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
GR FINANCIAL GROUP, LLC	698	$210K	0.03%	new	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	698	$210K	0.07%	new	13F-HR Timeline
Phoenix Wealth Advisors	696	$209K	0.07%	new	13F-HR Timeline
Clare Market Investments LLC	696	$209K	0.04%	-223	13F-HR Timeline
First Financial Bankshares Inc	695	$209K	<0.01%	new	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	695	$209K	0.01%	new	13F-HR Timeline
Dominguez Wealth Management Solutions, …	693	$208K	0.11%	new	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	693	$208K	0.02%	new	13F-HR Timeline
Premier Private Wealth Management LLC	693	$208K	0.18%	new	13F-HR Timeline
Paradiem, LLC	692	$208K	0.04%	new	13F-HR Timeline
Topel & Distasi Wealth Management, LLC	691	$208K	0.1%	new	13F-HR Timeline
Smith Thornton Advisors LLC	705	$207K	0.09%	new	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	688	$207K	0.06%	new	13F-HR Timeline
Alliance Wealth Advisors, LLC	686	$206K	0.08%	new	13F-HR Timeline
Atlantic Private Wealth, LLC	686	$206K	0.13%	0	13F-HR Timeline
Brooklyn FI, LLC	701	$206K	0.04%	-107	13F-HR Timeline
Tribridge Partners Financial LLC	700	$205K	0.08%	new	13F-HR Timeline
First Washington CORP	680	$204K	0.05%	new	13F-HR/A Timeline
Wood Tarver Financial Group, LLC	681	$204K	0.05%	new	13F-HR Timeline
Ascension Capital Advisors, Inc.	678	$204K	0.06%	new	13F-HR Timeline
Dynamic Wealth Strategies, LLC	676	$203K	0.11%	-3	13F-HR Timeline
Palacios Wealth Management, LLC	676	$203K	0.12%	-44	13F-HR Timeline
BCI SECURITIES, INC.	675	$203K	1.75%	new	13F-HR Timeline
Forefront Wealth Partners, LLC	673	$202K	0.06%	new	13F-HR Timeline
Ascent Wealth Partners, LLC	671	$202K	0.02%	new	13F-HR Timeline
Cordoba Advisory Partners LLC	671	$202K	0.04%	new	13F-HR Timeline
Mendota Financial Group, LLC	670	$201K	0.12%	new	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	670	$201K	0.11%	new	13F-HR Timeline
Weil Company, Inc.	669	$201K	0.04%	new	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	657	$197K	0.02%	-30	13F-HR Timeline
SUMMIT SECURITIES GROUP LLC	650	$195K	0.04%	new	13F-HR Timeline
Winch Advisory Services, LLC	641	$193K	0.04%	+165	13F-HR Timeline
Rice Partnership, LLC	641	$193K	0.02%	0	13F-HR Timeline
Arjuna Capital	640	$192K	0.04%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	620	$186K	0.07%	-4	13F-HR Timeline
Strategic Investment Advisors / MI	618	$186K	0.01%	+100	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	616	$185K	0.07%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	604	$181K	0.11%	-45	13F-HR Timeline
Citizens National Bank Trust Department	595	$179K	0.03%	-5	13F-HR Timeline
HHM Wealth Advisors, LLC	591	$178K	0.02%	-31	13F-HR Timeline
PICTON MAHONEY ASSET MANAGEMENT	590	$177K	<0.01%	-110	13F-HR Timeline
Vermillion Wealth Management, Inc.	589	$177K	0.04%	+1	13F-HR Timeline
Family Legacy Financial Solutions, LLC	588	$177K	0.11%	new	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	586	$176K	0.1%	0	13F-HR Timeline
Darwin Wealth Management, LLC	585	$176K	0.05%	-10	13F-HR Timeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP	580	$174K	0.02%	new	13F-HR Timeline Group
Glassman Wealth Services	567	$170K	0.02%	-106	13F-HR Timeline
Private Wealth Management Group, LLC	565	$170K	0.04%	0	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	562	$169K	<0.01%	-72	13F-HR Timeline Group
WPG Advisers, LLC	558	$168K	0.1%	0	13F-HR Timeline
ESL Trust Services, LLC	555	$167K	0.03%	0	13F-HR Timeline
CoreFirst Bank & Trust	553	$166K	0.08%	+33	13F-HR Timeline
DB Fitzpatrick & Co, Inc	553	$166K	0.13%	-5	13F-HR/A Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	550	$165K	0.01%	+15	13F-HR Timeline
Aventura Private Wealth, LLC	548	$165K	0.05%	+300	13F-HR Timeline
Pillar Financial Advisors, LLC	543	$163K	0.09%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	540	$162K	0.05%	new	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	538	$162K	0.04%	-71	13F-HR Timeline
HARRIS ASSOCIATES L P	533	$160K	<0.01%	0	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	533	$160K	<0.01%	-975	13F-HR Timeline Group
Trust Co	528	$159K	0.01%	-8	13F-HR Timeline
Aberdeen Wealth Management LLC	520	$156K	0.07%	0	13F-HR Timeline
ENTRUST FINANCIAL LLC	513	$154K	0.1%	0	13F-HR Timeline
Integrity Financial Corp /WA	508	$153K	0.07%	0	13F-HR Timeline
Beacon Financial Strategies CORP	505	$152K	0.08%	-43	13F-HR Timeline
Balentine LLC	501	$151K	0.01%	0	13F-HR Timeline
REICON WEALTH ADVISORS, LLC	500	$150K	0.09%	-100	13F-HR Timeline
LRI Investments, LLC	500	$150K	0.01%	0	13F-HR Timeline
West Financial Advisors, LLC	498	$150K	0.02%	0	13F-HR Timeline
Collier Financial	487	$146K	0.1%	-48	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	485	$146K	0.1%	-8	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	484	$145K	0.33%	0	13F-HR Timeline
Cordant, Inc.	475	$143K	0.05%	+375	13F-HR Timeline
Morling Financial Advisors, LLC	475	$143K	0.04%	0	13F-HR Timeline
Roxbury Financial LLC	473	$142K	0.11%	-25	13F-HR Timeline
First Command Advisory Services, Inc.	470	$141K	<0.01%	0	13F-HR Timeline
Avion Wealth	470	$141K	0.03%	0	13F-HR Timeline
Seneschal Advisors, LLC	464	$139K	0.1%	0	13F-HR Timeline
Raleigh Capital Management Inc.	462	$139K	0.04%	+1	13F-HR Timeline
Virginia Estate & Retirement Planning A…	409	$139K	0.17%	+240	13F-HR Timeline
Fourth Dimension Wealth, LLC	458	$138K	0.04%	-13	13F-HR Timeline
Paladin Advisory Group, LLC	454	$136K	0.09%	-58	13F-HR Timeline
Olistico Wealth, LLC	423	$127K	0.05%	0	13F-HR Timeline
Bollard Group LLC	424	$127K	<0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	416	$125K	0.05%	+40	13F-HR Timeline
Schonfeld Strategic Advisors LLC	416	$125K	<0.01%	new	13F-HR Timeline
Addison Advisors LLC	414	$124K	0.06%	-99	13F-HR Timeline
MTM Investment Management, LLC	409	$123K	0.04%	0	13F-HR Timeline
Abound Wealth Management	407	$122K	0.02%	+115	13F-HR Timeline
Hartford Financial Management Inc.	402	$121K	0.03%	+144	13F-HR Timeline
TD Capital Management LLC	401	$121K	0.01%	0	13F-HR Timeline
Westside Investment Management, Inc.	400	$120K	0.02%	0	13F-HR Timeline
Skylands Capital, LLC	400	$120K	0.01%	0	13F-HR Timeline
Pacifica Partners Inc.	402	$120K	0.04%	0	13F-HR Timeline
1015 Capital Partners, LLC	395	$119K	0.1%	0	13F-HR Timeline
Hurley Capital, LLC	380	$114K	0.06%	0	13F-HR Timeline
First Pacific Financial	378	$114K	0.01%	+27	13F-HR Timeline
one8zero8, LLC	375	$113K	0.02%	-15	13F-HR Timeline
Cape Investment Advisory, Inc.	373	$112K	0.03%	new	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	371	$111K	0.03%	0	13F-HR Timeline
FIRST UNITED BANK & TRUST	365	$110K	0.03%	0	13F-HR Timeline
EPG Wealth Management LLC	362	$109K	0.03%	0	13F-HR Timeline
Milestone Investment Advisors LLC	360	$108K	0.02%	0	13F-HR Timeline
Kozak & Associates, Inc.	361	$108K	0.02%	+1	13F-HR Timeline
OBSIDIAN CIO, LLC	355	$107K	0.08%	-3,684	13F-HR Timeline
Allianz SEin group Allianz SE	353	$106K	<0.01%	0	13F-HR Timeline Group
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	353	$106K	0.02%	+6	13F-HR Timeline
Pacific Center for Financial Services	351	$105K	0.02%	0	13F-HR Timeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.	350	$105K	0.02%	-112	13F-HR Timeline Group
Atomic Invest LLC	350	$105K	0.01%	-32	13F-HR Timeline
Advanced Asset Management Advisors Inc	342	$103K	0.03%	-2	13F-HR Timeline
Blume Capital Management, Inc.	339	$102K	0.02%	0	13F-HR Timeline
TOP Private Wealth LLC.	339	$102K	0.1%		13F-HR Timeline
Brookwood Investment Group LLC	338	$102K	0.01%	+251	13F-HR Timeline
WealthCollab, LLC	337	$101K	0.04%	0	13F-HR Timeline
Your Advocates Ltd., LLP	333	$100K	0.03%	-3	13F-HR Timeline
Kings Path Partners LLC	330	$99.1K	0.03%	0	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	329	$98.9K	0.02%	-4	13F-HR Timeline
Elequin Capital, LP	327	$98.2K	<0.01%	new	13F-HR Timeline
Capital Advisors, Ltd. LLC	317	$95K	0.01%	0	13F-HR Timeline
DecisionPoint Financial, LLC	316	$94.6K	0.02%	+49	13F-HR Timeline
Newton One Investments LLC	313	$93.9K	0.02%	-4	13F-HR Timeline
Stone House Investment Management, LLC	311	$93.3K	0.01%	+1	13F-HR Timeline
Truvestments Capital LLC	309	$92.8K	0.01%	+281	13F-HR Timeline
Robbins Farley	308	$92.5K	0.04%	new	13F-HR Timeline
Core Capital Management & Research, inc.	308	$92.4K	0.05%		13F-HR Timeline
Napier Financial, LLC	307	$92.4K	0.02%	0	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	304	$91.3K	0.01%	0	13F-HR Timeline
SYM FINANCIAL Corp	299	$89.8K	0.01%	0	13F-HR Timeline
Lavaca Capital LLC	295	$88.6K	0.01%	new	13F-HR Timeline
N.E.W. Advisory Services LLC	288	$86.5K	0.01%	+67	13F-HR Timeline
Hoese & Co LLP	275	$82.6K	0.05%	0	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	281	$81.8K	0.02%	new	13F-HR Timeline
Minot DeBlois Advisors LLC	272	$81.7K	0.07%	0	13F-HR Timeline
Riverview Trust Co	269	$80.8K	0.1%	0	13F-HR Timeline
Daytona Street Capital LLC	265	$78.4K	0.06%	0	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	259	$77.8K	<0.01%	-191	13F-HR Timeline Group
PFS Partners, LLC	253	$76K	0.03%	-90	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	253	$76K	0.01%	+121	13F-HR Timeline
ABOUND FINANCIAL, LLC	253	$76K	0.03%	0	13F-HR Timeline
Holos Integrated Wealth LLC	256	$75.8K	0.04%	0	13F-HR Timeline
MOTCO	252	$75.7K	0.01%	0	13F-HR Timeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…	250	$75.1K	0.01%	-7,206	13F-HR Timeline
Clean Yield Group	250	$75.1K	0.02%	0	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	250	$75.1K	0.05%	0	13F-HR Timeline
Ankerstar Wealth, LLC	248	$74.5K	0.06%	-4	13F-HR Timeline
Cornerstone National Bank & Trust Co	246	$73.6K	0.02%	0	13F-HR Timeline
Richardson Capital Management LLC	245	$73.6K	0.03%	-29	13F-HR Timeline
Frankly Finances, LLC	242	$72.7K	0.06%	0	13F-HR/A Timeline
PURSUIT WEALTH STRATEGIES, LLC	240	$72.1K	0.09%	0	13F-HR Timeline
American Capital Advisory, LLC	238	$71.5K	0.03%	+16	13F-HR Timeline
MeadowBrook Investment Advisors LLC	234	$70.3K	0.06%	0	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	233	$70K	0.02%		13F-HR Timeline
Hilton Head Capital Partners, LLC	230	$69.2K	0.03%	0	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	230	$69.2K	0.02%	0	13F-HR Timeline
NorthAvenue LLC	225	$67.6K	0.05%	0	13F-HR Timeline
BAYBAN	225	$67.6K	0.05%	new	13F-HR Timeline
IMG Wealth Management, Inc.	224	$67.4K	0.04%	+15	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	221	$66.6K	0.02%	0	13F-HR Timeline
Luminist Capital LLC	221	$66.4K	0.07%	new	13F-HR Timeline
Eukles Asset Management	220	$66.1K	0.03%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	216	$64.9K	0.02%	0	13F-HR Timeline
United Financial Planning Group LLC	213	$64K	0.03%	0	13F-HR Timeline
Nemes Rush Group LLC	212	$63.7K	0.01%	0	13F-HR Timeline
Mill Capital Management, LLC	211	$63.4K	<0.01%	0	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	209	$63K	0.02%	0	13F-HR Timeline
VISTA INVESTMENT PARTNERS LLC	207	$62.2K	0.02%	new	13F-HR Timeline
Reyes Financial Architecture, Inc.	207	$62.2K	0.03%	new	13F-HR Timeline
ROSS\JOHNSON & Associates LLC	230	$61.1K	0.96%	0	13F-HR Timeline
Silver Grove Financial Group, Inc.	202	$60.7K	0.03%	0	13F-HR Timeline
Advisors Preferred, LLCin group Advisors Preferred, LLC	200	$59.5K	0.01%	new	13F-HR Timeline Group
FIRST COMMUNITY TRUST NA	198	$59.5K	0.03%	0	13F-HR Timeline
Advantage Trust Co	194	$58.3K	0.02%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	192	$57.7K	<0.01%	0	13F-HR Timeline
Chung Wu Investment Group, LLC	190	$57.1K	0.04%	+150	13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	185	$55.6K	<0.01%	0	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	181	$54K	<0.01%	0	13F-HR Timeline Group
Bravera Wealth	177	$53.2K	0.02%	0	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	176	$53K	0.02%	+1	13F-HR Timeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…	171	$51.4K	0.02%	0	13F-HR Timeline
Weaver Capital Management LLC	205	$50.8K	0.01%	0	13F-HR Timeline
Peachtree Investment Partners, LLC	168	$50.5K	0.02%	0	13F-HR Timeline
PlanVest Financial, Inc	168	$50.5K	0.03%	0	13F-HR Timeline
GODSEY & GIBB, INC	165	$49.6K	<0.01%	-33	13F-HR Timeline
Caitlin John, LLC	165	$49.6K	0.03%	0	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	164	$49.2K	0.02%	+1	13F-HR Timeline
Axiom Investment Management LLC	161	$48.3K	0.03%	0	13F-HR Timeline
GGM Financial LLC	158	$47.4K	0.02%	+10	13F-HR Timeline
Granite FO LLC	157	$47.2K	0.02%	0	13F-HR Timeline
Midwest Capital Advisors, LLC	154	$46.3K	0.02%	0	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	152	$45.7K	0.01%	new	13F-HR/A Timeline
Navigoe, LLC	150	$45K	0.02%	0	13F-HR Timeline
Allied Private Wealth LLC	150	$44.2K	0.03%		13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	145	$43.6K	0.03%	0	13F-HR Timeline
Financial Network Wealth Advisors LLC	143	$43K	0.04%	0	13F-HR Timeline
Timbuktu Capital Management, LLC	142	$42.7K	0.06%		13F-HR Timeline
Elevated Capital Advisors, LLC	136	$40.9K	0.01%	0	13F-HR Timeline
CONQUIS FINANCIAL LLC	135	$40.6K	0.03%	0	13F-HR Timeline
Philadelphia Investment Partners, LLC	133	$40K	0.02%	0	13F-HR Timeline
Ameliora Wealth Management Ltd.	160	$39.4K	0.01%	0	13F-HR Timeline