimeline
Whitegate Investment Counselors, Inc.5,038$1.24M0.39%013F-HRTimeline
Total Clarity Wealth Management, Inc.5,036$1.24M0.3%+24413F-HRTimeline
Alamea Verwaltungs GmbH5,025$1.24M0.83%013F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC5,000$1.23M0.06%-45,02513F-HRTimeline
Galilei Investment Office LLP5,000$1.23M0.58%013F-HRTimeline
Wilmar Advisors LLC5,000$1.23M0.96%-3,00013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,997$1.23M0.09%+213F-HRTimeline
Obermeyer Wealth Partners4,992$1.23M0.06%+113F-HRTimeline
MATAURO, LLC4,980$1.23M0.18%-11913F-HRTimeline
Evanson Asset Management, LLC4,973$1.22M0.07%+3713F-HRTimeline
PHILADELPHIA TRUST CO4,968$1.22M0.08%-50013F-HRTimeline
Savior LLC4,966$1.22M4.41%+57313F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,963$1.22M0.08%-1713F-HRTimeline
First Nebraska Trust Co4,963$1.22M0.11%+21513F-HRTimeline
First Business Financial Services, Inc.4,950$1.22M0.11%-7013F-HRTimeline
Ball & Co Wealth Management Inc.4,940$1.22M0.78%-3,73713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,941$1.22M0.92%+1613F-HRTimeline
Fragasso Financial Advisors Inc4,914$1.21M0.07%-3313F-HRTimeline
Pitti Group Wealth Management, LLC4,905$1.21M0.99%+2813F-HRTimeline
CHARTIST INC /CA/4,890$1.2M0.82%+20013F-HRTimeline
Intrua Financial, LLC4,876$1.2M0.13%+1913F-HRTimeline
Plancorp, LLC4,848$1.19M0.04%-5213F-HRTimeline
Meridian Wealth Advisors, LLC4,847$1.19M0.17%-213F-HRTimeline
MIDDLETON & CO INC/MA4,830$1.19M0.13%013F-HRTimeline
PARTHENON LLC4,797$1.18M0.13%+5013F-HRTimeline
Realta Investment Advisors4,796$1.18M0.39%-213F-HRTimeline
WILLIAM JOHN SEMPOLINSKI4,793$1.18M0.58%13F-HRTimeline
Azimuth Capital Investment Management L…4,777$1.18M0.04%-28513F-HRTimeline
Advance Capital Management, Inc.4,775$1.18M0.05%+37413F-HRTimeline
DECISION INVESTMENTS, INC4,771$1.17M1.29%13F-HRTimeline
Richard W. Paul & Associates, LLC4,748$1.17M0.39%-66613F-HRTimeline
Aegis Wealth Management, Inc.4,735$1.17M0.92%13F-HRTimeline
Arcus Capital Partners, LLC4,733$1.17M0.42%+40613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,732$1.16M<0.01%-6,87413F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI4,723$1.16M0.06%+2,90113F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,717$1.16M0.42%-37113F-HRTimeline
McClarren Financial Advisors, Inc.3,650$1.16M0.69%-1,45813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,710$1.16M0.39%+7213F-HRTimeline
SJBENEN ADVISORY, LLC4,700$1.16M1.19%13F-HRTimeline
AtlasMark Financial, Inc4,700$1.16M0.75%013F-HRTimeline
Rialto Wealth Management, LLC4,696$1.16M0.28%+1,40513F-HRTimeline
Parker Financial LLC4,682$1.15M0.47%-7413F-HRTimeline
CAPE ANN SAVINGS BANK4,667$1.15M0.59%-6513F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,622$1.14M0.63%+2,90813F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.14M0.48%-4,56813F-HRTimelineAmount filed as zero, left out of ratios.
Wellspring Financial Advisors, LLC4,595$1.13M0.09%+14713F-HRTimeline
St. Clair Advisors, LLC4,592$1.13M0.29%+2,87413F-HRTimeline
Motiv8 Investments LLC4,587$1.13M0.62%+3713F-HRTimeline
Blue Sky Capital Consultants Group, Inc.4,571$1.13M0.49%+28613F-HRTimeline
PUREfi Wealth, LLC4,551$1.12M0.86%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,552$1.12M0.07%+32413F-HRTimeline
STAR Financial Bank4,541$1.12M0.57%-4013F-HRTimeline
Core Wealth Advisors, Inc.4,536$1.12M0.29%-1313F-HRTimeline
CVFG LLC4,523$1.11M0.76%+48313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,515$1.11M0.23%new13F-HRTimeline
Fiduciary Alliance LLC4,514$1.11M0.07%+64813F-HRTimeline
Bragg Financial Advisors, Inc4,508$1.11M0.04%-8013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,500$1.11M0.13%-8013F-HRTimeline
Caldwell Trust Co4,500$1.11M0.1%013F-HRTimeline
L & S Advisors Inc4,493$1.11M0.1%+6313F-HRTimeline
MainStreet Investment Advisors LLC4,458$1.1M0.16%-6513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,456$1.1M<0.01%+27113F-HRTimelineGroup
Global Financial Private Client, LLC4,444$1.09M0.38%013F-HRTimeline
Next Capital Management LLC4,441$1.09M0.35%+113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,438$1.09M0.05%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,425$1.09M0.18%-28913F-HRTimeline
BRADY FAMILY WEALTH, LLC4,424$1.09M0.34%-1913F-HRTimeline
WHITE PINE CAPITAL LLC4,406$1.08M0.3%+1413F-HRTimeline
Heritage Wealth Advisors4,405$1.08M0.04%+3713F-HRTimeline
FIRST FINANCIAL CORP /IN/4,397$1.08M0.41%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,397$1.08M0.23%+2,12113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,370$1.08M0.1%+45513F-HRTimelineGroup
Verum Partners LLC4,351$1.07M0.22%+3013F-HRTimeline
Morton Brown Family Wealth, LLC4,346$1.07M0.29%013F-HRTimeline
CacheTech Inc.4,324$1.06M0.2%013F-HRTimeline
Sightline Wealth Advisors, LLC4,314$1.06M0.45%+11713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,309$1.06M0.24%013F-HRTimeline
Pachira Investments Inc.4,292$1.06M0.51%+1013F-HRTimeline
Live Oak Private Wealth LLC4,289$1.06M0.14%013F-HRTimeline
Key Financial Inc4,289$1.06M0.19%+1113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,284$1.05M0.46%013F-HRTimeline
Wealthfront Advisers LLC4,278$1.05M<0.01%-23113F-HRTimeline
Pullen Investment Management, LLC4,277$1.05M0.55%new13F-HRTimeline
Davis Investment Partners, LLC4,224$1.05M0.37%+8013F-HRTimeline
Charter Oak Capital Management, LLC4,259$1.05M0.08%-33213F-HRTimeline
Atlas Brown,Inc.4,245$1.04M0.31%-7513F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,224$1.04M0.08%-1,47113F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC4,222$1.04M0.24%new13F-HRTimeline
Mattern Wealth Management LLC4,220$1.04M0.2%-3213F-HRTimeline
Chicago Capital, LLC4,214$1.04M0.03%-2,47213F-HRTimeline
Petros Family Wealth, LLC4,214$1.04M0.69%-3,56413F-HRTimeline
2UniFi Bank4,207$1.04M0.49%013F-HRTimeline
Lutz Financial Services LLC4,200$1.03M0.07%+55313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,197$1.03M0.1%-46613F-HRTimeline
Heartwood Wealth Advisors LLC4,197$1.03M0.1%-3913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,178$1.03M0.13%+1,54513F-HRTimeline
Fort Sheridan Advisors LLC4,177$1.03M0.13%+9513F-HRTimeline
General Partner, Inc.4,176$1.03M0.58%013F-HRTimeline
Sherman Asset Management, Inc.4,170$1.03M0.87%new13F-HRTimeline
Financial Perspectives, Inc4,162$1.02M0.28%+3713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,156$1.02M0.04%-50513F-HRTimelineGroup
Sovereign Financial Group, Inc.4,143$1.02M0.18%-66613F-HRTimeline
Roehl & Yi Investment Advisors, LLC27,436$1.02M0.41%+2,18713F-HRTimeline
Tandem Financial, LLC4,608$1.02M1.23%-9,53413F-HRTimeline
Tranquility Partners, LLC4,134$1.02M0.37%+313F-HRTimeline
Elgethun Capital Management4,129$1.02M0.18%013F-HRTimeline
Bond & Devick Financial Network, Inc.4,127$1.02M0.29%-11013F-HRTimeline
Pinnacle Bancorp, Inc.4,121$1.01M0.3%-1,15613F-HRTimeline
Engineers Gate Manager LP4,117$1.01M0.01%+2,93813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,112$1.01M0.14%+113F-HRTimeline
JSF Financial, LLC4,111$1.01M0.21%-15313F-HRTimeline
IFC Advisors LLC4,109$1.01M0.15%+1,65013F-HRTimeline
Insight Advisors, LLC/ PA4,066$1M0.15%+68013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC4,059$999K0.56%-8713F-HRTimeline
Cedar Mountain Advisors, LLC4,058$999K0.19%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,057$999K0.13%+513F-HRTimeline
Cedar Wealth Management, LLC4,047$996K0.3%013F-HRTimeline
Fermata Advisors, LLC4,046$996K0.24%-16213F-HRTimeline
Orin Green Financial, LLC4,030$992K0.4%+7513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,713$988K0.38%+54913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,015$988K0.1%-8613F-HRTimeline
RPg Family Wealth Advisory, LLC4,014$988K0.22%+13913F-HRTimeline
HFG Advisors, Inc.4,009$987K0.72%-12113F-HRTimeline
Broadview Financial Management, LLC4,007$986K0.66%+1413F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,000$985K0.35%013F-HRTimeline
Yost Capital Management, LP4,000$985K1.43%-21,31013F-HRTimeline
LOWERY THOMAS, LLC3,997$984K0.56%-98813F-HRTimeline
Plante Moran Financial Advisors, LLC3,995$983K0.06%+1,47913F-HRTimeline
Flagship Private Wealth, LLC3,983$980K0.39%-8013F-HRTimeline
SBI Securities Co., Ltd.3,976$979K0.03%-30513F-HRTimeline
Guardian Financial Partners, LLC3,970$977K0.41%+65213F-HRTimeline
Parsonex Advisory Services, Inc.3,969$977K0.62%+7613F-HRTimeline
FDx Advisors, Inc.3,967$977K0.5%-1013F-HRTimeline
Oak Barrel Wealth Advisory LLC3,961$975K0.58%13F-HRTimeline
Integrated Investment Consultants, LLC3,955$974K0.19%-49313F-HR/ATimeline
POWER WEALTH MANAGEMENT LLC3,947$972K0.34%-32713F-HRTimeline
BridgePort Financial Solutions, LLC3,943$971K0.26%-13813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI3,941$970K0.16%-1,50013F-HRTimeline
SIGNATUREFD, LLC3,934$968K0.01%-4813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,932$968K0.01%+2413F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.3,930$967K0.1%+15313F-HRTimeline
Tyche Wealth Partners LLC3,912$963K0.15%-73313F-HRTimeline
MidAtlantic Capital Management, Inc.3,900$960K0.61%013F-HRTimeline
First County Bank /CT/3,898$960K0.5%+22013F-HRTimeline
Sage Mountain Advisors LLC3,893$958K0.05%-4613F-HRTimeline
Trilogy Capital Inc.3,890$958K0.04%-49513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,889$957K0.65%+1113F-HRTimeline
Presidio Capital Management, LLC3,885$956K0.29%+59313F-HRTimeline
Narus Financial Partners, LLC3,878$955K0.26%013F-HRTimeline
Edge Financial Advisors LLC3,875$954K0.4%-12513F-HRTimeline
Palisades Hudson Asset Management, L.P.3,862$951K0.37%+113F-HRTimeline
Risk Paradigm Group, LLC3,857$949K0.91%13F-HRTimeline
McAdam, LLC3,847$947K0.04%+50213F-HRTimeline
Intellectus Partners, LLC3,838$945K0.18%-21513F-HRTimeline
Strategic Blueprint, LLC3,833$943K0.06%-52513F-HRTimeline
GAMMA Investing LLC3,824$941K0.05%-2613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,816$939K0.15%-13313F-HRTimeline
Onyx Bridge Wealth Group LLC3,808$937K0.1%-32113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,795$934K0.23%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,780$930K0.33%+413F-HRTimeline
LIBRA WEALTH LLC3,775$929K0.26%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC3,770$928K0.12%013F-HRTimeline
Allegheny Financial Group3,760$926K0.14%+31913F-HRTimeline
Churchill Financial Advisors, LLC3,739$920K0.28%13F-HRTimeline
Garde Capital, Inc.3,707$912K0.05%-1013F-HRTimeline
Elite Financial, Inc.3,707$912K0.41%+49413F-HRTimeline
Dana Investment Advisors, Inc.3,701$911K0.03%+1,13813F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD3,678$905K0.13%13F-HRTimeline
Wealth Dimensions Group, Ltd.3,676$905K0.18%-20913F-HRTimeline
Evensky & Katz LLC3,673$904K0.05%+813F-HRTimeline
Meramec Financial Planners, LLC3,398$901K0.35%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,657$900K0.05%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,398$900K0.01%+5813F-HRTimeline
Uptown Financial Advisors LLC3,649$898K0.77%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,642$897K0.1%+54913F-HRTimeline
Cassaday & Co Wealth Management LLC3,632$894K0.02%013F-HRTimeline
Investment Partners Asset Management, I…3,625$892K0.56%-6013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,623$892K0.41%+113F-HRTimeline
NorthCrest Asset Manangement, LLC3,523$890K0.02%+313F-HRTimeline
American Financial Advisors, LLC3,602$887K0.11%-18013F-HRTimeline
Smith Salley Wealth Management3,600$886K0.04%-15813F-HRTimeline
WORLD EQUITY GROUP, INC.3,591$884K0.25%-61913F-HRTimeline
Navalign, LLC3,585$882K0.22%-12313F-HRTimeline
ALERUS FINANCIAL NA3,583$882K0.04%-8313F-HRTimeline
Sprinkle Financial Consultants LLC3,575$880K0.45%+1213F-HRTimeline
FIRST AMERICAN BANK3,571$879K0.05%+72313F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC3,570$879K0.52%013F-HRTimeline
Lakeshore Capital Group, Inc.3,569$878K0.7%-1113F-HRTimeline
First Bank & Trust3,550$874K0.14%-12413F-HRTimeline
Bill Few Associates, Inc.3,549$874K0.22%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,548$873K0.33%+75213F-HRTimeline
Autumn Glory Partners, LLC3,545$873K0.31%013F-HRTimeline