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
Dickmeyer Boyce Financial Management, I…	903	$224K	0.13%		13F-HR Timeline
TCP Asset Management, LLC	903	$224K	0.03%	-10	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	833	$224K	0.01%	new	13F-HR Timeline
Bell Bank	902	$224K	0.01%	-24	13F-HR Timeline
Anchor Investment Management, LLC	900	$223K	0.02%	0	13F-HR Timeline
Miramar Capital, LLC	900	$223K	0.05%	new	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	900	$223K	0.01%	-15	13F-HR Timeline
Steelhead Wealth Management LLC	901	$223K	0.11%		13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	898	$223K	0.01%	-5,385	13F-HR Timeline
Diligent Investors, LLC	895	$222K	0.05%	new	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	894	$222K	0.01%	0	13F-HR Timeline
Axis Wealth Partners, LLC	893	$221K	0.12%	-287	13F-HR Timeline
Seros Financial, LLC	892	$221K	0.14%	-635	13F-HR Timeline
Black Diamond Financial, LLC	891	$221K	0.02%	-20	13F-HR Timeline
Integrated Capital Management, LLC	890	$221K	0.09%	new	13F-HR Timeline
Gordian Advisors LLC	887	$220K	0.15%	0	13F-HR Timeline
Insight Wealth Partners, LLC	885	$219K	0.09%	0	13F-HR Timeline
Crumly & Associates Inc.	880	$218K	0.05%	+2	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	876	$217K	0.09%	0	13F-HR Timeline
BLALOCK WILLIAMS, LLC	875	$217K	0.17%	+24	13F-HR Timeline
Wealth Advisors of Tampa Bay, LLC	874	$217K	0.07%	0	13F-HR Timeline
Affinity Capital Advisors, LLC	871	$216K	0.03%	+24	13F-HR Timeline
3 FACTOR INDEXING, LLC	871	$216K	0.2%		13F-HR Timeline
Rydar Equities, Inc.	867	$215K	0.17%	+1	13F-HR Timeline
Sunbeam Capital Management, LLC	865	$215K	0.12%	0	13F-HR Timeline
Capital Investment Counsel, Inc	865	$215K	0.03%	0	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	863	$214K	0.14%	+45	13F-HR Timeline
Core Wealth Partners LLC	860	$213K	0.1%	-53	13F-HR Timeline
CenterStar Asset Management, LLC	859	$213K	0.21%	new	13F-HR Timeline
ISTHMUS PARTNERS, LLC	856	$212K	0.02%	0	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	855	$212K	0.01%	0	13F-HR Timeline
CIM INVESTMENT MANAGEMENT INC	855	$212K	0.06%	-667	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	854	$212K	<0.01%	new	13F-HR Timeline
FISHMAN JAY A LTD/MI	850	$211K	0.02%	0	13F-HR Timeline
KPP Advisory Services LLC	850	$211K	0.03%	new	13F-HR Timeline
KENNEDY INVESTMENT GROUP, INC.	845	$210K	0.08%	+1	13F-HR Timeline
Global View Capital Management LLC	845	$210K	0.06%	new	13F-HR Timeline
Burns Matteson Capital Management, LLC	843	$209K	0.08%	0	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	842	$209K	0.02%	0	13F-HR Timeline
PACK Private Wealth, LLC	842	$209K	0.1%	0	13F-HR Timeline
WJ Financial Advisors LLC	840	$208K	0.17%	+1	13F-HR Timeline
Towne Trust Company, N.A	839	$208K	0.07%	0	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	839	$208K	0.04%	0	13F-HR Timeline
Roble, Belko & Company, Inc	840	$208K	0.03%	-60	13F-HR Timeline
Meadow Creek Wealth Advisors LLC	838	$208K	0.13%	0	13F-HR Timeline
Cynosure Group, LLC	840	$208K	0.03%	-2,494	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	835	$207K	0.14%	-57	13F-HR Timeline
Cassia Capital Partners, LLC	835	$207K	0.11%	0	13F-HR Timeline
Israel Discount Bank of New York	833	$207K	0.45%	new	13F-HR Timeline
Ariadne Wealth Management, LP	833	$207K	0.09%	0	13F-HR Timeline
Nelson Capital Management, LLC	830	$206K	0.03%	0	13F-HR Timeline
STEVENS CAPITAL PARTNERS	827	$205K	0.05%	0	13F-HR Timeline
Winter & Associates, Inc.	812	$205K	0.18%	new	13F-HR Timeline
Ballast, Inc.	826	$205K	0.05%	new	13F-HR Timeline
Opes Wealth Management LLC	826	$205K	0.03%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	823	$204K	0.03%	new	13F-HR Timeline
Schorn Wealth LLC	822	$204K	0.06%	new	13F-HR Timeline
Sage Investment Counsel LLC	816	$202K	0.22%	new	13F-HR Timeline
BWM Planning, LLC	814	$202K	0.05%	0	13F-HR Timeline
SWP FINANCIAL LLC	810	$201K	0.1%	new	13F-HR Timeline
Bellecapital International Ltd.	808	$200K	0.04%	new	13F-HR/A Timeline
Cladis Investment Advisory, LLC	808	$200K	0.11%	new	13F-HR Timeline
Brooklyn FI, LLC	808	$200K	0.04%	new	13F-HR Timeline
Palacios Wealth Management, LLC	720	$200K	0.13%	new	13F-HR Timeline
O'ROURKE & COMPANY, Inc	807	$200K	0.08%	-249	13F-HR Timeline
Financial Connections Group, Inc.	807	$200K	0.07%	0	13F-HR Timeline
Creative Capital Management Investments…	806	$200K	0.06%	0	13F-HR Timeline
GeoWealth Management, LLC	798	$198K	0.01%	-1	13F-HR Timeline
LFA - Lugano Financial Advisors SA	795	$197K	0.1%	0	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	792	$196K	0.01%	new	13F-HR Timeline
Synergy Investment Management, LLC	790	$196K	0.06%	new	13F-HR Timeline
GoalVest Advisory LLC	785	$195K	0.04%	-50	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	760	$188K	0.03%	0	13F-HR Timeline Group
JTC Employer Solutions Trustee Ltd	755	$187K	0.02%	+380	13F-HR Timeline
BFSG, LLC	754	$187K	0.02%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	749	$186K	0.04%	-15	13F-HR Timeline
MRP Capital Investments, LLC	745	$185K	0.16%	-630	13F-HR Timeline
Versant Capital Management, Inc	736	$182K	0.02%	0	13F-HR Timeline
Cetera Trust Company, N.A	735	$182K	0.1%	0	13F-HR Timeline
High Note Wealth, LLC	727	$180K	0.04%	0	13F-HR Timeline
Windsor Advisory Group, LLC	721	$179K	0.15%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	708	$176K	0.1%	+177	13F-HR Timeline
PICTON MAHONEY ASSET MANAGEMENT	700	$174K	<0.01%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	699	$173K	0.02%	+77	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	687	$170K	0.02%	-25	13F-HR Timeline
Atlantic Private Wealth, LLC	686	$170K	0.11%	0	13F-HR Timeline
Asset Dedication, LLC	685	$170K	0.01%	+91	13F-HR Timeline
Dynamic Wealth Strategies, LLC	679	$168K	0.1%	-16	13F-HR Timeline
Glassman Wealth Services	673	$167K	0.02%	0	13F-HR Timeline
Premier Financial Group	655	$165K	0.03%	-40	13F-HR Timeline
HARBOR CAPITAL ADVISORS, INC.	667	$165K	0.01%	+32	13F-HR Timeline
Sound Income Strategies, LLC	659	$164K	0.01%	-25	13F-HR Timeline
Financial Management Professionals, Inc.	652	$162K	0.02%	-48	13F-HR Timeline
Murphy & Mullick Capital Management Corp	649	$161K	0.12%	+60	13F-HR Timeline
Rice Partnership, LLC	641	$159K	0.02%	-87	13F-HR Timeline
Arjuna Capital	640	$159K	0.04%	+445	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	634	$157K	<0.01%	0	13F-HR Timeline Group
CALDWELL SUTTER CAPITAL, INC.	624	$155K	0.06%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	622	$154K	0.02%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	616	$153K	0.06%	0	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	609	$151K	0.04%	new	13F-HR Timeline
Citizens National Bank Trust Department	600	$149K	0.02%	0	13F-HR Timeline
REICON WEALTH ADVISORS, LLC	600	$149K	0.11%	0	13F-HR Timeline
Darwin Wealth Management, LLC	595	$148K	0.05%	+27	13F-HR Timeline
Vermillion Wealth Management, Inc.	588	$146K	0.06%	+1	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	586	$145K	0.1%	0	13F-HR Timeline
Private Wealth Management Group, LLC	565	$140K	0.04%	+19	13F-HR Timeline
DB Fitzpatrick & Co, Inc	558	$138K	0.12%	-21	13F-HR Timeline
WPG Advisers, LLC	558	$138K	0.1%	0	13F-HR Timeline
ESL Trust Services, LLC	555	$138K	0.03%	-250	13F-HR Timeline
Beacon Financial Strategies CORP	548	$136K	0.08%	0	13F-HR Timeline
Pillar Financial Advisors, LLC	543	$135K	0.08%	0	13F-HR Timeline
Trust Co	536	$133K	0.01%	+8	13F-HR Timeline
Collier Financial	535	$133K	0.1%	-3	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	535	$133K	0.01%	-25	13F-HR Timeline
HARRIS ASSOCIATES L P	533	$132K	<0.01%	0	13F-HR Timeline
Aberdeen Wealth Management LLC	520	$129K	0.06%	-193	13F-HR Timeline
CoreFirst Bank & Trust	520	$129K	0.07%	0	13F-HR Timeline
Strategic Investment Advisors / MI	518	$128K	0.01%	new	13F-HR Timeline
Founders Financial Alliance, LLC	514	$127K	0.02%	+141	13F-HR Timeline
Addison Advisors LLC	513	$127K	0.03%	+99	13F-HR Timeline
ENTRUST FINANCIAL LLC	513	$127K	0.09%	0	13F-HR Timeline
OAKWORTH CAPITAL, INC.	512	$127K	0.01%	+40	13F-HR Timeline
Paladin Advisory Group, LLC	512	$127K	0.1%	+237	13F-HR Timeline
Compagnie Lombard Odier SCmA	510	$126K	<0.01%	+100	13F-HR Timeline
Integrity Financial Corp /WA	508	$126K	0.06%	0	13F-HR Timeline
Balentine LLC	501	$124K	0.01%	0	13F-HR Timeline
WHI TRUST Co LLC	500	$124K	0.09%	0	13F-HR Timeline
LRI Investments, LLC	500	$124K	0.01%	-1,706	13F-HR Timeline
Roxbury Financial LLC	498	$124K	0.11%	-101	13F-HR Timeline
West Financial Advisors, LLC	498	$124K	0.02%	0	13F-HR Timeline
Horizons Wealth Management	496	$123K	0.08%	0	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	493	$122K	0.09%	0	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	484	$120K	0.35%	0	13F-HR Timeline
Winch Advisory Services, LLC	476	$118K	0.03%	-14	13F-HR Timeline
Morling Financial Advisors, LLC	475	$118K	0.04%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	471	$117K	0.04%	-4	13F-HR Timeline
First Command Advisory Services, Inc.	470	$117K	<0.01%	-42	13F-HR Timeline
Avion Wealth	470	$116K	0.02%	-22	13F-HR Timeline
Seneschal Advisors, LLC	464	$115K	0.09%	0	13F-HR Timeline
Intesa Sanpaolo S.p.A.group of 2 filers holding	462	$115K		-8,350	Timeline Intesa Sanpaolo Wealth Management: 462 (0.03%) 13F-HR Intesa Sanpaolo S.p.A.: sold out, -8,500 13F-HR
Raleigh Capital Management Inc.	461	$114K	0.04%	-2,515	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	450	$110K	<0.01%	0	13F-HR Timeline Group
Wealth Preservation Advisors, LLC	442	$110K	0.09%	-55	13F-HR Timeline
Bollard Group LLC	424	$105K	<0.01%	0	13F-HR Timeline
Olistico Wealth, LLC	423	$105K	0.05%	0	13F-HR Timeline
Quarry LP	410	$102K	0.02%	+395	13F-HR Timeline
MTM Investment Management, LLC	409	$101K	0.03%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	404	$100K	0.03%	0	13F-HR Timeline
Pacifica Partners Inc.	402	$99.7K	0.03%	-135	13F-HR Timeline
TD Capital Management LLC	401	$99.4K	0.01%	0	13F-HR Timeline
Skylands Capital, LLC	400	$99.2K	0.01%	0	13F-HR Timeline
Westside Investment Management, Inc.	400	$99.2K	0.02%	new	13F-HR Timeline
Portfolio Resources Advisor Group, Inc.	400	$99.2K	0.1%	-741	13F-HR Timeline
TopTier Wealth Management, LLC	400	$99.2K	0.06%	new	13F-HR Timeline
1015 Capital Partners, LLC	395	$98K	0.1%	0	13F-HR Timeline
one8zero8, LLC	390	$96.7K	0.02%	+25	13F-HR Timeline
Kozak & Associates, Inc.	360	$95.4K	0.02%	+1	13F-HR Timeline
Hurley Capital, LLC	380	$94.2K	0.05%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	376	$93.6K	0.04%	-336	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	371	$92K	0.03%	0	13F-HR Timeline
Atomic Invest LLC	382	$91.5K	0.04%	+354	13F-HR Timeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…	1,002	$91K	0.15%	+1,000	13F-HR Timeline
FIRST UNITED BANK & TRUST	365	$90.5K	0.03%	0	13F-HR Timeline
EPG Wealth Management LLC	362	$89.8K	0.02%	0	13F-HR Timeline
Milestone Investment Advisors LLC	360	$89.3K	0.02%	0	13F-HR Timeline
Allianz SEgroup of 2 filers holding	353	$87.5K		-1,173,506	Timeline Allianz SE: 353 (<0.01%) 13F-HR Allianz Asset Management GmbH: sold out, -1,173,150 13F-HR
Pacific Center for Financial Services	351	$87K	0.02%	0	13F-HR Timeline
First Pacific Financial	351	$87K	0.01%	-104	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	347	$86.1K	0.02%	-5	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	344	$85.3K	0.04%	-67	13F-HR Timeline Group
Advanced Asset Management Advisors Inc	344	$85.3K	0.02%	+2	13F-HR Timeline
PFS Partners, LLC	343	$85.1K	0.04%	+3	13F-HR Timeline
Blume Capital Management, Inc.	339	$84.1K	0.01%	new	13F-HR Timeline
WealthCollab, LLC	337	$83.6K	0.03%	0	13F-HR Timeline
Your Advocates Ltd., LLP	336	$83.3K	0.03%	+82	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	333	$82.5K	0.02%	-436	13F-HR Timeline
Kings Path Partners LLC	330	$81.8K	0.03%	0	13F-HR/A Timeline
Capital Advisors, Ltd. LLC	317	$79K	0.01%	0	13F-HR Timeline
Phillip James Consulting Co.	251	$79K	0.06%	new	13F-HR Timeline
Newton One Investments LLC	317	$78.7K	0.02%	-12	13F-HR Timeline
Stone House Investment Management, LLC	310	$76.9K	0.01%	-18	13F-HR Timeline
Napier Financial, LLC	307	$76.2K	0.02%	new	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	304	$75.4K	0.01%	-19	13F-HR Timeline
SYM FINANCIAL Corp	299	$74.2K	0.01%	0	13F-HR Timeline
Abound Wealth Management	292	$72.4K	0.02%	+7	13F-HR Timeline
Hoese & Co LLP	275	$68.2K	0.05%	0	13F-HR Timeline
Richardson Capital Management LLC	274	$67.9K	0.03%	0	13F-HR Timeline
Minot DeBlois Advisors LLC	272	$67.5K	0.06%	+247	13F-HR Timeline
Daytona Street Capital LLC	265	$66.9K	0.05%	new	13F-HR Timeline
Riverview Trust Co	269	$66.7K	0.08%	0	13F-HR Timeline
DecisionPoint Financial, LLC	267	$66.2K	0.01%	0	13F-HR Timeline
Holos Integrated Wealth LLC	256	$64.7K	0.03%	+200	13F-HR Timeline
Hartford Financial Management Inc.	258	$64K	0.02%	0	13F-HR Timeline
ABOUND FINANCIAL, LLC	253	$62.7K	0.03%	0	13F-HR Timeline
MOTCO	252	$62.5K	0.01%	0	13F-HR Timeline
Ankerstar Wealth, LLC	252	$62.5K	0.07%	-213	13F-HR Timeline
Clean Yield Group	250	$62K	0.02%	0	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	250	$62K	0.04%	0	13F-HR Timeline
Aventura Private Wealth, LLC	248	$61.5K	0.02%	+222	13F-HR Timeline