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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,751,735$10.8B0.78%+6,886,45313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,121,140$4.21B0.25%-1,030,82913F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,743,036$3.63B0.52%-314,35913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,130,909$2.99B0.58%-1,031,84413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.10,337,139$2.54B0.04%+1,171,90113F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,470,296$2.09B5.63%-146,39713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,937,465$1.95B0.34%+339,19913F-HRTimelineGroup
LPL Financial LLC7,446,977$1.83B0.5%+79,52713F-HRTimeline
Rafferty Asset Management, LLC4,978,732$1.23B4.23%-1,573,62813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,961,585$1.22B0.77%+496,36613F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,929,000$1.21B2.05%-677,00013F-HRTimeline
UBS Group AGgroup of 2 filers holding4,827,000$1.19B+941,525Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,252,572$1.05B0.13%+130,66713F-HRTimelineGroup
HRT FINANCIAL LP4,119,165$1.01B3.2%+2,184,26513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,093,286$1.01B0.07%-3,652,04613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,896,398$959M1.32%+25,74213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,722,571$916M0.36%-1,253,39313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,533,449$870M0.35%+773,65813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,181,135$783M0.53%+666,58413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,990,278$736M0.4%-65013F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD2,781,000$685M0.46%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,309,585$569M0.67%-293,70813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,229,744$549M1.76%-26,03713F-HR/ATimelineGroup
FMR LLCin group FMR LLC2,192,832$540M0.03%+18,52813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,126,339$523M+62,127Timeline
Treasurer of the State of North Carolina2,028,363$499M1.6%+6,84313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,921,255$473M0.56%+1,794,17213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,900,457$468M0.08%-2,28013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,886,225$464M0.14%-39,09213F-HRTimelineGroup
CIBC WORLD MARKET INC.1,869,465$460M0.82%+499,26313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,726,891$425M3.48%+270,37013F-HRTimelineGroup
Cetera Investment Advisers1,724,480$424M0.46%+51,76813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,655,028$407M5.11%+1,237,91513F-HRTimelineGroup
IMC-Chicago, LLC1,585,486$390M6.86%+1,228,52613F-HRTimeline
Millburn Ridgefield LLC /DE/1,431,749$352M8.4%-75,37013F-HRTimeline
Catalyst Capital Advisors LLC1,431,749$352M7.24%-75,37013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,374,268$338M0.08%-42,93913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,259,829$310M0.41%-103,98813F-HRTimelineGroup
Allianz SEgroup of 2 filers holding1,173,859$289M+1,138,750Timeline
MIRAE ASSET SECURITIES (USA) INC.1,086,531$267M10.58%+446,86913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,059,246$261M1.97%13F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,039,000$256M0.16%+21,13213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC1,018,260$251M0.35%+120,66613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC968,004$238M0.16%+488,00813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…933,099$230M0.04%-247,58013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.898,493$221M0.07%-23,11913F-HRTimeline
AMG National Trust Bank822,617$202M4.77%-5,54113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC804,850$198M0.77%-97,18813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…792,488$195M0.7%-6,80413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…711,278$175M0.32%-5,61513F-HR/ATimelineGroup
LBMC INVESTMENT ADVISORS, LLC709,274$175M10.74%+5,01313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.689,771$170M0.29%+49,14913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC673,232$166M0.2%+16,52513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP663,433$163M0.15%+52,34313F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd662,310$163M2.44%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.658,359$162M0.12%+420,17913F-HRTimelineGroup
Valiant Capital Management, L.P.657,301$162M13.6%+234,44413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding641,315$158M-25,703Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…636,481$157M0.1%+27,47613F-HR/ATimelineGroup
Parallax Volatility Advisers, L.P.625,766$154M4.8%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL622,090$153M0.84%+510,35713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding621,404$153M+193,656Timeline
FRANKLIN RESOURCES INCin group Franklin Resources611,098$150M0.04%-75,79113F-HRTimelineGroup
Creative Planningin group Creative Planning605,575$149M0.11%+36,86613F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.605,499$149M2.7%+214,46313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC596,431$147M0.11%-276,66013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP591,174$146M0.2%+42,73613F-HR/ATimelineGroup
HighTower Advisors, LLC590,250$145M0.16%-16,14213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.587,244$145M0.23%-14,25113F-HRTimelineGroup
TIAAgroup of 3 filers holding584,522$144M-16,995Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…584,126$144M0.39%+522,43013F-HRTimeline
Sand Hill Global Advisors, LLC562,884$139M4.84%-19,74713F-HRTimeline
BLAIR WILLIAM & CO/IL558,738$138M0.37%+58,27713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC549,740$136M0.08%+122,53513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.539,419$133M0.19%-35013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC535,711$132M0.19%+10,71013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC520,588$128M0.17%-50,74413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.513,755$127M0.88%+112,47513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding499,236$123M+190,303Timeline
MAI Capital Management495,097$122M0.7%+11,17013F-HRTimeline
BROADWOOD CAPITAL INCin group BROADWOOD CAPITAL INC474,920$117M7.07%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV474,279$116M0.18%+71,42313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA466,138$115M0.54%13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK452,553$111M0.62%-7,47113F-HRTimelineGroup
Cresset Asset Management, LLC434,935$107M0.46%+19,91413F-HRTimeline
Stairway Partners, LLC416,172$102M5.3%+89,04013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…402,418$99.1M0.36%013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…391,062$96.3M1.29%+4,53413F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC368,657$90.7M4.34%+2,35813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP362,910$89.3M5.01%+353,56013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC357,032$87.9M0.13%+57,23913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS331,937$81.7M0.16%+12,04013F-HRTimeline
Accredited Investors Inc.330,146$81.3M4.32%+26,69313F-HRTimeline
COMERICA BANK320,683$78.9M0.31%+24,20313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management319,832$78.7M0.15%-144,84013F-HRTimelineGroup
WASHINGTON TRUST Co315,052$77.6M2.53%-4,49913F-HRTimeline
National Philanthropic Trust314,615$77.4M0.76%+47,91913F-HRTimeline
Ensign Peak Advisors, Inc312,938$77M0.14%-72,98313F-HR/ATimeline
Cambridge Investment Research Advisors,…302,938$74.6M0.2%+9,55913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP301,844$74.3M0.07%+46,31313F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.298,955$73.6M0.12%new13F-HRTimelineGroup
Janney Montgomery Scott LLC288,336$71M0.16%-2,43613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding285,727$70.3M-34,110Timeline
WHITTIER TRUST CO273,881$70.1M0.76%+15,17713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC282,631$69.6M0.57%+47,02913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP282,563$69.6M0.45%+6,42113F-HRTimelineGroup
Arvest Bank Trust Division282,506$69.5M3.77%-5,05713F-HRTimeline
Waverly Advisors, LLC279,760$68.9M0.56%+93,66513F-HRTimeline
SG Americas Securities, LLC272,076$67M0.09%-59,82413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management266,742$65.7M0.75%-1,33213F-HRTimelineGroup
Parkside Investments, LLC257,858$63.5M7.99%-7,32313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding255,143$62.8M+27,080Timeline
FIRST FINANCIAL BANK - TRUST DIVISION254,463$62.6M5.15%-30,57913F-HRTimeline
GLOBALT Investments LLC / GA245,055$60.3M2.2%-46913F-HRTimeline
Badgley Phelps Wealth Managers, LLC240,746$59.3M1.09%+203,77813F-HRTimeline
First Western Trust Bank236,967$58.3M2.87%-3,25013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\236,289$58.2M0.02%-2,11813F-HRTimelineGroup
CSM Advisors, LLC232,200$57.2M1.55%+228,20013F-HRTimeline
FineMark National Bank & Trust230,374$56.7M1.77%-1,31613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC229,293$56.4M0.43%-2,82013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…225,000$55.4M0.32%+180,33413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC224,130$55.2M0.13%+31,49313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.217,470$53.5M4.56%-1,27613F-HRTimeline
Summit Trail Advisors, LLC204,295$50.3M0.87%+56,47713F-HRTimeline
FLOW TRADERS U.S. LLC204,294$50.3M1.65%+180,88213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…195,088$50M0.07%-23713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC198,982$49M1.46%-3,95013F-HRTimelineGroup
Private Advisor Group, LLC197,238$48.6M0.23%-6,45713F-HRTimeline
UMB Bank, n.a.191,055$47M0.63%+10,75713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthRock Partners, LLC190,506$46.9M0.79%+176,40313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding190,146$46.8M+14,918Timeline
IHT Wealth Management, LLC189,048$46.5M1.13%+25,10513F-HRTimeline
ANDERSON HOAGLAND & CO188,623$46.4M3.99%+7,39313F-HRTimeline
STOCK YARDS BANK & TRUST CO188,336$46.4M1.42%+5,39813F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.186,377$45.9M1.12%+109,30013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP185,805$45.7M0.58%-1,90713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC184,974$45.5M0.26%-2,94313F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…184,760$45.5M0.37%+50,43113F-HRTimelineGroup
GTS SECURITIES LLC184,523$45.4M1.55%+122,55913F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…184,176$45.3M0.22%+94,88213F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK184,623$45.3M0.08%+100,34613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC180,072$44.3M0.03%+15,10513F-HRTimelineGroup
ALKEON CAPITAL MANAGEMENT LLC179,500$44.2M0.19%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC181,148$44.2M0.17%+14,22013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC178,129$43.8M0.02%+14,17613F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.174,700$43M0.19%-106,69813F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC169,929$41.8M19.87%+8513F-HRTimeline
Newbrook Capital Advisors LP168,653$41.5M5.21%new13F-HRTimeline
Blackstone Inc.in group Blackstone Inc.167,601$41.3M0.14%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Sanctuary Advisors, LLC165,986$40.9M0.22%+20,94713F-HRTimeline
Dakota Wealth Management165,963$40.9M0.73%+47113F-HR/ATimeline
GREENWOOD GEARHART LLC164,722$40.5M2.23%+1,07613F-HRTimeline
Modera Wealth Management, LLC162,268$39.9M0.46%-4,76613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC159,800$39.6M0.05%-15,84913F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers159,027$39.1M0.06%-1,17613F-HRTimelineGroup
GW&K Investment Management, LLC155,860$38.4M0.33%+92,15113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.154,489$38M0.26%+35,24513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…154,263$38M0.92%+79,79613F-HRTimelineGroup
TSG Advice Partners, LLC153,682$37.8M5.77%13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP145,169$35.7M0.34%new13F-HRTimelineGroup
Paulson Wealth Management Inc.142,345$35M8.09%+3,05013F-HRTimeline
PITTENGER & ANDERSON INC141,545$34.8M1.34%-33213F-HRTimeline
TD Asset Management Inc141,532$34.8M0.03%-18913F-HRTimeline
FACTORY MUTUAL INSURANCE CO137,580$33.9M0.34%013F-HRTimeline
Starboard Value LPin group Starboard Value LP137,000$33.7M0.64%013F-HRTimelineGroup
DE BURLO GROUP INC136,020$33.5M4.06%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC135,884$33.4M2.7%+2,58013F-HRTimeline
Summit Financial, LLC133,688$32.9M0.48%+62,95513F-HRTimeline
All Terrain Financial Advisors, LLC130,357$32.1M9.85%+5,03413F-HRTimeline
Sollinda Capital Management LLC129,577$31.9M8.15%+107,43913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS129,460$31.9M1.2%+9,50513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC123,033$31.5M0.65%-14,45913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding126,870$31.2M+21,491Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO125,868$31M0.17%+100,68113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …123,558$30.7M0.05%-48,28413F-HRTimelineGroup
Blueshift Asset Management, LLC123,693$30.4M8.78%+46,85413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp122,805$30.2M0.23%+113,27013F-HRTimelineGroup
Metropolitan Life Insurance Co/NY121,345$29.9M9.06%013F-HRTimeline
D.A. DAVIDSON & CO.119,715$29.5M0.18%-1,18313F-HRTimeline
Consolidated Investment Group LLC119,666$29.5M3.52%013F-HRTimeline
Venturi Wealth Management, LLC119,364$29.4M1.3%+9,74913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding110,283$29.3M+34,353Timeline
Aptus Capital Advisors, LLC117,814$29M0.25%+93,28313F-HRTimeline
Nantahala Capital Management, LLCin group Nantahala Capital Management,…117,159$28.8M1.72%new13F-HRTimelineGroup
LJI Wealth Management, LLC116,909$28.8M4.4%+7,04713F-HRTimeline
Oldfather Financial Services, LLC116,244$28.6M8.52%-82513F-HRTimeline
OLD NATIONAL BANCORP /IN/115,729$28.5M0.47%-88613F-HRTimeline
Edge Wealth Management LLC113,918$28M4.95%-1,32013F-HRTimeline
&PARTNERS112,936$28M0.15%+9,75613F-HRTimeline
WATERS PARKERSON & CO., LLC113,080$27.8M1.37%+1413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…112,616$27.7M0.32%+52,58713F-HRTimelineGroup
NewEdge Advisors, LLC112,429$27.7M0.1%+5,73813F-HRTimeline
CHOREO, LLC149,369$26.5M0.34%+1,32613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…107,259$26.4M0.33%+8,40213F-HRTimelineGroup
NTV Asset Management LLC105,012$25.8M2.74%+11,10713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …104,564$25.7M4.25%+39313F-HRTimelineGroup
FIRST HORIZON CORP103,237$25.4M1.14%+19,04213F-HRTimeline
Valeo Financial Advisors, LLC101,945$25.1M0.56%-1,68713F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…100,305$24.7M0.72%+2,96013F-HRTimelineGroup
Busey Bank100,189$24.7M0.65%-1,25013F-HRTimeline