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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
PALO ALTO WEALTH ADVISORS, LLC2,113$456K0.17%+513F-HRTimeline
Ullmann Wealth Partners Group, LLC2,113$456K0.05%+10813F-HRTimeline
KRS Capital Management, LLC2,107$455K0.3%-5513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,106$454K0.01%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,104$454K0.13%-7,60013F-HRTimeline
REDMONT WEALTH ADVISORS LLC2,100$453K0.66%013F-HRTimeline
Valtrion Capital Management, LLC2,097$453K0.54%013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.2,091$451K0.05%+113F-HRTimeline
Summit Investment Advisory Services, LLC2,089$451K0.2%-3313F-HR/ATimeline
Plotkin Financial Advisors, LLC2,082$449K0.25%-113F-HRTimeline
Chancellor Financial Group WB LP2,072$447K0.35%-1,04713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,070$447K0.31%013F-HRTimeline
Rollins Financial Advisors, LLC2,070$447K0.07%+37813F-HRTimeline
Yukon Wealth Management, Inc.2,060$444K0.16%+613F-HRTimeline
LexAurum Advisors, LLC2,058$444K0.07%013F-HRTimeline
ABLE Financial Group, LLC2,056$444K0.11%-44313F-HRTimeline
BCS Private Wealth Management, Inc.2,051$443K0.17%13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,051$443K0.02%-10013F-HRTimeline
Pinion Investment Advisors, LLC2,046$442K0.15%new13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,038$440K0.31%-713F-HRTimeline
Sovereign Financial Group, Inc.2,037$440K0.09%+5813F-HRTimeline
Mayfair Advisory Group, LLC1,990$438K0.21%-1713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,031$438K0.07%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,026$437K0.16%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,023$437K0.21%+6513F-HRTimeline
Sovran Advisors, LLC1,971$436K0.05%-25313F-HRTimeline
Talon Private Wealth, LLC2,015$435K0.06%-40213F-HRTimeline
Welch Group, LLC2,014$435K0.02%+55113F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,011$434K0.11%013F-HRTimeline
SABBY MANAGEMENT, LLC2,004$432K3.33%-19,11413F-HRTimeline
Capital Asset Advisory Services LLC1,971$430K0.02%-35113F-HRTimeline
Wealthquest Corp1,987$429K0.03%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,984$428K0.05%-69113F-HRTimelineGroup
Princeton Global Asset Management LLC1,979$427K0.08%+60213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,977$427K0.07%013F-HRTimeline
Hummer Financial Advisory Services Inc1,975$426K0.32%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,971$425K0.08%+27013F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,969$425K0.03%-12813F-HR/ATimelineGroup
Roehl & Yi Investment Advisors, LLC25,249$425K0.22%013F-HRTimeline
Cynosure Group, LLC1,965$424K0.05%-4813F-HRTimeline
Register Financial Advisors LLC1,964$424K0.19%+10213F-HRTimeline
Root Financial Partners, LLC1,964$424K0.04%+18713F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,960$423K0.33%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,955$422K0.08%-2,25313F-HRTimeline
Core Wealth Partners LLC1,954$422K0.21%+53813F-HRTimeline
Pandora Wealth, Inc.1,942$419K0.26%+10013F-HRTimeline
WARNER FINANCIAL, INC1,942$419K0.17%-5113F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC1,936$418K3.41%-1,30213F-HRTimeline
Magnus Financial Group LLC1,932$417K0.04%+113F-HRTimeline
SFG Wealth Management, LLC.1,923$415K0.25%-11513F-HRTimeline
TCI Wealth Advisors, Inc.1,919$414K0.03%+36513F-HRTimeline
Park Edge Advisors, LLC1,909$412K0.11%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,906$411K0.13%+50113F-HRTimeline
Stegner Investment Associates Inc.1,905$411K0.25%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,902$410K0.19%-56313F-HRTimeline
Argyle Capital Partners, LLC1,898$410K0.34%-13213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM1,896$409K0.06%+4513F-HRTimelineGroup
Sharkey, Howes & Javer1,880$406K0.05%-2,61413F-HRTimeline
Geneva Partners, LLC1,877$405K0.16%-2,75613F-HRTimeline
Capital Market Strategies LLC1,876$405K0.28%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,875$405K0.22%-16913F-HRTimeline
GRANDFIELD & DODD, LLC1,871$404K0.02%013F-HRTimeline
Octavia Wealth Advisors, LLC1,865$402K0.05%-39313F-HRTimeline
David Wealth Management LLC1,864$402K0.3%+12913F-HRTimeline
RiverFront Investment Group, LLC1,863$402K0.01%-18913F-HRTimeline
Goelzer Investment Management, Inc.1,863$402K0.02%013F-HRTimeline
TRUST CO OF VERMONT1,862$402K0.02%013F-HRTimeline
D. SCOTT NEAL, INC.1,860$401K0.2%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,858$401K0.1%-3613F-HRTimeline
Bordeaux Wealth Advisors LLC1,856$401K0.05%+31213F-HRTimeline
Northwest Financial Advisors1,854$400K0.56%-30013F-HRTimeline
TRUST CO OF OKLAHOMA1,850$399K0.13%-1,01413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,848$399K0.03%-4613F-HRTimeline
Beacon Capital Management, LLC1,848$399K0.05%+10613F-HRTimeline
Aurora Private Wealth, Inc.1,831$395K0.29%-413F-HRTimeline
Coastal Bridge Advisors, LLC1,824$394K0.03%-6013F-HRTimeline
Pallas Capital Advisors LLC1,824$394K0.01%-18713F-HRTimeline
Collaborative Wealth Managment Inc.1,823$393K0.17%+21913F-HRTimeline
Peoples Bank/KS1,823$393K0.26%013F-HRTimeline
Kelman-Lazarov, Inc.1,815$392K0.06%013F-HRTimeline
Smith Salley Wealth Management1,811$391K0.02%+79713F-HRTimeline
Brown Financial Advisory1,811$391K0.22%013F-HRTimeline
GHP Investment Advisors, Inc.1,811$391K0.02%+213F-HRTimeline
Total Wealth Planning & Management, Inc.1,808$390K0.34%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,801$389K0.18%013F-HRTimeline
Collar Capital Management, LLC1,801$389K0.33%+3013F-HRTimeline
Detalus Advisors, LLC1,800$388K0.11%013F-HRTimeline
Quent Capital, LLC1,798$388K0.04%-25913F-HRTimeline
WEST PACES ADVISORS INC.1,794$387K0.08%-1613F-HRTimeline
LEIGH BALDWIN & CO., LLC1,792$387K0.25%+5313F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,790$386K0.02%-7013F-HRTimeline
Heritage Financial Services, LLC1,785$385K0.04%+3813F-HRTimeline
Tassel Capital Management, Inc.1,784$385K0.3%+72513F-HRTimeline
Abacus Wealth Partners, LLC1,775$383K0.06%013F-HRTimeline
Waterloo Capital, L.P.1,768$382K0.03%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,764$380K0.03%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,761$380K0.14%+313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,760$380K0.28%+9713F-HRTimeline
Plan A Wealth LLC1,759$380K0.22%-93513F-HRTimeline
Flagstone Financial Management1,758$379K0.11%-713F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,758$379K0.3%-3513F-HRTimeline
V. M. MANNING & CO., INC.1,611$379K0.42%13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,756$379K0.15%-6913F-HR/ATimelineGroup
Conservest Capital Advisors, Inc.1,756$379K0.04%-3213F-HRTimeline
Zullo Investment Group, Inc.1,751$378K0.15%+213F-HRTimeline
Fiduciary Group, LLC1,751$378K0.04%+17313F-HRTimeline
Roundview Capital LLC1,736$375K0.03%-3013F-HRTimeline
D.B. Root & Company, LLC1,734$374K0.11%+30213F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,735$374K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Latitude Advisors, LLC1,732$374K0.19%013F-HRTimeline
TPG Financial Advisors, LLC1,730$373K0.15%new13F-HRTimeline
True Vision MN LLC1,727$373K0.21%-113F-HRTimeline
ADVOCATE GROUP LLC1,716$370K0.07%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,714$370K0.05%-2413F-HRTimeline
Strategic Advisors LLC1,714$370K0.07%-1,21113F-HRTimeline
Smallwood Wealth Investment Management,…1,703$368K0.21%+913F-HRTimeline
Pasadena Private Wealth, LLC1,700$367K0.06%013F-HRTimeline
Sterling Capital Management LLC1,699$367K0.01%+1013F-HR/ATimeline
Vickerman Investment Advisors, Inc.1,698$366K0.08%-26213F-HRTimeline
Ellevest, Inc.1,696$366K0.06%-2113F-HRTimeline
NFSG Corp1,695$366K0.06%-30513F-HRTimeline
180 WEALTH ADVISORS, LLC1,695$366K0.05%+12413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,694$365K0.06%013F-HRTimeline
NATURAL INVESTMENTS, LLC1,695$365K0.09%+26513F-HRTimeline
St. Clair Advisors, LLC1,691$365K0.1%-95313F-HRTimeline
SAGE FINANCIAL GROUP INC1,688$364K0.03%-43113F-HRTimeline
Wealthstar Advisors, LLC1,681$363K0.14%-8413F-HRTimeline
Clark Asset Management, LLC1,681$363K0.05%+56313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,674$361K0.01%-613F-HRTimeline
BFI Infinity Ltd.1,672$361K0.3%-5,09413F-HR/ATimeline
LMCG INVESTMENTS, LLC1,667$360K0.02%-8313F-HRTimeline
Pflug Koory, LLC1,665$359K0.18%013F-HRTimeline
Denver PWM, LLC1,661$358K0.11%-58013F-HRTimeline
S.A. Mason LLC1,660$358K0.17%013F-HRTimeline
True North Advisors, LLC1,656$357K0.07%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,639$357K0.23%-17313F-HRTimeline
Independent Advisor Alliance1,652$357K0.01%+45413F-HRTimeline
Truepoint, Inc.1,652$356K0.01%013F-HRTimeline
Quadrant Private Wealth Management, LLC1,648$356K0.07%-1513F-HRTimeline
North Capital, Inc.1,646$355K0.31%-14913F-HRTimeline
Flower City Capital1,645$355K0.21%+113F-HRTimeline
Midwest Financial Group LLC1,641$354K0.19%-30913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,639$354K0.06%-12513F-HRTimeline
BANK OF HAWAII1,635$353K0.02%013F-HRTimeline
Financial Life Planners1,635$353K0.29%-10,80213F-HRTimeline
Westover Capital Advisors, LLC1,629$352K0.07%013F-HRTimeline
Rockwood Wealth Management, LLC1,627$351K0.03%013F-HRTimeline
Investmark Advisory Group LLC1,619$349K0.16%+6613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,616$349K0.01%+10813F-HRTimelineGroup
Stelac Advisory Services LLC1,615$349K0.13%-1,61213F-HRTimeline
Tenon Financial LLC1,614$348K0.15%013F-HRTimeline
CHAPIN DAVIS, INC.1,614$348K0.1%+3013F-HRTimeline
Harrington Investments, INC1,610$347K0.18%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,606$347K0.01%-53413F-HRTimeline
Xcel Wealth Management, LLC1,606$347K0.1%-1213F-HRTimeline
BIRCHBROOK, INC.1,605$346K0.19%+70113F-HRTimeline
Friedenthal Financial1,601$345K0.19%-1313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,600$345K0.02%-36713F-HRTimeline
Ledyard National Bank1,600$345K0.03%+12113F-HRTimeline
Nicollet Investment Management, Inc.1,599$345K0.12%013F-HRTimeline
TD Asset Management Inc1,596$344K<0.01%-17313F-HRTimeline
Lion Street Advisors, LLC1,594$344K0.1%-19813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,593$344K0.02%-1013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,592$343K0.04%-9613F-HRTimeline
InTrack Investment Management Inc1,587$342K0.23%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,586$342K0.18%+1813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,585$342K0.01%-1,70013F-HRTimeline
IFC Advisors LLC1,581$341K0.06%013F-HRTimeline
Bay Capital Advisors, LLC1,578$341K0.26%-24213F-HRTimeline
KilterHowling LLC1,576$340K0.2%+513F-HRTimeline
Prosperity Planning, Inc.1,575$340K0.1%013F-HRTimeline
BOS Asset Management, LLC1,574$340K0.11%013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,571$339K<0.01%+1613F-HRTimeline
Inlet Private Wealth, LLC1,569$339K0.08%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,566$338K0.06%-1,71213F-HRTimeline
Omnia Family Wealth, LLC1,560$337K0.12%new13F-HRTimeline
Trek Financial, LLC1,554$335K0.02%-30713F-HRTimeline
Insight Wealth Strategies, LLC1,536$335K0.04%+813F-HRTimeline
State of Wyoming1,550$334K0.04%-40,95513F-HRTimeline
Horizon Investments, LLC1,549$334K0.01%-10213F-HRTimeline
Successful Portfolios LLC1,544$333K0.2%013F-HRTimeline
STALEY CAPITAL ADVISERS INC1,541$333K0.01%013F-HRTimeline
InvesTrust1,538$332K0.13%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,535$331K0.02%new13F-HRTimelineGroup
Presidio Capital Management, LLC1,535$331K0.13%+11113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,534$331K0.07%-10013F-HRTimeline
Gemmer Asset Management LLC1,534$331K0.03%013F-HRTimeline
HOWE & RUSLING INC1,528$330K0.02%-2413F-HRTimeline
Marshall Financial Group, LLC1,499$329K0.06%013F-HRTimeline
High Net Worth Advisory Group LLC1,523$329K0.09%+11513F-HRTimeline
United Advisor Group, LLC1,522$328K0.06%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC1,519$328K0.07%-1,00613F-HRTimeline
Genesis Wealth Advisors, LLC1,511$326K0.24%-2513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,511$326K0.1%-7813F-HRTimeline
Grant Street Asset Management, Inc.1,509$326K0.07%+4113F-HRTimeline
Triad Wealth Partners, LLC1,507$325K0.07%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,505$325K0.04%013F-HRTimeline
Breakwater Investment Management1,504$325K0.13%013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,502$324K0.02%-21013F-HRTimelineGroup
Stokes Family Office, LLC1,502$324K0.03%013F-HRTimeline