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Disclosery

IWM ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Tower View Wealth Management LLC128$38.5K0.02%013F-HRTimeline
Clearstead Trust, LLC128$38.5K0.01%013F-HRTimeline
Osbon Capital Management LLC127$38.2K0.03%013F-HRTimeline
Providence Capital Advisors, LLC126$38K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC124$37.3K0.02%013F-HRTimeline
BankChampaign, National Association119$35.8K0.03%+2813F-HRTimeline
Templeton & Phillips Capital Management…118$35.5K0.03%013F-HRTimeline
REAP Financial Group, LLC116$34.8K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…114$34.3K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA108$32.4K0.06%013F-HRTimeline
Quaker Wealth Management, LLC105$31.5K0.01%-2313F-HRTimeline
Acumen Wealth Advisors, LLC105$31.5K0.01%-1013F-HRTimeline
IFS Advisors, LLC105$31.5K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$30K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…100$30K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$30K<0.01%013F-HRTimeline
Kennebec Savings Bank100$30K0.02%013F-HRTimeline
Montgomery Financial Services LLC100$30K0.03%13F-HRTimeline
Beaird Harris Wealth Management, LLC97$29.1K<0.01%013F-HRTimeline
Burk Holdings LLC96$28.8K0.01%013F-HRTimeline
Community Financial Services Group, LLC96$28.7K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC95$28.5K<0.01%-5113F-HRTimeline
CGC Financial Services, LLC92$27.6K0.01%-15213F-HRTimeline
Quest 10 Wealth Builders, Inc.91$27.3K0.02%-3713F-HRTimeline
Sankala Group LLC90$27.1K0.02%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.85$25.5K0.01%-25913F-HRTimelineGroup
Leo H. Evart, Inc.84$25.2K0.02%013F-HRTimeline
ROGCO, LP83$24.9K0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…83$24.9K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.83$24.8K<0.01%new13F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC79$23.7K0.01%new13F-HRTimeline
GS Investments, Inc.75$22.5K0.02%013F-HRTimeline
SIMA Wealth Partners, LLC73$21.9K0.02%013F-HRTimeline
SRH ADVISORS, LLC70$21K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.83$20.4K0.01%013F-HRTimeline
Ares Financial Consulting, LLC64$19.3K0.01%new13F-HRTimeline
Tidemark, LLC63$19.1K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC65$19K0.01%+213F-HRTimeline
Barnes Dennig Private Wealth Management…61$18.3K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC60$18.1K0.01%013F-HRTimeline
Key Capital Management, INC57$17.1K0.01%-513F-HRTimeline
Provident Wealth Management, LLC56$16.8K<0.01%-113F-HRTimeline
Pioneer Family Office, LLC55$16.5K0.01%013F-HRTimeline
Kingdom Financial Group LLC.53$16.1K<0.01%-8813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC54$16K0.01%new13F-HR/ATimeline
Lloyd Advisory Services, LLC.52$15.6K0.01%-8913F-HRTimeline
Bruce G. Allen Investments, LLC51$15.3K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC50$15K0.01%013F-HRTimeline
Family Manage LLC49$14.7K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC49$14.7K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC49$14.7K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC48$14.4K<0.01%new13F-HRTimeline
NBZ Investment Advisors LLC46$13.8K0.01%new13F-HRTimeline
JPL Wealth Management, LLC46$13.8K<0.01%013F-HRTimeline
Bullock Wealth Management Group45$13.6K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC44$13.3K<0.01%+2813F-HRTimeline
Decker Retirement Planning Inc.44$13.3K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC43$12.9K<0.01%new13F-HRTimeline
GRANVILLE CAPITAL, INC.42$12.7K0.01%013F-HRTimeline
Strengthening Families & Communities, L…40$12.1K<0.01%013F-HRTimeline
Persistent Asset Partners Ltd462$12K<0.01%new13F-HRTimeline
Cardinal Strategic Wealth Guidance40$12K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.38$11.4K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC37$11.1K0.01%013F-HRTimeline
Networth Advisors, LLC36$10.8K0.01%-3213F-HRTimeline
Quantum Portfolio Management LLC35$10.5K<0.01%new13F-HRTimeline
Index Technologies Group LLC35$10.5K0.01%new13F-HRTimeline
Graney & King, LLC34$10.3K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp32$9.62K0.01%-113F-HRTimeline
Robinswood Financial LLC31$9.53K<0.01%-1113F-HRTimeline
TFC Financial Management, Inc.30$9.05K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN30$9.01K<0.01%013F-HRTimeline
Sawyer & Company, Inc30$9.01K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO29$8.71K<0.01%013F-HRTimeline
Signature Resources Capital Management,…29$8.71K<0.01%013F-HRTimeline
West Branch Capital LLC28$8.41K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC25$7.51K<0.01%+1713F-HRTimeline
Cheviot Value Management, LLC22$6.61K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC22$6.61K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…22$6.61K<0.01%-7613F-HRTimeline
New England Capital Financial Advisors …20$6.01K<0.01%013F-HRTimeline
Wiser Advisor Group LLC20$6.01K0.01%013F-HRTimeline
Insight Inv LLC19$5.71K<0.01%013F-HRTimeline
Fairscale Capital, LLC19$5.71K<0.01%013F-HRTimeline
Accent Capital Management, LLC18$5.41K<0.01%013F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…16$4.81K<0.01%013F-HRTimeline
Strive Financial Group ,LLC16$4.81K<0.01%013F-HR/ATimeline
Solstein Capital, LLC11$3.31K<0.01%013F-HRTimeline
Markowski Investments11$3.31K<0.01%13F-HRTimeline
Western Pacific Wealth Management, LP10$3.11K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC10$2.91K<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC8$2.43K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.8$2.4K<0.01%-39213F-HRTimeline
CrossGen Wealth, LLC8$2.4K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding8$2.4K-5,398Timeline
Coston, McIsaac & Partners9$2K<0.01%013F-HRTimeline
Covestor Ltd5$2K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC6$1.8K<0.01%new13F-HRTimeline
Kentucky Trust Co6$1.8K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$1.65K<0.01%013F-HRTimelineGroup
Hillsdale Investment Management Inc.5$1.5K<0.01%013F-HRTimeline
Sellwood Investment Partners LLC5$1.5K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC3$8980.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC2$601<0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…2$601<0.01%-1,00013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$533<0.01%new13F-HRTimelineGroup
Prosperity Bancshares Inc1$300<0.01%new13F-HRTimeline
Brooklands Fund Management Ltd1$296<0.01%new13F-HRTimeline