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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,154,876$7.33B0.68%-7,016,33013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,540,458$4.32B0.3%+1,419,89013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,135,053$4.23B1.02%+1,067,77413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,639,748$3.68B0.7%-6,174,73213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.9,542,555$2.11B0.04%+801,61413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,441,577$1.87B1.77%+352,35813F-HRTimelineGroup
Rafferty Asset Management, LLC7,929,117$1.75B6.2%+28,34313F-HRTimeline
Empower Advisory Group, LLC7,878,078$1.74B5.86%+199,48713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,572,862$1.67B2.5%+3,456,30613F-HRTimelineGroup
LPL Financial LLC7,014,687$1.55B0.63%+272,00613F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…6,322,000$1.4B2.99%-5,621,00013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,241,052$1.38B1.07%-642,77113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,942,525$1.09B+1,656,737Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,372,481$966M0.21%-1,232,96613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,022,610$889M0.13%+209,75213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,864,346$854M1.12%-14,59813F-HRTimelineGroup
HRT FINANCIAL LP3,818,865$844M4.36%+370,57213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,781,446$836M0.07%-531,95813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,506,356$775M0.39%+1,039,50313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,125,652$691M0.46%-4,52913F-HRTimelineGroup
CIBC WORLD MARKET INC.2,868,379$634M1.46%+440,21813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,775,011$613M2.07%-261,79613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,718,012$601M-117,204Timeline
BARCLAYS PLCin group BARCLAYS PLC2,367,668$523M0.26%+1,480,94313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,114,691$467M0.17%13F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,990,062$440M4.91%+1,365,84113F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,946,345$430M0.08%-23,87413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,937,378$428M0.11%+212,99213F-HRTimelineGroup
FMR LLCin group FMR LLC1,893,984$418M0.02%+15,12113F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD1,723,000$381M0.36%013F-HRTimeline
Millburn Ridgefield LLC /DE/1,579,126$349M8.73%+82,93413F-HRTimeline
Catalyst Capital Advisors LLC1,579,126$349M7.43%+82,93413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,507,332$333M0.53%+1,265,51413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,454,819$321M0.5%+52,85213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,411,328$312M0.27%+702,54113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,079,970$239M0.08%+511,69913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC907,548$201M0.89%-27,82913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…902,588$199M0.52%+76,49813F-HRTimelineGroup
AMG National Trust Bank890,840$197M5.42%-23,92713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.866,569$191M1.2%+20,39213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC860,383$190M0.18%-422,44813F-HRTimelineGroup
Durable Capital Partners LP860,027$190M1.55%-321,88413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC833,656$184M0.23%+70,83113F-HRTimelineGroup
59 North Capital Management, LP833,096$184M8.6%+381,32213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…822,424$182M0.7%-4,77413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC780,002$172M0.25%+78,41813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding763,599$169M-28,432Timeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC751,800$166M2.9%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources751,319$166M0.05%+56,98613F-HRTimelineGroup
Cetera Investment Advisers738,671$163M0.34%+45,26513F-HRTimeline
SYNOVUS FINANCIAL CORP732,734$162M2.06%+1,44113F-HRTimeline
HighTower Advisors, LLC722,894$160M0.22%+81,37113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC714,873$158M12.45%+5,60813F-HRTimeline
Mariner, LLCin group Mariner, LLC708,805$157M0.26%+37,99813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL685,294$151M1.61%-1,28713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…676,530$149M0.03%-844,41513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP657,998$145M0.15%+57,84213F-HRTimelineGroup
TIAAgroup of 3 filers holding646,673$143M-9,888Timeline
Sand Hill Global Advisors, LLC633,928$140M5.93%-1,11513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…623,612$138M13.44%-24,38113F-HR/ATimelineGroup
Creative Planningin group Creative Planning593,418$131M0.13%+32,70813F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO589,455$130M1.41%+17,90513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.582,800$129M0.25%-307,08313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.575,086$128M0.23%-45,78013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC546,009$121M0.26%+18,40813F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA539,463$119M0.21%+519,24013F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL529,808$117M0.34%+35,52213F-HRTimeline
BROADWOOD CAPITAL INCin group BROADWOOD CAPITAL INC519,920$115M8.98%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK482,819$107M0.66%-4,12613F-HRTimelineGroup
MAI Capital Management456,761$101M0.75%+14,60413F-HRTimeline
SG Americas Securities, LLC454,171$100M0.43%+169,38513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC452,963$100M2.88%-8,37013F-HRTimeline
CSM Advisors, LLC450,600$99.6M4.66%+319,20013F-HR/ATimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management445,398$98.4M0.23%-125,98513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…443,822$98.1M0.08%+3,40313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management443,492$98M1.43%+432,29213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.434,935$96.2M0.22%+88713F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA422,042$93.3M0.48%-86,62113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding417,166$92.2M+25,737Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…402,418$88.9M0.36%013F-HRTimelineGroup
Cresset Asset Management, LLC395,139$87.3M0.42%-94,92713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…394,594$87.2M1.7%+23,76413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/378,264$83.6M0.11%-51,18613F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich338,554$82.6M0.25%+335,19913F-HRTimeline
IMC-Chicago, LLC358,017$79.1M2.16%-97,49713F-HRTimeline
Parallax Volatility Advisers, L.P.352,533$77.9M1.71%+46,36913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC352,360$77.9M4.37%+6,04813F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC351,895$77.8M0.05%-259,16713F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP346,483$76.6M1.33%+267,53313F-HRTimelineGroup
Cambridge Investment Research Advisors,…335,461$74.1M0.25%+76,74913F-HRTimeline
WASHINGTON TRUST Co331,742$73.3M2.63%-5,79613F-HRTimeline
No Street GP LP325,000$71.8M4.85%new13F-HRTimeline
Parkside Investments, LLC315,333$69.7M10.45%+2,38813F-HRTimeline
Arvest Bank Trust Division311,480$68.8M4.15%-4,89513F-HRTimeline
Alaska Permanent Fund Corp309,518$68.4M1.02%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC306,424$67.7M0.07%+232,12913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC306,230$67.7M0.95%+1,88613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP336,347$67.4M0.11%-38,02713F-HRTimelineGroup
COMERICA BANK302,250$66.8M0.27%+4,65713F-HR/ATimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK289,645$64M0.12%-6,439,94113F-HR/ATimelineGroup
Janney Montgomery Scott LLC288,816$63.8M0.18%+26,31213F-HRTimeline
GENDELL JEFFREY Lin group GENDELL JEFFREY L288,388$63.7M1.99%+238,38813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Stairway Partners, LLC283,814$62.7M3.95%+1,23213F-HRTimeline
Main Street Research LLC282,358$62.4M3.89%+7,78813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP282,167$62.3M0.46%+1,17313F-HRTimelineGroup
GLOBALT Investments LLC / GA280,681$62M2.37%-21,83213F-HRTimeline
National Philanthropic Trust274,799$60.7M0.88%+37,48313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\271,160$59.9M0.02%-15,83613F-HR/ATimelineGroup
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding270,336$59.7M+265,550Timeline
WHITTIER TRUST CO267,275$59.1M0.78%+4,46713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding263,239$58.2M-21,557Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP262,621$58M0.06%+261,79113F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.255,885$56.5M2.64%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS254,711$56.3M0.16%-10,03913F-HRTimeline
NorthCoast Asset Management LLC249,891$55.2M0.27%+1,41213F-HR/ATimeline
FIRST FINANCIAL BANK - TRUST DIVISION248,586$54.9M5.12%+2,28113F-HRTimeline
FineMark National Bank & Trust238,110$52.6M1.84%+55013F-HRTimeline
Accredited Investors Inc.237,040$52.4M3.07%-1,53913F-HRTimeline
First Western Trust Bank236,491$52.3M2.41%-8,12113F-HRTimeline
River Wealth Advisors LLC234,994$51.9M6.88%+10,97413F-HRTimeline
Caisse de depot et placement du Quebec233,267$51.5M0.11%new13F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC230,795$51M6.41%+56,14613F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…230,000$50.8M0.31%+96,36013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding229,241$50.7M+498Timeline
NSI Retail Advisors, LLC225,300$49.8M7.91%+93,90013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC219,224$48.4M0.47%+11,70313F-HRTimeline
Geller Advisors LLC216,800$47.9M3.15%+1,04613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP214,153$47.3M0.69%-5,12113F-HRTimeline
GERMAN AMERICAN BANCORP, INC.210,045$46.4M4.86%+3,07913F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…207,010$45.7M0.25%+44,81013F-HRTimelineGroup
Johns Hopkins University206,829$45.7M1.72%-67,73513F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd206,500$45.6M0.18%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC205,284$45.4M0.36%-3,22313F-HRTimelineGroup
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…203,557$45M0.92%new13F-HRTimelineGroup
Sanctuary Advisors, LLC194,415$44.4M0.28%+7,01513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC195,330$43.2M1.55%+1,00013F-HRTimelineGroup
Dakota Wealth Management194,556$43M0.99%+7,32013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV192,859$42.6M0.1%-17,37513F-HRTimeline
DE BURLO GROUP INC190,600$42.1M5.62%013F-HRTimeline
ANDERSON HOAGLAND & CO185,318$41.8M4.3%-17,11513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…183,884$40.6M0.08%+33,75313F-HR/ATimeline
Private Advisor Group, LLC183,567$40.6M0.23%+78113F-HRTimeline
Modera Wealth Management, LLC183,372$40.5M0.49%-1,25313F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC179,408$39.6M14.14%+3,36313F-HRTimeline
Atom Investors LP177,971$39.3M4.89%+173,41313F-HRTimeline
STOCK YARDS BANK & TRUST CO177,293$39.2M1.34%-7,27913F-HRTimeline
PITTENGER & ANDERSON INC176,914$39.1M1.42%-2,19513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…174,645$38.6M0.38%-8,59213F-HRTimelineGroup
Steward Partners Investment Advisory, L…172,950$38.2M0.34%+37,49713F-HRTimeline
A&I FINANCIAL SERVICES, LLC172,779$38.2M37.22%13F-HRTimeline
MML INVESTORS SERVICES, LLC172,130$38M0.13%-38,19113F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP171,280$37.9M0.82%new13F-HRTimelineGroup
Proficio Capital Partners LLC170,490$37.7M3.06%new13F-HR/ATimeline
Natixis Investment Managersgroup of 2 filers holding168,390$37.2M+83,130Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…168,061$37.1M0.52%+79,06113F-HRTimelineGroup
UMB Bank, n.a.167,197$36.9M0.58%-4,22313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waverly Advisors, LLC166,428$36.8M0.57%+45,54413F-HRTimeline
WOLVERINE TRADING, LLC165,024$36.4M0.82%-120,35613F-HRTimeline
Parkside Advisors LLC163,292$36.1M8.5%+2,63013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC161,951$35.8M0.22%+66,83513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC160,061$35.4M0.09%new13F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A159,582$35.3M0.12%+38,76313F-HRTimelineGroup
Verition Fund Management LLC158,804$35.1M0.18%-32,78113F-HRTimeline
IHT Wealth Management, LLC157,769$34.9M1.12%-134,17713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding149,675$33.1M+13,055Timeline
Calamos Advisors LLCgroup of 2 filers holding148,095$32.7M+139,326Timeline
Walleye Capital LLCgroup of 2 filers holding144,777$32M+89,807Timeline
REINHART PARTNERS, LLC.144,731$32M1.23%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC142,195$31.4M0.02%+8,90713F-HRTimelineGroup
D.A. DAVIDSON & CO.141,832$31.3M0.26%+2,92613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC141,528$31.3M2.94%+3,55013F-HRTimeline
GREENWOOD GEARHART LLC139,672$30.9M2.13%+11,01513F-HRTimeline
Blueshift Asset Management, LLC138,906$30.7M11.21%-67,58213F-HRTimeline
Turim 21 Investimentos Ltda.134,306$30.4M7.92%-3,17813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…136,260$30.1M0.07%+95,86713F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC135,198$29.9M0.73%+2813F-HRTimeline
TRUE Private Wealth Advisors134,978$29.8M3.62%-1,04513F-HRTimeline
Metropolitan Life Insurance Co/NY134,089$29.6M11.75%013F-HRTimeline
First Horizon Advisors, Inc.132,701$29.3M0.82%+2,11213F-HRTimeline
AMARILLO NATIONAL BANK131,378$29M5.33%-5013F-HRTimeline
CWM, LLCin group CWM, LLC129,519$28.6M0.12%-73,46113F-HRTimelineGroup
Great Waters Wealth Management127,462$28.2M3.61%-21,86713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC127,153$28.1M3.24%+21,26013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…125,682$27.8M27.31%13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.124,950$27.6M0.86%new13F-HRTimelineGroup
Consolidated Investment Group LLC125,011$27.6M3.87%+21,10013F-HRTimeline
Paulson Wealth Management Inc.124,747$27.6M7.52%+13,42313F-HRTimeline
GW&K Investment Management, LLC123,190$27.2M0.23%+71,89513F-HRTimeline
Wilmington Savings Fund Society, FSB122,191$27M0.49%+13,89913F-HRTimeline
HBK INVESTMENTS L P122,167$27M0.51%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthspire Advisors, LLC121,787$26.9M0.27%+5,33713F-HRTimeline
Crestline Management, L.P.119,000$26.3M0.92%new13F-HRTimeline
Busey Bank118,977$26.3M0.86%-3,45113F-HRTimeline
NewEdge Advisors, LLC117,436$25.9M0.16%-74,07313F-HRTimeline
Twin Tree Management, LP116,721$25.8M0.62%-93,23113F-HRTimeline
Edge Wealth Management LLC116,709$25.8M5.22%-1,45713F-HRTimeline
CHOREO, LLC116,043$25.6M0.37%-9,96513F-HRTimeline
MARSHALL & SULLIVAN INC /WA/115,865$25.6M12.51%+1,96513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd115,140$25.4M0.51%-280,11313F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS115,011$25.4M0.96%+9,26313F-HRTimelineGroup