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Disclosery

IWM ISHARES TR

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SHS (fund)

2,558 managers (2,590 13F filers) reported a position in IWM shares at 2026-03-31, 306,419,714 shares in all. 154 filers opened a position and 167 filers sold out during the quarter.

Managers
2,558
13F filers
2,590
New
154
Added
901
Reduced
988
Sold out
167
Shares held by filers
306,419,714

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
North Capital, Inc.1,687$418K0.35%013F-HRTimeline
Atlas Private Wealth Advisors1,685$418K0.1%-1413F-HRTimeline
KilterHowling LLC1,679$416K0.21%+9413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,673$415K0.02%+5413F-HRTimeline
ADVOCATE GROUP LLC1,668$414K0.06%-4813F-HRTimeline
Xcel Wealth Management, LLC1,668$414K0.12%-313F-HRTimeline
Pflug Koory, LLC1,665$413K0.19%013F-HRTimeline
S.A. Mason LLC1,660$412K0.15%013F-HRTimeline
Zullo Investment Group, Inc.1,653$410K0.16%-7413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,650$409K0.03%-37613F-HRTimeline
SAGE FINANCIAL GROUP INC1,649$409K0.03%-513F-HRTimeline
Inlet Private Wealth, LLC1,649$409K0.1%013F-HRTimeline
TCI Wealth Advisors, Inc.1,646$408K0.02%-2713F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,808$407K0.03%+70713F-HRTimeline
Gallacher Capital Management LLC1,639$406K0.16%+13413F-HRTimeline
Legend Capital Advisors LLC1,637$406K0.25%013F-HRTimeline
Truepoint, Inc.1,629$404K0.01%013F-HRTimeline
Westover Capital Advisors, LLC1,629$404K0.07%-313F-HRTimeline
WESPAC Advisors, LLC1,629$404K0.22%-6,16813F-HRTimeline
ENTREWEALTH, LLC1,625$403K0.18%+20013F-HRTimeline
Investmark Advisory Group LLC1,623$403K0.17%+113F-HRTimeline
SFG Wealth Management, LLC.1,623$402K0.17%-26813F-HRTimeline
Gemmer Asset Management LLC1,615$401K0.03%-413F-HRTimeline
Tenon Financial LLC1,614$400K0.16%013F-HRTimeline
LMCG INVESTMENTS, LLC1,613$400K0.02%+713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,614$400K<0.01%new13F-HRTimelineGroup
Harrington Investments, INC1,610$399K0.21%013F-HRTimeline
180 WEALTH ADVISORS, LLC1,609$399K0.05%+3113F-HRTimeline
Sentinel Advisory Group, LLC1,605$398K0.19%13F-HRTimeline
Nicollet Investment Management, Inc.1,599$397K0.14%013F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,600$397K0.1%-50013F-HR/ATimeline
McMillan Office, Inc.1,600$397K0.05%013F-HRTimeline
Fortis Capital Advisors, LLC1,599$397K0.05%+14813F-HRTimeline
Midwest Financial Group LLC1,596$396K0.17%-5213F-HRTimeline
Landmark Wealth Management, LLC1,595$395K0.11%+63913F-HRTimeline
KFA Private Wealth Group, LLC1,588$394K0.09%+29813F-HRTimeline
Team Hewins, LLC1,588$394K0.12%+73313F-HRTimeline
Sharkey, Howes & Javer1,588$394K0.05%-14713F-HRTimeline
Northstar Financial Companies, Inc.1,586$393K0.31%-1,14113F-HRTimeline
Plan A Wealth LLC1,583$393K0.19%013F-HRTimeline
Exchange Bank1,576$391K0.27%013F-HRTimeline
BOS Asset Management, LLC1,574$390K0.1%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,573$390K0.05%-10,34413F-HRTimeline
Purkiss Capital Advisors LLC1,573$390K0.17%-9513F-HRTimeline
Stokes Family Office, LLC1,572$390K0.04%+7013F-HRTimeline
Polaris Investment Advisors, LLC1,571$390K0.28%-1913F-HRTimeline
Ridge Creek Global, Inc1,570$389K0.33%013F-HRTimeline
Peoples Bank/KS1,569$389K0.39%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,570$389K0.12%+22013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,567$389K0.06%+9413F-HRTimeline
GREAT LAKES ADVISORS, LLC1,565$388K<0.01%-1,43713F-HRTimeline
Journey Advisory Group, LLC1,560$387K0.03%-52813F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,559$387K0.03%-17413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC1,552$385K0.12%-5,26013F-HRTimeline
Daner Wealth Management, LLC1,362$385K0.23%-113F-HRTimeline
Flower City Capital1,550$384K0.19%-9413F-HRTimeline
Vickerman Investment Advisors, Inc.1,542$382K0.08%-7513F-HRTimeline
Ipswich Investment Management Co., Inc.1,540$382K0.09%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,535$381K0.11%-6213F-HRTimeline
Bath Savings Trust Co1,531$380K0.04%+13913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,530$379K0.01%013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,528$379K0.08%+213F-HRTimeline
Plotkin Financial Advisors, LLC1,527$379K0.19%013F-HRTimeline
Trek Financial, LLC1,526$378K0.02%-5513F-HRTimeline
InvesTrust1,523$378K0.16%-3013F-HRTimeline
STALEY CAPITAL ADVISERS INC1,516$376K0.02%013F-HRTimeline
BIRCHBROOK, INC.1,513$375K0.18%-24113F-HRTimeline
Ellevest, Inc.1,512$375K0.05%013F-HRTimeline
BIRINYI ASSOCIATES INC1,510$374K0.1%-47513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,508$374K<0.01%-1,59313F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC1,504$373K0.23%+213F-HRTimeline
Breakwater Investment Management1,504$373K0.14%013F-HRTimeline
Pasadena Private Wealth, LLC1,500$372K0.05%013F-HRTimeline
Traynor Capital Management, Inc.1,552$372K0.02%+29213F-HRTimeline
Smart Portfolios, LLC1,500$372K0.37%+1313F-HRTimeline
Marshall Financial Group, LLC1,499$372K0.06%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,470$371K0.04%-26913F-HRTimeline
Genesis Wealth Advisors, LLC1,491$370K0.25%013F-HRTimeline
Rinkey Investments1,486$369K0.09%-4013F-HRTimeline
NATURAL INVESTMENTS, LLC1,487$368K0.09%-20813F-HRTimeline
JBR Co Financial Management Inc1,490$367K0.15%013F-HRTimeline
AMERIFLEX GROUP, INC.1,479$367K0.19%+73913F-HRTimeline
Atwater Malick LLC1,475$366K0.1%new13F-HRTimeline
Accurate Wealth Management, LLC1,399$366K0.04%+39813F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,472$365K0.14%13F-HRTimeline
GDS Wealth Management1,472$365K0.02%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,471$365K0.05%+9013F-HRTimeline
GLR Partners, LLC1,470$365K0.2%13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,465$363K0.08%+3613F-HRTimeline
Praetorian Wealth Management, Inc.1,390$362K0.07%-11213F-HRTimeline
Latitude Advisors, LLC1,457$361K0.17%-5313F-HRTimeline
Collar Capital Management, LLC1,456$361K0.23%-33513F-HRTimeline
Maridea Wealth Management LLC1,456$361K0.05%+33013F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,452$360K0.27%+36813F-HRTimeline
Successful Portfolios LLC1,494$360K0.2%-2013F-HRTimeline
Boston Common Asset Management, LLC1,451$360K0.02%-1,40113F-HRTimeline
Dedeker Financial LLC1,446$358K0.31%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,443$358K0.02%-14013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,442$358K0.32%-59613F-HRTimeline
CAXTON ASSOCIATES LLP1,440$357K0.01%new13F-HRTimeline
Omega Financial Group, LLC1,437$356K0.12%+113F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC1,436$356K0.13%+113F-HRTimeline
Frisch Financial Group, Inc.1,434$356K0.07%+16213F-HRTimeline
Amplius Wealth Advisors, LLC1,433$355K0.03%-35813F-HRTimeline
WealthBridge Investment Counsel Inc.1,432$355K0.11%+3013F-HRTimeline
Benchmark Investment Advisors LLC1,430$355K0.21%13F-HRTimeline
Kessler Investment Group, LLC1,429$354K0.17%+8513F-HRTimeline
Lauterbach Financial Advisors, LLC1,429$354K0.17%013F-HRTimeline
Trueblood Wealth Management, LLC1,424$353K0.14%+213F-HRTimeline
Dala Group, LLC1,424$353K0.3%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,421$353K0.05%-9713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,420$352K0.13%-1513F-HRTimeline
Redwood Family Wealth LLC1,420$352K0.35%013F-HRTimeline
Asio Capital, LLC1,418$352K0.05%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,405$348K0.03%-10013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,405$348K0.1%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,403$348K<0.01%013F-HRTimelineGroup
High Net Worth Advisory Group LLC1,403$348K0.08%013F-HRTimeline
Armstrong, Fleming & Moore, Inc1,401$347K0.15%new13F-HRTimeline
DeLarme Wealth Management, Inc.1,401$347K0.22%+113F-HRTimeline
SJBENEN ADVISORY, LLC1,400$347K0.29%-3,30013F-HRTimeline
Ledyard National Bank1,397$346K0.03%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,397$346K0.11%+5413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC1,396$346K0.11%-28713F-HRTimeline
WOLFF WIESE MAGANA LLC1,396$346K0.19%013F-HRTimeline
ArchPoint Investors1,390$345K0.08%013F-HRTimeline
NORTHLAND SECURITIES, INC.1,386$344K0.33%+37213F-HRTimeline
ALBION FINANCIAL GROUP /UT1,382$343K0.02%013F-HRTimeline
Bay Capital Advisors, LLC1,380$342K0.21%+113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,374$341K0.06%-26513F-HRTimeline
Piscataqua Savings Bank1,373$341K0.24%013F-HRTimeline
ARVEST INVESTMENTS, INC.1,371$340K0.05%-41313F-HRTimeline
BCGM Wealth Management, LLC1,368$339K0.09%+2913F-HRTimeline
TRB Wealth Management, LLC1,365$339K0.05%13F-HRTimeline
Monte Financial Group, LLC1,363$338K0.12%+8213F-HRTimeline
Blankinship & Foster, LLC1,355$336K0.07%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,353$335K0.04%+913F-HRTimeline
Newman Dignan & Sheerar, Inc.1,351$335K0.07%-4013F-HRTimeline
Forum Finance Group S.A.1,658$334K0.18%13F-HRTimeline
Insight Wealth Strategies, LLC1,345$334K0.04%-20013F-HRTimeline
Tassel Capital Management, Inc.1,343$333K0.18%-613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,341$333K0.07%-47813F-HRTimeline
Objectivity Squared, LLC1,336$331K0.21%-713F-HRTimeline
Dunhill Financial, LLC1,334$331K0.08%013F-HRTimeline
MBA Advisors LLC1,332$330K0.13%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM1,321$328K0.05%013F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH1,320$327K0.08%-14913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,319$327K0.02%+21513F-HRTimeline
Financial Harvest, LLC1,319$327K0.19%013F-HRTimeline
Beacon Bank & Trust1,318$327K0.07%+13613F-HRTimeline
Stonebridge Financial Group, LLC1,318$327K0.03%+18913F-HRTimeline
Prosperity Planning, Inc.1,316$326K0.08%-10913F-HRTimeline
Aviance Capital Partners, LLC1,316$326K0.04%+5113F-HRTimeline
Allred Capital Management, LLC1,314$326K0.12%013F-HRTimeline
Carter Financial Group, INC.1,312$325K0.2%013F-HRTimeline
Grant Street Asset Management, Inc.1,311$325K0.06%013F-HRTimeline
Goelzer Investment Management, Inc.1,309$325K0.02%-6013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,308$324K0.37%013F-HRTimeline
Downshift Financial, LLC1,186$324K0.17%+6713F-HRTimeline
Hayek Kallen Investment Management1,305$324K0.11%new13F-HRTimeline
River Street Advisors LLC1,305$324K0.11%013F-HRTimeline
ADIRONDACK TRUST CO1,304$323K0.11%-813F-HRTimeline
DiNuzzo Private Wealth, Inc.1,301$323K0.03%013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.1,300$322K0.12%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,297$322K0.22%013F-HRTimeline
Park Capital Management, LLC / WI1,294$321K0.31%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,291$320K0.04%+5813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,290$320K<0.01%+68213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
QUARRY HILL ADVISORS, LLC1,160$320K0.13%-8313F-HRTimeline
Retirement Planning Co of New England, …1,288$320K0.13%+15013F-HRTimeline
Old Peak Finance LLC1,287$319K0.19%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,283$318K0.04%-11813F-HRTimelineGroup
Hanson & Doremus Investment Management1,284$318K0.04%+41513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,281$318K0.05%new13F-HRTimelineGroup
Keudell/Morrison Wealth Management1,272$315K0.06%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,271$315K0.13%+113F-HRTimeline
Wealthspire Retirement, LLC1,268$314K0.02%-7313F-HRTimeline
Wallace Advisory Group, LLC1,263$313K0.33%-15713F-HRTimeline
Sanchez Gaunt Capital Management, LLC1,261$313K0.2%13F-HRTimeline
Front Street Capital Management, Inc.1,258$312K0.04%-1513F-HRTimeline
Godfrey Financial Associates, Inc.1,258$312K0.27%013F-HRTimeline
Koss-Olinger Consulting, LLC1,253$311K0.03%-10913F-HRTimeline
Johnson Financial Group, LLC1,252$310K0.02%new13F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,425$310K0.02%-16013F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,250$310K0.19%013F-HRTimeline
KWB Wealth1,258$310K0.03%013F-HRTimeline
Main Street Group, LTD1,248$310K0.09%-9013F-HRTimeline
Lincoln Capital LLC1,246$309K0.06%013F-HRTimeline
RAINIER FAMILY WEALTH INC1,246$309K0.21%+17013F-HRTimeline
Old Mission Investment Co LLC1,246$309K0.07%+20013F-HRTimeline
PEOPLES BANK /OH1,242$308K0.19%+23113F-HRTimeline
Friedenthal Financial1,241$308K0.15%-19313F-HRTimeline
Advyzon Investment Management, LLC1,239$307K0.03%new13F-HRTimeline
Vigil Wealth Management, LLC1,239$307K0.25%-613F-HRTimeline
Mirador Capital Partners LP1,238$307K0.04%-31413F-HRTimeline
Patriot Financial Group Insurance Agenc…1,238$307K0.02%new13F-HRTimeline
Accelerate Investment Advisors LLC1,238$307K0.21%013F-HRTimeline
Sage Capital Management, LLC1,233$307K0.14%+113F-HRTimeline
Mullaney, Keating & Wright, Inc.1,236$306K0.17%+22313F-HRTimeline
ARS Wealth Advisors Group, LLC1,233$306K0.03%013F-HRTimeline