IWM ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
JMN Financial LLC	1,228	$305K	0.3%	new	13F-HR Timeline
Greenfield Savings Bank	1,228	$305K	0.13%	0	13F-HR Timeline
FC Advisory LLC	1,226	$304K	0.09%	+1	13F-HR Timeline
VAN STRUM & TOWNE INC.	1,225	$304K	0.09%	0	13F-HR Timeline
M. Kulyk & Associates, LLC	1,225	$304K	0.06%	0	13F-HR Timeline
CHAPIN DAVIS, INC.	1,224	$304K	0.07%	+119	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	1,222	$303K	0.04%	-16	13F-HR Timeline
Elk River Wealth Management LLC	1,220	$303K	0.05%	-89	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	1,215	$301K	0.13%	+381	13F-HR/A Timeline
Activest Wealth Management	1,212	$301K	0.05%	-861	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,205	$299K	0.09%	-28	13F-HR Timeline
YANKCOM Partnership	1,201	$298K	0.12%	0	13F-HR Timeline
Zuckerman Investment Group, LLC	1,200	$298K	0.03%	-43	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	1,200	$298K	0.03%	+239	13F-HR Timeline
Approach Retirement Advisors, LLC	1,200	$298K	0.25%	0	13F-HR Timeline
CV Advisors LLC	1,200	$298K	0.08%	0	13F-HR Timeline
BURNEY CO/	1,198	$297K	0.01%	-6	13F-HR Timeline
EWA, LLC	1,193	$296K	0.07%	-1	13F-HR Timeline
EVERETT HARRIS & CO /CA/	1,192	$296K	<0.01%	0	13F-HR Timeline
NFSG Corp	1,189	$295K	0.05%	+22	13F-HR Timeline
DARA CAPITAL US, INC.	1,185	$294K	0.28%	0	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	1,180	$293K	0.05%	+350	13F-HR Timeline
CNB Bank	1,179	$292K	0.12%	0	13F-HR Timeline
XPONANCE LLC	1,178	$292K	<0.01%	-215	13F-HR Timeline
Capital Developers, LLC	1,174	$291K	0.26%	-49	13F-HR Timeline
ROFFMAN MILLER ASSOCIATES INC /PA/	1,174	$291K	0.02%	+10	13F-HR Timeline
City State Bank	1,170	$290K	0.08%	-20	13F-HR Timeline
Byrne Asset Management LLC	1,170	$290K	0.17%	-30	13F-HR Timeline
Kelsey Financial, LLC	1,170	$290K	0.25%	+37	13F-HR Timeline
Rossby Financial, LCC	1,162	$290K	0.06%	+880	13F-HR Timeline
Noble Wealth Management PBC	1,168	$290K	0.15%	0	13F-HR Timeline
Pettinga Financial Advisors LLC	1,166	$289K	0.05%	+300	13F-HR Timeline
CPC Advisors, LLC	1,164	$289K	0.05%	0	13F-HR Timeline
Wolfstich Capital, LLC	1,203	$288K	0.25%	0	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	1,162	$288K	0.07%	-37	13F-HR Timeline
Geometric Wealth Advisors	1,161	$288K	0.04%	new	13F-HR Timeline
KRM WEALTH MANAGEMENT L.L.C.	1,160	$288K	0.15%	+2	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	1,157	$287K	0.19%	0	13F-HR Timeline
CFM WEALTH PARTNERS LLC	1,153	$286K	0.04%	-46	13F-HR Timeline
AVISO WEALTH MANAGEMENT	1,151	$285K	0.13%	0	13F-HR Timeline
Alpha Omega Wealth Management LLC	1,150	$285K	0.05%	0	13F-HR Timeline
Elmwood Wealth Management, Inc.	1,147	$284K	0.08%	+18	13F-HR Timeline
Maia Wealth LLC	1,146	$284K	0.05%	-8	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	1,146	$284K	0.04%	0	13F-HR Timeline
Atlantic Edge Private Wealth Management…	1,145	$284K	0.07%	-55	13F-HR Timeline
TruNorth Capital Management, LLC	1,141	$283K	0.05%	0	13F-HR Timeline
Stablepoint Partners, LLC	1,140	$283K	0.04%	-7	13F-HR Timeline
NESTEGG ADVISORS, INC.	1,139	$283K	0.25%	-11	13F-HR Timeline
Chicago Wealth Management, Inc.	1,139	$282K	0.11%	0	13F-HR Timeline
Northern Financial Advisors Inc	1,138	$282K	0.21%	new	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	1,136	$282K	0.03%	-6	13F-HR Timeline
True Link Financial Advisors, LLC	1,136	$282K	0.02%	-131	13F-HR/A Timeline
Patten Group, Inc.	1,135	$281K	0.05%	+134	13F-HR Timeline
360 Financial, Inc.	1,135	$281K	0.08%	new	13F-HR Timeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.	1,135	$281K	0.17%	+113	13F-HR Timeline
Main Street Financial Solutions, LLC	1,134	$281K	0.02%	+77	13F-HR Timeline
American Trust	1,133	$281K	0.02%	+8	13F-HR Timeline
Straight Path Wealth Management	1,130	$280K	0.07%	0	13F-HR Timeline
Forum Private Client Group LLC	1,122	$278K	0.09%	+6	13F-HR Timeline
Retirement Wealth Solutions LLC	1,121	$278K	0.18%	-6	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	1,118	$277K	0.15%	+110	13F-HR Timeline
FOSTER & MOTLEY INC	1,118	$277K	0.01%	new	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,115	$276K	0.03%	+1	13F-HR Timeline
White Lighthouse Investment Management …	1,107	$275K	0.04%	new	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	1,106	$274K	0.1%	+1	13F-HR Timeline Group
McCollum Christoferson Group LLC	1,105	$274K	0.08%	-417	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	1,104	$274K	0.07%	-99	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	1,103	$274K	0.03%	-39	13F-HR Timeline
Castle Rock Wealth Management, LLC	1,085	$273K	0.06%	new	13F-HR Timeline
PDS Planning, Inc	1,097	$272K	0.02%	+9	13F-HR Timeline
Strategic Wealth Advisors LLC	1,098	$272K	0.22%	+230	13F-HR Timeline
Guardian Capital, LLC	1,096	$272K	0.26%	-819	13F-HR Timeline
Global Assets Advisory, LLC	1,096	$272K	0.08%	+52	13F-HR Timeline
DB&C Advisors, LLC	1,094	$271K	0.35%	+111	13F-HR Timeline
W ADVISORS, LLC	1,094	$271K	0.14%	0	13F-HR Timeline
BANK OZK	1,092	$271K	0.1%	-54	13F-HR Timeline
Armor Investment Advisors, LLC	1,092	$271K	0.1%	+67	13F-HR Timeline
OARSMAN CAPITAL, INC.	1,090	$270K	0.03%	new	13F-HR Timeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	1,090	$270K	0.11%	-150	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	1,087	$270K	0.02%	-393	13F-HR Timeline Group
PETERSON WEALTH MANAGEMENT	1,087	$270K	0.16%	+2	13F-HR Timeline
United Community Bankin group United Community Bank	1,086	$269K	0.09%	0	13F-HR Timeline Group
Concorde Asset Management, LLC	1,085	$269K	0.13%	-45	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	1,247	$269K	0.12%	-168	13F-HR Timeline
Canvas Wealth Advisors, LLC	1,085	$269K	0.05%	-50	13F-HR Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	1,083	$269K	0.15%	0	13F-HR Timeline
Triton Wealth Management, PLLC	1,064	$268K	0.1%	-10	13F-HR Timeline
Professional Financial Advisors, LLC	1,079	$267K	0.05%	+79	13F-HR Timeline
Nvest Financial, LLC	1,077	$267K	0.1%	+88	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	1,075	$267K	0.19%	-64	13F-HR Timeline
STOLZ & ASSOCIATES, PS	985	$266K	0.19%	-80	13F-HR Timeline
Finivi Inc.	1,071	$266K	0.14%	-66	13F-HR Timeline
STRATEGIC INVESTMENT MANAGEMENT, LLC	1,070	$265K	0.11%	0	13F-HR Timeline
Pathway Financial Advisors LLC	1,053	$265K	0.03%	0	13F-HR Timeline
OBSIDIAN CIO, LLC	4,039	$264K	0.24%	-3,806	13F-HR Timeline
Wealth Group Ltd	1,064	$264K	0.06%	0	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	1,063	$264K	0.17%	-61	13F-HR Timeline
Beaumont Financial Advisors, LLC	1,062	$263K	0.02%	+115	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	1,061	$263K	0.06%	-100	13F-HR Timeline
Invst, LLC	1,059	$263K	0.03%	+5	13F-HR Timeline
Sara-Bay Financial	1,055	$262K	0.08%	+44	13F-HR Timeline
Heritage Wealth Advisors	1,055	$262K	0.01%	-3,350	13F-HR Timeline
Burford Brothers, Inc.	1,049	$260K	0.11%	-240	13F-HR Timeline
CENTRAL VALLEY ADVISORS, LLC	1,049	$260K	0.07%	-48	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	1,046	$259K	0.02%	new	13F-HR Timeline Group
CONNABLE OFFICE INC	1,044	$259K	0.03%	0	13F-HR Timeline
VIAWEALTH, LLC	1,041	$258K	0.14%	0	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	1,040	$258K	0.09%	-74	13F-HR Timeline
Shakespeare Wealth Management, LLC	1,037	$257K	0.06%	0	13F-HR Timeline
Bogart Wealth, LLC	1,036	$257K	0.01%	-184	13F-HR Timeline
Pictet North America Advisors SA	1,036	$257K	0.03%	0	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	1,036	$257K	0.09%	-200	13F-HR Timeline
Manuka Financial, LLC	1,034	$256K	0.16%	0	13F-HR Timeline
Sandhill Capital Partners LLC	1,034	$256K	0.02%	-11	13F-HR Timeline
Banque Transatlantique SAin group Banque Transatlantique SA	1,033	$256K	0.01%	0	13F-HR Timeline Group
Vision Retirement, LLC	1,032	$256K	0.07%	+39	13F-HR Timeline
Second Line Capital, LLC	920	$256K	0.05%	+4	13F-HR Timeline
Luminvest Wealth Management LLC	924	$256K	0.07%	0	13F-HR Timeline
CABOT WEALTH MANAGEMENT INC	1,030	$255K	0.03%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	1,027	$255K	0.04%	0	13F-HR Timeline
Performance Wealth Partners, LLC	1,025	$254K	0.01%	new	13F-HR Timeline
Storen Legacy Partners, LLC	1,024	$254K	0.08%	-83	13F-HR Timeline
One Day In July LLC	1,022	$253K	0.02%	+8	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	1,019	$253K	0.03%	-25	13F-HR Timeline
71 West Capital Partners	1,020	$253K	0.01%	-307	13F-HR Timeline
JB Capital LLC	1,015	$252K	0.01%	+50	13F-HR Timeline
SJS Investment Consulting Inc.	1,014	$251K	0.03%	+45	13F-HR Timeline
Unified Investment Management	1,014	$251K	0.26%	0	13F-HR Timeline
BXM Wealth LLC	1,014	$251K	0.19%	-2,451	13F-HR Timeline
Flywheel Private Wealth LLC	1,013	$251K	0.14%	-38	13F-HR Timeline
Capasso Planning Partners LLC	1,012	$251K	0.14%	0	13F-HR Timeline
Community Bank of Raymore	1,009	$250K	0.17%	-300	13F-HR Timeline
Strategic Financial Services, Inc.	1,007	$250K	0.01%	+38	13F-HR Timeline
Mountain Hill Investment Partners Corp.	1,004	$249K	0.15%	-50	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	1,003	$249K	0.03%	+42	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	1,003	$249K	0.07%	+874	13F-HR Timeline
MERIDIAN MANAGEMENT CO	1,000	$248K	0.06%	-300	13F-HR Timeline
1776 Wealth LLC	1,000	$248K	0.1%	0	13F-HR Timeline
Tenret Co LLC	1,000	$248K	0.12%	0	13F-HR Timeline
John A. Wolfe & Associates, Inc.	1,000	$248K	0.38%	0	13F-HR Timeline
COFG Advisors, LLC	999	$248K	0.06%	+2	13F-HR Timeline
Visionary Horizons, LLC	996	$247K	0.12%	-4	13F-HR Timeline
Ring Mountain Capital, LLC	994	$247K	0.14%	+3	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	995	$247K	0.03%	+4	13F-HR Timeline
Destination Wealth Management	993	$246K	0.01%	+20	13F-HR Timeline
SHUFRO ROSE & CO LLC	988	$245K	0.02%	-62	13F-HR Timeline
Kendall Capital Management	987	$245K	0.05%	-2	13F-HR Timeline
Fairman Group, LLC	986	$244K	0.21%	+2	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	985	$244K	0.01%	0	13F-HR Timeline
Comprehensive Money Management Services…	985	$244K	0.16%	0	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	984	$244K	0.06%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	984	$244K	0.12%	+339	13F-HR Timeline Group
BLB&B Advisors, LLC	983	$244K	0.01%	-87	13F-HR Timeline
Innovative Asset Advisors Group, LLC	979	$243K	0.14%		13F-HR Timeline
Arcataur Capital Management LLC	978	$243K	0.07%	0	13F-HR Timeline
Requisite Capital Management, LLC	977	$242K	0.05%	0	13F-HR Timeline
Bright Futures Wealth Management, LLC.	977	$242K	0.17%	+41	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	974	$242K	0.08%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	974	$241K	0.03%	0	13F-HR Timeline
Wealth Management Partners, LLC	973	$241K	0.07%	0	13F-HR Timeline
Global Wealth Management Investment Adv…	966	$240K	0.04%	0	13F-HR Timeline
SwitchPoint Financial Planning, LLC	964	$239K	0.16%	0	13F-HR Timeline
Marathon Strategic Advisors, LLC	960	$238K	0.17%	0	13F-HR Timeline
Avalon Trust Co	956	$237K	0.02%	+156	13F-HR Timeline
Kemnay Advisory Services Inc.	955	$237K	0.04%	-23	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	950	$236K	0.02%	new	13F-HR Timeline
First Interstate Bank	950	$236K	0.01%	0	13F-HR Timeline
Cushing Capital Partners, LLC	950	$236K	0.18%	0	13F-HR Timeline
Allied Investment Advisors, LLC	948	$235K	0.03%	0	13F-HR Timeline
Persium Advisors, LLC	948	$235K	0.19%	-185	13F-HR Timeline
MYECFO, LLC	945	$234K	0.1%	+76	13F-HR Timeline
Torrey Growth & Income Advisors	958	$234K	0.1%	0	13F-HR Timeline
Harbour Trust & Investment Management Co	944	$234K	0.02%	+20	13F-HR Timeline
Landing Point Financial Group, LLC	940	$233K	0.11%	+2	13F-HR Timeline
Integrity Wealth Solutions LLC	938	$233K	0.09%	-7	13F-HR Timeline
Annex Advisory Services, LLC	937	$232K	<0.01%	+67	13F-HR Timeline
CVA Family Office, LLC	936	$232K	0.02%	0	13F-HR Timeline
Austin Asset Management Co Inc	936	$232K	0.04%	new	13F-HR Timeline
Front Row Advisors LLC	932	$231K	0.08%	+55	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	931	$231K	0.04%	new	13F-HR Timeline
Compass Planning Associates Inc	929	$230K	0.15%	+1	13F-HR Timeline
Independent Solutions Wealth Management…	926	$230K	0.03%	-7	13F-HR Timeline
Boreal Capital Management LLC	925	$229K	0.2%	0	13F-HR Timeline
MOSELEY INVESTMENT MANAGEMENT INC	925	$229K	0.07%	+1	13F-HR Timeline
Alteri Wealth LLC	924	$229K	0.07%	0	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	921	$228K	0.1%	0	13F-HR Timeline
Vilga Financial Planning LLC	920	$228K	0.2%	0	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	921	$228K	0.02%	0	13F-HR Timeline Group
Clare Market Investments LLC	919	$228K	0.05%		13F-HR Timeline
L. Roy Papp & Associates, LLP	917	$227K	0.03%	0	13F-HR Timeline
Sterling Investment Advisors, Ltd.	916	$227K	0.04%	0	13F-HR Timeline
Permanens Capital L.P.	915	$227K	0.03%	new	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	914	$227K	0.02%	new	13F-HR Timeline
Asset Management Group, Inc.	914	$227K	0.04%	+2	13F-HR Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP	912	$226K	<0.01%	-410	13F-HR Timeline
McLaughlin Asset Management, Inc.	909	$226K	0.22%	+16	13F-HR Timeline
Align Financial, LLC	909	$225K	0.13%	-222,850	13F-HR Timeline
McIlrath & Eck, LLC	908	$225K	0.02%	-118	13F-HR Timeline
Samara Investment Management, LLC	906	$225K	0.23%		13F-HR Timeline
FSC Wealth Advisors, LLC	905	$224K	4.29%	-5,857	13F-HR Timeline