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
Park Capital Management, LLC / WI	1,294	$389K	0.23%	0	13F-HR Timeline
Stegner Investment Associates Inc.	1,293	$389K	0.18%	-684	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	1,292	$388K	0.01%	+2	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
ROMANO BROTHERS AND COMPANY	1,291	$388K	0.04%	0	13F-HR Timeline
ADIRONDACK TRUST CO	1,289	$387K	0.12%	-15	13F-HR Timeline
Compass Financial Group, Inc. (Ohio)	1,284	$386K	0.26%	-410	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	1,281	$385K	0.19%	+45	13F-HR Timeline
Verity Asset Management, Inc.	1,279	$384K	0.15%	new	13F-HR Timeline
OMNI 360 Wealth, Inc.	1,276	$383K	0.18%	new	13F-HR Timeline
Byrne Asset Management LLC	1,275	$383K	0.21%	+105	13F-HR Timeline
Mirador Capital Partners LP	1,274	$383K	0.05%	+36	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	1,274	$383K	0.14%	+3	13F-HR Timeline
Xcel Wealth Management, LLC	1,273	$382K	0.09%	-395	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,272	$382K	0.05%	-11	13F-HR Timeline Group
Wealthspire Retirement, LLC	1,266	$381K	0.02%	-2	13F-HR Timeline
Wallace Advisory Group, LLC	1,266	$380K	0.36%	+3	13F-HR Timeline
MW ADVISORY, LLC	1,265	$380K	0.15%		13F-HR Timeline
KWB Wealth	1,258	$378K	0.03%	0	13F-HR Timeline
Godfrey Financial Associates, Inc.	1,258	$378K	0.29%	0	13F-HR Timeline
Front Street Capital Management, Inc.	1,251	$376K	0.04%	-7	13F-HR Timeline
Main Street Group, LTD	1,248	$375K	0.09%	0	13F-HR Timeline
Dedeker Financial LLC	1,248	$375K	0.21%	-198	13F-HR Timeline
Lincoln Capital LLC	1,246	$374K	0.07%	0	13F-HR Timeline
RAINIER FAMILY WEALTH INC	1,246	$374K	0.21%	0	13F-HR Timeline
Old Mission Investment Co LLC	1,246	$374K	0.08%	0	13F-HR Timeline
Performance Wealth Partners, LLC	1,245	$374K	0.01%	+220	13F-HR Timeline
Insight Wealth Strategies, LLC	1,248	$374K	0.04%	-97	13F-HR Timeline
NFSG Corp	1,243	$374K	0.05%	+54	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	1,241	$373K	0.04%	-229	13F-HR Timeline
Capital Investment Counsel, Inc	1,240	$373K	0.04%	+375	13F-HR Timeline
Goelzer Investment Management, Inc.	1,239	$372K	0.02%	-70	13F-HR Timeline
Vigil Wealth Management, LLC	1,239	$372K	0.27%	0	13F-HR Timeline
EPIQ PARTNERS, LLC	1,238	$372K	0.16%	new	13F-HR Timeline
Retirement Planning Co of New England, …	1,238	$372K	0.13%	-50	13F-HR Timeline
PEOPLES BANK /OH	1,238	$372K	0.19%	-4	13F-HR Timeline
marrick wealth, LLC	1,238	$372K	0.26%	new	13F-HR Timeline
True Link Financial Advisors, LLC	1,237	$372K	0.02%	+101	13F-HR/A Timeline
Friedenthal Financial	1,236	$371K	0.17%	-5	13F-HR Timeline
ARS Wealth Advisors Group, LLC	1,233	$370K	0.03%	0	13F-HR Timeline
JMN Financial LLC	1,228	$369K	0.29%	0	13F-HR Timeline
Greenfield Savings Bank	1,228	$369K	0.14%	0	13F-HR Timeline
Journey Advisory Group, LLC	1,227	$369K	0.03%	-333	13F-HR Timeline
VAN STRUM & TOWNE INC.	1,225	$368K	0.1%	0	13F-HR Timeline
M. Kulyk & Associates, LLC	1,225	$368K	0.06%	0	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	1,223	$368K	0.04%	new	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	1,222	$367K	0.05%	0	13F-HR Timeline
ROFFMAN MILLER ASSOCIATES INC /PA/	1,219	$366K	0.02%	+45	13F-HR Timeline
Sanchez Gaunt Capital Management, LLC	1,214	$365K	0.2%	-47	13F-HR Timeline
Accelerate Investment Advisors LLC	1,212	$364K	0.21%	-26	13F-HR Timeline
FC Advisory LLC	1,209	$363K	0.1%	-17	13F-HR Timeline
YANKCOM Partnership	1,201	$361K	0.13%	0	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	1,200	$361K	0.03%	0	13F-HR Timeline
CV Advisors LLC	1,200	$361K	0.07%	0	13F-HR Timeline
Approach Retirement Advisors, LLC	1,200	$361K	0.26%	0	13F-HR Timeline
TENET WEALTH PARTNERS, LLC	1,230	$360K	0.27%		13F-HR Timeline
Bogart Wealth, LLC	1,199	$360K	0.01%	+163	13F-HR Timeline
River Street Advisors LLC	1,199	$360K	0.11%	-106	13F-HR Timeline
BURNEY CO/	1,198	$360K	0.01%	0	13F-HR Timeline
EWA, LLC	1,194	$359K	0.07%	+1	13F-HR Timeline
Wolfstich Capital, LLC	1,203	$358K	0.28%	0	13F-HR Timeline
EVERETT HARRIS & CO /CA/	1,190	$358K	<0.01%	-2	13F-HR Timeline
Prosperity Planning, Inc.	1,188	$357K	0.08%	-128	13F-HR Timeline
Downshift Financial, LLC	1,186	$356K	0.16%	0	13F-HR Timeline
DARA CAPITAL US, INC.	1,185	$356K	0.25%	0	13F-HR Timeline
Kelsey Financial, LLC	1,185	$356K	0.27%	+15	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,184	$356K	0.09%	-21	13F-HR Timeline
Nvest Financial, LLC	1,181	$355K	0.11%	+104	13F-HR Timeline
Bright Futures Wealth Management, LLC.	1,180	$354K	0.23%	+203	13F-HR Timeline
CNB Bank	1,179	$354K	0.14%	0	13F-HR Timeline
Zuckerman Investment Group, LLC	1,172	$352K	0.03%	-28	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	1,171	$352K	0.07%	-170	13F-HR/A Timeline
City State Bank	1,170	$352K	0.08%	0	13F-HR Timeline
Castle Rock Wealth Management, LLC	1,174	$351K	0.07%	+89	13F-HR Timeline
ISTHMUS PARTNERS, LLC	1,168	$351K	0.03%	+312	13F-HR Timeline
Black Diamond Financial, LLC	1,167	$351K	0.03%	+276	13F-HR Timeline
KRM WEALTH MANAGEMENT L.L.C.	1,163	$349K	0.15%	+3	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	1,161	$349K	0.04%	+15	13F-HR Timeline
QUARRY HILL ADVISORS, LLC	1,160	$349K	0.13%	0	13F-HR Timeline
Old Peak Finance LLC	1,157	$348K	0.17%	-130	13F-HR Timeline
W ADVISORS, LLC	1,156	$347K	0.16%	+62	13F-HR Timeline
CFM WEALTH PARTNERS LLC	1,153	$346K	0.04%	0	13F-HR Timeline
Alpha Omega Wealth Management LLC	1,150	$346K	0.05%	0	13F-HR Timeline
JBR Co Financial Management Inc	1,150	$346K	0.13%	-340	13F-HR Timeline
Elk River Wealth Management LLC	1,146	$344K	0.05%	-74	13F-HR Timeline
Activest Wealth Management	1,141	$343K	0.07%	-71	13F-HR Timeline
TruNorth Capital Management, LLC	1,141	$343K	0.06%	0	13F-HR Timeline
Stablepoint Partners, LLC	1,140	$343K	0.05%	0	13F-HR Timeline
Chicago Wealth Management, Inc.	1,139	$342K	0.12%	0	13F-HR Timeline
Sandhill Capital Partners LLC	1,138	$342K	0.03%	+104	13F-HR Timeline
BLB&B Advisors, LLC	1,136	$341K	0.01%	+153	13F-HR Timeline
360 Financial, Inc.	1,135	$341K	0.09%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	1,135	$341K	0.02%	+1	13F-HR Timeline
RETIREMENT INCOME SOLUTIONS, INC	1,374	$341K	0.06%	0	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	1,134	$341K	0.04%	-2	13F-HR/A Timeline
Mitsubishi UFJ Morgan Stanley Securitie…in group Mitsubishi UFJ Trust & Bankin…	1,132	$340K	1.04%	-1,394	13F-HR Timeline Group
FOSTER & MOTLEY INC	1,131	$340K	0.02%	+13	13F-HR Timeline
Straight Path Wealth Management	1,130	$340K	0.08%	0	13F-HR Timeline
NESTEGG ADVISORS, INC.	1,128	$339K	0.24%	-11	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	1,121	$337K	0.08%	+137	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	1,118	$336K	0.08%	0	13F-HR Timeline
PDS Planning, Inc	1,118	$336K	0.02%	+21	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	1,115	$335K	0.02%	+28	13F-HR Timeline Group
Invst, LLC	1,113	$334K	0.03%	+54	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	1,113	$334K	0.03%	+358	13F-HR Timeline
Plan A Wealth LLC	1,107	$333K	0.14%	-476	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	1,107	$333K	0.19%	-50	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	1,105	$332K	0.06%	+1	13F-HR Timeline
Wealth Group Ltd	1,101	$331K	0.06%	+37	13F-HR Timeline
Johnson Financial Group, LLC	1,101	$331K	0.02%	-151	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,100	$330K	0.18%	-150	13F-HR Timeline
Gallacher Capital Management LLC	1,099	$330K	0.19%	-540	13F-HR Timeline
Northern Financial Advisors Inc	1,099	$330K	0.22%	-39	13F-HR Timeline
Capasso Planning Partners LLC	1,091	$328K	0.16%	+79	13F-HR Timeline
McCollum Christoferson Group LLC	1,090	$327K	0.1%	-15	13F-HR Timeline
OAKWORTH CAPITAL, INC.	1,090	$327K	0.02%	+578	13F-HR Timeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	1,090	$327K	0.12%	0	13F-HR Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	1,083	$325K	0.15%	0	13F-HR Timeline
Koss-Olinger Consulting, LLC	1,081	$325K	0.03%	-172	13F-HR Timeline
Tassel Capital Management, Inc.	1,080	$325K	0.15%	-263	13F-HR Timeline
Cardinal Capital Management	1,078	$324K	0.04%	new	13F-HR Timeline
Triton Wealth Management, PLLC	1,103	$324K	0.1%	+39	13F-HR Timeline
DB&C Advisors, LLC	1,077	$324K	0.35%	-17	13F-HR Timeline
Redwood Financial Network Corp	1,076	$323K	0.18%	new	13F-HR Timeline
Concorde Asset Management, LLC	1,076	$323K	0.19%	-9	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	1,075	$323K	0.2%	0	13F-HR Timeline
Elmwood Wealth Management, Inc.	1,075	$323K	0.08%	-72	13F-HR Timeline
QUANTUM FINANCIAL PARTNERS LLC	1,074	$323K	0.17%		13F-HR Timeline
Armor Investment Advisors, LLC	1,072	$322K	0.1%	-20	13F-HR Timeline
STRATEGIC INVESTMENT MANAGEMENT, LLC	1,070	$321K	0.11%	0	13F-HR Timeline
True North Advisors, LLC	1,068	$321K	0.03%	-1,756	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,068	$321K	0.03%	-47	13F-HR Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…	1,065	$320K	0.03%	-9,760	13F-HR Timeline Group
CCM INVESTMENT ADVISERS LLC	1,062	$319K	0.02%	new	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	1,061	$319K	0.06%	0	13F-HR Timeline
Xcelsior Advisor Partners LLC	1,060	$319K	0.04%	new	13F-HR Timeline
BXM Wealth LLC	1,059	$318K	0.17%	+45	13F-HR Timeline
Founders Financial Alliance, LLC	1,058	$318K	0.04%	+544	13F-HR Timeline
PETERSON WEALTH MANAGEMENT	1,058	$318K	0.15%	-29	13F-HR Timeline
Sara-Bay Financial	1,056	$317K	0.08%	+1	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	1,055	$317K	0.03%	-48	13F-HR Timeline
OARSMAN CAPITAL, INC.	1,054	$317K	0.03%	-36	13F-HR Timeline
United Community Bankin group United Community Bank	1,051	$316K	0.1%	-35	13F-HR Timeline Group
Collar Capital Management, LLC	1,048	$315K	0.19%	-408	13F-HR Timeline
URS Advisory LLC	1,045	$314K	0.17%	new	13F-HR Timeline
Atlantic Edge Private Wealth Management…	1,045	$314K	0.06%	-100	13F-HR Timeline
CONNABLE OFFICE INC	1,044	$314K	0.03%	0	13F-HR Timeline
Pathway Financial Advisors LLC	1,053	$313K	0.04%	0	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,042	$313K	0.19%	+247	13F-HR Timeline
Forum Private Client Group LLC	1,042	$313K	0.09%	-80	13F-HR Timeline
VIAWEALTH, LLC	1,041	$313K	0.16%	0	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	1,040	$313K	0.1%	0	13F-HR Timeline
Pictet North America Advisors SA	1,036	$311K	0.03%	0	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	1,036	$311K	0.1%	0	13F-HR Timeline
Visionary Horizons, LLC	1,035	$311K	0.13%	+39	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	1,037	$311K	0.02%	-9	13F-HR Timeline Group
Canvas Wealth Advisors, LLC	1,035	$311K	0.04%	-50	13F-HR Timeline
Manuka Financial, LLC	1,034	$311K	0.16%	0	13F-HR Timeline
Banque Transatlantique SAin group Banque Transatlantique SA	1,033	$310K	0.01%	0	13F-HR Timeline Group
CABOT WEALTH MANAGEMENT INC	1,030	$309K	0.03%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	1,028	$309K	0.04%	+1	13F-HR Timeline
Storen Legacy Partners, LLC	1,024	$308K	0.08%	0	13F-HR Timeline
Burford Brothers, Inc.	1,022	$307K	0.11%	-27	13F-HR Timeline
JB Capital LLC	1,022	$307K	0.01%	+7	13F-HR Timeline
One Day In July LLC	1,022	$307K	0.02%	0	13F-HR Timeline
Vision Retirement, LLC	1,015	$305K	0.07%	-17	13F-HR Timeline
Unified Investment Management	1,014	$305K	0.28%	0	13F-HR Timeline
Kemnay Advisory Services Inc.	1,011	$304K	0.04%	+56	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	1,010	$303K	0.04%	new	13F-HR Timeline
BANK OZK	1,009	$303K	0.09%	-83	13F-HR Timeline
Community Bank of Raymore	1,009	$303K	0.18%	0	13F-HR Timeline
White Lighthouse Investment Management …	1,007	$303K	0.04%	-100	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	1,004	$302K	0.12%	+20	13F-HR Timeline Group
Mountain Hill Investment Partners Corp.	1,004	$302K	0.17%	0	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	1,003	$301K	0.04%	0	13F-HR/A Timeline
Strategic Financial Services, Inc.	1,002	$301K	0.01%	-5	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,003	$301K	0.01%	+149	13F-HR Timeline
MERIDIAN MANAGEMENT CO	1,000	$300K	0.07%	0	13F-HR Timeline
1776 Wealth LLC	1,000	$300K	0.11%	0	13F-HR Timeline
Greenland Capital Management LP	1,000	$300K	0.06%	new	13F-HR Timeline
John A. Wolfe & Associates, Inc.	1,000	$300K	0.41%	0	13F-HR Timeline
Keudell/Morrison Wealth Management	999	$300K	0.06%	-273	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	997	$299K	0.01%	new	13F-HR Timeline Group
Guardian Capital, LLC	996	$299K	0.24%	-100	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	996	$299K	0.22%	-301	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	996	$299K	0.03%	+1	13F-HR Timeline
Hippocratic Financial Advisors, LLC	996	$299K	0.11%	new	13F-HR Timeline
Destination Wealth Management	993	$298K	0.01%	0	13F-HR Timeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.	988	$297K	0.16%	-147	13F-HR Timeline
Fairman Group, LLC	988	$297K	0.23%	+2	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	985	$296K	0.01%	0	13F-HR Timeline
Comprehensive Money Management Services…	985	$296K	0.19%	0	13F-HR Timeline
SHUFRO ROSE & CO LLC	983	$295K	0.02%	-5	13F-HR Timeline
Grant Street Asset Management, Inc.	982	$295K	0.05%	-329	13F-HR Timeline
Innovative Asset Advisors Group, LLC	981	$295K	0.13%	+2	13F-HR Timeline
Arcataur Capital Management LLC	978	$294K	0.07%	0	13F-HR Timeline
Requisite Capital Management, LLC	977	$294K	0.05%	0	13F-HR Timeline
Ring Mountain Capital, LLC	976	$293K	0.12%	-18	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	974	$293K	0.08%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	974	$293K	0.03%	0	13F-HR Timeline
SJS Investment Consulting Inc.	969	$291K	0.03%	-45	13F-HR Timeline