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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
PENOBSCOT WEALTH MANAGEMENT3,202$775K0.25%+50813F-HRTimeline
Balefire, LLC3,201$775K0.15%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,198$774K0.12%+6713F-HRTimeline
Procyon Advisors, LLC3,197$774K0.05%+17213F-HRTimeline
JDM Financial Group LLC3,193$773K0.32%-7613F-HRTimeline
McGuire Investment Group, LLC3,185$771K0.09%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,164$770K0.34%013F-HRTimeline
Cardinal Point Capital Management ULC3,174$770K0.05%+89413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,181$770K0.07%-2813F-HRTimelineGroup
M1 Capital Management LLC3,176$768K0.33%-3913F-HRTimeline
O'Brien Greene & Co. Inc3,175$768K0.24%-1213F-HRTimeline
New Republic Capital, LLC3,161$765K0.23%+513F-HRTimeline
Biltmore Family Office, LLC3,158$764K0.11%013F-HRTimeline
Columbia Bank3,049$763K0.21%-51213F-HRTimeline
Linscomb Wealth, Inc.3,153$763K0.03%-14213F-HRTimeline
Mystic Asset Management, Inc.3,149$762K0.17%+15513F-HRTimeline
Investors Research Corp3,108$752K0.14%-27013F-HRTimeline
Copia Wealth Management3,107$752K0.56%+10613F-HRTimeline
Perkins Coie Trust Co3,105$751K0.14%013F-HRTimeline
Tilson Financial Group, Inc.3,104$751K0.25%+713F-HRTimeline
TI-TRUST, INC3,103$751K0.47%+3613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,096$749K0.13%-42713F-HRTimeline
Schneider Downs Wealth Management Advis…3,093$748K0.09%-3813F-HRTimeline
Private Wealth Group, LLC3,091$748K0.37%013F-HRTimeline
Iowa State Bank3,090$748K0.14%013F-HRTimeline
PIONEER TRUST BANK N A/OR3,085$746K0.17%013F-HRTimeline
BEARING POINT CAPITAL, LLC3,082$746K0.13%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,081$745K0.23%013F-HRTimeline
DEARBORN PARTNERS LLC3,079$745K0.03%-25013F-HRTimeline
RPG Investment Advisory, LLC3,079$745K0.09%+1513F-HRTimeline
Jackson Hole Capital Partners, LLC3,077$745K0.13%-84113F-HRTimeline
Root Financial Partners, LLC3,076$744K0.05%+1,11213F-HRTimeline
Ballew Advisors, Inc2,987$741K0.41%013F-HRTimeline
NVWM, LLC3,048$737K0.17%013F-HRTimeline
Gen-Wealth Partners Inc3,047$737K0.25%013F-HRTimeline
Formidable Asset Management, LLC3,403$734K0.12%-5413F-HRTimeline
Capital Investment Advisors, LLC3,025$732K0.01%+11513F-HRTimeline
Gilliland Jeter Wealth Management LLC3,008$728K0.22%013F-HRTimeline
Navis Wealth Advisors, LLC3,001$726K0.55%+113F-HRTimeline
DCF Advisers, LLC3,000$726K0.27%013F-HRTimeline
Westfuller Advisors, LLC2,999$726K0.33%+813F-HRTimeline
USA FINANCIAL FORMULAS2,997$725K0.13%+2,98113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,997$725K0.22%+213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,995$725K0.5%013F-HR/ATimeline
Exchange Bank2,993$724K0.5%013F-HRTimeline
Sharp Wealth Advisory, LLC2,992$724K0.39%-16913F-HRTimeline
LEE DANNER & BASS INC2,987$723K0.05%+25813F-HRTimeline
Leo Wealth, LLC2,971$719K0.09%-2613F-HRTimeline
NCM Capital Management, LLC2,969$718K0.28%013F-HRTimeline
Stanich Group LLC2,969$718K0.44%-4213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,957$716K0.01%+2113F-HRTimeline
Certified Advisory Corp2,956$715K0.07%013F-HRTimeline
Clarkston Capital Partners, LLC2,950$714K0.02%+35013F-HRTimeline
Rothschild Wealth LLC2,948$713K0.16%-41013F-HRTimeline
Narwhal Capital Management2,937$711K0.05%013F-HRTimeline
Shared Vision Wealth Group LLC2,916$710K0.3%013F-HRTimeline
M. Kraus & Co2,925$708K0.2%013F-HRTimeline
BBR PARTNERS, LLC2,922$707K0.04%-413F-HRTimeline
Ellis Investment Partners, LLC2,920$707K0.13%+25113F-HRTimeline
Integris Wealth Management, LLC2,916$706K0.17%+2613F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,902$702K0.07%+72713F-HRTimeline
Shoker Investment Counsel, Inc.2,897$701K0.21%+413F-HRTimeline
SeaCrest Wealth Management, LLC2,841$701K0.07%-13613F-HRTimeline
Private Capital Management, LLC2,884$698K0.06%-19113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,877$696K0.19%013F-HRTimeline
Kovack Advisors, Inc.2,877$696K0.07%-5813F-HRTimeline
Ananym Capital Management, LP2,875$696K0.27%+2,29013F-HRTimeline
Bigelow Investment Advisors, LLC2,873$695K0.28%-16513F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,870$694K0.13%+3313F-HRTimeline
Drexel Morgan & Co.2,866$693K0.11%013F-HRTimeline
Fortitude Family Office, LLC2,859$692K0.19%013F-HRTimeline
FIRST AMERICAN BANK2,848$689K0.04%-61113F-HRTimeline
Round Rock Advisors LLC2,847$689K0.11%-15513F-HRTimeline
Cascade Financial Partners, LLC2,842$688K0.08%-2,33013F-HRTimeline
Eisler Capital Management Ltd.2,854$687K0.02%-23,44213F-HRTimeline
Upper Left Wealth Management, LLC2,822$683K0.43%-25613F-HRTimeline
TAGStone Capital, Inc.2,818$682K0.27%-5013F-HRTimeline
Alpha Advisors, LLC/VA2,815$681K0.51%-53313F-HRTimeline
Sonora Investment Management Group, LLC2,808$679K0.05%+31613F-HRTimeline
Jordan Park Group LLC2,803$678K0.04%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,802$678K0.02%-4113F-HRTimeline
Balboa Wealth Partners2,801$678K0.12%-4713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,796$677K0.29%+99513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,794$676K0.02%-1413F-HRTimelineGroup
DISCOVERY CAPITAL MANAGEMENT, LLC / CT2,786$674K0.04%+2,48413F-HRTimeline
AAF Wealth Management, LLC2,785$674K0.31%+313F-HRTimeline
Schrum Private Wealth Management LLC2,783$674K0.49%-65813F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,780$673K0.08%-13,07313F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…2,780$673K0.67%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,708$672K0.48%+713F-HRTimeline
Morse Asset Management, Inc2,762$668K0.13%-213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,756$667K0.01%+20713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,754$666K0.33%+20613F-HRTimeline
Groupe la Francaisein group Groupe la Francaise3,224$663K0.01%new13F-HRTimelineGroup
SkyOak Wealth, LLC2,736$662K0.13%+413F-HRTimeline
LRI Investments, LLC2,735$662K0.05%-20713F-HRTimeline
Trek Financial, LLC2,735$662K0.04%+1,18113F-HRTimeline
Cornerstone Select Advisors, LLC2,734$662K0.49%+28413F-HRTimeline
TBH Global Asset Management, LLC2,734$661K0.13%new13F-HRTimeline
Forza Wealth Management, LLC2,732$661K0.25%013F-HRTimeline
Hudson Portfolio Management LLC2,731$661K0.59%-23013F-HRTimeline
IAG Wealth Partners, LLC2,713$656K0.08%-7413F-HRTimeline
Texas Capital Bank Wealth Management Se…2,706$655K0.05%+31913F-HRTimeline
Elyxium Wealth, LLC2,701$653K0.23%-28413F-HRTimeline
BigSur Wealth Management LLC2,700$653K0.16%-70013F-HRTimeline
First City Capital Management, Inc.2,697$653K0.35%+10013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,636$651K0.11%+8113F-HRTimeline
True North Advisors, LLC2,688$650K0.1%+1,03213F-HRTimeline
JNBA Financial Advisors2,687$650K0.06%-30113F-HRTimeline
Beta Wealth Group, Inc.2,683$649K0.26%new13F-HRTimeline
Golden State Wealth Management, LLC2,680$649K0.07%-1313F-HRTimeline
Destiny Wealth Partners, LLC2,673$647K0.08%+213F-HRTimeline
Rise Advisors, LLC2,669$646K0.23%+45613F-HRTimeline
XPONANCE LLC2,662$644K0.01%-36213F-HRTimeline
Everhart Financial Group, Inc.2,657$643K0.06%-1213F-HRTimeline
NFSG Corp2,655$642K0.1%+96013F-HRTimeline
GREAT LAKES ADVISORS, LLC2,654$642K0.01%-1,95913F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,652$642K0.37%+713F-HRTimeline
Mengis Capital Management, Inc.2,652$642K0.13%-4913F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,650$641K<0.01%013F-HRTimeline
Woodside Wealth Management LLC2,650$641K0.51%013F-HRTimeline
V2 Financial group LLC2,649$641K0.35%+30113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,633$637K0.09%-1,11013F-HRTimeline
Goldstein Advisors, LLC2,619$634K0.08%-81213F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,614$633K0.1%+65913F-HRTimeline
HBW ADVISORY SERVICES LLC2,611$632K0.07%+1,23013F-HRTimeline
Antonelli Financial Advisors, LLC2,606$630K0.43%013F-HRTimeline
LYNCH & ASSOCIATES/IN2,600$629K0.12%013F-HRTimeline
Granite Bay Wealth Management, LLC2,592$627K0.16%-1,12213F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/2,590$627K0.01%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV2,582$626K0.12%013F-HRTimeline
Shepherd Financial Partners LLC2,587$626K0.06%013F-HRTimeline
CGN Advisors LLC2,585$625K0.05%-6713F-HRTimeline
Winthrop Advisory Group LLC2,584$625K0.05%+113F-HRTimeline
Dana Investment Advisors, Inc.2,563$620K0.02%-8013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,550$617K0.24%-2313F-HRTimeline
Blackston Financial Advisory Group, LLC2,549$617K0.37%-73613F-HR/ATimeline
Clark Capital Management Group, Inc.2,531$612K<0.01%+1,52013F-HRTimeline
Strategies Wealth Advisors, LLC2,529$612K0.06%+1,41513F-HRTimeline
Journey Beyond Wealth, LLC2,528$612K0.5%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,528$612K0.13%013F-HRTimeline
Frank, Rimerman Advisors LLC2,527$611K0.04%013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.2,523$610K0.06%013F-HRTimeline
Baker Avenue Asset Management, LP2,519$609K0.01%+11213F-HRTimeline
Plante Moran Financial Advisors, LLC2,516$609K0.04%+3713F-HRTimeline
Flaharty Asset Management, LLC2,512$608K0.08%013F-HRTimeline
Winthrop Capital Management, LLC2,509$607K0.15%013F-HRTimeline
POSTROCK PARTNERS LLC2,506$606K0.27%013F-HRTimeline
Independent Wealth Network Inc.2,504$606K0.19%+2713F-HRTimeline
RDA Financial Network2,504$606K0.15%-27813F-HRTimeline
MARQUETTE ASSOCIATES, INC.2,501$605K0.73%+3813F-HRTimeline
THOMPSON DAVIS & CO., INC.2,497$604K0.37%-18613F-HRTimeline
GARRISON POINT ADVISORS, LLC2,497$604K0.25%-2413F-HRTimeline
Berger Financial Group, Inc2,496$604K0.04%+1,25213F-HRTimeline
Financial Partners Group, Inc2,489$602K0.08%-2813F-HRTimeline
First PREMIER Bank2,489$602K0.14%013F-HRTimeline
Canandaigua National Trust Co of Florida2,487$602K0.48%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,484$601K0.03%+2513F-HRTimeline
Bluesphere Advisors LLC2,478$600K0.27%+1,30813F-HRTimeline
American Investment Services, Inc.2,477$599K0.14%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,475$599K0.13%013F-HRTimeline
Canal Capital Management, LLC2,475$599K0.09%+313F-HRTimeline
Advus Financial Partners, LLC2,474$599K0.22%-1113F-HR/ATimeline
MAINSAIL ASSET MANAGEMENT, LLC2,471$598K0.26%new13F-HRTimeline
Principle Wealth Partners LLC2,466$597K0.03%013F-HRTimeline
Ullmann Wealth Partners Group, LLC2,464$596K0.07%+35113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,460$595K0.37%+8513F-HRTimeline
IFC Advisors LLC2,459$595K0.11%+87813F-HRTimeline
East Coast Asset Management, LLC.2,459$595K0.19%-2313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,455$594K0.53%+7013F-HRTimeline
Brown Miller Wealth Management, LLC2,450$593K0.17%+1713F-HRTimeline
Beaton Management Co. Inc.2,445$592K0.27%013F-HRTimeline
Bangor Savings Bank2,443$591K0.05%013F-HRTimeline
Strategic Financial Concepts, LLC2,432$588K0.09%-6213F-HRTimeline
Urban Financial Advisory Corp2,422$586K0.27%-14013F-HRTimeline
SFG Wealth Management, LLC.2,414$584K0.25%+49113F-HRTimeline
Optivise Advisory Services LLC2,411$583K0.35%+8213F-HRTimeline
Baker Ellis Asset Management LLC2,409$583K0.07%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,401$581K<0.01%+83013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,387$578K0.04%-20013F-HRTimeline
Wise Wealth Partners2,378$575K0.88%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,378$575K0.08%013F-HRTimeline
Grantvest Financial Group LLC2,368$573K0.4%-63513F-HRTimeline
Carrera Capital Advisors2,362$572K0.1%-6,89313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,359$571K0.07%+37513F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC2,356$570K0.12%-16813F-HRTimeline
Genus Capital Management Inc.2,354$570K0.07%new13F-HRTimeline
RoundAngle Advisors LLC2,353$569K0.44%-24013F-HRTimeline
Northstar Financial Companies, Inc.2,332$564K0.52%-213F-HRTimeline
SOL Capital Management CO2,317$561K0.05%-12513F-HRTimeline
Retirement Investment Advisors, Inc.2,318$561K0.05%013F-HRTimeline
Heritage Investment Group, Inc.2,313$560K0.09%+213F-HRTimeline
Baldwin Investment Management, LLC2,312$559K0.06%013F-HRTimeline
Inscription Capital, LLC2,310$559K0.06%new13F-HRTimeline
Bellevue Group AGin group Bellevue Group AG2,300$557K0.01%013F-HRTimelineGroup
Kassira Wealth Management LLC2,297$556K0.54%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,294$555K0.03%-61013F-HRTimeline
Cherry Tree Wealth Management, LLC2,276$551K0.12%013F-HRTimeline
SeaBridge Investment Advisors LLC2,272$550K0.09%-6813F-HRTimeline
McCarthy & Cox2,271$549K0.13%-11813F-HRTimeline