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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
WOODMONT INVESTMENT COUNSEL LLC3,723$823K0.06%-1913F-HRTimeline
Pure Financial Advisors, LLC3,716$821K0.02%+3013F-HRTimeline
BridgePort Financial Solutions, LLC3,855$819K0.37%13F-HRTimeline
Worth Asset Management, LLC3,700$818K0.44%new13F-HRTimeline
CVFG LLC3,697$817K0.75%13F-HRTimeline
Atlas Private Wealth Advisors3,670$811K0.11%-16913F-HRTimeline
Cassaday & Co Wealth Management LLC3,657$808K0.02%-29813F-HRTimeline
Csenge Advisory Group3,648$806K0.04%-1,54113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,647$806K0.01%+43713F-HR/ATimelineGroup
Axecap Investments, LLC3,647$806K0.61%+1513F-HRTimeline
ALERUS FINANCIAL NA3,645$805K0.06%-2113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,552$805K0.01%-16013F-HRTimeline
Antonelli Financial Advisors, LLC3,623$800K0.68%13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,621$800K0.45%-8013F-HRTimeline
FSC Wealth Advisors, LLC3,620$800K0.51%+64913F-HRTimeline
Bill Few Associates, Inc.3,615$799K0.28%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,613$798K0.18%+2,59913F-HRTimeline
Missouri Trust & Investment Co3,606$797K0.28%+4413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,604$796K0.21%13F-HRTimeline
Francis Financial, Inc.3,594$794K0.2%-11613F-HRTimeline
Sentry LLC3,585$792K0.15%-14413F-HRTimeline
First County Bank /CT/3,576$790K0.44%+13813F-HRTimeline
SeaCrest Wealth Management, LLC3,572$789K0.08%+1413F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC3,570$789K0.53%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,564$788K0.03%013F-HRTimeline
Elyxium Wealth, LLC3,556$786K0.48%+50213F-HRTimeline
Autumn Glory Partners, LLC3,545$783K0.38%-39413F-HRTimeline
Strategic Financial Concepts, LLC3,543$783K0.15%+19213F-HR/ATimeline
Aveo Capital Partners, LLC3,540$782K0.09%-3,50513F-HRTimeline
Stillwater Capital Advisors, LLC3,506$775K0.1%+9513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,484$770K0.07%+74813F-HR/ATimeline
Optivise Advisory Services LLC3,482$769K0.41%+1,01713F-HRTimeline
2UniFi Bank3,482$769K0.51%13F-HRTimeline
Windsor Capital Management, LLC3,481$769K0.23%-30813F-HRTimeline
Peoples Bank/KS3,478$768K0.53%+4513F-HRTimeline
Trek Financial, LLC3,472$767K0.06%-7013F-HRTimeline
Kovack Advisors, Inc.3,471$767K0.08%+6013F-HRTimeline
Accel Wealth Management3,453$763K0.29%-4213F-HRTimeline
Investment Partners Asset Management, I…3,449$762K0.6%+1313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,444$761K0.07%+9013F-HRTimelineGroup
Stelac Advisory Services LLC3,442$761K0.3%+1,11513F-HRTimeline
Brendel Financial Advisors LLC3,441$760K0.46%-3213F-HRTimeline
First Nebraska Trust Co3,435$759K0.07%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,434$759K0.21%+19313F-HRTimeline
CALTON & ASSOCIATES, INC.3,433$758K0.34%-10,79113F-HRTimeline
Columbia Bank3,447$757K0.26%+2,42013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,425$757K0.12%+513F-HRTimeline
J.Safra Asset Management Corp3,429$757K0.06%new13F-HRTimeline
Fort Sheridan Advisors LLC3,420$756K0.11%-6213F-HRTimeline
FIRST AMERICAN BANK3,419$755K0.05%+1313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC3,418$755K0.08%+2,30713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,412$754K0.15%+4013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,405$752K0.01%+20613F-HRTimelineGroup
Pullen Investment Management, LLC3,402$752K0.49%new13F-HRTimeline
Camarda Financial Advisors, LLC3,401$751K0.28%new13F-HRTimeline
BigSur Wealth Management LLC3,400$751K0.21%-8,06013F-HRTimeline
Rialto Wealth Management, LLC3,397$751K0.25%13F-HRTimeline
Richmond Investment Services, LLC3,391$749K0.42%13F-HRTimeline
Johnson & White Wealth Management, LLC3,387$749K0.45%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,389$749K0.06%+1,24713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP3,384$748K0.03%new13F-HRTimeline
Coastwise Capital Group, LLC3,384$748K0.6%+40013F-HRTimeline
Linscomb Wealth, Inc.3,381$747K0.04%-5813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC3,377$746K0.05%-5713F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,370$745K0.03%013F-HRTimeline
Allegheny Financial Group3,357$742K0.19%+96113F-HRTimeline
L & S Advisors Inc3,357$742K0.08%+913F-HRTimeline
Formidable Asset Management, LLC3,355$741K0.12%013F-HRTimeline
Stanich Group LLC3,353$741K0.55%13F-HRTimeline
RPG Investment Advisory, LLC3,353$741K0.1%+22513F-HRTimeline
Permanent Capital Management, LP3,352$741K0.23%13F-HRTimeline
Occidental Asset Management, LLC3,345$739K0.12%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,333$736K0.04%-13113F-HRTimeline
Investors Research Corp3,320$734K0.16%013F-HRTimeline
WEALTHGARDEN F.S. LLC3,317$733K0.69%+66513F-HRTimeline
Strategic Blueprint, LLC3,313$732K0.04%+4213F-HRTimeline
Procyon Advisors, LLC3,307$731K0.05%+7813F-HRTimeline
Millstone Evans Group, LLC3,306$730K0.5%13F-HRTimeline
SEVEN MILE ADVISORY3,300$729K0.47%013F-HRTimeline
O'Brien Greene & Co. Inc3,297$729K0.24%+1713F-HRTimeline
Roehl & Yi Investment Advisors, LLC26,577$728K0.4%13F-HRTimeline
CRA Financial Services, LLC3,290$727K0.12%-6013F-HRTimeline
High Probability Advisors, LLC3,275$724K0.13%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc3,272$723K<0.01%+55013F-HRTimelineGroup
Rothschild Wealth LLC3,266$722K0.21%+1,62013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,262$721K0.15%-43313F-HRTimeline
Heritage Trust Co3,262$721K0.08%13F-HRTimeline
American Investment Services, Inc.3,260$720K0.13%013F-HR/ATimeline
STAGE HARBOR FINANCIAL, LLC3,259$720K0.63%013F-HRTimeline
INSIGHT 2811, INC.3,257$720K0.37%+1,82513F-HRTimeline
JDM Financial Group LLC3,255$719K0.37%-1513F-HRTimeline
Baron Wealth Management LLC3,248$718K0.34%+913F-HRTimeline
Dana Investment Advisors, Inc.3,239$716K0.02%+50013F-HRTimeline
360 Financial, Inc.3,235$715K0.26%+97513F-HRTimeline
Marcum Wealth, LLC3,233$714K0.06%+41413F-HRTimeline
Alpha Advisors, LLC/VA3,233$714K0.74%13F-HRTimeline
Center for Financial Planning, Inc.3,230$714K0.1%013F-HRTimeline
Cascade Financial Partners, LLC3,229$713K0.09%+21713F-HRTimeline
Interchange Capital Partners, LLC3,228$713K0.26%+1913F-HRTimeline
Bigelow Investment Advisors, LLC3,222$712K0.33%+13813F-HRTimeline
NWK Group, Inc.3,204$708K0.27%+21313F-HRTimeline
Traynor Capital Management, Inc.3,204$708K0.05%+1,71713F-HRTimeline
Elite Financial, Inc.3,201$707K0.38%13F-HRTimeline
Douglass Winthrop Advisors, LLC3,198$707K0.01%013F-HRTimeline
McGuire Investment Group, LLC3,185$704K0.1%013F-HRTimeline
Shared Vision Wealth Group LLC3,185$704K0.37%013F-HRTimeline
Granite Bay Wealth Management, LLC3,178$702K0.26%new13F-HRTimeline
M. Kraus & Co3,175$702K0.21%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,174$701K0.03%+613F-HRTimeline
CGN Advisors LLC3,170$700K0.07%-8013F-HRTimeline
Biltmore Family Office, LLC3,158$698K0.12%-18213F-HRTimeline
Vawter Financial, Ltd.3,158$698K0.42%-33713F-HRTimeline
Capital Asset Advisory Services LLC3,109$698K0.03%-5413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,150$696K0.01%+60013F-HRTimelineGroup
Hoxton Planning & Management, LLC3,149$696K0.27%013F-HRTimeline
Hudson Portfolio Management LLC3,148$696K0.68%+53113F-HRTimeline
Clarius Group, LLC3,141$694K0.05%013F-HRTimeline
Kolinsky Wealth Management, LLC3,136$693K0.42%+43713F-HRTimeline
Copia Wealth Management3,135$693K0.66%13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,125$691K0.31%-46,60713F-HRTimeline
Flaharty Asset Management, LLC3,122$690K0.1%+1,63813F-HRTimeline
Smith Anglin Financial, LLC3,120$689K0.06%+913F-HRTimeline
TI-TRUST, INC3,117$689K0.46%-4213F-HRTimeline
Chancellor Financial Group WB LP3,116$689K0.55%13F-HRTimeline
AAF Wealth Management, LLC3,107$687K0.35%-1613F-HR/ATimeline
Balboa Wealth Partners3,106$686K0.16%013F-HRTimeline
BlueCrest Capital Management Ltd3,100$685K0.04%new13F-HRTimeline
Lion Street Advisors, LLC3,097$685K0.22%-8013F-HRTimeline
Tilson Financial Group, Inc.3,089$683K0.28%013F-HRTimeline
Tyler-Stone Wealth Management3,090$683K0.12%-1913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,087$682K0.08%+10813F-HRTimelineGroup
PIONEER TRUST BANK N A/OR3,085$682K0.17%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,084$681K0.13%-4013F-HRTimeline
BEARING POINT CAPITAL, LLC3,082$681K0.14%13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,081$681K0.23%013F-HRTimeline
SK Wealth Management, LLC3,080$680K0.35%013F-HRTimeline
Grantvest Financial Group LLC3,075$679K0.76%13F-HRTimeline
JNBA Financial Advisors3,070$678K0.07%+50413F-HRTimeline
RoundAngle Advisors LLC3,055$675K0.64%13F-HRTimeline
Cadence Bank3,052$674K0.05%+1113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,040$672K0.04%-8713F-HRTimelineGroup
Ballew Advisors, Inc3,091$671K0.43%-4713F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,038$671K0.42%+8513F-HRTimeline
CULTIVAR CAPITAL, INC.3,036$671K0.59%+313F-HRTimeline
Insight Advisors, LLC/ PA3,024$668K0.11%+23013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC3,019$667K0.45%-7813F-HRTimeline
Certified Advisory Corp3,015$666K0.07%+2413F-HRTimeline
Gilliland Jeter Wealth Management LLC3,015$666K0.22%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,009$665K0.3%-9813F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,006$664K+225Timeline
AMI INVESTMENT MANAGEMENT INC3,001$663K0.22%new13F-HRTimeline
Defender Capital, LLC.3,000$663K0.24%013F-HRTimeline
AlphaCore Capital LLC2,997$662K0.14%+33913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,996$662K0.21%+30113F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,995$662K0.52%013F-HRTimeline
Exchange Bank2,993$661K0.53%+2213F-HRTimeline
Vise Technologies, Inc.2,991$661K0.06%+1,66813F-HRTimeline
Horrell Capital Management, Inc.2,982$659K0.19%+1,24713F-HRTimeline
Narwhal Capital Management2,981$659K0.06%+2013F-HRTimeline
Tennessee Valley Asset Management Partn…2,980$658K0.11%+39513F-HRTimeline
Leo Wealth, LLC2,964$655K0.06%+64413F-HRTimeline
Live Oak Private Wealth LLC2,956$653K0.11%013F-HRTimeline
Goldstein Advisors, LLC2,955$653K0.09%-9613F-HRTimeline
Westfuller Advisors, LLC2,951$652K0.41%-14513F-HRTimeline
Clarkston Capital Partners, LLC2,950$652K0.01%013F-HRTimeline
RDA Financial Network2,948$651K0.19%-413F-HRTimeline
Clayton Financial Group LLC2,947$651K0.23%-713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,946$651K0.03%+88913F-HRTimeline
Bison Wealth, LLC2,944$650K0.08%13F-HRTimeline
PUREfi Wealth, LLC2,932$648K0.63%13F-HRTimeline
Mystic Asset Management, Inc.2,930$647K0.17%+65413F-HRTimeline
Upper Left Wealth Management, LLC2,924$646K0.55%-4013F-HRTimeline
MMA ASSET MANAGEMENT LLC2,899$641K0.28%-4,23713F-HRTimeline
TAGStone Capital, Inc.2,894$639K0.31%+713F-HRTimeline
Integris Wealth Management, LLC2,890$639K0.18%+79013F-HRTimeline
Stockman Wealth Management, Inc.2,886$638K0.1%+20713F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,886$638K0.59%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,880$636K0.18%+1,38013F-HRTimeline
SOL Capital Management CO2,877$636K0.07%-11013F-HRTimeline
Cornerstone Select Advisors, LLC2,873$635K0.61%13F-HRTimeline
Fortitude Family Office, LLC2,869$634K0.23%+1013F-HRTimeline
Drexel Morgan & Co.2,866$633K0.13%013F-HRTimeline
TRUST CO OF OKLAHOMA2,864$633K0.2%013F-HRTimeline
Arax Advisory Partners2,861$632K0.04%+2,07913F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC2,856$631K0.39%13F-HRTimeline
Jordan Park Group LLC2,855$631K0.05%013F-HRTimeline
Plan A Wealth LLC2,849$630K0.58%13F-HRTimeline
Thomasville National Bank2,847$629K0.05%013F-HRTimeline
Financial Perspectives, Inc2,843$628K0.21%+31213F-HRTimeline
Transform Wealth, LLC2,841$628K0.03%+4513F-HRTimeline
Addison Capital Co2,841$628K0.25%-63413F-HRTimeline
Integrated Investment Consultants, LLC2,837$627K0.13%013F-HR/ATimeline
TBH Global Asset Management, LLC2,824$624K0.15%+16113F-HRTimeline
CacheTech Inc.2,814$622K0.12%new13F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…2,800$619K0.2%013F-HRTimelineGroup
Mirador Capital Partners LP2,799$618K0.11%+51813F-HRTimeline
PINKERTON WEALTH, LLC2,794$617K0.09%-62,18013F-HRTimeline
Dynasty Wealth Management, LLC2,786$616K0.01%+513F-HRTimeline
Baldwin Investment Management, LLC2,783$615K0.08%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,781$614K0.65%013F-HRTimeline