IWM ISHARES TR

SHS (fund)

2,708 managers (2,741 13F filers) reported a position in IWM shares at 2026-06-30, 279,388,523 shares in all. 253 filers opened a position and 98 filers sold out during the quarter.

Managers: 2,708
13F filers: 2,741
New: 253
Added: 822
Reduced: 1,076
Sold out: 98
Shares held by filers: 279,388,523

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.

Holder	Shares	Value	% of portfolio	Change	Source
MATAURO, LLC	1,775	$533K	0.07%	-1,445	13F-HR Timeline
Walsh & Associates, LLC	1,774	$533K	0.44%	+79	13F-HR Timeline
UPTICK PARTNERS, LLC	1,773	$533K	0.08%	+19	13F-HR Timeline
Conservest Capital Advisors, Inc.	1,771	$532K	0.04%	+4	13F-HR Timeline
Wealthstar Advisors, LLC	1,769	$531K	0.26%	+44	13F-HR Timeline
Marin Bay Wealth Advisors, LLC	1,766	$531K	0.29%	-16,642	13F-HR/A Timeline
Tenon Financial LLC	1,761	$529K	0.17%	+147	13F-HR Timeline
Flagstone Financial Management	1,758	$528K	0.12%	0	13F-HR Timeline
Aurora Private Wealth, Inc.	1,758	$528K	0.34%	-13	13F-HR Timeline
NORTHLAND SECURITIES, INC.	1,757	$528K	0.31%	+371	13F-HR Timeline
Hopwood Nicholas Hunter	1,757	$528K	0.14%	+5	13F-HR Timeline
Denver PWM, LLC	1,729	$527K	0.17%	-2	13F-HR Timeline
BLUELINE ADVISORS LLC	1,753	$527K	0.36%	0	13F-HR Timeline
TrustBankin group TrustBank	1,750	$526K	0.18%	-25	13F-HR Timeline Group
Prostatis Group LLC	1,746	$525K	0.12%	new	13F-HR Timeline
Madden Advisory Services, Inc.	1,737	$522K	0.19%	0	13F-HR Timeline
BANK OF HAWAII	1,737	$522K	0.03%	-26	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	1,735	$521K	0.16%	0	13F-HR Timeline
ACUTE INVESTMENT ADVISORY, LLC	1,735	$521K	5.51%	-88	13F-HR Timeline
PROFESSIONAL ADVISORY SERVICES INC	1,735	$521K	0.06%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Amplius Wealth Advisors, LLC	1,733	$521K	0.04%	+300	13F-HR Timeline
Brown Financial Advisory	1,732	$520K	0.22%	-79	13F-HR Timeline
Quartz Partners, LLC	1,728	$519K	0.17%	-588	13F-HR Timeline
Horizon Investments, LLC	1,727	$519K	0.01%	-1,539	13F-HR Timeline
BOYUM WEALTH ARCHITECTS LLC	1,767	$519K	0.21%	0	13F-HR Timeline
Legacies Wealth LLC	1,716	$516K	0.28%	0	13F-HR Timeline
Detalus Advisors, LLC	1,715	$515K	0.1%	0	13F-HR Timeline
Ewing Morris & Co. Investment Partners …	1,711	$514K	0.27%	new	13F-HR Timeline
Amicus Financial Advisors, LLC	1,708	$513K	0.13%	-31	13F-HR Timeline
GERBER, LLC	1,703	$512K	0.24%	-90	13F-HR Timeline
Abacus Wealth Partners, LLC	1,700	$511K	0.05%	-20	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,697	$510K	0.21%	+218	13F-HR Timeline
Wealthquest Corp	1,697	$510K	0.03%	-251	13F-HR Timeline
Smallwood Wealth Investment Management,…	1,696	$510K	0.22%	+1	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	1,694	$509K	0.08%	0	13F-HR Timeline
Seelaus Asset Management LLC	1,691	$508K	0.36%	-20	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,688	$507K	0.29%	-39	13F-HR Timeline
North Capital, Inc.	1,688	$507K	0.38%	+1	13F-HR Timeline
Atlas Private Wealth Advisors	1,687	$507K	0.11%	+2	13F-HR Timeline
KilterHowling LLC	1,683	$506K	0.23%	+4	13F-HR Timeline
Thayer Partners, LLC / MA	1,673	$503K	0.21%	-36	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	1,673	$503K	0.02%	0	13F-HR Timeline
Team Hewins, LLC	1,670	$502K	0.14%	+82	13F-HR Timeline
RiverGlades Family Offices LLC	1,668	$501K	0.23%	new	13F-HR Timeline
Pflug Koory, LLC	1,665	$500K	0.2%	0	13F-HR Timeline
S.A. Mason LLC	1,660	$499K	0.15%	0	13F-HR Timeline
Layline Advisors, LLC	1,660	$499K	0.45%	-30	13F-HR Timeline
Stonebridge Financial Group, LLC	1,658	$498K	0.04%	+340	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	1,671	$497K	0.39%	-2,324	13F-HR Timeline
First Interstate Bank	1,655	$497K	0.03%	+705	13F-HR Timeline
Zullo Investment Group, Inc.	1,653	$497K	0.17%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	1,650	$496K	0.04%	0	13F-HR Timeline
Inlet Private Wealth, LLC	1,649	$495K	0.12%	0	13F-HR Timeline
Ducere Wealth Management LLC	1,639	$492K	0.15%	-876	13F-HR Timeline
Noble Wealth Management PBC	1,638	$492K	0.22%	+470	13F-HR Timeline
Legend Capital Advisors LLC	1,637	$492K	0.27%	0	13F-HR Timeline
Summit Wealth Group, LLC	1,636	$492K	0.1%	-189	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,635	$491K	0.05%	+26	13F-HR Timeline
Truepoint, Inc.	1,629	$489K	0.01%	0	13F-HR Timeline
Westover Capital Advisors, LLC	1,629	$489K	0.08%	0	13F-HR Timeline
SAGE FINANCIAL GROUP INC	1,626	$489K	0.03%	-23	13F-HR Timeline
Plotkin Financial Advisors, LLC	1,625	$488K	0.2%	+98	13F-HR Timeline
Octavia Wealth Advisors, LLC	1,625	$488K	0.04%	-102	13F-HR Timeline
Investmark Advisory Group LLC	1,625	$488K	0.19%	+2	13F-HR Timeline
Northstar Financial Companies, Inc.	1,612	$484K	0.33%	+26	13F-HR Timeline
Harrington Investments, INC	1,610	$484K	0.23%	0	13F-HR Timeline
Sentinel Advisory Group, LLC	1,605	$482K	0.2%	0	13F-HR Timeline
PIER 88 INVESTMENT PARTNERS LLC	1,600	$481K	0.11%	0	13F-HR Timeline
McMillan Office, Inc.	1,600	$481K	0.06%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	1,599	$480K	0.03%	+280	13F-HR Timeline
Gutierrez Wealth Advisory, LLC	1,598	$480K	0.28%	+94	13F-HR Timeline
Nicollet Investment Management, Inc.	1,599	$480K	0.15%	0	13F-HR Timeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC	1,595	$479K	<0.01%	-19	13F-HR Timeline Group
ADVOCATE GROUP LLC	1,593	$479K	0.07%	-75	13F-HR Timeline
Gemmer Asset Management LLC	1,588	$477K	0.03%	-27	13F-HR Timeline
TCI Wealth Advisors, Inc.	1,586	$477K	0.02%	-60	13F-HR Timeline
Exchange Bank	1,576	$474K	0.29%	0	13F-HR Timeline
BOS Asset Management, LLC	1,574	$473K	0.11%	0	13F-HR Timeline
American Trust	1,573	$473K	0.04%	+440	13F-HR Timeline
MOULTON WEALTH MANAGEMENT, INC	1,568	$472K	0.31%	new	13F-HR Timeline
Landmark Wealth Management, LLC	1,570	$472K	0.11%	-25	13F-HR Timeline
Stokes Family Office, LLC	1,570	$472K	0.06%	-2	13F-HR Timeline
Peoples Bank/KS	1,569	$471K	0.46%	0	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,568	$471K	0.07%	+1	13F-HR Timeline
Polaris Investment Advisors, LLC	1,567	$471K	0.3%	-4	13F-HR Timeline
Sterling Capital Management LLC	1,560	$469K	0.01%	-129	13F-HR Timeline
Richmond Investment Services, LLC	1,559	$468K	0.15%	-1,807	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	1,594	$468K	0.06%	+414	13F-HR Timeline
GENESIS PRIVATE WEALTH, LLC	1,552	$466K	0.13%	0	13F-HR Timeline
Ridge Creek Global, Inc	1,550	$466K	0.36%	-20	13F-HR Timeline
Atwater Malick LLC	1,547	$465K	0.1%	+72	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	1,544	$464K	0.03%	+650	13F-HR Timeline
Ipswich Investment Management Co., Inc.	1,540	$463K	0.1%	0	13F-HR Timeline
Vickerman Investment Advisors, Inc.	1,540	$463K	0.09%	-2	13F-HR Timeline
HARBOR CAPITAL ADVISORS, INC.	1,538	$462K	0.03%	+871	13F-HR Timeline
SHP Wealth Management	1,536	$462K	0.03%	-237	13F-HR Timeline
Flower City Capital	1,532	$460K	0.2%	-18	13F-HR Timeline
GLR Partners, LLC	1,532	$460K	0.21%	+62	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	1,531	$460K	0.09%	+3	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	1,530	$460K	0.02%	0	13F-HR Timeline
Sharkey, Howes & Javer	1,523	$458K	0.06%	-65	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	1,518	$456K	<0.01%	-47	13F-HR Timeline
STALEY CAPITAL ADVISERS INC	1,516	$455K	0.02%	0	13F-HR Timeline
BIRINYI ASSOCIATES INC	1,510	$454K	0.11%	0	13F-HR Timeline
Vestcor Inc	1,510	$454K	0.01%	-105,712	13F-HR Timeline
MAIRS & POWER INC	1,507	$453K	<0.01%	new	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	1,506	$452K	0.24%	-406	13F-HR Timeline
Breakwater Investment Management	1,504	$452K	0.15%	0	13F-HR Timeline
InvesTrust	1,503	$452K	0.17%	-20	13F-HR Timeline
ELCO Management Co., LLC	1,500	$451K	0.19%	new	13F-HR Timeline
Pasadena Private Wealth, LLC	1,500	$451K	0.06%	0	13F-HR Timeline
BNC WEALTH MANAGEMENT, LLC	1,500	$451K	0.11%	-35	13F-HR Timeline
Bath Savings Trust Co	1,498	$450K	0.05%	-33	13F-HR Timeline
Sage Capital Management, LLC	1,492	$450K	0.18%	+259	13F-HR Timeline
Global Assets Advisory, LLC	1,489	$448K	0.1%	+393	13F-HR Timeline
Genesis Wealth Advisors, LLC	1,491	$448K	0.27%	0	13F-HR Timeline
Legacy Financial Strategies, LLC	1,485	$446K	0.07%	new	13F-HR Timeline
LMCG INVESTMENTS, LLC	1,484	$446K	0.02%	-129	13F-HR Timeline
Asio Capital, LLC	1,484	$446K	0.06%	+66	13F-HR Timeline
L. Roy Papp & Associates, LLP	1,480	$445K	0.05%	+563	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,480	$445K	0.13%	+60	13F-HR Timeline
Successful Portfolios LLC	1,494	$444K	0.21%	0	13F-HR Timeline
BIRCHBROOK, INC.	1,476	$443K	0.21%	-37	13F-HR Timeline
SOUTHERN MICHIGAN BANK & TRUST	1,472	$442K	0.16%	0	13F-HR Timeline
Latitude Advisors, LLC	1,471	$442K	0.18%	+14	13F-HR Timeline
Curry Webb Wealth Management LLC	1,470	$442K	0.18%	-672	13F-HR Timeline
Interchange Capital Partners, LLC	1,467	$441K	0.08%	-860	13F-HR Timeline
Gunpowder Capital Management, LLC dba O…	1,452	$436K	0.31%	0	13F-HR Timeline
Ellevest, Inc.	1,451	$436K	0.05%	-61	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	1,443	$434K	0.02%	0	13F-HR Timeline
ARGUS INVESTORS' COUNSEL, INC.	1,442	$433K	0.33%	0	13F-HR Timeline
SFG Wealth Management, LLC.	1,441	$433K	0.16%	-182	13F-HR Timeline
Omega Financial Group, LLC	1,439	$432K	0.13%	+2	13F-HR Timeline
SHRIER WEALTH MANAGEMENT, LLC	1,438	$432K	0.15%	+2	13F-HR Timeline
Monte Financial Group, LLC	1,483	$432K	0.14%	+120	13F-HR Timeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …	1,437	$432K	0.03%	+12	13F-HR Timeline Group
ECLECTIC ASSOCIATES INC /ADV	1,436	$431K	0.05%	+15	13F-HR Timeline
WealthBridge Investment Counsel Inc.	1,432	$430K	0.11%	0	13F-HR Timeline
Benchmark Investment Advisors LLC	1,431	$430K	0.19%	+1	13F-HR Timeline
Kessler Investment Group, LLC	1,429	$429K	0.18%	0	13F-HR Timeline
Lauterbach Financial Advisors, LLC	1,429	$429K	0.18%	0	13F-HR Timeline
GDS Wealth Management	1,427	$429K	0.02%	-45	13F-HR Timeline
Trueblood Wealth Management, LLC	1,426	$429K	0.15%	+2	13F-HR Timeline
Dala Group, LLC	1,424	$428K	0.35%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	1,421	$427K	0.05%	-1,103	13F-HR Timeline
Redwood Family Wealth LLC	1,420	$427K	0.38%	0	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	1,415	$425K	0.1%	+168	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	1,415	$425K	0.11%	-311	13F-HR Timeline
Bedminster, LLC	1,413	$425K	0.36%	-395	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	1,405	$422K	0.03%	0	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	1,405	$422K	0.11%	0	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,403	$422K	<0.01%	0	13F-HR Timeline Group
High Net Worth Advisory Group LLC	1,403	$422K	0.09%	0	13F-HR Timeline
Patten Group, Inc.	1,402	$421K	0.07%	+267	13F-HR Timeline
DeLarme Wealth Management, Inc.	1,402	$421K	0.24%	+1	13F-HR Timeline
SJBENEN ADVISORY, LLC	1,400	$421K	0.25%	0	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	1,398	$420K	0.11%	+1	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	1,397	$420K	0.12%	+1	13F-HR Timeline
Boston Common Asset Management, LLC	1,395	$419K	0.02%	-56	13F-HR Timeline
ArchPoint Investors	1,390	$418K	0.09%	0	13F-HR Timeline
Praetorian Wealth Management, Inc.	1,390	$418K	0.07%	0	13F-HR Timeline
Bay Capital Advisors, LLC	1,381	$415K	0.22%	+1	13F-HR Timeline
Traynor Capital Management, Inc.	1,377	$414K	0.02%	-175	13F-HR Timeline
Daner Wealth Management, LLC	1,362	$413K	0.22%	0	13F-HR Timeline
D.B. Root & Company, LLC	1,374	$413K	0.09%	-458	13F-HR Timeline
Piscataqua Savings Bank	1,373	$413K	0.28%	0	13F-HR Timeline
BCGM Wealth Management, LLC	1,369	$411K	0.09%	+1	13F-HR Timeline
Asset Dedication, LLC	1,367	$411K	0.03%	+682	13F-HR Timeline
TRB Wealth Management, LLC	1,365	$410K	0.05%	0	13F-HR Timeline
Blankinship & Foster, LLC	1,355	$407K	0.08%	0	13F-HR Timeline
AVISO WEALTH MANAGEMENT	1,351	$406K	0.14%	+200	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	1,349	$405K	0.02%	-2,381	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	1,348	$405K	0.03%	-5	13F-HR Timeline
WOLFF WIESE MAGANA LLC	1,348	$405K	0.19%	-48	13F-HR Timeline
Diligent Investors, LLC	1,345	$404K	0.09%	+450	13F-HR Timeline
COFG Advisors, LLC	1,340	$402K	0.07%	+341	13F-HR Timeline
Objectivity Squared, LLC	1,339	$402K	0.23%	+3	13F-HR Timeline
Maloon Powers Pitre Higgins & Dennehy, …	1,338	$402K	0.14%		13F-HR Timeline
Veridan Wealth LLC	1,334	$401K	0.14%	new	13F-HR Timeline
Dunhill Financial, LLC	1,334	$401K	0.08%	0	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	1,333	$400K	0.14%	+118	13F-HR Timeline
MBA Advisors LLC	1,332	$400K	0.14%	0	13F-HR Timeline
Heritage Wealth Advisors	1,328	$399K	0.01%	+273	13F-HR Timeline
ARVEST INVESTMENTS, INC.	1,327	$399K	0.05%	-44	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	1,327	$399K	0.02%	-55	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	1,326	$398K	0.08%	-25	13F-HR Timeline
BANK HAPOALIM BMin group BANK HAPOALIM BM	1,321	$397K	0.03%	0	13F-HR Timeline Group
G2 CAPITAL MANAGEMENT, LLC / OH	1,320	$397K	0.09%	0	13F-HR Timeline
Financial Harvest, LLC	1,319	$396K	0.16%	0	13F-HR Timeline
Beacon Bank & Trust	1,318	$396K	0.08%	0	13F-HR/A Timeline
Aviance Capital Partners, LLC	1,316	$395K	0.04%	0	13F-HR Timeline
Mission Creek Capital Partners, Inc.	1,315	$395K	0.07%	new	13F-HR Timeline
Allred Capital Management, LLC	1,314	$395K	0.13%	0	13F-HR Timeline
Carter Financial Group, INC.	1,312	$394K	0.2%	0	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	1,310	$394K	0.05%	-161	13F-HR Timeline
VestGen Investment Management	1,309	$393K	0.21%	new	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	1,308	$393K	0.4%	0	13F-HR Timeline
Hayek Kallen Investment Management	1,305	$392K	0.12%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,301	$391K	0.04%	0	13F-HR Timeline
KELLEHER FINANCIAL ADVISORS	1,300	$391K	0.06%	new	13F-HR Timeline