Skip to content
Disclosery

IWM ISHARES TR

Follow

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.

HolderSharesValue% of portfolioChangeSource
Cornerstone National Bank & Trust Co246$61.4K0.02%013F-HRTimeline
CGC Financial Services, LLC244$60.5K0.02%-2613F-HRTimeline
Frankly Finances, LLC242$60K0.05%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC240$59.5K0.08%013F-HRTimeline
MeadowBrook Investment Advisors LLC234$58K0.05%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC231$57.3K0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC230$57.1K0.02%+2513F-HRTimeline
Hilton Head Capital Partners, LLC230$57.1K0.03%013F-HRTimeline
ROSS\JOHNSON & Associates LLC230$57K1.03%013F-HRTimeline
NorthAvenue LLC225$55.8K0.04%013F-HRTimeline
American Capital Advisory, LLC222$55.1K0.02%+1713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…221$54.9K0.02%+113F-HRTimeline
N.E.W. Advisory Services LLC221$54.8K<0.01%+19013F-HRTimeline
Eukles Asset Management220$54.6K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.216$53.6K0.02%013F-HRTimeline
United Financial Planning Group LLC213$52.8K0.03%013F-HRTimeline
Nemes Rush Group LLC212$52.6K0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC212$52.6K0.04%new13F-HRTimeline
Mill Capital Management, LLC211$52.3K<0.01%+213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…209$52K0.01%013F-HR/ATimeline
IMG Wealth Management, Inc.209$51.9K0.03%+1813F-HRTimeline
Weaver Capital Management LLC205$50.8K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.202$50.1K0.04%new13F-HRTimeline
GODSEY & GIBB, INC198$49.1K<0.01%+3313F-HRTimeline
FIRST COMMUNITY TRUST NA198$49.1K0.04%013F-HRTimeline
Opal Wealth Advisors, LLC195$48.4K0.01%new13F-HRTimeline
Advantage Trust Co194$48.1K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.192$47.6K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…185$45.9K<0.01%-32013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…181$45K<0.01%+18013F-HRTimelineGroup
Bravera Wealth177$43.9K0.02%-17013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC175$43.6K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…171$42.4K0.02%013F-HRTimeline
Virginia Estate & Retirement Planning A…169$41.9K0.07%13F-HRTimeline
PlanVest Financial, Inc168$41.7K0.03%13F-HRTimeline
Peachtree Investment Partners, LLC168$41.6K0.02%+113F-HRTimeline
Caitlin John, LLC165$40.9K0.02%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC163$40.5K0.02%new13F-HRTimeline
Axiom Investment Management LLC161$39.9K0.03%13F-HRTimeline
Ameliora Wealth Management Ltd.160$39.4K0.01%013F-HRTimeline
Granite FO LLC157$38.9K0.02%+4013F-HR/ATimeline
CLEAR INVESTMENT RESEARCH, LLC156$38.6K0.06%new13F-HRTimeline
Clayton Financial Group LLC155$38.4K0.02%+7813F-HRTimeline
Midwest Capital Advisors, LLC154$38.2K0.02%new13F-HRTimeline
CONQUIS FINANCIAL LLC135$37.2K0.03%-3513F-HRTimeline
Scarborough Advisors, LLC150$37.1K<0.01%new13F-HRTimeline
Navigoe, LLC150$37K0.02%013F-HRTimeline
GGM Financial LLC148$36.6K0.02%+313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC146$36.2K<0.01%+9213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.145$36K0.03%+14113F-HRTimeline
Financial Network Wealth Advisors LLC143$35.5K0.04%013F-HRTimeline
Lloyd Advisory Services, LLC.141$35K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.141$35K0.01%-1513F-HRTimeline
Elevated Capital Advisors, LLC136$33.7K0.01%013F-HRTimeline
Philadelphia Investment Partners, LLC133$33K0.02%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC132$32.7K0.01%013F-HRTimeline
Clearstead Trust, LLC128$31.7K0.01%-26613F-HRTimeline
Quaker Wealth Management, LLC128$31.7K0.01%+313F-HRTimeline
Quest 10 Wealth Builders, Inc.128$31.7K0.03%-1513F-HRTimeline
Tower View Wealth Management LLC128$31.7K0.02%new13F-HRTimeline
Osbon Capital Management LLC127$31.5K0.03%013F-HRTimeline
Providence Capital Advisors, LLC126$31.4K0.01%-1013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC124$30.8K0.02%+5613F-HRTimeline
Templeton & Phillips Capital Management…118$29.3K0.02%013F-HRTimeline
REAP Financial Group, LLC116$28.7K0.01%+6113F-HRTimeline
Acumen Wealth Advisors, LLC115$28.5K0.01%+613F-HRTimeline
HFM Investment Advisors, LLC115$28.5K0.01%-4713F-HRTimeline
Measured Wealth Private Client Group, L…114$28.3K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$28.3K0.01%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA108$26.8K0.06%013F-HRTimeline
IFS Advisors, LLC105$26K0.01%013F-HRTimeline
IFG Advisory, LLC102$25.3K0.07%-36,04713F-HRTimeline
Cordant, Inc.100$24.8K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…100$24.8K0.01%013F-HRTimeline
Global Wealth Strategies & Associates100$24.8K0.01%-1613F-HRTimeline
Ramirez Asset Management, Inc.100$24.8K<0.01%013F-HRTimeline
Kennebec Savings Bank100$24.8K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…98$24.5K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC97$24.1K<0.01%-59713F-HRTimeline
Community Financial Services Group, LLC96$24K<0.01%new13F-HRTimeline
Burk Holdings LLC96$23.8K0.01%new13F-HRTimeline
Wellington Grp LLC92$22.8K0.01%new13F-HRTimeline
BankChampaign, National Association91$22.6K0.02%-30913F-HRTimeline
Sankala Group LLC90$22.1K0.02%new13F-HRTimeline
CURIO WEALTH, LLC89$22.1K0.01%013F-HRTimeline
Brookwood Investment Group LLC87$21.6K<0.01%new13F-HRTimeline
Leo H. Evart, Inc.84$20.8K0.02%13F-HR/ATimeline
Investment Research & Advisory Group, I…83$20.5K0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.83$20.4K0.01%013F-HRTimeline
GS Investments, Inc.75$18.6K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC73$18.1K0.01%-113F-HRTimeline
SRH ADVISORS, LLC70$17.4K<0.01%013F-HRTimeline
Networth Advisors, LLC68$16.9K0.01%-613F-HRTimeline
Centerpoint Advisors, LLC63$16K0.01%-1113F-HRTimeline
Tidemark, LLC63$15.7K<0.01%new13F-HRTimeline
Key Capital Management, INC62$15.4K0.01%-1613F-HRTimeline
Portus Wealth Advisors, LLC61$15.1K0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…61$15.1K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC60$15K0.01%013F-HRTimeline
Provident Wealth Management, LLC57$14.1K<0.01%013F-HRTimeline
Pioneer Family Office, LLC55$13.6K0.01%-63513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…51$12.6K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC51$12.6K0.01%new13F-HRTimeline
WFA of San Diego, LLC50$12.4K0.01%013F-HRTimeline
Family Manage LLC49$12.2K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC49$12.2K<0.01%+1113F-HRTimeline
Ulland Investment Advisors, LLC50$12K0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC49$11.7K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC46$11.4K<0.01%new13F-HR/ATimeline
Bullock Wealth Management Group45$11.3K0.01%013F-HRTimeline
Decker Retirement Planning Inc.44$11K<0.01%+4013F-HRTimeline
Robinswood Financial LLC42$10.6K<0.01%-49413F-HR/ATimeline
GRANVILLE CAPITAL, INC.42$10.4K0.01%013F-HRTimeline
Strengthening Families & Communities, L…40$9.97K<0.01%new13F-HRTimeline
Cardinal Strategic Wealth Guidance40$9.92K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC40$9.92K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.38$9.42K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC37$9.18K0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC37$9.18K0.01%13F-HRTimeline
KERR FINANCIAL PLANNING Corp33$9.02K0.01%-6913F-HR/ATimeline
Graney & King, LLC34$8.5K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC30$7.52K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.30$7.45K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN30$7.44K<0.01%013F-HRTimeline
Sawyer & Company, Inc30$7.44K<0.01%013F-HRTimeline
Financial Freedom, LLC29$7.2K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO29$7.19K<0.01%013F-HR/ATimeline
Signature Resources Capital Management,…29$7.19K<0.01%-1113F-HRTimeline
West Branch Capital LLC28$6.94K<0.01%013F-HRTimeline
Truvestments Capital LLC28$6.94K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc25$6.2K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC22$5.46K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC22$5.46K<0.01%013F-HRTimeline
New England Capital Financial Advisors …20$4.96K<0.01%013F-HRTimeline
Wiser Advisor Group LLC20$4.96K0.01%013F-HRTimeline
Insight Inv LLC19$4.71K<0.01%-8913F-HRTimeline
Fairscale Capital, LLC19$4.71K<0.01%013F-HRTimeline
Accent Capital Management, LLC18$4.46K<0.01%new13F-HR/ATimeline
Wilkerson Advisory Group LLC16$4.06K<0.01%013F-HRTimeline
Strive Financial Group ,LLC16$4K<0.01%013F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…16$3.97K<0.01%013F-HRTimeline
Kilter Group LLC15$3.72K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC12$2.98K<0.01%new13F-HRTimeline
Solstein Capital, LLC11$2.73K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP10$2.56K<0.01%013F-HRTimeline
LM Advisors LLC623$2.51K0.04%-79013F-HRTimeline
Game Plan Financial Advisors, LLC10$2.48K<0.01%-3913F-HRTimeline
Cornerstone Planning Group LLC8$2.26K<0.01%-813F-HRTimeline
Coston, McIsaac & Partners9$2K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC8$2K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC8$1.98K<0.01%013F-HRTimeline
CrossGen Wealth, LLC8$1.98K<0.01%013F-HRTimeline
Kentucky Trust Co6$1.49K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$1.36K<0.01%013F-HRTimelineGroup
Hillsdale Investment Management Inc.5$1.24K<0.01%013F-HRTimeline
Sellwood Investment Partners LLC5$1.24K<0.01%013F-HRTimeline
Covestor Ltd5$1K<0.01%+313F-HRTimeline
Spurstone Advisory Services, LLC3$7440.01%013F-HRTimeline