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Disclosery

IWM ISHARES TR

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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
FOUNDERS FINANCIAL SECURITIES LLC3,543$872K0.05%+1,68613F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,542$872K0.02%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.3,533$870K0.3%+113F-HRTimeline
Mechanics Bank Trust Department3,529$869K0.11%-1113F-HRTimeline
Breakwater Capital Group3,523$867K0.12%-17913F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,519$866K0.03%013F-HRTimeline
Bayesian Capital Management, LP3,500$862K1.97%new13F-HRTimeline
Capital Investment Advisors, LLC3,482$857K0.01%+45713F-HRTimeline
Thrive Wealth Management, LLC3,475$856K0.13%-26913F-HRTimeline
Francis Financial, Inc.3,474$855K0.17%+513F-HRTimeline
Missouri Trust & Investment Co3,462$852K0.25%-5413F-HRTimeline
Clark Asset Management, LLC3,450$849K0.09%-30213F-HRTimeline
Millstone Evans Group, LLC3,448$849K0.5%+7513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,444$848K0.05%-11013F-HRTimeline
Sentry LLC3,443$848K0.23%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,443$848K0.8%-2313F-HRTimeline
CENTRAL TRUST Co3,436$846K0.02%+2413F-HRTimeline
Impact Capital Partners LLC3,436$846K0.25%-1,21913F-HRTimeline
Thomasville National Bank3,432$845K0.05%-14513F-HRTimeline
Vawter Financial, Ltd.3,422$842K0.36%-13813F-HR/ATimeline
Daybright Advisory Services, Inc.3,421$842K0.22%13F-HRTimeline
SC&H Financial Advisors, Inc.3,419$842K0.13%-9513F-HRTimeline
Moran Wealth Management, LLC3,414$840K0.03%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,411$840K0.16%+1113F-HRTimeline
Occidental Asset Management, LLC3,400$837K0.1%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,397$836K0.01%+14813F-HRTimelineGroup
Noble Family Wealth, LLC3,381$832K0.18%013F-HRTimeline
Aurora Private Wealth, Inc.3,410$832K0.55%13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT3,378$832K0.26%+17613F-HRTimeline
New England Professional Planning Group…3,375$831K0.35%-48613F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,370$830K0.03%013F-HRTimeline
Canopy Partners, LLC3,356$826K0.27%013F-HRTimeline
Formidable Asset Management, LLC3,403$823K0.12%013F-HRTimeline
Root Financial Partners, LLC3,341$822K0.04%+26513F-HRTimeline
Agate Pass Investment Management, LLC3,339$822K0.31%+1013F-HRTimeline
Westwood Wealth Management3,330$820K0.62%new13F-HRTimeline
Lionshead Wealth Management, LLC3,330$820K0.62%+113F-HRTimeline
Mystic Asset Management, Inc.3,319$817K0.18%+17013F-HRTimeline
RED REEF ADVISORS LLC3,317$817K0.83%13F-HRTimeline
Saxony Capital Management, LLC3,308$814K0.5%-60813F-HRTimeline
Van Cleef Asset Management,Inc3,307$814K0.08%-2513F-HRTimeline
Accel Wealth Management3,304$813K0.22%-5413F-HRTimeline
Johnson & White Wealth Management, LLC3,299$812K0.35%-23813F-HRTimeline
Platform Technology Partners3,295$811K0.17%+7513F-HRTimeline
Navis Wealth Advisors, LLC3,284$808K0.34%+28313F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,283$808K0.67%013F-HRTimeline
Baron Wealth Management LLC3,279$807K0.25%+1013F-HRTimeline
Resurgent Financial Advisors LLC3,276$806K0.4%-1,00113F-HRTimeline
Coastwise Capital Group, LLC3,276$806K0.4%+1113F-HRTimeline
High Probability Advisors, LLC3,275$806K0.11%013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,271$805K0.18%-47613F-HRTimeline
MB Generational Wealth, LLC3,271$805K0.43%-30713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,270$805K0.35%-5913F-HRTimeline
Heritage Trust Co3,267$804K0.08%+213F-HRTimeline
CRA Financial Services, LLC3,248$800K0.1%-5413F-HRTimeline
ADVISORTRUST PARTNERS, LLC3,247$799K0.35%13F-HRTimeline
Ironwood Financial, llc3,055$799K0.14%-47413F-HRTimeline
NWK Group, Inc.3,243$798K0.28%-19613F-HRTimeline
Cadence Bank3,242$798K0.05%-413F-HRTimeline
RPG Investment Advisory, LLC3,239$797K0.09%+16013F-HRTimeline
Biltmore Family Office, LLC3,239$797K0.11%+8113F-HRTimeline
Center for Financial Planning, Inc.3,238$797K0.08%+3313F-HRTimeline
Roundview Capital LLC3,231$795K0.05%+1,35113F-HRTimeline
Horrell Capital Management, Inc.3,225$794K0.35%013F-HRTimeline
CULTIVAR CAPITAL, INC.3,213$791K0.51%-5513F-HRTimeline
XXI WEALTH, LLC3,200$788K0.48%13F-HRTimeline
BEARING POINT CAPITAL, LLC3,195$786K0.12%+11313F-HRTimeline
DKM Wealth Management, Inc.3,191$785K0.59%-2913F-HRTimeline
Sachetta, LLC3,188$785K0.43%-51413F-HRTimeline
McGuire Investment Group, LLC3,185$784K0.08%013F-HRTimeline
Procyon Advisors, LLC3,180$783K0.04%-1713F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding3,174$781K-7Timeline
Ballew Advisors, Inc2,988$781K0.44%+113F-HRTimeline
Copia Wealth Management3,172$781K0.56%+6513F-HRTimeline
New Republic Capital, LLC3,163$779K0.21%+213F-HRTimeline
Stronghold Wealth Management L.L.C.3,161$778K1.15%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,144$774K0.11%-5413F-HRTimeline
FSM Wealth Advisors, LLC3,137$772K0.11%-14113F-HRTimeline
Welch Group, LLC3,135$772K0.03%+92513F-HRTimeline
Cascade Financial Partners, LLC3,135$772K0.08%+29313F-HRTimeline
JDM Financial Group LLC3,132$771K0.3%-6113F-HRTimeline
Waterloo Capital, L.P.3,125$769K0.06%+2,02613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,118$768K0.06%-1,65313F-HRTimeline
INSIGHT 2811, INC.3,115$767K0.34%-16713F-HRTimeline
Tilson Financial Group, Inc.3,113$766K0.24%+913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,108$765K0.61%13F-HRTimeline
Investors Research Corp3,108$765K0.14%013F-HRTimeline
Perkins Coie Trust Co3,105$764K0.14%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,101$763K0.05%+48713F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,101$763K0.01%+1,33113F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…3,096$762K0.13%013F-HRTimeline
Private Wealth Group, LLC3,091$761K0.37%013F-HRTimeline
Iowa State Bank3,090$761K0.14%013F-HRTimeline
PIONEER TRUST BANK N A/OR3,085$759K0.18%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,081$758K0.24%013F-HRTimeline
DEARBORN PARTNERS LLC3,079$758K0.04%013F-HRTimeline
VeraBank, N.A.3,079$758K0.14%-13513F-HRTimeline
Jackson Hole Capital Partners, LLC3,077$757K0.13%013F-HRTimeline
Arrowroot Family Office, LLC3,071$756K0.28%-1,65913F-HRTimeline
Rothschild Wealth LLC3,071$756K0.07%+12313F-HR/ATimeline
LEE DANNER & BASS INC3,068$755K0.05%+8113F-HRTimeline
Windsor Capital Management, LLC3,064$754K0.21%-40513F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…3,061$753K0.03%13F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…3,059$753K0.36%-34013F-HRTimelineGroup
Linscomb Wealth, Inc.3,054$752K0.03%-9913F-HRTimeline
Columbia Bank3,049$751K0.21%013F-HRTimeline
Gen-Wealth Partners Inc3,047$750K0.24%013F-HRTimeline
ANCHYRA PARTNERS LLC3,035$747K0.23%13F-HRTimeline
Chesley Taft & Associates LLC3,030$746K0.03%+83113F-HRTimeline
Westfuller Advisors, LLC3,009$741K0.3%+1013F-HRTimeline
Quartz Partners, LLC3,007$740K0.28%+82213F-HRTimeline
Gilliland Jeter Wealth Management LLC3,004$739K0.22%-413F-HRTimeline
Leo Wealth, LLC3,003$739K0.05%+3213F-HRTimeline
GREAT LAKES ADVISORS, LLC3,002$739K0.01%+34813F-HRTimeline
Defender Capital, LLC.3,000$738K0.24%new13F-HRTimeline
DCF Advisers, LLC3,000$738K0.24%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC2,976$737K0.44%-19,77913F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,995$737K0.51%013F-HRTimeline
Seneca House Advisors2,994$737K0.28%+1,17513F-HRTimeline
Providence Financial Advisors, LLC2,980$733K0.73%-1,05413F-HRTimeline
Raleigh Capital Management Inc.2,976$732K0.27%new13F-HRTimeline
O'Brien Greene & Co. Inc2,975$732K0.22%-20013F-HRTimeline
Stanich Group LLC2,969$731K0.55%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,964$730K0.21%-24313F-HRTimeline
Clarkston Capital Partners, LLC2,950$726K0.02%013F-HRTimeline
Certified Advisory Corp2,945$725K0.07%-1113F-HRTimeline
TI-TRUST, INC2,933$722K0.45%-17013F-HRTimeline
IAG Wealth Partners, LLC2,932$722K0.08%+21913F-HRTimeline
W1M Asset Management Ltd2,931$722K0.01%new13F-HRTimeline
Narwhal Capital Management2,926$720K0.05%-1113F-HRTimeline
M. Kraus & Co2,925$720K0.2%013F-HRTimeline
Bank of New Hampshire2,920$719K0.16%-1,23513F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,916$718K0.17%13F-HRTimeline
Goldstein Advisors, LLC2,916$718K0.08%+29713F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC2,910$716K0.58%-4,02913F-HRTimeline
Park Edge Advisors, LLC2,905$715K0.16%+89213F-HRTimeline
WEALTHGARDEN F.S. LLC2,708$715K0.47%013F-HRTimeline
Shoker Investment Counsel, Inc.2,901$714K0.21%+413F-HRTimeline
NCM Capital Management, LLC2,894$712K0.26%-7513F-HRTimeline
Integris Wealth Management, LLC2,890$711K0.16%-2613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,872$707K0.02%-7,82613F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,870$706K0.13%013F-HRTimeline
Drexel Morgan & Co.2,866$705K0.11%013F-HRTimeline
Fortitude Family Office, LLC2,859$704K0.16%013F-HRTimeline
Boston Common Asset Management, LLC2,852$702K0.04%new13F-HR/ATimeline
Clear Harbor Asset Management, LLC2,850$702K0.05%+1,71313F-HRTimeline
Ellis Investment Partners, LLC2,850$702K0.12%-7013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV2,845$700K0.68%13F-HRTimeline
Destiny Wealth Partners, LLC2,649$699K0.08%-2413F-HRTimeline
Sharp Wealth Advisory, LLC2,840$699K0.35%-15213F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc2,811$692K<0.01%new13F-HRTimelineGroup
Balboa Wealth Partners2,801$689K0.11%013F-HRTimeline
USA FINANCIAL FORMULAS2,791$687K0.12%-20613F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,789$687K0.06%-11313F-HRTimeline
Schrum Private Wealth Management LLC2,783$685K0.51%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,780$684K0.56%013F-HRTimeline
Elm Partners Management LLC2,772$682K0.03%+51413F-HR/ATimeline
Principle Wealth Partners LLC2,766$681K0.04%+30013F-HRTimeline
Buck Wealth Strategies, LLC2,764$680K0.09%new13F-HRTimeline
Morse Asset Management, Inc2,762$680K0.14%013F-HRTimeline
Sovran Advisors, LLC2,560$680K0.06%+41913F-HRTimeline
TAGStone Capital, Inc.2,756$678K0.25%-6213F-HRTimeline
True North Advisors, LLC2,752$677K0.09%+6413F-HRTimeline
Black Swift Group, LLC2,750$677K0.11%+1,25013F-HRTimeline
Independent Wealth Network Inc.2,737$674K0.21%+23313F-HRTimeline
SkyOak Wealth, LLC2,736$673K0.12%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,734$673K0.02%-6013F-HR/ATimelineGroup
Round Rock Advisors LLC2,734$673K0.1%-11313F-HR/ATimeline
Forza Wealth Management, LLC2,732$673K0.24%013F-HRTimeline
Frank, Rimerman Advisors LLC2,732$673K0.04%+20513F-HRTimeline
Northstar Financial Companies, Inc.2,727$671K0.53%+39513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,725$671K0.22%+26513F-HRTimeline
BBR PARTNERS, LLC2,722$670K0.04%-20013F-HRTimeline
Elyxium Wealth, LLC2,702$665K0.19%+113F-HRTimeline
BigSur Wealth Management LLC2,700$665K0.16%013F-HRTimeline
Upper Left Wealth Management, LLC2,699$664K0.41%-12313F-HRTimeline
Shared Vision Wealth Group LLC2,507$662K0.27%-40913F-HRTimeline
Golden State Wealth Management, LLC2,682$660K0.07%+213F-HRTimeline
AAF Wealth Management, LLC2,669$657K0.28%-11613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,637$656K0.1%+113F-HRTimeline
JNBA Financial Advisors2,665$656K0.06%-2213F-HRTimeline
Private Capital Management, LLC2,664$656K0.06%-22013F-HRTimeline
Shepherd Financial Partners LLC2,661$655K0.06%+7413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,660$655K0.03%-1,94513F-HRTimeline
V2 Financial group LLC2,651$653K0.32%+213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,650$652K<0.01%013F-HRTimeline
Woodside Wealth Management LLC2,650$652K0.49%013F-HRTimeline
Independent Wealth Advisors LLC2,642$650K0.68%13F-HRTimeline
Hudson Portfolio Management LLC2,640$650K0.56%-9113F-HRTimeline
Mengis Capital Management, Inc.2,632$648K0.11%-2013F-HRTimeline
Financial Partners Group, Inc2,491$647K0.07%+213F-HRTimeline
Cornerstone Select Advisors, LLC2,617$644K0.45%-11713F-HRTimeline
M1 Capital Management LLC2,610$643K0.27%-56613F-HRTimeline
Madison Wealth Partners, Inc2,609$642K0.12%+42313F-HRTimeline
Antonelli Financial Advisors, LLC2,606$641K0.42%013F-HRTimeline
Ducere Wealth Management LLC2,602$641K0.25%13F-HR/ATimeline
LYNCH & ASSOCIATES/IN2,600$640K0.12%013F-HRTimeline
First City Capital Management, Inc.2,597$639K0.34%-10013F-HRTimeline
CGN Advisors LLC2,592$638K0.05%+713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,585$636K0.01%-17113F-HRTimeline