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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
Stone Summit Wealth LLC2,277$454K0.15%-2213F-HRTimeline
Cherry Tree Wealth Management, LLC2,276$454K0.11%+613F-HRTimeline
LM Advisors LLC2,273$453K0.08%+52313F-HRTimeline
Virtue Capital Management, LLC2,266$452K0.05%new13F-HRTimeline
QTR Family Wealth, LLC2,264$452K0.34%13F-HRTimeline
Ellis Investment Partners, LLC2,260$451K0.09%013F-HRTimeline
Octavia Wealth Advisors, LLC2,258$450K0.05%+2313F-HRTimeline
Bayesian Capital Management, LP2,255$450K0.07%-11,84513F-HRTimeline
ARVEST INVESTMENTS, INC.2,255$450K0.07%-7413F-HRTimeline
McElhenny Sheffield Capital Management,…2,254$450K0.17%+35613F-HRTimeline
Kondo Wealth Advisors, Inc.2,253$450K0.22%-16913F-HRTimeline
Denver PWM, LLC2,241$447K0.16%+413F-HRTimeline
Optivise Advisory Services LLC2,236$446K0.25%-1,24613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,222$443K0.02%+21513F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,108$440K0.17%+513F-HRTimeline
Penney Financial, LLC2,203$439K0.29%013F-HRTimeline
SK Wealth Management, LLC2,397$438K0.24%-68313F-HRTimeline
SAPIENT CAPITAL LLC2,192$437K0.01%+43313F-HRTimeline
Samalin Investment Counsel, LLC2,188$437K0.18%-2,70713F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,181$435K0.05%013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…2,173$433K0.45%-123,50913F-HRTimeline
KRS Capital Management, LLC2,162$431K0.34%-28013F-HRTimeline
Northwest Financial Advisors2,154$430K0.36%-1113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,151$429K0.02%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,140$427K0.02%-8313F-HRTimeline
Beirne Wealth Consulting Services, LLC2,135$426K0.15%-4,69413F-HRTimeline
Costello Asset Management, INC2,126$424K0.17%013F-HRTimeline
Summit Investment Advisory Services, LLC2,122$423K0.21%+113F-HRTimeline
Canal Capital Management, LLC2,119$423K0.07%+41313F-HRTimeline
SAGE FINANCIAL GROUP INC2,119$423K0.03%+38513F-HRTimeline
Noble Family Wealth, LLC2,114$422K0.12%-4613F-HRTimeline
New England Professional Planning Group…2,110$421K0.21%+113F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,106$420K0.01%-66013F-HRTimeline
Spectrum Wealth Counsel, LLC2,104$420K0.05%-24,11313F-HRTimeline
Measured Risk Portfolios, Inc.2,100$419K0.45%-21113F-HRTimeline
REDMONT WEALTH ADVISORS LLC2,100$419K0.82%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,097$418K0.03%013F-HRTimelineGroup
Valtrion Capital Management, LLC2,097$418K0.56%013F-HRTimeline
Madison Wealth Partners, Inc2,096$418K0.1%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,096$418K0.07%-2513F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,094$418K0.06%-58513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,088$417K0.01%-4,59113F-HRTimelineGroup
TRAN CAPITAL MANAGEMENT, L.P.2,090$417K0.06%013F-HRTimeline
Blackstone Inc.in group Blackstone Inc.2,089$417K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC2,086$416K0.02%-58413F-HRTimeline
Plotkin Financial Advisors, LLC2,083$416K0.26%-513F-HRTimeline
Sovran Advisors, LLC2,224$415K0.05%+17713F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC2,075$414K0.33%013F-HRTimeline
Amplius Wealth Advisors, LLC2,075$414K0.04%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,070$413K0.32%-9013F-HRTimeline
Elk River Wealth Management LLC2,064$412K0.08%+35513F-HRTimeline
LexAurum Advisors, LLC2,058$411K0.08%013F-HRTimeline
Quent Capital, LLC2,057$410K0.04%+23313F-HRTimeline
Yukon Wealth Management, Inc.2,054$410K0.17%13F-HRTimeline
StoneCrest Wealth Management, Inc.2,053$410K0.26%013F-HRTimeline
RiverFront Investment Group, LLC2,052$409K0.01%-26113F-HRTimeline
Rise Advisors, LLC2,048$409K0.18%+12913F-HRTimeline
Transform Wealth, LLC2,047$408K0.02%-79413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,045$408K0.31%-413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,045$408K0.12%+49513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,044$408K0.29%-99413F-HRTimeline
GatePass Capital, LLC2,042$407K0.31%+62213F-HRTimeline
SFG Wealth Management, LLC.2,038$407K0.2%+4513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,031$405K0.07%013F-HRTimeline
Wescott Financial Advisory Group, LLC2,030$405K0.04%+54513F-HRTimeline
Argyle Capital Partners, LLC2,030$405K0.35%+813F-HRTimeline
CNB Bank2,029$405K0.2%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,026$404K0.16%013F-HRTimeline
Embree Financial Group2,018$403K0.07%-21313F-HRTimeline
Concorde Asset Management, LLC2,120$402K0.22%-1813F-HRTimeline
Cynosure Group, LLC2,013$402K0.06%013F-HRTimeline
Pallas Capital Advisors LLC2,011$401K0.02%-1613F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,011$401K0.11%013F-HRTimeline
Mayfair Advisory Group, LLC2,007$400K0.23%+513F-HRTimeline
Ullmann Wealth Partners Group, LLC2,005$400K0.05%-62313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC2,004$400K0.14%+613F-HRTimeline
NFSG Corp2,000$399K0.1%-28613F-HRTimeline
WARNER FINANCIAL, INC1,993$398K0.18%+113F-HRTimeline
Wealthquest Corp1,987$396K0.03%-11713F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,985$396K0.02%-513F-HRTimelineGroup
Chesley Taft & Associates LLC1,985$396K0.02%-60013F-HRTimeline
Sovereign Financial Group, Inc.1,979$395K0.09%+33213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,977$394K0.07%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC25,249$394K0.21%-1,32813F-HRTimeline
Americana Partners, LLC1,975$394K0.02%-1,84013F-HRTimeline
Hummer Financial Advisory Services Inc1,975$394K0.32%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,967$392K0.03%-5213F-HRTimeline
Madden Advisory Services, Inc.1,966$392K0.18%-1813F-HRTimeline
Legacy Wealth Management, LLC / MS1,962$391K0.13%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,960$391K0.35%013F-HRTimeline
Vickerman Investment Advisors, Inc.1,960$391K0.09%-3413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,958$391K0.19%-13513F-HRTimeline
Maple Capital Management, Inc.1,956$390K0.03%new13F-HRTimeline
Midwest Financial Group LLC1,950$389K0.23%+5013F-HRTimeline
UPTICK PARTNERS, LLC1,947$388K0.13%+7013F-HRTimeline
Red Door Wealth Management, LLC1,941$387K0.06%013F-HRTimeline
Meadow Creek Wealth Advisors LLC1,938$387K0.29%013F-HRTimeline
Magnus Financial Group LLC1,931$385K0.04%+8913F-HRTimeline
Byrne Asset Management LLC1,919$383K0.28%new13F-HRTimeline
SSA SWISS ADVISORS AG1,915$382K0.2%13F-HRTimeline
Quantum Portfolio Management LLC1,912$381K0.19%013F-HRTimeline
Stegner Investment Associates Inc.1,905$380K0.27%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAHABA WEALTH MANAGEMENT, INC.1,894$378K0.03%+313F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,894$378K0.1%-60,48513F-HRTimeline
Bulltick Wealth Management, LLC1,890$377K0.1%new13F-HRTimeline
Coastal Bridge Advisors, LLC1,884$376K0.03%new13F-HR/ATimeline
Redhawk Wealth Advisors, Inc.1,881$375K0.05%-17213F-HRTimeline
Capital Market Strategies LLC1,876$374K0.25%-89313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,876$374K0.29%+60513F-HRTimeline
GRANDFIELD & DODD, LLC1,871$373K0.02%new13F-HRTimeline
Goelzer Investment Management, Inc.1,863$372K0.02%013F-HR/ATimeline
TRUST CO OF VERMONT1,862$371K0.02%-13613F-HRTimeline
Register Financial Advisors LLC1,862$371K0.19%+11913F-HRTimeline
Trek Financial, LLC1,861$371K0.03%-1,61113F-HRTimeline
D. SCOTT NEAL, INC.1,860$371K0.21%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,860$371K0.02%013F-HRTimeline
Facet Wealth, Inc.1,859$370K0.01%-43813F-HRTimeline
Sprinkle Financial Consultants LLC1,851$369K0.23%+12913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM1,851$369K0.05%-11513F-HRTimelineGroup
Strategies Wealth Advisors, LLC1,843$368K0.04%-4,17913F-HRTimeline
Pandora Wealth, Inc.1,842$367K0.24%13F-HRTimeline
Stonegate Investment Group, LLC1,837$367K0.01%-4,84713F-HRTimeline
Ironwood Investment Counsel, LLC1,835$366K0.06%+5013F-HRTimeline
Aurora Private Wealth, Inc.1,835$366K0.29%+16513F-HR/ATimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,825$364K0.18%+49413F-HRTimelineGroup
Peoples Bank/KS1,823$364K0.25%-1,65513F-HRTimeline
Bay Capital Advisors, LLC1,820$363K0.3%-23113F-HRTimeline
My Legacy Advisors, LLC1,816$362K0.14%-5513F-HRTimeline
Kelman-Lazarov, Inc.1,815$362K0.07%new13F-HRTimeline
Saiph Capital, LLC1,813$362K0.17%+11613F-HRTimeline
Brown Financial Advisory1,811$361K0.23%-16913F-HRTimeline
WEST PACES ADVISORS INC.1,810$361K0.08%013F-HRTimeline
GHP Investment Advisors, Inc.1,809$361K0.02%+113F-HRTimeline
Total Wealth Planning & Management, Inc.1,808$361K0.37%+12513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,801$359K0.19%+34513F-HRTimeline
Detalus Advisors, LLC1,800$359K0.11%new13F-HRTimeline
North Capital, Inc.1,795$358K0.34%13F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,793$358K0.29%-4,60613F-HRTimeline
Lion Street Advisors, LLC1,792$358K0.11%-1,30513F-HRTimeline
Conservest Capital Advisors, Inc.1,788$357K0.04%+413F-HRTimeline
NOVUS ADVISORS, LLC1,783$356K0.36%-21413F-HRTimeline
Root Financial Partners, LLC1,777$354K0.04%+14513F-HRTimeline
Abacus Wealth Partners, LLC1,775$354K0.05%-11613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,601$354K0.03%013F-HRTimeline
Collar Capital Management, LLC1,771$353K0.32%013F-HRTimeline
TD Asset Management Inc1,769$353K<0.01%+13213F-HRTimeline
Roundview Capital LLC1,766$352K0.03%+16013F-HRTimeline
Wealthstar Advisors, LLC1,765$352K0.16%-613F-HRTimeline
Flagstone Financial Management1,765$352K0.11%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,764$352K0.07%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,764$352K0.03%-8813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,758$351K0.14%013F-HRTimeline
LMCG INVESTMENTS, LLC1,750$349K0.02%-17613F-HRTimeline
Zullo Investment Group, Inc.1,749$349K0.15%+113F-HRTimeline
Sharp Wealth Advisory, LLC1,749$349K0.27%-4413F-HRTimeline
Heritage Financial Services, LLC1,747$348K0.03%013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,742$348K0.04%-2,05013F-HRTimeline
Beacon Capital Management, LLC1,742$347K0.05%-8413F-HRTimeline
LEIGH BALDWIN & CO., LLC1,739$347K0.28%-14813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,738$347K0.04%+32413F-HRTimeline
David Wealth Management LLC1,735$346K0.29%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,735$346K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Latitude Advisors, LLC1,732$345K0.2%-59013F-HRTimeline
True Vision MN LLC1,728$345K0.21%-1313F-HRTimeline
Pettinga Financial Advisors LLC1,725$344K0.08%-5013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,812$344K0.25%+5613F-HRTimeline
Ellevest, Inc.1,717$343K0.02%-26413F-HRTimeline
ADVOCATE GROUP LLC1,716$342K0.06%013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,712$342K0.02%+20013F-HRTimelineGroup
ROANOKE ASSET MANAGEMENT CORP/ NY1,710$341K0.12%+3013F-HRTimeline
Flywheel Private Wealth LLC1,707$341K0.31%-73213F-HRTimeline
Mason & Associates, LLC1,704$340K0.1%-8313F-HRTimeline
Tradewinds, LLC.1,702$340K0.1%-2713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,701$339K0.07%-5213F-HRTimeline
Pasadena Private Wealth, LLC1,700$339K0.07%new13F-HRTimeline
Ananym Capital Management, LP1,695$338K0.17%-19,06513F-HRTimeline
Smallwood Wealth Investment Management,…1,694$338K0.21%+513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,694$338K0.06%-4,16413F-HRTimeline
Rollins Financial Advisors, LLC1,692$337K0.06%+313F-HR/ATimeline
Sterling Capital Management LLC1,689$337K0.01%-4213F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,688$337K0.04%+11613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,680$335K0.01%+2813F-HRTimeline
Vienna Asset Management LLC1,667$333K0.26%-14,16613F-HRTimeline
Pflug Koory, LLC1,665$332K0.18%013F-HRTimeline
Quadrant Private Wealth Management, LLC1,663$332K0.08%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,663$332K0.3%-27513F-HRTimeline
S.A. Mason LLC1,660$331K0.17%-7513F-HRTimeline
True North Advisors, LLC1,656$330K0.06%-18713F-HRTimeline
Truepoint, Inc.1,652$330K0.01%-10013F-HRTimeline
Horizon Investments, LLC1,651$329K0.01%-3113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,646$328K0.01%013F-HRTimeline
Flower City Capital1,644$328K0.22%+1013F-HRTimeline
BANK OF HAWAII1,635$326K0.02%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,634$326K0.09%-15813F-HRTimeline
Schonfeld Strategic Advisors LLC1,633$326K<0.01%-51,99713F-HRTimeline
Westover Capital Advisors, LLC1,629$325K0.07%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,629$325K0.08%013F-HRTimeline
Rockwood Wealth Management, LLC1,627$325K0.03%013F-HRTimeline
Peak Planning Group, LLC1,624$324K0.14%+113F-HRTimeline
Maia Wealth LLC1,735$324K0.07%new13F-HRTimeline