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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
Measured Risk Portfolios, Inc.2,262$547K0.59%+10413F-HRTimeline
Elm Partners Management LLC2,258$546K0.02%new13F-HR/ATimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,256$546K0.03%013F-HRTimelineGroup
Stone Summit Wealth LLC2,251$545K0.15%-2613F-HRTimeline
Hoxton Planning & Management, LLC2,251$545K0.18%-19913F-HRTimeline
Crown Wealth Group, LLC2,232$540K0.16%new13F-HRTimeline
Moment Partners, LLC2,230$540K0.1%-21613F-HRTimeline
Addison Capital Co2,214$536K0.16%-59813F-HRTimeline
Welch Group, LLC2,210$535K0.02%+19613F-HRTimeline
Penney Financial, LLC2,203$533K0.24%013F-HRTimeline
Chesley Taft & Associates LLC2,199$532K0.02%013F-HRTimeline
Kondo Wealth Advisors, Inc.2,198$532K0.21%-313F-HRTimeline
Madison Wealth Partners, Inc2,186$529K0.1%+6413F-HRTimeline
Quartz Partners, LLC2,185$529K0.19%new13F-HRTimeline
Saiph Capital, LLC2,183$528K0.19%+5713F-HRTimeline
SAPIENT CAPITAL LLC2,186$528K0.01%+6113F-HRTimeline
Mascoma Wealth Management LLC2,167$524K0.12%013F-HRTimeline
Sovran Advisors, LLC2,141$524K0.05%+17013F-HRTimeline
ORG Partners LLC2,163$523K0.1%-213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,157$522K0.03%-92513F-HRTimeline
Commonwealth Financial Services, LLC2,151$520K0.09%-97813F-HRTimeline
James J. Burns & Company, LLC2,145$519K0.08%-16313F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,143$519K0.06%+1,20013F-HRTimeline
Stegner Investment Associates Inc.2,141$518K0.28%+23613F-HRTimeline
Pinion Investment Advisors, LLC2,076$518K0.14%+3013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,139$518K-2,329Timeline
PALO ALTO WEALTH ADVISORS, LLC2,119$518K0.15%+613F-HRTimeline
Journey Advisory Group, LLC2,136$517K0.04%+1,00013F-HRTimeline
Long Path Partners LP2,135$517K0.19%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,127$515K0.05%-2,07913F-HRTimeline
RFP Financial Group LLC2,320$514K0.21%-113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,116$512K0.22%new13F-HRTimeline
Summit Investment Advisory Services, LLC2,114$511K0.2%+2513F-HR/ATimeline
Signal Advisors Wealth, LLC2,111$511K0.05%+1,05813F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,106$510K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,103$509K0.22%+8013F-HRTimeline
Valtrion Capital Management, LLC2,097$507K0.55%013F-HR/ATimeline
TRAN CAPITAL MANAGEMENT, L.P.2,090$506K0.06%-113F-HRTimeline
KRS Capital Management, LLC2,088$505K0.31%-1913F-HRTimeline
Bienville Capital Management, LLC2,084$504K0.1%-1,83213F-HRTimeline
SAX WEALTH ADVISORS, LLC2,081$504K0.03%-11513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,070$501K0.31%013F-HRTimeline
Yukon Wealth Management, Inc.2,065$500K0.16%+513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC2,065$500K0.31%new13F-HRTimeline
LexAurum Advisors, LLC2,058$498K0.07%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,057$498K0.02%+613F-HRTimeline
UPTICK PARTNERS, LLC2,056$497K0.13%-8913F-HRTimeline
Tributary Capital Management, LLC2,050$496K0.04%new13F-HR/ATimeline
ABLE Financial Group, LLC2,049$496K0.11%-713F-HRTimeline
Kaizen Financial Strategies2,061$495K0.22%-72213F-HRTimeline
Verity Asset Management, Inc.2,046$495K0.16%new13F-HRTimeline
ARVEST INVESTMENTS, INC.2,046$495K0.07%-32213F-HRTimeline
Rollins Financial Advisors, LLC2,045$495K0.07%-2513F-HRTimeline
Stelac Advisory Services LLC2,043$494K0.17%+42813F-HRTimeline
Tennessee Valley Asset Management Partn…2,039$493K0.07%new13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,038$493K0.39%013F-HRTimeline
Costello Asset Management, INC2,036$493K0.16%-9013F-HRTimeline
Wescott Financial Advisory Group, LLC2,036$493K0.04%-20913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,031$491K0.07%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,960$491K0.37%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,026$490K0.17%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC2,017$488K0.15%-9913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,016$488K0.02%+41013F-HRTimeline
BCS Private Wealth Management, Inc.2,016$488K0.17%-3513F-HRTimeline
Madden Advisory Services, Inc.2,015$488K0.19%-19613F-HRTimeline
Park Edge Advisors, LLC2,013$487K0.11%+10413F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,011$487K0.11%013F-HRTimeline
Gemmer Asset Management LLC2,010$486K0.04%+47613F-HRTimeline
Capital Asset Advisory Services LLC2,010$486K0.02%+3913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,000$484K0.03%+1,85013F-HRTimeline
Chancellor Financial Group WB LP1,990$482K0.34%-8213F-HRTimeline
Mayfair Advisory Group, LLC1,990$482K0.21%013F-HRTimeline
Fiduciary Group, LLC1,990$481K0.04%+23913F-HRTimeline
Summit Wealth Group, LLC1,989$481K0.12%-13713F-HRTimeline
Samalin Investment Counsel, LLC1,988$481K0.17%-23413F-HRTimeline
Princeton Global Asset Management LLC1,980$479K0.08%+113F-HRTimeline
Hummer Financial Advisory Services Inc1,975$478K0.35%013F-HRTimeline
RiverFront Investment Group, LLC1,969$476K0.01%+10613F-HRTimeline
Cynosure Group, LLC1,966$476K0.05%+113F-HR/ATimeline
Roehl & Yi Investment Advisors, LLC25,249$473K0.21%013F-HRTimeline
Independent Advisor Alliance1,951$472K0.01%+29913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,945$471K0.03%+9713F-HRTimeline
Pandora Wealth, Inc.1,942$470K0.28%013F-HRTimeline
Triad Wealth Partners, LLC1,937$469K0.06%+43013F-HRTimeline
United Advisor Group, LLC1,936$469K0.06%+41413F-HRTimeline
Magnus Financial Group LLC1,933$468K0.04%+113F-HRTimeline
Amplius Wealth Advisors, LLC1,923$465K0.04%-35213F-HRTimeline
Cambria Investment Management, L.P.1,912$463K0.03%new13F-HR/ATimeline
Register Financial Advisors LLC1,906$461K0.18%-5813F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,903$460K0.64%-19713F-HRTimeline
WARNER FINANCIAL, INC1,901$460K0.17%-4113F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,900$460K0.09%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,892$458K0.07%-8513F-HRTimeline
Argyle Capital Partners, LLC1,892$458K0.33%-613F-HRTimeline
Significant Wealth Partners LLC1,881$455K0.22%-24713F-HRTimeline
Roundview Capital LLC1,880$455K0.03%+14413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,880$455K0.22%+513F-HRTimeline
TCI Wealth Advisors, Inc.1,879$455K0.03%-4013F-HRTimeline
Geneva Partners, LLC1,878$454K0.17%+113F-HRTimeline
Quent Capital, LLC1,878$454K0.04%+8013F-HRTimeline
CHILTON INVESTMENT CO INC.1,875$454K0.01%new13F-HRTimeline
GRANDFIELD & DODD, LLC1,871$453K0.03%013F-HRTimeline
Goelzer Investment Management, Inc.1,863$451K0.02%013F-HRTimeline
D. SCOTT NEAL, INC.1,860$450K0.21%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,858$449K0.1%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,857$449K0.03%-1,08613F-HRTimeline
LM Advisors LLC1,853$448K0.06%-27813F-HRTimeline
TRUST CO OF OKLAHOMA1,850$448K0.13%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,840$445K0.07%-13113F-HRTimeline
Purkiss Capital Advisors LLC1,838$445K0.21%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,835$444K0.03%-65313F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,834$444K0.04%+24213F-HRTimeline
Beacon Capital Management, LLC1,833$444K0.06%-1513F-HRTimeline
Pallas Capital Advisors LLC1,825$442K0.02%+113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,822$441K0.03%-40013F-HRTimeline
Seneca House Advisors1,819$440K0.18%new13F-HRTimeline
Kelman-Lazarov, Inc.1,815$439K0.07%013F-HRTimeline
TRUST CO OF VERMONT1,812$438K0.02%-5013F-HRTimeline
Brown Financial Advisory1,811$438K0.23%013F-HRTimeline
Abacus Wealth Partners, LLC1,811$438K0.06%+3613F-HRTimeline
WEST PACES ADVISORS INC.1,806$437K0.09%+1213F-HRTimeline
Coastal Bridge Advisors, LLC1,804$436K0.03%-2013F-HRTimeline
Heritage Financial Services, LLC1,802$436K0.04%+1713F-HRTimeline
Collar Capital Management, LLC1,801$436K0.31%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,790$433K0.02%013F-HRTimeline
Tradewinds, LLC.1,785$432K0.11%new13F-HRTimeline
Sharkey, Howes & Javer1,783$431K0.06%-9713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,783$431K0.03%+1913F-HRTimeline
Collaborative Wealth Managment Inc.1,771$428K0.17%-5213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,770$428K<0.01%+74713F-HRTimelineGroup
GHP Investment Advisors, Inc.1,768$428K0.02%-4313F-HRTimeline
Rockwood Wealth Management, LLC1,765$427K0.03%+13813F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,762$426K0.03%-20713F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC1,761$426K0.15%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,760$426K0.28%013F-HRTimeline
Conservest Capital Advisors, Inc.1,760$426K0.04%+413F-HRTimeline
Flagstone Financial Management1,758$425K0.11%013F-HRTimeline
QTR Family Wealth, LLC1,755$425K0.2%-41413F-HRTimeline
Red Door Wealth Management, LLC1,752$424K0.05%-1,46013F-HRTimeline
Wealthstar Advisors, LLC1,746$423K0.17%+6513F-HRTimeline
Plotkin Financial Advisors, LLC1,746$422K0.21%-33613F-HRTimeline
Northwest Financial Advisors1,742$422K0.54%-11213F-HRTimeline
Mirador Capital Partners LP1,737$420K0.06%-48313F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,735$420K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELCO Management Co., LLC1,730$419K0.22%new13F-HRTimeline
TPG Financial Advisors, LLC1,730$419K0.16%013F-HRTimeline
True Vision MN LLC1,728$418K0.22%+113F-HRTimeline
Zullo Investment Group, Inc.1,727$418K0.15%-2413F-HRTimeline
Financial Life Planners1,727$418K0.28%+9213F-HRTimeline
Smartleaf Asset Management LLC1,729$418K0.03%+33713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,718$416K0.02%+33413F-HRTimeline
St. Clair Advisors, LLC1,718$416K0.11%+2713F-HRTimeline
Worth Asset Management, LLC1,717$415K0.19%+53713F-HRTimeline
ADVOCATE GROUP LLC1,716$415K0.07%013F-HRTimeline
Detalus Advisors, LLC1,715$415K0.11%-8513F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,714$415K0.31%-4413F-HRTimeline
Octavia Wealth Advisors, LLC1,712$414K0.04%-15313F-HRTimeline
Latitude Advisors, LLC1,710$414K0.19%-2213F-HRTimeline
Smallwood Wealth Investment Management,…1,703$412K0.21%013F-HRTimeline
Atlas Private Wealth Advisors1,700$411K0.1%-2,01713F-HRTimeline
Ellevest, Inc.1,696$410K0.06%013F-HRTimeline
Krilogy Financial LLC1,675$410K0.02%-26,68113F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,694$410K0.07%013F-HRTimeline
Plan A Wealth LLC1,683$407K0.21%-7613F-HRTimeline
Midwest Financial Group LLC1,678$406K0.19%+3713F-HRTimeline
Xcel Wealth Management, LLC1,671$404K0.11%+6513F-HRTimeline
Pflug Koory, LLC1,665$403K0.19%013F-HRTimeline
S.A. Mason LLC1,660$402K0.18%013F-HRTimeline
BANK OF HAWAII1,660$402K0.02%+2513F-HRTimeline
SAGE FINANCIAL GROUP INC1,654$400K0.03%-3413F-HRTimeline
Inlet Private Wealth, LLC1,649$399K0.09%+8013F-HRTimeline
Quadrant Private Wealth Management, LLC1,648$399K0.07%013F-HRTimeline
North Capital, Inc.1,647$399K0.31%+113F-HRTimeline
Sterling Capital Management LLC1,646$398K0.01%-5313F-HRTimeline
Flower City Capital1,644$398K0.21%-113F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,639$397K0.23%013F-HRTimeline
LMCG INVESTMENTS, LLC1,641$397K0.02%-2613F-HRTimeline
Vickerman Investment Advisors, Inc.1,641$397K0.08%-5713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,639$397K0.07%013F-HRTimeline
D.B. Root & Company, LLC1,637$396K0.1%-9713F-HRTimeline
FIRST AMERICAN TRUST, FSB1,632$395K0.03%new13F-HRTimeline
Vise Technologies, Inc.1,631$395K0.01%-1,04513F-HRTimeline
Truepoint, Inc.1,629$394K0.01%-2313F-HRTimeline
Westover Capital Advisors, LLC1,629$394K0.07%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,622$392K0.03%+2213F-HRTimeline
Investmark Advisory Group LLC1,620$392K0.17%+113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,619$392K0.01%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,616$391K0.01%013F-HRTimelineGroup
Tenon Financial LLC1,614$391K0.2%013F-HRTimeline
Harrington Investments, INC1,610$390K0.19%013F-HRTimeline
Nicollet Investment Management, Inc.1,599$387K0.13%013F-HRTimeline
Freedom Investment Management, Inc.1,594$386K0.1%-2,58513F-HRTimeline
LEIGH BALDWIN & CO., LLC1,594$386K0.22%-19813F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,593$385K0.02%013F-HRTimeline
Annex Advisory Services, LLC1,587$384K0.01%+16713F-HRTimeline
180 WEALTH ADVISORS, LLC1,586$384K0.05%-10913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,585$384K0.01%013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,585$384K0.02%+8313F-HRTimelineGroup
Friedenthal Financial1,581$383K0.2%-2013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,581$383K0.09%new13F-HRTimeline