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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,613,821$6.51B0.58%-541,05513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,124,585$5.01B0.95%+8,484,83713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,235,954$4.64B0.33%+3,695,49613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,225,041$3.04B0.73%-3,910,01213F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…9,528,000$1.9B4.21%+3,206,00013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,395,226$1.87B0.04%-147,32913F-HRTimelineGroup
Empower Advisory Group, LLC8,144,065$1.62B5.3%+265,98713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,915,281$1.59B1.42%-526,29613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,939,072$1.38B2.27%-633,79013F-HRTimelineGroup
LPL Financial LLC6,896,876$1.38B0.54%-117,81113F-HRTimeline
Rafferty Asset Management, LLC6,099,028$1.22B5.19%-1,830,08913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,068,406$1.21B0.92%-172,64613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,044,142$1.21B0.09%+2,262,69613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,874,006$972M0.22%+501,52513F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding4,725,978$943M-216,547Timeline
BARCLAYS PLCin group BARCLAYS PLC4,339,605$866M0.39%+1,971,93713F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,053,871$809M0.12%+31,26113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,969,039$792M1.06%+104,69313F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL3,736,913$745M6.65%+3,051,61913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,615,398$721M0.38%+109,04213F-HRTimelineGroup
HRT FINANCIAL LP3,599,112$718M4.54%-219,75313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,054,391$609M0.32%-71,26113F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD3,010,000$600M0.58%+1,287,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,597,732$518M-120,280Timeline
CIBC WORLD MARKET INC.2,417,890$482M1.1%-450,48913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,412,002$481M0.37%+1,551,61913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,357,060$470M1.71%-417,95113F-HRTimelineGroup
OLD MISSION CAPITAL LLC2,150,864$429M8.28%+2,081,17613F-HRTimeline
FMR LLCin group FMR LLC2,034,441$406M0.03%+140,45713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,899,541$379M0.14%-215,15013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,884,709$376M0.07%-61,63613F-HRTimelineGroup
Millburn Ridgefield LLC /DE/1,751,639$349M8.47%+172,51313F-HRTimeline
Catalyst Capital Advisors LLC1,751,639$349M7.16%+172,51313F-HRTimeline
59 North Capital Management, LP1,731,163$345M12.44%+898,06713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,528,286$305M0.3%+1,518,94413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,520,553$303M0.08%-416,82513F-HRTimelineGroup
Treasurer of the State of North Carolina1,458,235$291M1.16%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,306,687$261M0.42%-148,13213F-HRTimelineGroup
Durable Capital Partners LP1,263,352$252M2.25%+403,32513F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…1,205,533$240M1.52%+975,53313F-HRTimelineGroup
Alaska Permanent Fund Corp1,197,502$233M3.28%+887,98413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,098,512$219M0.04%+421,98213F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.1,005,237$201M7.75%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP989,544$197M0.32%+653,19713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…923,407$184M0.45%+20,81913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC904,444$180M0.78%-3,10413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.900,068$180M1.09%+33,49913F-HRTimeline
AMG National Trust Bank868,950$173M4.86%-21,89013F-HRTimeline
IMC-Chicago, LLC844,413$168M6.53%+486,39613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…824,111$164M0.66%+1,68713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC820,110$164M0.23%-13,54613F-HRTimelineGroup
MOORE CAPITAL MANAGEMENT, LP810,400$162M5.41%+720,13313F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC804,618$161M0.16%-606,71013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC803,526$160M0.29%-703,80613F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources742,299$148M0.04%-9,02013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding721,044$144M-42,555Timeline
LBMC INVESTMENT ADVISORS, LLC710,187$142M11.07%-4,68613F-HRTimeline
Cetera Investment Advisers709,872$142M0.27%-28,79913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC690,353$138M0.19%-89,64913F-HRTimeline
SG Americas Securities, LLC689,848$138M0.47%+235,67713F-HRTimeline
Sand Hill Global Advisors, LLC643,941$128M5.29%+10,01313F-HRTimeline
Mariner, LLCin group Mariner, LLC640,124$128M0.21%-68,68113F-HRTimelineGroup
TIAAgroup of 3 filers holding640,497$127M+4,804Timeline
Creative Planningin group Creative Planning603,746$120M0.11%+10,32813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP599,850$120M0.13%-58,14813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.578,874$115M0.22%-3,92613F-HRTimelineGroup
SYNOVUS FINANCIAL CORP577,512$115M1.49%-155,22213F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.574,053$115M4.92%+318,16813F-HRTimeline
HighTower Advisors, LLC571,029$114M0.15%-151,86513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC570,372$114M0.23%+24,36313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.565,455$113M1.95%-1,424,60713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.562,339$112M0.04%-517,63113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.601,114$105M0.22%+26,02813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL518,453$103M0.31%-11,35513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…507,046$101M0.08%+63,22413F-HRTimelineGroup
Valiant Capital Management, L.P.493,377$98.4M10.62%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK475,882$94.9M0.61%-6,93713F-HRTimelineGroup
BROADWOOD CAPITAL INCin group BROADWOOD CAPITAL INC474,920$94.7M7.67%-45,00013F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…468,171$93.4M10.13%-155,44113F-HR/ATimelineGroup
HIGHBRIDGE CAPITAL MANAGEMENT LLC468,138$93.4M4.12%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management450,714$89.9M1.29%+7,22213F-HRTimelineGroup
MAI Capital Management443,590$88.5M0.67%-13,17113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.436,444$87.1M0.19%+1,50913F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC430,382$85.9M0.21%+270,32113F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA423,689$84.5M0.45%+1,64713F-HRTimelineGroup
RHUMBLINE ADVISERS404,990$80.8M0.08%+362,80813F-HR/ATimeline
Cresset Asset Management, LLC404,690$80.7M0.41%+9,55113F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…402,418$80.3M0.36%013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…401,120$80M1.58%+6,52613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding372,270$74.3M-44,896Timeline
Ensign Peak Advisors, Inc355,907$71M0.14%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC353,170$70.5M4.01%+81013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC338,463$67.4M0.04%-13,43213F-HRTimelineGroup
WASHINGTON TRUST Co324,386$64.7M2.48%-7,35613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS323,203$64.5M0.16%+68,49213F-HRTimeline
Twin Tree Management, LP316,564$63.2M1.39%+199,84313F-HRTimeline
Parkside Investments, LLC315,970$63M9.28%+63713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …312,100$62.3M0.11%+263,32913F-HRTimelineGroup
Navigation Wealth Management, Inc.301,544$60.2M91.9%new13F-HRTimeline
WOLVERINE TRADING, LLC297,676$59.7M1.89%+132,65213F-HRTimeline
COMERICA BANK295,735$59M0.25%-6,51513F-HRTimeline
Arvest Bank Trust Division294,836$58.8M3.72%-16,64413F-HRTimeline
Stairway Partners, LLC292,989$58.4M3.6%+9,17513F-HRTimeline
Janney Montgomery Scott LLC289,849$57.8M0.16%+1,03313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP278,269$55.5M0.41%-3,89813F-HRTimelineGroup
GLOBALT Investments LLC / GA278,162$55.5M2.27%-2,51913F-HRTimeline
LMR Partners LLPin group LMR Partners LLP277,424$55.3M1.11%-69,05913F-HRTimelineGroup
National Philanthropic Trust272,323$54.3M0.88%-2,47613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\268,329$53.5M0.02%-2,83113F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…267,810$53.4M0.29%+60,80013F-HRTimelineGroup
Cambridge Investment Research Advisors,…266,778$53.2M0.18%-68,68313F-HRTimeline
WHITTIER TRUST CO258,068$51.5M0.72%-9,20713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION246,623$49.2M4.77%-1,96313F-HRTimeline
First Western Trust Bank241,293$48.1M2.3%+4,80213F-HRTimeline
NorthCoast Asset Management LLC240,582$48M0.24%-9,30913F-HR/ATimeline
River Wealth Advisors LLC240,109$47.9M6.66%+5,11513F-HRTimeline
FineMark National Bank & Trust239,159$47.7M1.74%+1,04913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding237,889$47.5M-25,350Timeline
Wealthspire Advisors, LLC236,944$47.3M0.28%+115,15713F-HRTimeline
Accredited Investors Inc.231,388$46.2M2.87%-5,65213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV230,534$46M0.11%+37,67513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC228,513$45.6M0.63%-77,71713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC221,311$44.1M0.43%+2,08713F-HRTimeline
GTS SECURITIES LLC218,504$43.6M1.89%+216,92213F-HRTimeline
Q Global Advisors, LLCin group Q Global Advisors, LLC214,780$42.8M34.84%new13F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.214,193$42.7M4.59%+4,14813F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC208,901$41.7M5.77%-21,89413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP208,558$41.6M0.62%-5,59513F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding205,681$41M+37,291Timeline
HBK INVESTMENTS L P204,886$40.9M0.71%+82,71913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eisler Capital Management Ltd.200,383$40M1.2%+131,48313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC200,395$40M0.34%-4,88913F-HR/ATimelineGroup
Belvedere Trading LLC200,248$39.9M3.46%+180,58613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC199,097$39.7M1.4%+3,76713F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…196,878$39.3M0.36%+22,23313F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO194,755$38.9M0.45%-394,70013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding192,411$38.4M-36,830Timeline
Dakota Wealth Management190,013$37.9M0.89%-4,54313F-HRTimeline
Private Advisor Group, LLC188,017$37.5M0.23%+4,45013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…186,366$37.2M0.07%+2,48213F-HRTimeline
Sanctuary Advisors, LLC181,242$36.2M0.25%-13,17313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC181,110$36.1M0.03%+38,91513F-HRTimelineGroup
Modera Wealth Management, LLC180,579$36M0.49%-2,79313F-HRTimeline
MML INVESTORS SERVICES, LLC179,063$35.7M0.12%+6,93313F-HRTimeline
PITTENGER & ANDERSON INC177,589$35.4M1.3%+67513F-HRTimeline
STOCK YARDS BANK & TRUST CO174,157$34.7M1.24%-3,13613F-HRTimeline
Waverly Advisors, LLC171,937$34.3M0.42%+5,50913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.170,800$34.1M0.04%+68,43513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC169,196$33.8M0.05%+144,86213F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC168,838$33.7M22.79%-3,94113F-HRTimeline
Parkside Advisors LLC166,866$33.3M8.01%+3,57413F-HRTimeline
IHT Wealth Management, LLC162,564$32.4M1.01%+4,79513F-HRTimeline
UMB Bank, n.a.156,809$31.3M0.52%-10,38813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STEPHENS INC /AR/in group Stephens Investment Managemen…156,780$31.3M0.46%-11,28113F-HRTimelineGroup
ANDERSON HOAGLAND & CO178,014$31.1M3.69%-7,30413F-HRTimeline
GREENWOOD GEARHART LLC152,972$30.5M2.11%+13,30013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC152,012$30.3M0.18%-9,93913F-HRTimelineGroup
D.A. DAVIDSON & CO.150,091$29.9M0.24%+8,25913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/150,050$29.9M0.04%-228,21413F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding149,436$29.8M+1,341Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC148,098$29.5M0.05%+83,73213F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding145,931$29.1M-3,744Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…137,613$27.5M0.82%+26,62113F-HRTimelineGroup
COUNTRY TRUST BANK135,686$27.1M0.68%+25,54313F-HR/ATimeline
First Horizon Advisors, Inc.135,357$27M0.76%+2,65613F-HRTimeline
Verition Fund Management LLC135,349$27M0.16%-23,45513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC134,755$26.9M0.68%-44313F-HRTimeline
Metropolitan Life Insurance Co/NY134,089$26.7M12.37%013F-HRTimeline
Paulson Wealth Management Inc.130,775$26.1M7.34%+6,02813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK128,389$25.6M0.07%-161,25613F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC127,133$25.4M2.94%-2013F-HRTimeline
COMPASS ROSE ASSET MANAGEMENT, LP125,000$24.9M8.81%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC122,346$24.4M0.37%new13F-HR/ATimelineGroup
PEAK6 LLCin group PEAK6 LLC122,152$24.4M0.95%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS121,901$24.3M0.99%+6,89013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC121,729$24.3M0.03%+15,08813F-HRTimelineGroup
Consolidated Investment Group LLC119,666$23.9M3.66%-5,34513F-HRTimeline
Edge Wealth Management LLC119,173$23.8M4.82%+2,46413F-HRTimeline
Wilmington Savings Fund Society, FSB118,974$23.7M0.44%-3,21713F-HRTimeline
All Terrain Financial Advisors, LLC116,171$23.2M9.03%+16,13413F-HRTimeline
Busey Bank115,082$23M0.77%-3,89513F-HRTimeline
MARSHALL & SULLIVAN INC /WA/113,524$22.6M11.49%-2,34113F-HRTimeline
WATERS PARKERSON & CO., LLC113,251$22.6M1.21%+3,30513F-HRTimeline
Tarbox Family Office, Inc.112,127$22.4M3.72%-1,04313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …111,306$22.2M5.23%+17,07113F-HRTimelineGroup
CHOREO, LLC153,111$22.1M0.34%+37,06813F-HRTimeline
Great Waters Wealth Management110,127$22M3.05%-17,33513F-HRTimeline
NewEdge Advisors, LLC109,448$21.8M0.13%-7,98813F-HRTimeline
Larson Financial Group LLC108,991$21.7M1.03%+4,83513F-HRTimeline
Blueshift Asset Management, LLC108,593$21.7M8.59%-30,31313F-HRTimeline
Oldfather Financial Services, LLC108,389$21.6M8.21%+1,28713F-HRTimeline
AMARILLO NATIONAL BANK105,657$21.1M4.1%-25,72113F-HRTimeline
Janney Capital Management LLC105,122$21M1.44%-2,03913F-HRTimeline
1ST SOURCE BANK105,113$21M1.24%-1,71613F-HRTimeline
GW&K Investment Management, LLC104,797$20.9M0.19%-18,39313F-HRTimeline
LJI Wealth Management, LLC103,822$20.7M4.12%+7,75813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.103,418$20.6M0.2%-4,94913F-HRTimelineGroup
NTV Asset Management LLC102,539$20.5M2.72%-5,47813F-HRTimeline
IEQ CAPITAL, LLC98,911$19.7M0.16%+41,07613F-HRTimeline
Pinnacle Financial Partners Inc93,971$19.7M0.4%-96513F-HRTimeline