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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
Journey Beyond Wealth, LLC2,580$635K0.51%+5213F-HRTimeline
Beta Wealth Group, Inc.2,579$635K0.26%-10413F-HRTimeline
Guidance Point Advisors, LLC2,576$635K0.15%+1,40713F-HRTimeline
JGP Wealth Management, LLC2,572$633K0.07%+1,32413F-HRTimeline
Winthrop Advisory Group LLC2,568$632K0.05%-1613F-HR/ATimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,567$632K0.35%-8513F-HRTimeline
Bigelow Investment Advisors, LLC2,561$631K0.25%-31213F-HRTimeline
Genus Capital Management Inc.2,554$629K0.07%+20013F-HRTimeline
Everhart Financial Group, Inc.2,554$629K0.06%-10313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,550$628K0.24%013F-HRTimeline
Bienville Capital Management, LLC2,536$624K0.1%+45213F-HRTimeline
Balefire, LLC2,523$621K0.12%-67813F-HRTimeline
Baker Avenue Asset Management, LP2,519$620K0.01%013F-HRTimeline
SOL Capital Management CO2,516$619K0.06%+19913F-HRTimeline
Winthrop Capital Management, LLC2,514$619K0.14%+513F-HRTimeline
Flaharty Asset Management, LLC2,512$618K0.08%013F-HRTimeline
LCW Services, LLC2,512$618K0.33%13F-HRTimeline
Cooper Financial Group2,511$618K0.07%new13F-HRTimeline
POSTROCK PARTNERS LLC2,506$617K0.27%013F-HRTimeline
RDA Financial Network2,500$615K0.15%-413F-HRTimeline
GARRISON POINT ADVISORS, LLC2,497$615K0.27%013F-HRTimeline
First PREMIER Bank2,489$613K0.14%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,484$611K0.03%013F-HRTimeline
Alpha Advisors, LLC/VA2,484$611K0.47%-33113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,479$610K0.26%+813F-HRTimeline
Canal Capital Management, LLC2,477$610K0.09%+213F-HRTimeline
American Investment Services, Inc.2,477$610K0.14%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,475$609K0.13%013F-HRTimeline
Beaton Management Co. Inc.2,474$609K0.27%+2913F-HRTimeline
Advus Financial Partners, LLC2,474$609K0.22%013F-HR/ATimeline
OLD SECOND NATIONAL BANK OF AURORA2,473$609K0.12%-5513F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT2,469$608K0.03%-31713F-HRTimeline
Rockbridge Investment Management, LCC2,467$607K0.06%-1,21413F-HRTimeline
Ullmann Wealth Partners Group, LLC2,464$607K0.06%013F-HRTimeline
SAPIENT CAPITAL LLC2,446$607K0.01%+26013F-HRTimeline
Bangor Savings Bank2,459$605K0.05%+1613F-HRTimeline
East Coast Asset Management, LLC.2,458$605K0.18%-113F-HRTimeline
Independent Advisor Alliance2,457$605K0.01%+50613F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,455$604K0.5%013F-HRTimeline
Urban Financial Advisory Corp2,431$598K0.23%+913F-HRTimeline
Canandaigua National Trust Co of Florida2,426$597K0.37%-6113F-HRTimeline
Berger Financial Group, Inc2,419$595K0.03%-7713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,414$594K0.1%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,412$594K0.23%-3,14313F-HRTimeline
Baker Ellis Asset Management LLC2,409$593K0.07%013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,396$590K0.21%+1,08713F-HRTimeline
KINTRA WEALTH, LLC2,392$589K0.08%new13F-HRTimeline
Wise Wealth Partners2,378$585K0.84%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,378$585K0.08%013F-HRTimeline
Cardinal Point Capital Management ULC2,370$583K0.04%-80413F-HRTimeline
Rare Wolf Capital LLC2,369$583K0.36%13F-HRTimeline
Carrera Capital Advisors2,360$581K0.1%-213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,359$581K0.07%013F-HRTimelineGroup
Curry Webb Wealth Management LLC2,356$580K0.29%13F-HRTimeline
Granite Bay Wealth Management, LLC2,329$573K0.14%-26313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,327$573K+1,396Timeline
Cordatus Wealth Management LLC2,321$571K0.13%new13F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,315$570K0.03%-7213F-HRTimeline
Baldwin Investment Management, LLC2,312$569K0.06%013F-HRTimeline
Heritage Investment Group, Inc.2,302$567K0.09%-1113F-HRTimeline
Bellevue Group AGin group Bellevue Group AG2,300$566K0.01%013F-HRTimelineGroup
Kassira Wealth Management LLC2,296$565K0.54%-113F-HRTimeline
SeaBridge Investment Advisors LLC2,272$559K0.09%013F-HRTimeline
Rollins Financial Advisors, LLC2,271$559K0.08%+22613F-HRTimeline
Brown Miller Wealth Management, LLC2,269$559K0.15%-18113F-HRTimeline
Measured Risk Portfolios, Inc.2,266$558K0.64%+413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,256$555K0.03%013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp2,250$554K<0.01%-1,79013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.2,245$553K<0.01%-15613F-HRTimeline
RoundAngle Advisors LLC2,242$552K0.4%-11113F-HRTimeline
SAX WEALTH ADVISORS, LLC2,241$552K0.03%+16013F-HRTimeline
Valor Advisors LLC2,230$549K0.46%13F-HRTimeline
Grantvest Financial Group LLC2,226$548K0.35%-14213F-HRTimeline
SHP Wealth Management2,217$546K0.04%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,213$545K0.03%-8113F-HRTimeline
SeaCrest Wealth Management, LLC2,128$544K0.06%-71313F-HRTimeline
LRI Investments, LLC2,206$543K0.04%-52913F-HRTimeline
Compass Financial Group, Inc. (Ohio)2,204$543K0.4%13F-HRTimeline
Commonwealth Financial Services, LLC2,204$542K0.09%+5313F-HRTimeline
Penney Financial, LLC2,203$542K0.21%013F-HRTimeline
Triad Wealth Partners, LLC2,200$542K0.05%+26313F-HRTimeline
Kondo Wealth Advisors, Inc.2,197$541K0.21%-113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,190$539K0.02%-61213F-HRTimeline
Retirement Investment Advisors, Inc.2,177$536K0.04%-14113F-HRTimeline
Stone Summit Wealth LLC2,176$536K0.15%-7513F-HRTimeline
ORG Partners LLC2,175$535K0.09%+1213F-HRTimeline
OBSIDIAN CIO, LLC7,845$535K0.79%-5,10613F-HRTimeline
Mascoma Wealth Management LLC2,167$533K0.11%013F-HRTimeline
Liberty Capital Management, Inc.2,161$532K0.1%+1,23413F-HRTimeline
Hoxton Planning & Management, LLC2,160$532K0.16%-9113F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.2,159$531K0.06%+6913F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.2,158$531K0.05%-36513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,156$531K0.1%-20013F-HRTimeline
James J. Burns & Company, LLC2,147$528K0.07%+213F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,145$528K0.04%-9,77413F-HRTimeline
Olympiad Research LP2,145$528K1.4%-9,76613F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,143$528K0.07%013F-HRTimeline
Wescott Financial Advisory Group, LLC2,141$527K0.05%+10513F-HRTimeline
Breachway Investments LLC2,135$526K0.55%13F-HRTimeline
HOWE & RUSLING INC2,122$522K0.03%+60313F-HRTimeline
Samalin Investment Counsel, LLC2,121$522K0.19%+13313F-HRTimeline
Blackston Financial Advisory Group, LLC2,114$520K0.32%-43513F-HRTimeline
Summit Investment Advisory Services, LLC2,114$520K0.2%013F-HRTimeline
Capital Asset Advisory Services LLC2,031$520K0.02%+2113F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,960$519K0.38%013F-HRTimeline
WELLINGTON-ALTUS USA INC.2,106$518K0.38%13F-HRTimeline
MONEYWISE, INC.2,105$518K0.22%new13F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,106$518K0.02%013F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,103$518K0.34%13F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC2,100$517K0.12%+20013F-HRTimeline
Valtrion Capital Management, LLC2,097$516K0.51%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,088$514K0.22%-1513F-HRTimeline
Journey Advisory Group, LLC2,088$514K0.04%-4813F-HRTimeline
KRS Capital Management, LLC2,073$510K0.29%-1513F-HRTimeline
Activest Wealth Management2,073$510K0.1%-3,39113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,072$510K0.02%+1513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,070$510K0.3%013F-HRTimeline
WARNER FINANCIAL, INC2,064$508K0.18%+16313F-HRTimeline
Kaizen Financial Strategies2,062$508K0.22%+113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,062$508K0.13%-81513F-HRTimeline
Cypress Wealth Services, LLC2,060$507K0.07%+76613F-HRTimeline
ABLE Financial Group, LLC2,056$506K0.1%+713F-HRTimeline
CHILTON INVESTMENT CO INC.2,043$503K0.01%+16813F-HRTimeline
Stelac Advisory Services LLC2,043$503K0.18%013F-HRTimeline
Krilogy Financial LLC1,903$502K0.02%+22813F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,038$502K0.4%013F-HRTimeline
Costello Asset Management, INC2,037$501K0.17%+113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,031$500K0.07%013F-HRTimeline
Camarda Financial Advisors, LLC2,027$499K0.19%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,026$499K0.03%+2613F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…2,025$498K0.83%new13F-HRTimelineGroup
Bluesphere Advisors LLC2,020$497K0.22%-45813F-HRTimeline
UPTICK PARTNERS, LLC2,016$496K0.11%-4013F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…2,016$496K0.4%13F-HRTimeline
Optivise Advisory Services LLC2,015$496K0.29%-39613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,999$496K0.14%-1813F-HRTimeline
Mayfair Advisory Group, LLC1,990$495K0.19%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,011$495K0.1%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,006$494K0.02%-1013F-HRTimeline
Magnus Financial Group LLC2,004$493K0.04%+7113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc2,000$492K<0.01%-2,06713F-HRTimelineGroup
BCS Private Wealth Management, Inc.2,000$492K0.17%-1613F-HRTimeline
RH Tailwind Management, LLC2,000$492K0.5%13F-HRTimeline
Integrity Investment Advisors, LLC1,999$492K0.27%new13F-HRTimeline
Pinion Investment Advisors, LLC1,990$490K0.12%-8613F-HRTimeline
BIRINYI ASSOCIATES INC1,985$489K0.12%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,984$488K0.16%-4213F-HRTimeline
Princeton Global Asset Management LLC1,982$488K0.08%+213F-HRTimeline
Stegner Investment Associates Inc.1,977$487K0.26%-16413F-HRTimeline
PITCAIRN COgroup of 2 filers holding1,977$487K+215Timeline
Moment Partners, LLC1,976$486K0.1%-25413F-HRTimeline
Hummer Financial Advisory Services Inc1,975$486K0.34%013F-HRTimeline
Chancellor Financial Group WB LP1,975$486K0.33%-1513F-HRTimeline
Thayer Partners, LLC / MA1,971$485K0.24%13F-HRTimeline
Schusterman Interests, LLC1,970$485K0.11%new13F-HRTimeline
Argyle Capital Partners, LLC1,955$481K0.35%+6313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,950$480K0.03%+513F-HRTimeline
Wealthquest Corp1,948$480K0.04%new13F-HRTimeline
Saiph Capital, LLC1,947$479K0.17%-23613F-HRTimeline
Pandora Wealth, Inc.1,942$478K0.29%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,933$476K0.18%new13F-HRTimeline
Ransom Advisory, Ltd1,930$475K0.19%new13F-HRTimeline
Signal Advisors Wealth, LLC1,928$475K0.04%-18313F-HRTimeline
Cannon Capital Management, Inc.1,923$473K0.42%13F-HRTimeline
Guardian Capital, LLC1,915$471K0.42%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,914$471K0.01%-3,47513F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC1,903$468K0.71%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,767$468K0.22%-29813F-HRTimeline
Madden Advisory Services, Inc.1,897$467K0.19%-11813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,892$466K0.07%013F-HRTimeline
SFG Wealth Management, LLC.1,891$466K0.18%-52313F-HRTimeline
Tennessee Valley Asset Management Partn…1,888$465K0.06%-15113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,888$465K+514Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,886$464K0.04%+44413F-HRTimelineGroup
Addison Capital Co1,881$463K0.12%-33313F-HRTimeline
LEIGH BALDWIN & CO., LLC1,881$463K0.3%+28713F-HRTimeline
Warner Group LLC1,880$463K0.29%+59513F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,879$463K0.22%new13F-HRTimeline
Geneva Partners, LLC1,879$462K0.16%+113F-HRTimeline
Bedminster, LLC1,878$462K0.42%13F-HRTimeline
GRANDFIELD & DODD, LLC1,871$461K0.03%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,858$457K0.11%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,856$457K0.45%13F-HRTimeline
TRUST CO OF OKLAHOMA1,850$455K0.13%013F-HRTimeline
TPG Financial Advisors, LLC1,847$455K0.15%+11713F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC1,846$454K0.33%13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,840$453K0.21%-4013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,835$452K0.03%013F-HRTimeline
Summit Wealth Group, LLC1,834$451K0.11%-15513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,826$449K0.06%-31313F-HRTimelineGroup
Fiduciary Group, LLC1,825$449K0.04%-16513F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,824$449K0.05%+1,00013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,819$448K0.1%+23813F-HRTimeline
Register Financial Advisors LLC1,815$447K0.17%-9113F-HRTimeline
Kelman-Lazarov, Inc.1,815$447K0.06%013F-HRTimeline
Brown Financial Advisory1,811$446K0.23%013F-HRTimeline
BANK OF HAWAII1,810$446K0.02%+15013F-HRTimeline
LAVELLE CAPITAL LP1,806$445K0.28%13F-HRTimeline
FLC Capital Advisors1,805$444K0.08%+47013F-HRTimeline
Coastal Bridge Advisors, LLC1,804$444K0.03%013F-HRTimeline