Skip to content
Disclosery

IWM ISHARES TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,865,282$8.92B0.67%-312,93813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,151,969$4.39B0.27%-2,709,74613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,057,395$3.64B0.53%-6,842,20313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,162,753$3.18B0.65%-2,454,91613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.9,165,238$2.22B0.04%+11,63713F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,616,693$2.08B5.78%-17313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,745,332$1.87B0.12%-433,58913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,598,266$1.84B0.33%+1,963,96213F-HRTimelineGroup
LPL Financial LLC7,367,450$1.78B0.52%+314,54413F-HRTimeline
Rafferty Asset Management, LLC6,552,360$1.59B5.14%-195,46913F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…5,606,000$1.36B2.5%+1,428,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,975,964$1.2B0.5%+112,59613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,465,219$1.08B0.84%+159,02113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,121,905$997M0.13%-45,57713F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,885,475$940M0.18%-208,08613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,870,656$937M1.37%-859,85513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,990,928$724M0.44%-4,66013F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD2,781,000$673M0.47%-229,00013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,759,791$668M0.25%-379,45513F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,603,293$630M0.75%-60,58713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,514,551$608M0.42%+1,359,11413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,255,781$546M1.84%-97,50913F-HRTimelineGroup
FMR LLCin group FMR LLC2,174,304$526M0.03%-89,05213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,064,212$499M+442,576Timeline
Treasurer of the State of North Carolina2,021,520$489M1.51%+5,53013F-HRTimeline
HRT FINANCIAL LP1,934,900$468M1.72%+470,85113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,925,317$466M0.15%+62,48713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,902,737$460M0.08%-28,77813F-HRTimelineGroup
Cetera Investment Advisers1,672,712$405M0.47%+962,48213F-HRTimeline
Millburn Ridgefield LLC /DE/1,507,119$365M8.7%-144,65813F-HRTimeline
Catalyst Capital Advisors LLC1,507,119$365M7.36%-144,65813F-HRTimeline
Varma Mutual Pension Insurance Co1,458,061$353M2.26%+1,316,07413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,456,521$352M3.23%+607,50313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,417,207$343M0.08%+25,36913F-HRTimelineGroup
CIBC WORLD MARKET INC.1,370,202$332M0.69%+4,92613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,363,817$330M0.45%+159,98813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,180,679$286M0.05%+224,73313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,017,868$246M0.17%-3,796,13813F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…932,000$226M1.72%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.921,612$223M0.07%-11,95613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC902,038$218M0.83%-32,12813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC897,594$217M0.28%+42,71913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC873,091$211M0.17%+795,57713F-HRTimelineGroup
AMG National Trust Bank828,158$200M4.89%-10,10813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…799,292$193M0.68%-14,43213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…716,893$173M0.34%-77,02413F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC704,261$170M10.86%+2,76513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources686,889$166M0.04%+12,03313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding667,018$161M-7,283Timeline
Mariner, LLCin group Mariner, LLC656,707$159M0.21%+29,52213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.640,622$155M0.27%+15,28113F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.639,662$155M6.79%-62,59113F-HRTimeline
SIMPLEX TRADING, LLC617,585$149M3.3%+424,98813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP611,090$148M0.13%+47,82313F-HRTimelineGroup
Impactive Capital LPin group Impactive Capital LP609,241$147M7.09%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…609,005$147M0.1%+19,47113F-HRTimelineGroup
HighTower Advisors, LLC606,392$147M0.17%+61,17313F-HRTimeline
TIAAgroup of 3 filers holding601,517$146M+3,439Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.601,495$146M0.23%-14,45313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP584,336$141M1.62%+6,06113F-HRTimeline
Sand Hill Global Advisors, LLC582,631$141M4.96%-26,54313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC571,332$138M0.18%+18,58613F-HRTimeline
Creative Planningin group Creative Planning568,709$138M0.11%+74413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP548,438$133M0.21%-1,302,56513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.539,769$129M0.18%+77,85813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC525,001$127M0.21%-12,35613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL500,461$121M0.32%+6,88113F-HRTimeline
MAI Capital Management483,927$117M0.73%+2,17613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC479,996$116M0.09%-267,94113F-HRTimelineGroup
BROADWOOD CAPITAL INCin group BROADWOOD CAPITAL INC474,920$115M6.95%013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management464,672$112M0.23%+198,35913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK460,024$111M0.62%-7,10413F-HRTimelineGroup
Glenmede Investment Management, LP432,910$105M0.51%-1,38413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding427,748$104M+27,384Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC427,205$103M0.06%+113,03613F-HRTimelineGroup
Valiant Capital Management, L.P.422,857$102M9.47%-57,25013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC417,113$101M1.28%-443,21713F-HR/ATimelineGroup
Cresset Asset Management, LLC415,021$100M0.44%+2,48213F-HR/ATimeline
Atom Investors LP404,557$97.9M7.42%+89,72913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…402,418$97.4M0.36%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV402,856$97M0.16%+59,92313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.401,280$96.4M0.74%+371,51713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.391,036$94.6M1.54%-1,201,07213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…386,528$93.5M1.28%+4,06113F-HRTimelineGroup
Ensign Peak Advisors, Inc385,921$93.4M0.15%-310,16813F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC366,299$88.6M4.34%+6,83113F-HRTimeline
IMC-Chicago, LLC356,960$86.4M1.53%+144,32613F-HRTimeline
CTC LLC339,320$82.1M3.35%-183,52713F-HRTimeline
SG Americas Securities, LLC331,900$80.3M0.29%-523,48513F-HRTimeline
Stairway Partners, LLC327,132$79.2M4.2%-24313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS319,897$77.4M0.16%-4,26313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding319,837$77.4M+66,538Timeline
WASHINGTON TRUST Co319,551$77.3M2.54%-1,17413F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding308,933$74.7M+83,443Timeline
Accredited Investors Inc.303,453$73.4M4.1%+75,05213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC299,793$72.5M0.11%+92,56913F-HRTimelineGroup
COMERICA BANK296,480$71.7M0.27%+2,52013F-HRTimeline
Silver Point Capital L.P.in group Silver Point Capital L.P.296,000$71.6M3.72%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…293,379$71M0.19%+24,74713F-HRTimeline
Janney Montgomery Scott LLC290,772$70.4M0.17%+38,52713F-HRTimeline
Arvest Bank Trust Division287,563$69.6M3.86%-12,95513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION285,042$69M5.89%+12,35613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.281,398$68.1M0.25%new13F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP276,142$66.8M0.44%-7,29813F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management268,074$64.9M0.77%+20,04913F-HRTimelineGroup
National Philanthropic Trust266,696$64.5M0.72%-20,95913F-HRTimeline
Parkside Investments, LLC265,181$64.2M8.02%-1,21013F-HRTimeline
WHITTIER TRUST CO258,704$63.6M0.72%+1,34313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP255,531$61.8M0.07%new13F-HRTimelineGroup
GLOBALT Investments LLC / GA245,524$59.4M2.17%-18,13113F-HRTimeline
First Western Trust Bank240,217$58.1M2.67%+1,63613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\238,407$57.7M0.02%-21,62013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.238,180$57.6M0.05%-477,77013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC235,602$57M0.48%+15,85213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC232,113$56.2M0.45%+1,07413F-HRTimeline
FineMark National Bank & Trust231,690$56.1M1.83%-6,35413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding228,063$55.2M+223,245Timeline
GERMAN AMERICAN BANCORP, INC.218,746$52.9M4.68%+5,70713F-HRTimeline
Point72 Europe (London) LLP218,600$52.9M2.87%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP217,800$52.7M0.08%-459,81113F-HRTimelineGroup
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding215,000$52M+206,874Timeline
NorthCoast Asset Management LLC204,808$49.6M0.19%-4,79313F-HRTimeline
Private Advisor Group, LLC203,695$49.3M0.24%+11,26413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC202,932$49.1M1.46%+67613F-HRTimelineGroup
Wealthspire Advisors, LLC197,930$47.9M0.25%-1,04013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…195,325$47.6M0.07%-54313F-HRTimeline
MML INVESTORS SERVICES, LLC192,637$46.6M0.12%+9,16913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC187,917$45.5M0.28%-1,21313F-HR/ATimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP187,712$45.4M0.59%-5,04613F-HRTimeline
Waverly Advisors, LLC186,095$45M0.45%+4,60713F-HRTimeline
STOCK YARDS BANK & TRUST CO182,938$44.3M1.39%+7,61813F-HRTimeline
Senator Investment Group LP182,000$44M1.63%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ANDERSON HOAGLAND & CO181,230$43.9M3.93%+2,88313F-HRTimeline
UMB Bank, n.a.180,298$43.6M0.64%+1,40413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC175,649$42.5M0.05%-8,52113F-HRTimelineGroup
Qube Research & Technologies Ltd175,418$42.4M0.06%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding175,228$42.4M-592Timeline
59 North Capital Management, LP174,219$42.2M1.31%-789,12813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …171,842$41.7M0.07%+130,28713F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC169,844$41.2M20.1%-34313F-HRTimeline
Blackstone Inc.in group Blackstone Inc.167,601$40.6M0.17%+81,71213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Modera Wealth Management, LLC167,034$40.4M0.47%-7,49713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC166,928$40.4M0.17%+5,07813F-HRTimelineGroup
Dakota Wealth Management165,492$40M0.81%-16,88013F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC164,967$39.9M0.03%+13,10113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC163,953$39.7M0.03%+38,77213F-HRTimelineGroup
IHT Wealth Management, LLC163,943$39.7M1%-71313F-HRTimeline
GREENWOOD GEARHART LLC163,646$39.6M2.28%+2,36513F-HRTimeline
Alphadyne Asset Management LP162,320$39.3M26.51%+157,51413F-HRTimeline
OLD MISSION CAPITAL LLC160,359$38.8M1.39%-407,40313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers160,203$38.8M0.06%+28,43213F-HRTimelineGroup
DRW Securities, LLC159,035$38.4M1.97%-70,47413F-HRTimeline
Centiva Capital, LP147,981$35.8M3.33%+96,68113F-HRTimeline
Summit Trail Advisors, LLC147,818$35.8M0.49%+5,07413F-HRTimeline
Sanctuary Advisors, LLC145,039$35.1M0.2%+19,18913F-HR/ATimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …143,476$34.7M0.02%+114,59813F-HRTimelineGroup
COUNTRY TRUST BANK142,410$34.5M0.75%+2,17513F-HRTimeline
PITTENGER & ANDERSON INC141,877$34.3M1.26%+1,38813F-HRTimeline
TD Asset Management Inc141,721$34.3M0.03%+140,12513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC137,492$33.8M0.72%+1,14013F-HRTimeline
Paulson Wealth Management Inc.139,295$33.7M7.97%+94113F-HRTimeline
FACTORY MUTUAL INSURANCE CO137,580$33.3M0.32%-57,17513F-HRTimeline
Starboard Value LPin group Starboard Value LP137,000$33.1M0.62%-203,00013F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…134,329$32.5M0.28%-48,46013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC133,304$32.3M2.83%+3,22113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC127,083$30.7M0.04%-674,61213F-HRTimelineGroup
All Terrain Financial Advisors, LLC125,323$30.3M9.78%-38713F-HRTimeline
Horizon Investments, LLC122,870$29.7M0.39%+121,32113F-HRTimeline
Metropolitan Life Insurance Co/NY121,345$29.4M8.6%-12,74413F-HRTimeline
D.A. DAVIDSON & CO.120,898$29.3M0.19%-28,89913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS119,955$29M1.07%+1,88013F-HRTimelineGroup
Consolidated Investment Group LLC119,666$29M3.56%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.119,244$28.9M0.21%+5,40713F-HRTimelineGroup
MOORE CAPITAL MANAGEMENT, LP119,034$28.8M0.57%-32,04613F-HRTimeline
Oldfather Financial Services, LLC117,069$28.3M8.82%+4,45813F-HRTimeline
OLD NATIONAL BANCORP /IN/116,615$28.2M0.48%-1,90313F-HRTimeline
Edge Wealth Management LLC115,238$27.9M4.94%+42513F-HRTimeline
WATERS PARKERSON & CO., LLC113,066$27.4M1.33%-5413F-HRTimeline
MARSHALL & SULLIVAN INC /WA/112,021$27.1M12.57%-14213F-HRTimeline
TUDOR INVESTMENT CORP ET AL111,733$27M0.18%-101,70713F-HR/ATimeline
LJI Wealth Management, LLC109,862$26.6M4.65%-1,85413F-HRTimeline
Venturi Wealth Management, LLC109,615$26.5M1.23%+6,92313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA108,542$26.3M0.05%+35,07413F-HRTimelineGroup
SCOPUS ASSET MANAGEMENT, L.P.108,000$26.1M0.62%new13F-HRTimeline
Maytus Capital Management, LLC106,970$25.9M5.55%new13F-HRTimeline
NewEdge Advisors, LLC106,691$25.8M0.12%+12,70413F-HRTimeline
CHOREO, LLC148,043$25.6M0.33%-1,97113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding105,379$25.5M-14,624Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …104,171$25.2M4.22%+1,26413F-HRTimelineGroup
Valeo Financial Advisors, LLC103,632$25.1M0.57%+54513F-HRTimeline
&PARTNERS103,180$25M0.16%+9,31213F-HRTimeline
Busey Bank101,439$24.5M0.68%-4,17813F-HRTimeline
Tarbox Family Office, Inc.100,754$24.4M3.58%-10,89513F-HRTimeline
Gainplan LLC100,089$24.2M10.26%new13F-HRTimeline
Proem Advisors LLC100,000$24.2M5.82%new13F-HRTimeline
Janney Capital Management LLC99,912$24.2M1.51%-2,40013F-HRTimeline
1ST SOURCE BANK99,499$24.1M1.27%-2,39513F-HRTimeline
GENDELL JEFFREY Lin group GENDELL JEFFREY L99,493$24.1M0.44%-70,50713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…98,857$23.9M0.3%+94313F-HRTimelineGroup
Great Waters Wealth Management98,682$23.9M2.82%-7,07413F-HRTimeline