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
CHAPIN DAVIS, INC.	967	$291K	0.05%	-257	13F-HR Timeline
CIM INVESTMENT MANAGEMENT INC	967	$291K	0.07%	+112	13F-HR Timeline
SwitchPoint Financial Planning, LLC	964	$290K	0.17%	0	13F-HR Timeline
Harbour Trust & Investment Management Co	963	$289K	0.03%	+19	13F-HR Timeline
Finivi Inc.	963	$289K	0.15%	-108	13F-HR Timeline
Compass Planning Associates Inc	962	$289K	0.16%	+33	13F-HR Timeline
Flywheel Private Wealth LLC	960	$289K	0.14%	-53	13F-HR Timeline
Torrey Growth & Income Advisors	959	$288K	0.1%	+1	13F-HR Timeline
Marathon Strategic Advisors, LLC	957	$288K	0.16%	-3	13F-HR Timeline
Avalon Trust Co	956	$287K	0.02%	0	13F-HR Timeline
Alvarez & Marsal Private Wealth Partner…	953	$286K	0.04%	new	13F-HR Timeline
Dickmeyer Boyce Financial Management, I…	951	$286K	0.15%	+48	13F-HR Timeline
Cushing Capital Partners, LLC	950	$285K	0.2%	0	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	950	$285K	0.02%	0	13F-HR Timeline
Persium Advisors, LLC	948	$285K	0.19%	0	13F-HR/A Timeline
Global Wealth Management Investment Adv…	946	$284K	0.04%	-20	13F-HR Timeline
MYECFO, LLC	945	$284K	0.11%	0	13F-HR Timeline
CVA Family Office, LLC	939	$282K	0.03%	+3	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	939	$282K	0.02%	+18	13F-HR Timeline Group
CENTRAL VALLEY ADVISORS, LLC	938	$282K	0.07%	-111	13F-HR Timeline
Austin Asset Management Co Inc	937	$281K	0.04%	+1	13F-HR Timeline
Alteri Wealth LLC	934	$281K	0.08%	+10	13F-HR Timeline
Front Row Advisors LLC	932	$281K	0.08%	0	13F-HR Timeline
Raub Brock Capital Management LP	931	$280K	0.08%	new	13F-HR Timeline
Integrity Wealth Solutions LLC	929	$279K	0.1%	-9	13F-HR Timeline
PAYDEN & RYGEL	924	$278K	0.02%	new	13F-HR Timeline
Independent Solutions Wealth Management…	925	$278K	0.04%	-1	13F-HR Timeline
Boreal Capital Management LLC	925	$278K	0.21%	0	13F-HR Timeline
Wealth Management Partners, LLC	923	$277K	0.07%	-50	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	921	$277K	0.12%	0	13F-HR Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	920	$276K	<0.01%	new	13F-HR Timeline Group
Vilga Financial Planning LLC	920	$276K	0.21%	0	13F-HR Timeline
Second Line Capital, LLC	918	$276K	0.05%	-2	13F-HR/A Timeline
Sterling Investment Advisors, Ltd.	916	$275K	0.05%	0	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	916	$275K	0.09%	-485	13F-HR Timeline
Asset Management Group, Inc.	915	$275K	0.04%	+1	13F-HR Timeline
BlackDiamond Wealth Management, LLC	916	$275K	0.11%	new	13F-HR Timeline
Anchor Investment Management, LLC	910	$274K	0.02%	+10	13F-HR Timeline
STOLZ & ASSOCIATES, PS	910	$273K	0.17%	-75	13F-HR Timeline
Align Financial, LLC	909	$273K	0.14%	0	13F-HR Timeline
Allied Investment Advisors, LLC	908	$273K	0.03%	-40	13F-HR Timeline
Poehling Capital Management, INC.	907	$273K	0.06%	new	13F-HR Timeline
Creative Capital Management Investments…	906	$272K	0.06%	+100	13F-HR Timeline
Samara Investment Management, LLC	906	$272K	0.25%	0	13F-HR Timeline
Parcion Private Wealth LLC	904	$272K	0.02%	new	13F-HR Timeline
Seros Financial, LLC	903	$271K	0.14%	+11	13F-HR Timeline
Luminvest Wealth Management LLC	924	$271K	0.06%	0	13F-HR Timeline
Bell Bank	902	$271K	0.01%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	900	$270K	0.02%	0	13F-HR Timeline
HEFFERNAN ADVISORY, INC	900	$270K	0.23%	new	13F-HR Timeline
Miramar Capital, LLC	900	$270K	0.06%	0	13F-HR Timeline
Vann Equity Management LLC	892	$268K	0.16%	new	13F-HR Timeline
Frisch Financial Group, Inc.	890	$267K	0.05%	-544	13F-HR Timeline
Maia Wealth LLC	889	$267K	0.04%	-257	13F-HR Timeline
Towne Trust Company, N.A	887	$266K	0.08%	+48	13F-HR Timeline
J. Goldman & Co LP	887	$266K	0.01%	-1,966	13F-HR Timeline
Gordian Advisors LLC	887	$266K	0.16%	0	13F-HR Timeline
Retirement Wealth Solutions LLC	887	$266K	0.15%	-234	13F-HR Timeline
Axis Wealth Partners, LLC	887	$266K	0.13%	-6	13F-HR Timeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)	886	$266K	<0.01%	-1,929	13F-HR Timeline Group
Insight Wealth Partners, LLC	885	$266K	0.04%	0	13F-HR Timeline
Crumly & Associates Inc.	882	$265K	0.05%	+2	13F-HR Timeline
Regency Capital Management Inc.\DE	878	$264K	0.1%	new	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	876	$263K	0.09%	0	13F-HR Timeline
BLALOCK WILLIAMS, LLC	875	$263K	0.17%	0	13F-HR Timeline
McElhenny Sheffield Capital Management,…	874	$263K	0.07%	-1,403	13F-HR Timeline
Burns Matteson Capital Management, LLC	871	$262K	0.08%	+28	13F-HR Timeline
3 FACTOR INDEXING, LLC	871	$262K	0.22%	0	13F-HR Timeline
Forum Finance Group S.A.	1,075	$261K	0.09%	-583	13F-HR Timeline
Affinity Capital Advisors, LLC	871	$260K	0.03%	0	13F-HR Timeline
Ignite Planners, LLC	867	$260K	0.04%	new	13F-HR Timeline
Sunbeam Capital Management, LLC	865	$260K	0.12%	0	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	863	$259K	0.15%	0	13F-HR Timeline
Steelhead Wealth Management LLC	863	$259K	0.1%	-38	13F-HR Timeline
Core Wealth Partners LLC	861	$259K	0.11%	+1	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	860	$258K	<0.01%	-1,390	13F-HR Timeline Group
MOGY JOEL R INVESTMENT COUNSEL INC	855	$257K	0.01%	0	13F-HR Timeline
Rydar Equities, Inc.	869	$256K	0.14%	+2	13F-HR Timeline
RPS ADVISORY SOLUTIONS LLC	852	$256K	0.17%	new	13F-HR Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP	851	$256K	<0.01%	-61	13F-HR Timeline
FISHMAN JAY A LTD/MI	850	$255K	0.02%	0	13F-HR Timeline
Pettinga Financial Advisors LLC	850	$255K	0.04%	-316	13F-HR Timeline
KPP Advisory Services LLC	850	$255K	0.03%	0	13F-HR Timeline
71 West Capital Partners	844	$254K	0.01%	-176	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	842	$253K	0.02%	0	13F-HR Timeline
CPC Advisors, LLC	842	$253K	0.03%	-322	13F-HR Timeline
PACK Private Wealth, LLC	842	$253K	0.1%	0	13F-HR Timeline
Dynamic Financial Group	842	$253K	0.19%	new	13F-HR Timeline
Sherman Wealth Management LLC	841	$253K	0.19%	new	13F-HR Timeline
WJ Financial Advisors LLC	841	$253K	0.19%	+1	13F-HR Timeline
Financial Management Professionals, Inc.	839	$252K	0.02%	+187	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	839	$252K	0.04%	0	13F-HR Timeline
Roble, Belko & Company, Inc	840	$252K	0.03%	0	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	838	$252K	0.15%	0	13F-HR Timeline
Cassia Capital Partners, LLC	835	$251K	0.12%	0	13F-HR Timeline
Retirement Solution LLC	834	$251K	0.05%	new	13F-HR Timeline
Trust Co of the South	834	$251K	0.04%	new	13F-HR Timeline
TCP Asset Management, LLC	826	$248K	0.03%	-77	13F-HR Timeline
First Bancorp, Inc /ME/	823	$247K	0.1%	new	13F-HR Timeline
BWM Planning, LLC	823	$247K	0.06%	+9	13F-HR Timeline
Glass Jacobson Investment Advisors llc	815	$245K	0.08%	+411	13F-HR Timeline
Integrated Capital Management, LLC	813	$244K	0.09%	-77	13F-HR Timeline
Landing Point Financial Group, LLC	812	$244K	0.08%	-128	13F-HR Timeline
Cladis Investment Advisory, LLC	808	$243K	0.11%	0	13F-HR Timeline
O'ROURKE & COMPANY, Inc	807	$243K	0.08%	0	13F-HR Timeline
FINANCIAL COUNSELORS INC	800	$240K	0.33%	new	13F-HR Timeline
Somerset Trust Co	800	$240K	0.07%	new	13F-HR Timeline
PING CAPITAL MANAGEMENT, INC.	800	$240K	0.08%	-500	13F-HR Timeline
Trivant Custom Portfolio Group, LLC	800	$240K	0.13%	new	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	799	$240K	0.11%	new	13F-HR Timeline
Stonebridge Financial Group, LLC/CA	796	$239K	0.03%		13F-HR Timeline
VANCE WEALTH, LLC	795	$239K	0.05%	new	13F-HR Timeline
Shum Financial Group, Inc.	794	$239K	0.14%	new	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	790	$237K	0.1%	new	13F-HR Timeline
STEVENS CAPITAL PARTNERS	789	$237K	0.05%	-38	13F-HR Timeline
Northwest Financial Advisors	788	$237K	0.03%	new	13F-HR Timeline
Kaufman Rossin Wealth, LLC	795	$236K	0.11%	new	13F-HR Timeline
Olde Wealth Management, LLC	787	$236K	0.07%	new	13F-HR Timeline
GoalVest Advisory LLC	785	$236K	0.04%	0	13F-HR Timeline
Zhang Financial LLC	783	$235K	0.01%	new	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	783	$235K	0.02%	-455	13F-HR Timeline
GeoWealth Management, LLC	783	$235K	0.01%	-15	13F-HR Timeline
SWP FINANCIAL LLC	779	$234K	0.11%	-31	13F-HR Timeline
McDonough Capital Management, Inc	778	$234K	0.12%	new	13F-HR Timeline
Legacy Wealth Management, LLC / MS	778	$234K	0.06%	new	13F-HR Timeline
Kachkovsky & Fisher, Inc.	777	$234K	0.22%		13F-HR Timeline
Livet Wealth, LLC	776	$233K	0.13%	new	13F-HR Timeline
DF DENT & CO INC	774	$233K	<0.01%	new	13F-HR Timeline
McLaughlin Asset Management, Inc.	773	$232K	0.18%	-136	13F-HR/A Timeline
Cooper Financial Group	772	$232K	0.02%	new	13F-HR Timeline
Faithward Advisors, LLC	772	$232K	0.03%	new	13F-HR Timeline
Capital Squared Financial LLC	771	$232K	0.15%	new	13F-HR Timeline
KEELER & NADLER FINANCIAL PLANNING & WE…	771	$232K	0.07%	new	13F-HR Timeline
Summit Asset Management, LLC	766	$230K	0.03%	new	13F-HR Timeline
Professional Financial Advisors, LLC	766	$230K	0.04%	-313	13F-HR Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…	760	$228K	0.04%	new	13F-HR Timeline
Embree Financial Group	759	$228K	0.02%	new	13F-HR Timeline
Triune Financial Partners, LLC	759	$228K	0.05%	new	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	758	$228K	0.12%	new	13F-HR Timeline
Mason Investment Advisory Services, Inc.	758	$228K	0.01%	new	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	758	$228K	0.03%	new	13F-HR Timeline
FWG Holdings, LLC	782	$228K	0.08%	new	13F-HR Timeline
Matisse Capital	757	$227K	0.09%	new	13F-HR Timeline
First Growth Capital LLC	756	$227K	0.17%	new	13F-HR Timeline
WorthPointe, LLC	755	$227K	0.06%	-1,569	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	754	$227K	0.03%	-265	13F-HR Timeline
BFSG, LLC	754	$226K	0.02%	0	13F-HR Timeline
Index Fund Advisors, Inc.	754	$226K	0.01%	new	13F-HR Timeline
Nelson Capital Management, LLC	753	$226K	0.02%	-77	13F-HR Timeline
Grant Private Wealth Management Inc	752	$226K	0.1%	new	13F-HR Timeline
Versant Capital Management, Inc	751	$226K	0.02%	+15	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	750	$225K	0.05%	new	13F-HR Timeline
Generations Wealth, LLC	750	$225K	0.21%	new	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	750	$225K	0.03%	new	13F-HR Timeline
Rosenberg Matthew Hamilton	749	$225K	0.04%	0	13F-HR Timeline
QUEST INVESTMENT MANAGEMENT LLC	745	$224K	0.03%	new	13F-HR Timeline
Vested Financial Planning, LLC	744	$223K	0.15%	new	13F-HR Timeline
Variant Private Wealth, LLC	743	$223K	0.25%	new	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	742	$223K	0.01%	new	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	740	$222K	0.04%		13F-HR Timeline Group
MCDONALD PARTNERS LLC	738	$222K	0.05%	new	13F-HR Timeline
Intergy Private Wealth, LLC	738	$222K	0.05%	new	13F-HR Timeline
CapWealth Advisors, LLC	735	$221K	0.02%	new	13F-HR Timeline
Cetera Trust Company, N.A	735	$221K	0.11%	0	13F-HR Timeline
BetterWealth, LLC	734	$221K	0.04%	new	13F-HR Timeline
Permanens Capital L.P.	732	$220K	0.02%	-183	13F-HR Timeline
Greenspring Advisors, LLC	732	$220K	0.01%	new	13F-HR Timeline
Centerpoint Advisory Group	732	$220K	0.14%	new	13F-HR Timeline
Estate Planners Group, LLC	731	$220K	0.1%	new	13F-HR Timeline
Israel Discount Bank of New York	731	$220K	0.41%	-102	13F-HR Timeline
Granite Harbor Advisors, Inc.	731	$220K	0.09%	new	13F-HR Timeline
Hudock, Inc.	730	$220K	0.03%	new	13F-HR Timeline
BENNETT SELBY INVESTMENTS LP	730	$219K	0.07%	new	13F-HR Timeline
MAYPORT, LLC	730	$219K	0.03%	new	13F-HR Timeline
Teamwork Financial Advisors, LLC	730	$219K	0.02%	new	13F-HR Timeline
KENNEDY INVESTMENT GROUP, INC.	730	$219K	0.07%	-115	13F-HR Timeline
United Asset Strategies, Inc.	727	$218K	0.02%	new	13F-HR Timeline
High Note Wealth, LLC	727	$218K	0.04%	0	13F-HR Timeline
Loudon Investment Management, LLC	724	$218K	0.11%	new	13F-HR Timeline
Syntegra Private Wealth Group, LLC	724	$218K	0.02%	new	13F-HR Timeline
Ariadne Wealth Management, LP	724	$218K	0.1%	-109	13F-HR Timeline
Sage Investment Counsel LLC	724	$218K	0.22%	-92	13F-HR Timeline
Tulsa Wealth Advisors, INC	723	$217K	0.03%	new	13F-HR Timeline
Windsor Advisory Group, LLC	721	$217K	0.16%	0	13F-HR Timeline
QTR Family Wealth, LLC	721	$217K	0.08%	new	13F-HR Timeline
Prospera Capital Management, LLC	724	$216K	0.07%	new	13F-HR Timeline
BRASADA CAPITAL MANAGEMENT, LP	715	$215K	0.04%	new	13F-HR/A Timeline
Northwest Quadrant Wealth Management, L…	713	$214K	0.04%	new	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	710	$213K	0.02%	new	13F-HR Timeline
Berman McAleer LLC	710	$213K	0.02%	new	13F-HR Timeline
Frazier Financial Advisors, LLC	710	$213K	0.11%	+2	13F-HR Timeline
Strategic Wealth Advisors LLC	868	$213K	0.18%	-230	13F-HR Timeline
Mason & Associates, LLC	704	$212K	0.04%	new	13F-HR Timeline
Beaumont Financial Advisors, LLC	701	$211K	0.01%	-361	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	701	$211K	0.05%	new	13F-HR Timeline
Red Wave Investments LLC	701	$211K	0.05%	new	13F-HR Timeline
Paragon Capital Management Ltd	700	$211K	0.04%	new	13F-HR Timeline
Physician Wealth Advisors, Inc.	701	$210K	0.03%	+2	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	700	$210K	0.05%	new	13F-HR Timeline
Payne Capital LLC	700	$210K	0.18%	new	13F-HR Timeline