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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
Capital Market Strategies LLC2,769$612K0.35%+42613F-HRTimeline
Morse Asset Management, Inc2,768$612K0.14%+67713F-HRTimeline
Riverwater Partners LLC2,766$611K0.3%-7,70313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,766$611K0.02%+66013F-HRTimeline
MB Generational Wealth, LLC2,760$610K0.45%013F-HRTimeline
First City Capital Management, Inc.2,748$607K0.32%+6913F-HRTimeline
VISTA FINANCE, LLC2,734$604K0.62%new13F-HRTimeline
SkyOak Wealth, LLC2,732$604K0.13%+35813F-HRTimeline
Forza Wealth Management, LLC2,732$604K0.28%013F-HRTimeline
Wealth Architects, LLC2,729$603K0.07%013F-HRTimeline
Financial & Tax Architects, LLC2,716$600K0.15%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,707$598K0.28%+72013F-HRTimeline
Edgestream Partners, L.P.2,704$597K0.03%+1,19413F-HRTimeline
Mengis Capital Management, Inc.2,701$597K0.12%013F-HRTimeline
V2 Financial group LLC2,693$595K0.36%+20113F-HRTimeline
Baker Avenue Asset Management, LP2,693$595K0.02%+1,62113F-HRTimeline
M1 Capital Management LLC2,690$594K0.32%13F-HRTimeline
Patriot Financial Group Insurance Agenc…2,689$594K0.08%+86413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,679$592K0.09%+313F-HRTimeline
GeoWealth Management, LLC2,670$590K0.02%+1,44513F-HRTimeline
THOMPSON DAVIS & CO., INC.2,647$585K0.38%-54513F-HRTimeline
Winthrop Advisory Group LLC2,638$583K0.07%+3613F-HRTimeline
ABLE Financial Group, LLC2,637$583K0.17%-4513F-HRTimeline
FSM Wealth Advisors, LLC2,595$583K0.14%+19513F-HRTimeline
United Community Bankin group United Community Bank2,636$582K0.23%+1013F-HRTimelineGroup
First Bank & Trust2,631$581K0.11%+213F-HRTimeline
Ullmann Wealth Partners Group, LLC2,628$581K0.07%+113F-HRTimeline
Plancorp, LLC2,622$579K0.02%+13013F-HRTimeline
Significant Wealth Partners LLC2,615$578K0.3%+75613F-HRTimeline
MKD WEALTH COACHES, LLC2,613$577K0.58%13F-HRTimeline
Canandaigua National Trust Co of Florida2,611$577K0.45%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,600$575K0.05%+39913F-HRTimeline
LYNCH & ASSOCIATES/IN2,600$574K0.12%013F-HRTimeline
Journey Beyond Wealth, LLC2,594$573K0.54%13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,553$573K0.12%-813F-HRTimeline
Frank, Rimerman Advisors LLC2,591$573K0.04%013F-HRTimeline
Shepherd Financial Partners LLC2,587$572K0.07%013F-HRTimeline
Chesley Taft & Associates LLC2,585$571K0.03%-713F-HRTimeline
Independent Wealth Network Inc.2,582$571K0.23%+74413F-HRTimeline
SeaBridge Investment Advisors LLC2,578$570K0.12%+6813F-HRTimeline
LEE DANNER & BASS INC2,576$569K0.05%+89813F-HRTimeline
PVG ASSET MANAGEMENT CORP2,571$568K2.69%+93913F-HRTimeline
Destiny Wealth Partners, LLC2,571$568K0.09%+49913F-HRTimeline
Main Street Financial Solutions, LLC2,570$568K0.06%+6413F-HRTimeline
Urban Financial Advisory Corp2,566$567K0.31%+813F-HRTimeline
Consolidated Portfolio Review Corp2,563$566K0.09%+88013F-HRTimeline
Bison Wealth, LLC2,562$566K0.12%-6613F-HRTimeline
Vestmark Advisory Solutions, Inc.2,557$565K0.02%new13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,548$563K0.32%-1413F-HRTimeline
CenterStar Asset Management, LLC2,539$561K1.23%-1,88413F-HRTimeline
Absolute Gestao de Investimentos Ltda.2,530$559K0.24%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,528$559K0.13%013F-HRTimeline
Everhart Financial Group, Inc.2,526$558K0.11%+11713F-HRTimeline
FORTE CAPITAL LLC /ADV2,517$556K0.06%-7113F-HRTimeline
Round Rock Advisors LLC2,516$556K0.11%-35913F-HRTimeline
New Century Financial Group, LLC2,469$554K0.24%-3,93613F-HRTimeline
Winthrop Capital Management, LLC2,509$554K0.15%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,506$554K0.06%+21513F-HRTimeline
Signal Advisors Wealth, LLC2,494$551K0.06%+62713F-HRTimeline
McCarthy & Cox2,490$550K0.19%-22313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,488$550K0.05%-213F-HRTimeline
Advus Financial Partners, LLC2,485$549K0.24%013F-HR/ATimeline
East Coast Asset Management, LLC.2,482$548K0.18%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,475$547K0.13%013F-HRTimeline
McAdam, LLC2,474$547K0.03%+313F-HRTimeline
Cyndeo Wealth Partners, LLC2,472$546K0.04%-19413F-HRTimeline
Mascoma Wealth Management LLC2,463$544K0.14%013F-HRTimeline
Talon Private Wealth, LLC2,446$540K0.11%+69913F-HR/ATimeline
STALEY CAPITAL ADVISERS INC2,444$540K0.02%+113F-HRTimeline
Beaton Management Co. Inc.2,445$540K0.27%013F-HRTimeline
KRS Capital Management, LLC2,442$540K0.38%+22013F-HRTimeline
Flywheel Private Wealth LLC2,439$539K0.5%13F-HRTimeline
Sonora Investment Management Group, LLC2,439$539K0.04%-113F-HRTimeline
Kondo Wealth Advisors, Inc.2,422$535K0.27%13F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding2,422$535K+1,211Timeline
MRP Capital Investments, LLC2,420$535K0.49%-2,12513F-HRTimeline
Strategic Financial Services, Inc.2,420$535K0.03%-22813F-HRTimeline
James J. Burns & Company, LLC2,415$534K0.09%+1913F-HRTimeline
Lunt Capital Management, Inc.2,406$532K0.21%+40113F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,400$530K0.2%new13F-HRTimeline
PCA Investment Advisory Services Inc.2,391$528K0.24%-78613F-HRTimeline
Financial Partners Group, Inc2,386$527K0.08%+1513F-HRTimeline
Retirement Investment Advisors, Inc.2,384$527K0.06%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,383$526K0.04%-7113F-HRTimeline
Sollinda Capital Management LLC2,378$525K0.14%-13513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,378$525K0.1%+47813F-HRTimeline
Bluesphere Advisors LLC2,372$524K0.26%+18613F-HRTimeline
Facet Wealth, Inc.2,297$519K0.01%-22313F-HRTimeline
RFP Financial Group LLC2,348$519K0.2%013F-HRTimeline
TFG Advisers LLC2,346$518K0.19%+613F-HRTimeline
Impact Capital Partners LLC2,341$517K0.18%13F-HRTimeline
DEARBORN PARTNERS LLC2,329$515K0.02%013F-HRTimeline
Principle Wealth Partners LLC2,329$515K0.04%013F-HRTimeline
ARVEST INVESTMENTS, INC.2,329$515K0.08%-82913F-HRTimeline
Latitude Advisors, LLC2,322$513K0.29%+1813F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,319$512K0.19%-1513F-HRTimeline
RiverFront Investment Group, LLC2,313$511K0.01%+1,02213F-HRTimeline
Measured Risk Portfolios, Inc.2,311$511K0.57%13F-HRTimeline
First PREMIER Bank2,307$510K0.13%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,306$510K0.03%013F-HRTimelineGroup
Watts Gwilliam & Co., LLC2,284$509K0.11%+20213F-HRTimeline
Stone Summit Wealth LLC2,299$508K0.17%013F-HRTimeline
NFSG Corp2,286$505K0.13%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,276$503K0.01%+16213F-HRTimeline
Cherry Tree Wealth Management, LLC2,270$502K0.12%-32613F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,270$502K0.01%+89913F-HRTimeline
Fiduciary Alliance LLC2,267$501K0.05%-37113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,263$500K0.27%+23013F-HRTimeline
Ellis Investment Partners, LLC2,260$499K0.1%+12813F-HRTimeline
Bramshill Investments, LLC2,250$497K0.08%new13F-HRTimeline
Israel Discount Bank of New York2,246$496K0.36%-20513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,238$495K0.01%new13F-HRTimelineGroup
Denver PWM, LLC2,237$494K0.19%-7413F-HRTimeline
Octavia Wealth Advisors, LLC2,235$494K0.06%013F-HRTimeline
Heritage Investment Group, Inc.2,234$494K0.09%-15413F-HRTimeline
Embree Financial Group2,231$493K0.08%-4713F-HRTimeline
Golden State Wealth Management, LLC2,229$493K0.07%13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,223$491K0.02%-9313F-HRTimeline
IAG Wealth Partners, LLC2,222$491K0.09%+3613F-HRTimeline
Penney Financial, LLC2,203$487K0.33%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,183$482K0.29%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,181$482K0.06%+13313F-HRTimeline
GARRISON POINT ADVISORS, LLC2,177$481K0.23%new13F-HRTimeline
Baker Ellis Asset Management LLC2,166$479K0.07%+45013F-HRTimeline
Northwest Financial Advisors2,165$478K0.4%-4213F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co2,165$478K0.1%+10013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,160$477K0.36%13F-HRTimeline
Noble Family Wealth, LLC2,160$477K0.13%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,151$475K0.02%013F-HRTimeline
Platform Technology Partners2,145$474K0.14%+1,07513F-HRTimeline
Concorde Asset Management, LLC2,138$472K0.25%-24813F-HRTimeline
Blue Chip Partners, LLC2,133$471K0.04%new13F-HRTimeline
MERIDIAN MANAGEMENT CO2,128$470K0.12%013F-HRTimeline
Costello Asset Management, INC2,126$470K0.31%-24413F-HRTimeline
WESPAC Advisors, LLC2,123$469K0.35%+1,15213F-HRTimeline
Summit Investment Advisory Services, LLC2,121$469K0.24%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,121$469K0.08%-3013F-HRTimelineGroup
Cordatus Wealth Management LLC2,118$468K0.12%new13F-HRTimeline
New England Professional Planning Group…2,109$466K0.23%+52713F-HRTimeline
Wealthquest Corp2,104$465K0.04%-7513F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,103$465K0.16%+713F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC2,100$464K0.09%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC2,100$464K0.8%+1213F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,097$463K0.03%-12913F-HRTimelineGroup
Valtrion Capital Management, LLC2,097$463K0.61%13F-HRTimeline
Madison Wealth Partners, Inc2,096$463K0.13%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,093$462K0.22%-3513F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.2,090$462K0.05%013F-HRTimeline
Plotkin Financial Advisors, LLC2,088$461K0.27%-7713F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC2,075$458K0.36%-1013F-HRTimeline
Amplius Wealth Advisors, LLC2,075$458K0.05%+27013F-HRTimeline
Vigilare Wealth Management2,073$458K0.19%+86413F-HRTimeline
Rice Partnership, LLC2,060$455K0.09%+1213F-HRTimeline
LexAurum Advisors, LLC2,058$455K0.09%-9013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,053$454K0.06%-37013F-HRTimeline
StoneCrest Wealth Management, Inc.2,053$454K0.3%013F-HRTimeline
SCS Capital Management LLC2,052$453K0.01%-413F-HRTimeline
Bay Capital Advisors, LLC2,051$453K0.36%13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,049$453K0.3%+33513F-HRTimeline
Collaborative Wealth Managment Inc.2,049$453K0.21%+76713F-HRTimeline
Sovran Advisors, LLC2,047$450K0.06%13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,031$449K0.08%013F-HRTimeline
CNB Bank2,029$448K0.21%-3413F-HRTimeline
Pallas Capital Advisors LLC2,027$448K0.02%-12613F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,026$448K0.17%013F-HRTimeline
Argyle Capital Partners, LLC2,022$447K0.38%13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,019$446K0.03%-1013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,013$445K0.02%new13F-HRTimeline
Cynosure Group, LLC2,013$445K0.07%+113F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,011$444K0.13%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,007$443K0.02%-1513F-HRTimeline
Mayfair Advisory Group, LLC2,002$442K0.26%013F-HRTimeline
Ransom Advisory, Ltd2,000$442K0.2%+15013F-HRTimeline
TRUST CO OF VERMONT1,998$441K0.02%+9813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,998$441K0.16%+313F-HRTimeline
NOVUS ADVISORS, LLC1,997$441K0.44%13F-HRTimeline
Vickerman Investment Advisors, Inc.1,994$441K0.12%-813F-HRTimeline
SFG Wealth Management, LLC.1,993$440K0.23%+9613F-HRTimeline
WARNER FINANCIAL, INC1,992$440K0.19%+213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,990$440K0.03%+513F-HRTimelineGroup
Private Capital Management, LLC1,987$439K0.05%-49013F-HRTimeline
Madden Advisory Services, Inc.1,984$438K0.2%+5313F-HRTimeline
Ellevest, Inc.1,981$438K0.03%-55113F-HRTimeline
Brown Financial Advisory1,980$438K0.31%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,977$437K0.07%013F-HRTimeline
Hummer Financial Advisory Services Inc1,975$436K0.35%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM1,966$434K0.07%+20013F-HRTimelineGroup
New Republic Capital, LLC1,960$433K0.28%-5,83813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,960$433K0.43%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,959$433K0.44%-34913F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,950$431K0.14%-1,19713F-HRTimeline
Trivium Point Advisory, LLC1,945$430K0.05%new13F-HRTimeline
Red Door Wealth Management, LLC1,941$429K0.07%+97113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,940$429K<0.01%+23413F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD1,938$428K0.39%13F-HRTimeline
Meadow Creek Wealth Advisors LLC1,938$428K0.31%013F-HRTimeline
LMCG INVESTMENTS, LLC1,926$426K0.03%-9813F-HRTimeline
Guidance Point Advisors, LLC1,923$425K0.12%+913F-HRTimeline
Rise Advisors, LLC1,919$424K0.2%-6913F-HRTimeline
Quantum Portfolio Management LLC1,912$422K0.23%new13F-HRTimeline