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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,178,220$8.02B0.65%+4,564,39913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,899,598$4.73B0.76%-3,224,98713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY20,861,715$4.5B0.29%-2,374,23913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,617,669$3.37B0.74%+392,62813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.9,153,601$1.98B0.04%-241,62513F-HRTimelineGroup
Empower Advisory Group, LLC8,616,866$1.86B5.57%+472,80113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,178,921$1.76B0.12%+2,134,77913F-HRTimelineGroup
LPL Financial LLC7,052,906$1.52B0.51%+156,03013F-HRTimeline
Rafferty Asset Management, LLC6,747,829$1.46B4.8%+648,80113F-HRTimeline
Holocene Advisors, LP5,700,000$1.23B3.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,634,304$1.22B0.24%+760,29813F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,863,368$1.05B0.53%+1,247,97013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,814,006$1.04B0.79%-3,101,27513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,730,511$1.02B1.56%-2,208,56113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,306,198$929M0.72%-1,762,20813F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,178,000$902M1.81%-5,350,00013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,167,482$899M0.12%+113,61113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,093,561$883M-632,417Timeline
BARCLAYS PLCin group BARCLAYS PLC3,139,246$677M0.27%-1,200,35913F-HR/ATimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD3,010,000$650M0.56%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,995,588$646M0.42%-58,80313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,663,880$575M0.72%-1,305,15913F-HRTimelineGroup
Durable Capital Partners LP2,596,668$560M4.24%+1,333,31613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,353,290$508M1.74%-3,77013F-HRTimelineGroup
FMR LLCin group FMR LLC2,263,356$488M0.03%+228,91513F-HRTimelineGroup
Treasurer of the State of North Carolina2,015,990$435M1.4%+557,75513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,931,515$417M0.08%+46,80613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,862,830$402M0.14%-36,71113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,851,003$399M0.53%+861,45913F-HR/ATimelineGroup
Millburn Ridgefield LLC /DE/1,651,777$356M8.58%-99,86213F-HRTimeline
Catalyst Capital Advisors LLC1,651,777$356M7.2%-99,86213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,621,636$350M-976,096Timeline
Optiver Holding B.V.in group Optiver Holding B.V.1,592,108$344M9.27%+586,87113F-HRTimelineGroup
HRT FINANCIAL LP1,464,049$316M1.39%-2,135,06313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,391,838$300M0.07%-128,71513F-HRTimelineGroup
CIBC WORLD MARKET INC.1,365,276$295M0.65%-1,052,61413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,203,829$260M0.38%-102,85813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,155,437$249M0.17%-1,256,56513F-HRTimelineGroup
59 North Capital Management, LP963,347$208M7.42%-767,81613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…955,946$206M0.04%-142,56613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.933,568$201M0.07%+371,22913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.916,552$198M1.09%+16,48413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC934,166$196M0.77%+29,72213F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC860,330$186M2.28%+737,98413F-HR/ATimelineGroup
SG Americas Securities, LLC855,385$185M0.81%+165,53713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC854,875$184M0.24%+34,76513F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.849,018$183M3.02%+283,56313F-HRTimelineGroup
AMG National Trust Bank838,266$181M4.76%-30,68413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…813,724$176M0.65%-10,38713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…793,917$174M0.38%-129,49013F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC801,695$173M0.28%-1,83113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC747,937$161M0.14%-780,34913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.715,950$154M0.15%+545,15013F-HRTimelineGroup
Cetera Investment Advisers710,230$153M0.26%+35813F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.702,253$152M6.69%+128,20013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC701,496$151M10.8%-8,69113F-HRTimeline
Ensign Peak Advisors, Inc696,089$150M0.26%+340,18213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP677,611$146M0.26%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources674,856$146M0.04%-67,44313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding674,301$146M-46,743Timeline
Mariner, LLCin group Mariner, LLC627,185$135M0.2%-12,93913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.625,341$135M0.24%+24,22713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.615,948$133M0.23%+37,07413F-HRTimelineGroup
Sand Hill Global Advisors, LLC609,174$131M4.88%-34,76713F-HRTimeline
TIAAgroup of 3 filers holding598,078$129M-42,419Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…589,534$127M0.09%+82,48813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP578,275$125M1.53%+76313F-HRTimeline
Creative Planningin group Creative Planning567,965$123M0.1%-35,78113F-HRTimelineGroup
OLD MISSION CAPITAL LLC567,762$123M3.26%-1,583,10213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP563,267$122M0.12%-36,58313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC552,746$119M0.16%-137,60713F-HRTimeline
HighTower Advisors, LLC545,219$118M0.15%-25,81013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC537,357$116M0.21%-33,01513F-HRTimelineGroup
CTC LLC522,847$113M7.2%new13F-HRTimeline
BLAIR WILLIAM & CO/IL493,580$107M0.3%-24,87313F-HRTimeline
MAI Capital Management481,751$104M0.72%+38,16113F-HRTimeline
Valiant Capital Management, L.P.480,107$104M7.99%-13,27013F-HRTimeline
BROADWOOD CAPITAL INCin group BROADWOOD CAPITAL INC474,920$102M6.68%013F-HRTimelineGroup
GTS SECURITIES LLC471,762$102M4.54%+253,25813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK467,128$101M0.6%-8,75413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.461,911$99.7M0.18%+25,46713F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC435,629$94M0.21%+5,24713F-HR/ATimelineGroup
Glenmede Investment Management, LP434,294$93.7M0.47%13F-HRTimeline
Cresset Asset Management, LLC412,539$89M0.45%+7,84913F-HR/ATimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…402,418$86.8M0.34%013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding400,364$86.4M+28,094Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…382,467$82.5M1.33%-18,65313F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC359,468$77.6M4.08%+6,29813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV342,933$74M0.17%+112,39913F-HRTimeline
Starboard Value LPin group Starboard Value LP340,000$73.4M1.27%new13F-HRTimelineGroup
Stairway Partners, LLC327,375$70.6M4.01%+34,38613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS324,160$70M0.16%+95713F-HRTimeline
WASHINGTON TRUST Co320,725$69.2M2.45%-3,66113F-HRTimeline
Atom Investors LP314,828$67.9M6.02%+301,76913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC314,169$67.8M0.04%-24,29413F-HRTimelineGroup
Arvest Bank Trust Division300,518$64.8M3.78%+5,68213F-HRTimeline
COMERICA BANK293,960$63.4M0.25%-1,77513F-HRTimeline
WOLVERINE TRADING, LLC294,264$63.4M1.61%-3,41213F-HRTimeline
National Philanthropic Trust287,655$62.1M0.83%+15,33213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP283,440$61.2M0.42%+5,17113F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION272,686$58.8M5.17%+26,06313F-HRTimeline
Cambridge Investment Research Advisors,…268,632$58M0.18%+1,85413F-HRTimeline
Parkside Investments, LLC266,391$57.5M7.81%-49,57913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management266,313$57.5M0.13%new13F-HRTimelineGroup
GLOBALT Investments LLC / GA263,655$56.9M2.18%-14,50713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\260,027$56.1M0.02%-8,30213F-HRTimelineGroup
WHITTIER TRUST CO257,361$55.5M0.67%-70713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding253,299$54.7M+15,410Timeline
Janney Montgomery Scott LLC252,245$54.4M0.14%-37,60413F-HRTimeline
Owl Creek Asset Management, L.P.250,653$54.1M7.13%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management248,025$53.5M0.7%-202,68913F-HRTimelineGroup
First Western Trust Bank238,581$51.5M2.32%-2,71213F-HRTimeline
FineMark National Bank & Trust238,044$51.4M1.75%-1,11513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC231,039$49.9M0.59%+2,52613F-HRTimeline
DRW Securities, LLC229,509$49.5M3.48%+189,25713F-HRTimeline
Accredited Investors Inc.228,401$49.3M2.91%-2,98713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding225,490$48.7M+204,642Timeline
JOHNSON INVESTMENT COUNSEL INC219,750$47.4M0.43%-1,56113F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…214,660$46.3M0.27%-53,15013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL213,440$46.1M0.35%-3,523,47313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.213,039$46M4.49%-1,15413F-HRTimeline
IMC-Chicago, LLC212,634$45.9M1.15%-631,77913F-HRTimeline
Bracebridge Capital, LLC210,330$45.4M24.15%new13F-HRTimeline
NorthCoast Asset Management LLC209,601$45.2M0.19%-30,98113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC207,224$44.7M0.07%+59,12613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…195,868$43.7M0.07%+9,50213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC202,256$43.6M1.4%+3,15913F-HRTimelineGroup
Verition Fund Management LLC202,137$43.6M0.25%+66,78813F-HRTimeline
Q Global Advisors, LLCin group Q Global Advisors, LLC200,000$43.2M36.31%-14,78013F-HRTimelineGroup
Wealthspire Advisors, LLC198,970$42.9M0.24%-37,97413F-HRTimeline
FACTORY MUTUAL INSURANCE CO194,755$42M0.46%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP192,758$41.6M0.59%-15,80013F-HRTimeline
SIMPLEX TRADING, LLC192,597$41.6M1.12%new13F-HRTimeline
Private Advisor Group, LLC192,431$41.5M0.22%+4,41413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC189,130$40.8M0.29%-11,26513F-HR/ATimelineGroup
Belvedere Trading LLC184,395$39.8M3.13%-15,85313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC184,170$39.7M0.05%+14,97413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC183,468$39.6M0.11%+4,40513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…182,789$39.4M0.34%-14,08913F-HRTimelineGroup
Dakota Wealth Management182,372$39.4M0.83%-7,64113F-HRTimeline
Waverly Advisors, LLC181,488$39.2M0.43%+9,55113F-HRTimeline
UMB Bank, n.a.178,894$38.6M0.6%+22,08513F-HR/ATimeline
ANDERSON HOAGLAND & CO178,347$38.5M3.67%+33313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…176,425$38.1M1.03%+38,81213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding175,820$37.9M-16,591Timeline
STOCK YARDS BANK & TRUST CO175,320$37.8M1.26%+1,16313F-HRTimeline
Modera Wealth Management, LLC174,531$37.7M0.47%-6,04813F-HRTimeline
A&I FINANCIAL SERVICES, LLC170,187$36.7M20.73%+1,34913F-HRTimeline
GENDELL JEFFREY Lin group GENDELL JEFFREY L170,000$36.7M0.97%new13F-HRTimelineGroup
Parkside Advisors LLC168,122$36.3M7.97%+1,25613F-HRTimeline
IHT Wealth Management, LLC164,656$35.5M0.98%+2,09213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC161,850$34.9M0.18%+9,83813F-HRTimelineGroup
GREENWOOD GEARHART LLC161,281$34.8M2.17%+8,30913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC151,866$32.8M0.03%-29,24413F-HR/ATimelineGroup
MOORE CAPITAL MANAGEMENT, LP151,080$32.6M0.65%-659,32013F-HRTimeline
D.A. DAVIDSON & CO.149,797$32.3M0.23%-29413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding144,730$31.2M-4,706Timeline
Summit Trail Advisors, LLC142,744$30.8M0.53%new13F-HRTimeline
Varma Mutual Pension Insurance Co141,987$30.6M0.23%new13F-HRTimeline
First Horizon Advisors, Inc.141,113$30.5M0.79%+5,75613F-HRTimeline
PITTENGER & ANDERSON INC140,489$30.3M1.11%-37,10013F-HRTimeline
COUNTRY TRUST BANK140,235$30.3M0.68%+4,54913F-HRTimeline
Paulson Wealth Management Inc.138,354$29.9M7.73%+7,57913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC136,352$29.4M0.67%+1,59713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…135,511$29.2M0.07%+46,33613F-HRTimeline
Metropolitan Life Insurance Co/NY134,089$28.9M8.65%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers131,771$28.4M0.05%-73,91013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC130,083$28.1M2.79%+2,95013F-HRTimeline
Sollinda Capital Management LLC127,536$27.5M7.17%+63,53913F-HRTimeline
Sanctuary Advisors, LLC125,850$27.2M0.17%-55,39213F-HRTimeline
All Terrain Financial Advisors, LLC125,710$27.1M9.84%+9,53913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC125,181$27M0.02%+3,45213F-HRTimelineGroup
Blueshift Asset Management, LLC121,461$26.2M8.05%+12,86813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding120,003$25.9M-25,928Timeline
Consolidated Investment Group LLC119,666$25.8M3.46%013F-HRTimeline
OLD NATIONAL BANCORP /IN/118,518$25.6M0.46%+49,01513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS118,075$25.5M0.94%-3,82613F-HRTimelineGroup
Edge Wealth Management LLC114,813$24.8M4.77%-4,36013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.113,837$24.6M0.2%+10,41913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB113,196$24.4M0.43%-5,77813F-HRTimeline
WATERS PARKERSON & CO., LLC113,120$24.4M1.22%-13113F-HRTimeline
ExodusPoint Capital Management, LP112,976$24.4M0.3%+102,72413F-HRTimeline
Oldfather Financial Services, LLC112,611$24.3M8.35%+4,22213F-HRTimeline
MARSHALL & SULLIVAN INC /WA/112,163$24.2M11.63%-1,36113F-HRTimeline
LJI Wealth Management, LLC111,716$24.1M4.2%+7,89413F-HRTimeline
Tarbox Family Office, Inc.111,649$24.1M3.62%-47813F-HRTimeline
CHOREO, LLC150,014$23.2M0.32%-3,09713F-HRTimeline
PEAK6 LLCin group PEAK6 LLC106,113$22.9M0.78%-16,03913F-HR/ATimelineGroup
Great Waters Wealth Management105,756$22.8M2.97%-4,37113F-HRTimeline
Busey Bank105,617$22.8M0.7%-9,46513F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK103,604$22.3M0.05%-24,78513F-HRTimelineGroup
Valeo Financial Advisors, LLC103,087$22.2M0.55%+7,22613F-HR/ATimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …102,907$22.2M4.8%-8,39913F-HRTimelineGroup
Venturi Wealth Management, LLC102,692$22.2M1.09%+91,80913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102,335$22.1M0.02%-47,71513F-HR/ATimelineGroup
Janney Capital Management LLC102,312$22.1M1.42%-2,81013F-HRTimeline
1ST SOURCE BANK101,894$22M1.21%-3,21913F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP101,580$21.9M0.35%+71,96913F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Symphony Financial, Ltd. Co.107,626$21.4M2.81%+52,39613F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…97,914$21.1M0.29%-58,86613F-HRTimelineGroup