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Disclosery

IWM ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Everhart Financial Group, Inc.3,237$646K0.09%+71113F-HRTimeline
O'Brien Greene & Co. Inc3,237$646K0.22%-6013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,229$644K0.04%-10413F-HRTimeline
Stelac Advisory Services LLC3,227$644K0.27%-21513F-HRTimeline
Freedom Investment Management, Inc.3,224$643K0.05%-1,16213F-HRTimeline
Arax Advisory Partners3,221$642K0.04%+36013F-HRTimeline
Permanent Capital Management, LP3,220$642K0.18%-13213F-HRTimeline
Elite Financial, Inc.3,210$640K0.34%+913F-HRTimeline
Center for Financial Planning, Inc.3,205$639K0.08%-2513F-HRTimeline
Strategic Financial Concepts, LLC3,204$639K0.12%-33913F-HRTimeline
Douglass Winthrop Advisors, LLC3,198$638K0.01%013F-HRTimeline
Coastwise Capital Group, LLC3,194$637K0.54%-19013F-HRTimeline
McGuire Investment Group, LLC3,185$635K0.09%013F-HRTimeline
Shared Vision Wealth Group LLC3,185$635K0.35%013F-HRTimeline
Financial Perspectives, Inc3,181$635K0.22%+33813F-HRTimeline
SeaCrest Wealth Management, LLC3,181$634K0.07%-39113F-HRTimeline
Biltmore Family Office, LLC3,158$630K0.11%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,150$628K0.12%-45413F-HRTimeline
Cadence Bank3,142$627K0.04%+9013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,138$626K0.02%-3613F-HRTimeline
Archvest Wealth Advisors, Inc.3,128$624K0.52%-18,10313F-HRTimeline
Strategic Blueprint, LLC3,128$624K0.03%-18513F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,121$623K0.13%-56,84813F-HRTimeline
Chancellor Financial Group WB LP3,119$622K0.52%+313F-HRTimeline
OKABENA INVESTMENT SERVICES INC3,118$622K0.16%+23813F-HRTimeline
CacheTech Inc.3,114$621K0.12%+30013F-HRTimeline
Gilliland Jeter Wealth Management LLC3,113$621K0.22%+9813F-HRTimeline
Schneider Downs Wealth Management Advis…3,093$617K0.11%+913F-HRTimeline
TI-TRUST, INC3,092$617K0.41%-2513F-HRTimeline
Private Wealth Group, LLC3,091$617K0.36%-10,06213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC3,090$617K0.05%-28713F-HRTimeline
Iowa State Bank3,090$616K0.13%new13F-HRTimeline
Tilson Financial Group, Inc.3,089$616K0.24%013F-HRTimeline
PIONEER TRUST BANK N A/OR3,085$615K0.16%013F-HRTimeline
Round Rock Advisors LLC3,083$615K0.11%+56713F-HRTimeline
BEARING POINT CAPITAL, LLC3,082$615K0.13%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,081$615K0.22%013F-HRTimeline
Interchange Capital Partners, LLC3,081$615K0.17%-14713F-HRTimeline
Platform Technology Partners3,075$614K0.18%+93013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,068$612K0.04%+1,57013F-HRTimelineGroup
CULTIVAR CAPITAL, INC.3,065$611K0.49%+2913F-HRTimeline
MMA ASSET MANAGEMENT LLC3,061$611K0.26%+16213F-HRTimeline
Monterey Private Wealth, Inc.3,057$610K0.18%-70013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,050$608K0.01%-10013F-HRTimelineGroup
Gen-Wealth Partners Inc3,047$608K0.25%-1,38613F-HRTimeline
Grantvest Financial Group LLC3,045$608K0.49%-3013F-HRTimeline
Bigelow Investment Advisors, LLC3,037$606K0.29%-18513F-HRTimeline
BBR PARTNERS, LLC3,035$605K0.04%-1,39013F-HRTimeline
Hudson Portfolio Management LLC3,028$604K0.58%-12013F-HRTimeline
Defender Capital, LLC.3,000$604K0.24%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,026$604K0.11%-39913F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC3,025$604K0.4%+613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,020$602K0.23%-10513F-HRTimeline
JNBA Financial Advisors3,003$599K0.06%-6713F-HRTimeline
DCF Advisers, LLC3,000$598K0.32%-7,75013F-HRTimeline
Woodside Wealth Management LLC3,000$598K0.55%13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,995$597K0.51%013F-HRTimeline
Mystic Asset Management, Inc.2,994$597K0.16%+6413F-HRTimeline
Exchange Bank2,993$597K0.48%013F-HRTimeline
RDA Financial Network2,986$596K0.18%+3813F-HRTimeline
Westfuller Advisors, LLC2,983$595K0.4%+3213F-HRTimeline
Horrell Capital Management, Inc.2,983$595K0.25%+113F-HRTimeline
Copia Wealth Management2,963$591K0.55%-17213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,960$591K0.27%-4913F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC2,960$590K0.01%new13F-HRTimeline
Live Oak Private Wealth LLC2,956$590K0.1%013F-HRTimeline
Goldstein Advisors, LLC2,955$589K0.09%013F-HRTimeline
360 Financial, Inc.2,954$589K0.21%-28113F-HRTimeline
Certified Advisory Corp2,945$587K0.07%-7013F-HRTimeline
Leo Wealth, LLC2,941$587K0.08%-2313F-HRTimeline
Strategic Advisors LLC2,925$584K0.11%-2,43413F-HRTimeline
M. Kraus & Co2,925$584K0.18%-25013F-HRTimeline
AAF Wealth Management, LLC2,919$582K0.31%-18813F-HRTimeline
Narwhal Capital Management2,912$581K0.05%-6913F-HRTimeline
CFO4Life Group, LLC2,907$580K0.1%-1,40713F-HRTimeline
Dana Investment Advisors, Inc.2,903$579K0.02%-33613F-HRTimeline
Marcum Wealth, LLC2,890$577K0.05%-34313F-HRTimeline
Integris Wealth Management, LLC2,890$577K0.16%013F-HRTimeline
THOMPSON DAVIS & CO., INC.2,890$577K0.45%+24313F-HRTimeline
Morse Asset Management, Inc2,889$576K0.15%+12113F-HRTimeline
Winthrop Advisory Group LLC2,888$576K0.07%+25013F-HRTimeline
TAGStone Capital, Inc.2,882$575K0.28%-1213F-HRTimeline
RoundAngle Advisors LLC2,881$575K0.53%-17413F-HRTimeline
Drexel Morgan & Co.2,866$572K0.12%013F-HRTimeline
TRUST CO OF OKLAHOMA2,864$571K0.2%013F-HRTimeline
SOL Capital Management CO2,862$571K0.06%-1513F-HRTimeline
Clayton Financial Group LLC2,861$571K0.21%-8613F-HRTimeline
Fortitude Family Office, LLC2,859$570K0.2%-1013F-HRTimeline
Jordan Park Group LLC2,855$570K0.04%013F-HRTimeline
Kaizen Financial Strategies2,851$569K0.33%+1,20213F-HRTimeline
Thomasville National Bank2,847$568K0.04%013F-HRTimeline
Ballew Advisors, Inc3,079$568K0.38%-1213F-HRTimeline
Patriot Financial Group Insurance Agenc…2,845$568K0.08%+15613F-HRTimeline
Insight Advisors, LLC/ PA2,845$568K0.1%-17913F-HRTimeline
Stockman Wealth Management, Inc.2,815$562K0.08%-7113F-HRTimeline
Baldwin Investment Management, LLC2,812$561K0.07%+2913F-HRTimeline
Brown Miller Wealth Management, LLC2,808$560K0.19%-4,65513F-HRTimeline
M1 Capital Management LLC2,806$560K0.35%+11613F-HRTimeline
FSM Wealth Advisors, LLC2,800$559K0.13%+20513F-HRTimeline
IAG Wealth Partners, LLC2,800$559K0.09%+57813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,791$557K0.03%-15513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,781$555K0.63%013F-HRTimeline
Flaharty Asset Management, LLC2,768$552K0.08%-35413F-HRTimeline
Smith Anglin Financial, LLC2,765$552K0.06%-35513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,750$549K0.02%+47413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,747$548K0.52%-13913F-HRTimeline
SkyOak Wealth, LLC2,732$545K0.12%013F-HRTimeline
Forza Wealth Management, LLC2,732$545K0.24%013F-HRTimeline
MB Generational Wealth, LLC2,730$545K0.41%-3013F-HRTimeline
LEE DANNER & BASS INC2,729$544K0.04%+15313F-HRTimeline
Wealth Architects, LLC2,724$543K0.06%-513F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC4,208$542K0.12%+2,25813F-HRTimeline
SAX WEALTH ADVISORS, LLC2,715$542K0.04%+33213F-HRTimeline
First City Capital Management, Inc.2,715$542K0.32%-3313F-HRTimeline
Addison Capital Co2,711$541K0.21%-13013F-HRTimeline
CGN Advisors LLC2,706$540K0.05%-46413F-HRTimeline
Mengis Capital Management, Inc.2,701$539K0.11%013F-HRTimeline
Plan A Wealth LLC2,694$537K0.42%-15513F-HRTimeline
Tennessee Valley Asset Management Partn…2,693$537K0.09%-28713F-HRTimeline
Shepherd Financial Partners LLC2,686$536K0.06%+9913F-HRTimeline
Edgestream Partners, L.P.2,681$535K0.02%-2313F-HRTimeline
Mirador Capital Partners LP2,681$535K0.09%-11813F-HRTimeline
Kovack Advisors, Inc.2,679$535K0.06%-79213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,675$534K0.07%-2,07213F-HRTimelineGroup
United Community Bankin group United Community Bank2,666$532K0.2%+3013F-HRTimelineGroup
Balboa Wealth Partners2,662$531K0.13%-44413F-HRTimeline
Triangle Securities Wealth Management2,660$531K0.14%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Baker Avenue Asset Management, LP2,645$528K0.02%-4813F-HRTimeline
Integrity Wealth Solutions LLC2,644$527K0.29%+1,48413F-HRTimeline
St. Clair Advisors, LLC2,644$527K0.15%-2,19013F-HRTimeline
First Bank & Trust2,638$526K0.1%+713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,691$525K0.04%+81813F-HRTimeline
Destiny Wealth Partners, LLC2,628$524K0.08%+5713F-HRTimeline
McCarthy & Cox2,624$523K0.23%+13413F-HRTimeline
Upper Left Wealth Management, LLC2,622$523K0.38%-30213F-HRTimeline
WEALTHGARDEN F.S. LLC2,617$522K0.5%-70013F-HRTimeline
Richmond Investment Services, LLC2,617$522K0.28%-77413F-HRTimeline
Antonelli Financial Advisors, LLC2,606$520K0.42%-1,01713F-HRTimeline
Cornerstone Select Advisors, LLC2,603$519K0.49%-27013F-HRTimeline
LYNCH & ASSOCIATES/IN2,600$519K0.11%013F-HRTimeline
Clarkston Capital Partners, LLC2,600$519K0.01%-35013F-HRTimeline
Frank, Rimerman Advisors LLC2,591$517K0.04%013F-HRTimeline
Baker Ellis Asset Management LLC2,584$515K0.07%+41813F-HRTimeline
Plante Moran Financial Advisors, LLC2,579$514K0.04%-2113F-HRTimeline
Urban Financial Advisory Corp2,572$513K0.28%+613F-HRTimeline
Cyndeo Wealth Partners, LLC2,566$512K0.03%+9413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,548$508K0.28%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,536$506K0.02%+1,32713F-HRTimelineGroup
Journey Beyond Wealth, LLC2,528$504K0.47%-6613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,528$504K0.12%013F-HRTimeline
Legacy Capital Wealth Partners, LLC2,525$504K0.12%+1,07513F-HRTimeline
Winthrop Capital Management, LLC2,509$501K0.14%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,509$501K<0.01%+56913F-HRTimelineGroup
Main Street Financial Solutions, LLC2,508$500K0.04%-6213F-HRTimeline
Canandaigua National Trust Co of Florida2,501$499K0.44%-11013F-HRTimeline
ABLE Financial Group, LLC2,499$499K0.14%-13813F-HRTimeline
GARRISON POINT ADVISORS, LLC2,497$498K0.24%+32013F-HRTimeline
Hoxton Planning & Management, LLC2,495$498K0.19%-65413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,493$497K0.06%-2,23113F-HRTimeline
Sonora Investment Management Group, LLC2,492$497K0.04%+5313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,488$496K0.04%013F-HRTimeline
Advus Financial Partners, LLC2,485$496K0.21%013F-HR/ATimeline
East Coast Asset Management, LLC.2,482$495K0.18%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,475$494K0.12%013F-HRTimeline
FORTE CAPITAL LLC /ADV2,468$492K0.06%-4913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,465$492K0.27%+2,45613F-HRTimeline
Mascoma Wealth Management LLC2,463$491K0.12%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,458$490K0.18%+13913F-HRTimeline
Bangor Savings Bank2,451$489K0.05%+59513F-HRTimeline
Dynasty Wealth Management, LLC2,449$489K0.01%-33713F-HRTimeline
Beaton Management Co. Inc.2,445$488K0.25%013F-HRTimeline
Financial Partners Group, Inc2,443$487K0.08%+5713F-HRTimeline
NEUMEIER POMA INVESTMENT COUNSEL LLC2,425$484K0.05%new13F-HRTimeline
Significant Wealth Partners LLC2,423$483K0.25%-19213F-HRTimeline
Talon Private Wealth, LLC2,417$482K0.06%-2913F-HRTimeline
Independent Wealth Network Inc.2,415$482K0.19%-16713F-HRTimeline
Lunt Capital Management, Inc.2,406$480K0.17%013F-HRTimeline
Strategic Financial Services, Inc.2,391$477K0.03%-2913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,378$474K0.09%013F-HRTimeline
Retirement Investment Advisors, Inc.2,378$474K0.05%-613F-HRTimeline
Fiduciary Alliance LLC2,376$474K0.05%+10913F-HRTimeline
Capital Asset Advisory Services LLC2,322$471K0.02%-78713F-HRTimeline
RIVERBRIDGE PARTNERS LLC2,358$470K0.01%-49,08313F-HRTimeline
TFG Advisers LLC2,350$469K0.17%+413F-HRTimeline
RFP Financial Group LLC2,348$468K0.19%013F-HRTimeline
Clark Capital Management Group, Inc.2,348$468K<0.01%-4,90513F-HRTimeline
Aspect Partners, LLC2,348$468K0.27%-8,43113F-HRTimeline
V2 Financial group LLC2,346$468K0.3%-34713F-HRTimeline
SeaBridge Investment Advisors LLC2,340$467K0.1%-23813F-HRTimeline
DEARBORN PARTNERS LLC2,329$465K0.02%013F-HRTimeline
Principle Wealth Partners LLC2,329$465K0.03%013F-HRTimeline
Heritage Investment Group, Inc.2,313$461K0.09%+7913F-HRTimeline
James J. Burns & Company, LLC2,309$460K0.08%-10613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,306$460K0.03%013F-HRTimelineGroup
First PREMIER Bank2,307$460K0.12%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,305$460K0.01%+3513F-HRTimeline
Bellevue Group AGin group Bellevue Group AG2,300$459K0.01%new13F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC2,554$459K0.1%+113F-HRTimeline
LRI Investments, LLC2,290$457K0.04%+1,79013F-HRTimeline
Golden State Wealth Management, LLC2,289$457K0.07%+6013F-HR/ATimeline