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Disclosery

IWM ISHARES TR

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SHS (fund)

2,697 managers (2,730 13F filers) reported a position in IWM shares at 2026-06-30, 279,325,781 shares in all. 252 filers opened a position and 97 filers sold out during the quarter.

Managers
2,697
13F filers
2,730
New
252
Added
820
Reduced
1,071
Sold out
97
Shares held by filers
279,325,781

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/35,580,461$10.7B0.69%-6,015,07813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,693,662$5.62B0.3%-11,068,26713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,901,802$5.38B0.56%-1,329,00613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,796,516$3.54B0.62%+2,234,76413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.10,533,415$3.16B0.05%+36,12413F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,928,734$2.38B5.68%-662,01713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,071,360$2.12B1.11%+903,89413F-HRTimelineGroup
Treasurer of the State of North Carolina5,928,226$1.78B4.59%+14,97013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…5,627,000$1.69B2.42%+947,00013F-HRTimeline
UBS Group AGgroup of 2 filers holding5,271,008$1.58B-1,583,433Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,185,113$1.56B0.26%-1,048,06213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,974,054$1.49B1.33%+615,29413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,406,597$1.32B0.49%+931,94913F-HRTimelineGroup
HRT FINANCIAL LP4,368,378$1.31B2.4%+444,15113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,198,783$1.26B0.4%-477,99213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,154,041$1.25B0.15%+6,33513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,112,214$1.24B0.57%-4,357,40113F-HRTimelineGroup
LPL Financial LLC3,732,504$1.12B0.25%-4,73613F-HRTimeline
Rafferty Asset Management, LLC3,410,936$1.02B2.33%-246,23113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,368,229$1.01B0.06%-2,788,41913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,330,976$1B0.5%+143,50913F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,068,234$922M0.16%+1,978,17113F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD2,781,000$836M0.46%013F-HRTimeline
FMR LLCin group FMR LLC2,612,800$785M0.03%-321,11213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,278,718$685M0.44%-705,76113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,186,976$657M1.93%+136,92913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,129,304$640M0.7%-1,336,32813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,056,250$618M0.17%+50,83013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,824,128$548M0.09%-30,23713F-HRTimelineGroup
Cetera Investment Advisers1,776,101$534M0.49%+17,76813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,694,849$509M-130,012Timeline
Millburn Ridgefield LLC /DE/1,491,304$448M8.48%-112,36313F-HRTimeline
Catalyst Capital Advisors LLC1,491,304$448M7.44%-112,36313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,451,478$435M0.09%-25,17613F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,263,132$380M3.49%+378,89413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,211,945$363M0.15%+20,02813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,150,784$346M0.41%-32,07113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL1,144,729$344M1.42%+1,135,17013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,080,574$325M2.21%+11,12913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding991,457$298M-14,041Timeline
Ensign Peak Advisors, Inc892,577$268M0.44%+750,00013F-HRTimeline
Valiant Capital Management, L.P.863,141$259M16.15%-44,66013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC860,024$258M0.4%-121,65513F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding840,318$252M-101,739Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO832,435$250M1.1%+349,16413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC827,314$249M0.72%+40,79513F-HRTimelineGroup
AMG National Trust Bank823,139$247M5.09%-37,32113F-HRTimeline
Mariner, LLCin group Mariner, LLC799,545$240M0.25%+123,89013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…781,614$235M0.36%+10,84813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…775,413$233M0.77%-12,21013F-HRTimelineGroup
True Freedom Investing, LLC904,461$224M17.56%-16,20713F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.722,143$217M9.66%-293,85113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.716,347$215M0.27%+7,80313F-HRTimelineGroup
HighTower Advisors, LLC712,746$214M0.21%+70,33013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC702,868$211M11.44%-1,94113F-HRTimeline
BLAIR WILLIAM & CO/IL701,051$211M0.55%+72,82313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.699,431$210M0.25%+100,95113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK688,092$207M0.91%+6,46213F-HRTimelineGroup
CIBC WORLD MARKET INC.673,015$202M0.34%-708,72913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…632,247$190M0.1%-7,87413F-HRTimelineGroup
PINKERTON WEALTH, LLC751,445$186M16%+741,26513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC592,421$178M0.22%+56,69813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP569,114$171M0.14%-69,57213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.567,640$171M0.23%-12,56813F-HRTimelineGroup
Creative Planningin group Creative Planning561,917$169M0.1%-8,95813F-HRTimelineGroup
SG Americas Securities, LLC559,438$168M0.1%+25,57313F-HRTimeline
MAI Capital Management555,936$167M0.64%+47,17713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV537,633$162M0.2%+18,04613F-HR/ATimeline
SIMPLEX TRADING, LLC536,810$161M4.21%+520,58113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP524,135$157M0.22%+23,95413F-HR/ATimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK521,038$157M0.26%+408,54113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding522,651$157M-89,349Timeline
TIAAgroup of 5 filers holding515,983$154M-5,443Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA488,604$147M0.65%+13,20613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC486,880$146M0.1%-187,24513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC481,661$145M0.18%+5,17913F-HRTimeline
Sand Hill Global Advisors, LLC481,468$145M4.36%-82,39813F-HRTimeline
BROADWOOD CAPITAL INCin group BROADWOOD CAPITAL INC474,920$143M7.46%013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.546,932$136M0.04%+2,34113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC440,421$132M1.18%-1,108,15313F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding436,821$131M+307,542Timeline
Cresset Asset Management, LLC432,154$130M0.47%+5,08613F-HRTimeline
Stairway Partners, LLC411,691$124M5.83%-11,95113F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…402,418$121M0.41%013F-HRTimelineGroup
Janney Montgomery Scott LLC387,050$116M0.23%+6,28013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC377,742$113M0.05%+85,77713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC375,066$113M0.06%-266,16213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…374,893$113M1.36%-3,47913F-HRTimelineGroup
Cambridge Investment Research Advisors,…366,914$110M0.25%-48,31113F-HR/ATimeline
Accredited Investors Inc.365,770$110M4.75%+10,76613F-HRTimeline
OLD MISSION CAPITAL LLC348,840$105M2.67%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS338,229$102M0.16%+3,78513F-HRTimeline
National Philanthropic Trust333,772$100M1.45%+7,21313F-HRTimeline
WASHINGTON TRUST Co306,791$92.2M2.86%-5,10613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC303,252$91.1M0.67%-7,08213F-HRTimeline
Waverly Advisors, LLC302,033$90.7M0.53%-18,05313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\299,385$90M0.03%-22,64113F-HRTimelineGroup
WHITTIER TRUST CO298,623$89.3M0.88%+27,39213F-HRTimeline
Alphadyne Asset Management LP294,461$88.5M4%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding288,927$86.8M+232,623Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding285,477$85.8M+1,724Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP279,006$83.8M0.5%-4,45013F-HRTimelineGroup
Arvest Bank Trust Division269,433$81M3.94%-5,33013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC267,097$80.2M0.98%-2,90313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management266,352$80M0.8%+11,72513F-HRTimelineGroup
All Terrain Financial Advisors, LLC265,529$79.8M16.77%+132,36013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC253,000$76M0.03%+34,97913F-HRTimelineGroup
Parkside Investments, LLC249,369$74.9M8.3%-5,64913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding245,664$73.8M+31,595Timeline
GLOBALT Investments LLC / GA243,530$73.2M2.47%-5,20013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION242,975$73M5.21%-19,70113F-HRTimeline
Woodline Partners LP240,000$72.1M0.22%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC238,291$71.6M0.53%+1,20513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC235,920$70.9M0.25%-72113F-HRTimelineGroup
Blueshift Asset Management, LLC234,592$70.5M16.33%+117,57313F-HRTimeline
First Western Trust Bank234,431$70.4M3.43%-3,45013F-HRTimeline
MML INVESTORS SERVICES, LLC227,304$68.3M0.14%+33,98513F-HRTimeline
Summit Trail Advisors, LLC221,433$66.5M0.84%-30,33613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.218,586$65.7M4.94%+46913F-HRTimeline
USA FINANCIAL FORMULAS206,442$62M11.35%13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding203,903$61.3M+38,065Timeline
Private Advisor Group, LLC203,897$61.3M0.28%-27,86913F-HRTimeline
STOCK YARDS BANK & TRUST CO202,126$60.7M1.74%+3,52913F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC198,956$59.8M1.57%+113F-HRTimelineGroup
UMB Bank, n.a.197,237$59.3M0.75%+5,50613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthRock Partners, LLC191,265$57.5M0.83%-8613F-HRTimeline
Savant Capital, LLC190,233$57.2M0.17%+9,18413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…190,102$57.1M0.49%+77,44513F-HRTimelineGroup
ANDERSON HOAGLAND & CO189,028$56.8M4.45%-25013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP182,330$54.8M0.63%-1,29513F-HRTimeline
CSM Advisors, LLC180,421$54.2M1.16%+177,22113F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding178,122$53.5M-600,502Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC177,309$53.3M0.04%-1,27313F-HRTimelineGroup
GREENWOOD GEARHART LLC176,816$53.1M2.47%+4,16613F-HRTimeline
Cinctive Capital Management LP175,100$52.6M2.1%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers164,565$49.4M0.06%+96013F-HRTimelineGroup
Banco BTG Pactual S.A.160,000$48.1M6.4%+20,00013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC158,258$47.5M0.05%-2,15213F-HRTimelineGroup
Summit Financial, LLC157,452$47.3M0.52%+9,06713F-HRTimeline
Modera Wealth Management, LLC155,554$46.7M0.5%-3,45413F-HRTimeline
Consolidated Investment Group LLC155,138$46.6M4.05%013F-HRTimeline
Sanctuary Advisors, LLC152,529$45.8M0.21%-1,67313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…158,220$45.6M0.08%+9,74913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS151,117$45.4M1.63%+23,02013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…148,311$44.6M0.5%+27,61613F-HRTimelineGroup
IHT Wealth Management, LLC147,840$44.4M0.94%-38,65213F-HRTimeline
Venturi Wealth Management, LLC143,433$43.1M1.67%+3,08713F-HRTimeline
Robinhood Asset Management, LLC142,822$42.9M2.3%+18,54913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.141,621$42.6M0.25%-18,14713F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd137,954$41.4M0.52%-1,726,16413F-HR/ATimelineGroup
Dakota Wealth Management137,949$41.4M0.79%-10,21613F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A137,939$41.4M0.11%new13F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO137,580$41.3M0.39%013F-HRTimeline
Paulson Wealth Management Inc.137,497$41.3M8.76%-10,86913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.137,424$41.3M0.81%new13F-HRTimelineGroup
PITTENGER & ANDERSON INC137,134$41.2M1.47%-2,08713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC137,118$41.2M2.78%-8413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…134,826$40.5M0.13%-226,82513F-HRTimeline
Beacon Pointe Advisors, LLC132,878$39.9M0.19%-32,02313F-HRTimeline
CHOREO, LLC173,234$39.3M0.43%+4,19613F-HRTimeline
EMC Capital Management128,970$38.7M15.3%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA123,810$37.2M0.06%+104,13713F-HRTimelineGroup
Metropolitan Life Insurance Co/NY121,345$36.5M10.2%013F-HRTimeline
WATERS PARKERSON & CO., LLC120,637$36.2M1.79%+6,43113F-HRTimeline
OFS Enterprise LLC120,029$36.1M9.21%+95113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.120,026$36M0.22%+34,93813F-HRTimeline
Blackstone Inc.in group Blackstone Inc.115,469$34.7M0.11%-452,73013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …115,199$34.6M4.84%-39613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC114,350$34.4M0.6%-19,15213F-HRTimeline
Edge Wealth Management LLC114,212$34.3M5.78%+3213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/112,768$33.9M0.03%+29,64213F-HRTimelineGroup
D.A. DAVIDSON & CO.112,304$33.7M0.19%-5,29813F-HRTimeline
Steward Partners Investment Advisory, L…111,126$33.4M0.17%+32,86413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…109,126$32.8M0.8%+103,71113F-HRTimelineGroup
NewEdge Advisors, LLC109,040$32.8M0.1%+3,73313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding111,194$32.6M+4,873Timeline
Wealthspire Advisors, LLC106,982$32.1M0.18%+10,62913F-HRTimeline
FIRST HORIZON CORP105,422$31.7M1.22%+1,62713F-HRTimeline
GTS SECURITIES LLC104,815$31.5M0.66%+44,58313F-HRTimeline
FRIENDS OF THE CORNELL LAB OF ORNITHOLO…104,532$31.4M25.38%+3,50013F-HRTimeline
NTV Asset Management LLC103,227$31M3.04%-39613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …103,601$31M0.05%-156,20013F-HRTimelineGroup
Impactive Capital LPin group Impactive Capital LP103,183$31M2.21%-149,30313F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…102,705$30.9M0.72%013F-HRTimelineGroup
&PARTNERS102,163$30.6M0.13%-10,61213F-HRTimeline
Valeo Financial Advisors, LLC100,339$30.1M0.64%-2,70013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC100,279$30.1M2.34%+2,61713F-HRTimeline
Wilmington Savings Fund Society, FSB99,751$30M0.67%+5013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management99,639$29.9M0.05%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC98,839$29.7M0.04%-139,73413F-HRTimelineGroup
Clearstead Advisors, LLC98,825$29.7M0.28%-21,99213F-HRTimeline
Busey Bank97,160$29.2M0.71%-99813F-HRTimeline
Advisory Services Network, LLC96,987$29.1M0.33%+34,80513F-HRTimeline
1ST SOURCE BANK96,777$29.1M1.32%+3,65713F-HRTimeline
SteelPeak Wealth, LLC96,759$29.1M0.76%-2,04713F-HRTimeline
Beirne Wealth Consulting Services, LLC96,580$29M5.77%+87,70813F-HRTimeline
Jain Global LLC96,447$29M0.34%-411,86613F-HRTimeline
Jacobi Capital Management LLC95,958$28.8M1.41%+8,25313F-HRTimeline
BIP Wealth, LLC95,927$28.8M0.82%+10,59113F-HRTimeline
Gimbal Financial95,751$28.8M18.29%13F-HRTimeline