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Disclosery

IWM ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Iowa State Bank3,090$667K0.13%013F-HRTimeline
First Bank & Trust3,089$667K0.12%+45113F-HRTimeline
Ballew Advisors, Inc2,987$666K0.4%-9213F-HRTimeline
PIONEER TRUST BANK N A/OR3,085$666K0.17%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,082$665K0.05%-58913F-HRTimeline
BEARING POINT CAPITAL, LLC3,082$665K0.12%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,081$665K0.23%013F-HRTimeline
Upper Left Wealth Management, LLC3,078$664K0.44%+45613F-HRTimeline
Private Capital Management, LLC3,075$664K0.07%-86213F-HRTimeline
TI-TRUST, INC3,067$662K0.44%-2513F-HRTimeline
RPG Investment Advisory, LLC3,064$661K0.08%-3,69413F-HRTimeline
Fort Sheridan Advisors LLC3,058$660K0.09%-35413F-HRTimeline
NVWM, LLC3,048$658K0.16%-10,58913F-HRTimeline
Gen-Wealth Partners Inc3,047$658K0.25%013F-HRTimeline
Bigelow Investment Advisors, LLC3,038$655K0.29%+113F-HRTimeline
Aster Capital Management (DIFC) Ltd3,032$654K0.15%new13F-HRTimeline
Procyon Advisors, LLC3,025$653K0.06%-31013F-HRTimeline
XPONANCE LLC3,024$653K0.01%-1,76913F-HRTimeline
Stockman Wealth Management, Inc.3,012$650K0.09%+19713F-HRTimeline
First Heartland Consultants, Inc.3,011$650K0.06%-1,60313F-HRTimeline
Gilliland Jeter Wealth Management LLC3,008$649K0.21%-10513F-HRTimeline
Grantvest Financial Group LLC3,003$648K0.48%-4213F-HRTimeline
Round Rock Advisors LLC3,002$648K0.11%-8113F-HRTimeline
Copia Wealth Management3,001$648K0.55%+3813F-HRTimeline
Navis Wealth Advisors, LLC3,000$647K0.55%+1,62413F-HRTimeline
Defender Capital, LLC.3,000$647K0.22%013F-HRTimeline
DCF Advisers, LLC3,000$647K0.31%013F-HRTimeline
Leo Wealth, LLC2,997$647K0.05%+5613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,995$646K0.22%-2513F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,995$646K0.51%013F-HRTimeline
Mystic Asset Management, Inc.2,994$646K0.16%013F-HRTimeline
Exchange Bank2,993$646K0.51%013F-HRTimeline
Westfuller Advisors, LLC2,991$645K0.37%+813F-HRTimeline
JNBA Financial Advisors2,988$645K0.06%-1513F-HRTimeline
Elyxium Wealth, LLC2,985$644K0.24%-41013F-HRTimeline
Horrell Capital Management, Inc.2,983$644K0.26%013F-HRTimeline
Coastwise Capital Group, LLC2,979$643K0.51%-21513F-HRTimeline
SeaCrest Wealth Management, LLC2,977$642K0.07%-20413F-HRTimeline
NCM Capital Management, LLC2,969$641K0.26%-95113F-HRTimeline
Paragon Private Wealth Management, LLC2,967$640K0.26%+1,38013F-HRTimeline
Shared Vision Wealth Group LLC2,916$640K0.32%-26913F-HRTimeline
Hudson Portfolio Management LLC2,961$639K0.6%-6713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,960$639K0.26%013F-HRTimeline
Certified Advisory Corp2,956$638K0.07%+1113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,943$635K0.05%+25213F-HRTimeline
LRI Investments, LLC2,942$635K0.05%+65213F-HRTimeline
Narwhal Capital Management2,937$634K0.05%+2513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,936$633K0.01%-2,07113F-HRTimeline
Kovack Advisors, Inc.2,935$633K0.06%+25613F-HRTimeline
Strategic Blueprint, LLC2,934$633K0.03%-19413F-HRTimeline
TAGStone Capital, Inc.2,868$632K0.26%-1413F-HRTimeline
BBR PARTNERS, LLC2,926$631K0.04%-10913F-HRTimeline
M. Kraus & Co2,925$631K0.19%013F-HRTimeline
Capital Investment Advisors, LLC2,910$628K0.01%-68413F-HR/ATimeline
MIDLAND WEALTH ADVISORS, LLC2,904$627K0.03%-2,18813F-HRTimeline
Shoker Investment Counsel, Inc.2,893$624K0.2%new13F-HRTimeline
Integris Wealth Management, LLC2,890$624K0.16%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,888$623K0.01%-43213F-HRTimeline
MGO ONE SEVEN LLC2,884$622K0.02%-1,18813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,877$621K0.18%-42913F-HRTimeline
Drexel Morgan & Co.2,866$618K0.11%013F-HRTimeline
Fortitude Family Office, LLC2,859$617K0.2%013F-HRTimeline
Balboa Wealth Partners2,848$615K0.12%+18613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,843$613K0.02%-29513F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,837$612K0.14%-28113F-HRTimeline
Insight Advisors, LLC/ PA2,828$610K0.1%-1713F-HRTimeline
Nilsine Partners, LLC2,813$607K0.06%-17,32413F-HRTimeline
Addison Capital Co2,812$607K0.21%+10113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,808$606K0.02%+27213F-HRTimelineGroup
Jordan Park Group LLC2,803$605K0.04%-5213F-HRTimeline
IAG Wealth Partners, LLC2,787$601K0.08%-1313F-HRTimeline
Kaizen Financial Strategies2,783$600K0.31%-6813F-HRTimeline
RDA Financial Network2,782$600K0.16%-20413F-HRTimeline
AAF Wealth Management, LLC2,782$600K0.27%-13713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,780$600K0.68%-113F-HRTimeline
Patriot Financial Group Insurance Agenc…2,776$599K0.07%-6913F-HRTimeline
Smith Anglin Financial, LLC2,772$598K0.05%+713F-HRTimeline
Morse Asset Management, Inc2,764$596K0.13%-12513F-HRTimeline
WEALTHGARDEN F.S. LLC2,701$593K0.49%+8413F-HRTimeline
SkyOak Wealth, LLC2,732$590K0.12%013F-HRTimeline
Forza Wealth Management, LLC2,732$590K0.24%013F-HRTimeline
LEE DANNER & BASS INC2,729$589K0.05%013F-HRTimeline
Mengis Capital Management, Inc.2,701$583K0.12%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,694$581K0.21%+1,09313F-HRTimeline
Golden State Wealth Management, LLC2,693$581K0.07%+40413F-HRTimeline
Comprehensive Financial Consultants Ins…2,693$581K0.19%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.2,683$579K0.39%-20713F-HR/ATimeline
Vise Technologies, Inc.2,676$577K0.02%13F-HRTimeline
Destiny Wealth Partners, LLC2,671$576K0.08%+4313F-HRTimeline
Everhart Financial Group, Inc.2,669$576K0.07%-56813F-HRTimeline
Ellis Investment Partners, LLC2,669$576K0.11%+40913F-HRTimeline
CGN Advisors LLC2,652$572K0.05%-5413F-HRTimeline
Edgestream Partners, L.P.2,651$572K0.02%-3013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,650$572K<0.01%new13F-HRTimeline
Woodside Wealth Management LLC2,650$572K0.49%-35013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,645$571K0.35%-38013F-HRTimeline
Dana Investment Advisors, Inc.2,643$570K0.02%-26013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,555$570K0.1%+113F-HRTimeline
Global View Capital Management LLC2,608$563K0.18%new13F-HRTimeline
Antonelli Financial Advisors, LLC2,606$562K0.41%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,604$562K0.01%+29913F-HRTimeline
LYNCH & ASSOCIATES/IN2,600$561K0.11%013F-HRTimeline
Clarkston Capital Partners, LLC2,600$561K0.01%013F-HRTimeline
First City Capital Management, Inc.2,597$560K0.32%-11813F-HRTimeline
RoundAngle Advisors LLC2,593$560K0.47%-28813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,587$558K0.04%-50313F-HRTimeline
Shepherd Financial Partners LLC2,587$558K0.06%-9913F-HRTimeline
Winthrop Advisory Group LLC2,583$557K0.05%-30513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV2,582$557K0.11%-2,35713F-HRTimeline
Dynasty Wealth Management, LLC2,579$556K0.01%+13013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,573$555K0.24%-1,14513F-HRTimeline
Urban Financial Advisory Corp2,562$553K0.28%-1013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,549$550K0.01%-20113F-HRTimeline
Journey Beyond Wealth, LLC2,528$546K0.46%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,528$546K0.12%013F-HRTimeline
Frank, Rimerman Advisors LLC2,527$545K0.04%-6413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,524$545K0.12%-1,99413F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.2,523$544K0.05%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC2,521$544K0.25%+2413F-HRTimeline
Financial Partners Group, Inc2,517$543K0.08%+7413F-HRTimeline
Flaharty Asset Management, LLC2,512$542K0.07%-25613F-HR/ATimeline
Winthrop Capital Management, LLC2,509$541K0.14%013F-HRTimeline
POSTROCK PARTNERS LLC2,506$541K0.26%-6,68213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,488$540K0.04%-58013F-HRTimelineGroup
Strategic Financial Concepts, LLC2,494$538K0.08%-71013F-HRTimeline
Sonora Investment Management Group, LLC2,492$538K0.04%013F-HRTimeline
First PREMIER Bank2,489$537K0.13%+18213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,488$537K0.04%013F-HRTimeline
Canandaigua National Trust Co of Florida2,487$537K0.38%-1413F-HRTimeline
Advus Financial Partners, LLC2,485$536K0.21%013F-HR/ATimeline
East Coast Asset Management, LLC.2,482$536K0.18%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,479$535K0.04%-10013F-HRTimeline
American Investment Services, Inc.2,477$535K0.14%-77213F-HRTimeline
Independent Wealth Network Inc.2,477$534K0.19%+6213F-HRTimeline
Raab & Moskowitz Asset Management LLC2,475$534K0.13%013F-HRTimeline
Canal Capital Management, LLC2,472$534K0.08%+35313F-HRTimeline
FORTE CAPITAL LLC /ADV2,468$533K0.06%013F-HRTimeline
Principle Wealth Partners LLC2,466$532K0.03%+13713F-HRTimeline
MARQUETTE ASSOCIATES, INC.2,463$532K0.52%+2,15613F-HRTimeline
Cyndeo Wealth Partners, LLC2,459$531K0.03%-10713F-HRTimeline
Cornerstone Select Advisors, LLC2,450$529K0.47%-15313F-HRTimeline
Hoxton Planning & Management, LLC2,450$529K0.18%-4513F-HRTimeline
Beaton Management Co. Inc.2,445$528K0.26%013F-HRTimeline
Moment Partners, LLC2,446$528K0.1%-49,02213F-HRTimeline
Bangor Savings Bank2,443$527K0.05%-813F-HRTimeline
SOL Capital Management CO2,442$527K0.05%-42013F-HRTimeline
Brown Miller Wealth Management, LLC2,433$525K0.16%-37513F-HRTimeline
Baker Ellis Asset Management LLC2,409$520K0.07%-17513F-HRTimeline
Baker Avenue Asset Management, LP2,407$519K0.01%-23813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,375$518K0.35%+2,16413F-HRTimeline
McCarthy & Cox2,389$516K0.14%-23513F-HRTimeline
Texas Capital Bank Wealth Management Se…2,387$515K0.05%-8,66313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,385$515K0.47%-36213F-HRTimeline
Wise Wealth Partners2,378$513K0.86%+99613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,378$513K0.09%013F-HRTimeline
ARVEST INVESTMENTS, INC.2,368$511K0.08%+11313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,548$508K0.28%013F-HRTimeline
TFG Advisers LLC2,355$508K0.17%+513F-HRTimeline
V2 Financial group LLC2,348$507K0.31%+213F-HRTimeline
SeaBridge Investment Advisors LLC2,340$505K0.09%013F-HRTimeline
Northstar Financial Companies, Inc.2,334$504K0.52%+73813F-HRTimeline
PVG ASSET MANAGEMENT CORP2,332$503K1.71%+1,10113F-HRTimeline
Optivise Advisory Services LLC2,329$503K0.26%+9313F-HRTimeline
RFP Financial Group LLC2,321$501K0.21%-2713F-HRTimeline
Retirement Investment Advisors, Inc.2,318$500K0.04%-6013F-HRTimeline
Baldwin Investment Management, LLC2,312$499K0.06%-50013F-HRTimeline
Heritage Investment Group, Inc.2,311$499K0.09%-213F-HRTimeline
James J. Burns & Company, LLC2,308$498K0.08%-113F-HRTimeline
Bellevue Group AGin group Bellevue Group AG2,300$496K0.01%013F-HRTimelineGroup
Cardinal Point Capital Management ULC2,280$492K0.04%new13F-HRTimeline
Stone Summit Wealth LLC2,277$491K0.15%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,276$491K0.11%013F-HRTimeline
Amplius Wealth Advisors, LLC2,275$491K0.05%+20013F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,458$490K0.17%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,256$487K0.03%-5013F-HRTimelineGroup
Wescott Financial Advisory Group, LLC2,245$484K0.05%+21513F-HRTimeline
Kondo Wealth Advisors, Inc.2,201$480K0.21%-5213F-HRTimeline
Samalin Investment Counsel, LLC2,222$480K0.18%+3413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,222$479K0.03%013F-HRTimeline
Mirador Capital Partners LP2,220$479K0.08%-46113F-HRTimeline
Rise Advisors, LLC2,213$478K0.19%+16513F-HRTimeline
Madden Advisory Services, Inc.2,211$477K0.2%+24513F-HRTimeline
Penney Financial, LLC2,203$475K0.24%013F-HRTimeline
Chesley Taft & Associates LLC2,199$475K0.02%+21413F-HRTimeline
SAX WEALTH ADVISORS, LLC2,196$474K0.03%-51913F-HRTimeline
ORG Partners LLC2,165$472K0.1%+75013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,175$469K0.05%-613F-HRTimeline
QTR Family Wealth, LLC2,169$468K0.29%-9513F-HRTimeline
Mascoma Wealth Management LLC2,167$468K0.11%-29613F-HRTimeline
Measured Risk Portfolios, Inc.2,158$466K0.52%+5813F-HRTimeline
UPTICK PARTNERS, LLC2,145$463K0.13%+19813F-HRTimeline
LM Advisors LLC2,131$460K0.06%-14213F-HRTimeline
Significant Wealth Partners LLC2,128$459K0.23%-29513F-HRTimeline
Summit Wealth Group, LLC2,126$459K0.12%new13F-HRTimeline
Costello Asset Management, INC2,126$459K0.17%013F-HRTimeline
Saiph Capital, LLC2,126$459K0.18%+31313F-HRTimeline
SAPIENT CAPITAL LLC2,125$459K0.01%-6713F-HRTimeline
Madison Wealth Partners, Inc2,122$458K0.1%+2613F-HRTimeline
United Community Bankin group United Community Bank2,120$457K0.16%-54613F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC2,116$457K0.15%+11213F-HRTimeline