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Disclosery

IWM ISHARES TR

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SHS (fund)

2,697 managers (2,730 13F filers) reported a position in IWM shares at 2026-06-30, 279,325,781 shares in all. 252 filers opened a position and 97 filers sold out during the quarter.

Managers
2,697
13F filers
2,730
New
252
Added
820
Reduced
1,071
Sold out
97
Shares held by filers
279,325,781

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
Mesirow Financial Investment Management…95,143$28.6M0.45%-5813F-HRTimeline
Horizon Wealth Management, LLC94,986$28.5M3.64%+2,81213F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP94,900$28.5M2.75%new13F-HRTimeline
AKUNA SECURITIES LLC92,671$27.8M30.38%new13F-HRTimeline
Farther Finance Advisors, LLC92,382$27.8M0.22%-1,47513F-HRTimeline
MANGROVE PARTNERS IM, LLC92,192$27.7M1.82%new13F-HRTimeline
J.W. COLE ADVISORS, INC.91,810$27.6M0.47%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC92,767$27.5M0.51%-29,69413F-HRTimeline
Fluent Financial, LLC91,126$27.4M9.77%+36,98313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding89,903$27M-3,386Timeline
Finley Financial, LLC86,577$26M10.47%-1,68013F-HRTimeline
BRIGHTON JONES LLC86,283$25.9M0.48%+1,68913F-HRTimeline
Tarbox Family Office, Inc.85,850$25.8M3.69%-1,43013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…84,959$25.5M0.12%-54,76213F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC83,009$24.9M8.93%-12313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC82,735$24.9M0.46%-14,20913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC81,697$24.5M1.07%-3,81513F-HRTimeline
Glenview Trust Co81,483$24.5M0.34%+2113F-HR/ATimeline
TRUE Private Wealth Advisors81,229$24.4M2.11%+11,57013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…81,209$24.4M0.13%+1,82113F-HRTimelineGroup
Brewster Financial Planning LLC80,832$24.3M13.33%-79513F-HRTimeline
River Wealth Advisors LLC80,655$24.2M2.54%-2,35813F-HR/ATimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.79,974$24.1M1.46%+2,02913F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV79,800$24M0.6%new13F-HRTimeline
Quantinno Capital Management LP79,062$23.8M0.03%+11,38413F-HRTimeline
EP Wealth Advisors, LLC77,521$23.3M0.09%+2,92013F-HRTimeline
Ausdal Financial Partners, Inc.76,688$23M0.9%+1,11213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC76,126$22.9M0.04%new13F-HRTimelineGroup
WS MANAGEMENT LLLP75,000$22.5M2.65%013F-HRTimeline
Guardian Wealth Advisors, LLC74,847$22.5M11.25%-1,26413F-HRTimeline
AMARILLO NATIONAL BANK74,408$22.4M3.58%-1,45713F-HRTimeline
Volterra Technologies LP73,871$22.2M14.27%+68,88813F-HRTimeline
CONNORS INVESTOR SERVICES INC72,910$21.9M1.9%+11,89813F-HRTimeline
Great Waters Wealth Management72,850$21.9M2.03%-4,89813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC72,734$21.9M2.56%+12113F-HRTimeline
ANB BANK72,632$21.8M8.14%-3,09913F-HRTimeline
Ayalon Insurance Comp Ltd.72,420$21.8M2.67%+59,19013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…72,308$21.7M0.53%+12413F-HRTimelineGroup
Baron Financial Group, LLC71,916$21.6M10.31%-1,27913F-HRTimeline
LCM Capital Management Inc71,109$21.4M9.35%+93513F-HRTimeline
DIVERSIFIED TRUST CO70,791$21.3M0.34%-1,16713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC70,704$21.2M1.38%-85413F-HRTimeline
Salomon & Ludwin, LLC70,681$21.2M1.75%-68513F-HRTimeline
Kaydan Wealth Management, Inc.70,426$21.2M6.45%+53,45313F-HRTimeline
OLD NATIONAL BANCORP /IN/70,355$21.1M0.42%-43,90313F-HRTimeline
PINNACLE ASSOCIATES LTD69,970$21M0.23%-1,07913F-HRTimeline
Modern Wealth Management, LLC69,447$20.9M0.25%-136,17813F-HRTimeline
Crewe Advisors LLC69,179$20.8M1.51%-1,90113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…68,994$20.7M0.14%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC68,910$20.7M0.39%-15,47113F-HRTimeline
Coastline Trust Co68,641$20.6M1.83%-2,30813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Integrated Wealth Concepts LLC68,253$20.5M0.1%-3,05813F-HRTimeline
Verdence Capital Advisors LLC67,964$20.4M1.07%-2,10613F-HRTimeline
Financial Solutions Advisory Group, Inc.66,996$19.9M2.52%-1,44113F-HRTimeline
PATTON FUND MANAGEMENT, INC.65,767$19.8M4.27%-3,49413F-HRTimeline
SMITH, MOORE & CO.64,986$19.5M1.27%-1,58513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC64,688$19.4M1.12%+1,85513F-HRTimeline
New Perspectives, Inc64,653$19.4M5.96%+2,06713F-HRTimeline
Capula Management Ltdin group Capula Management Ltd63,619$19.1M0.08%-27,69613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Graham Capital Management, L.P.62,000$18.6M0.5%-33,30013F-HRTimeline
Aspect Partners, LLC61,812$18.6M6.93%+48,75113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.61,251$18.4M0.01%-1,046,78513F-HRTimelineGroup
Arax Advisory Partners61,143$18.4M0.12%+28,32913F-HRTimeline
Integrated Advisors Network LLC61,120$18.4M0.84%-5,83413F-HRTimeline
EASTERN BANK60,798$18.3M0.28%-28,29613F-HRTimeline
Gainplan LLC60,697$18.2M7.18%new13F-HRTimeline
Kiker Wealth Management, LLC60,644$18.2M7.11%-2,28113F-HRTimeline
Portland Global Advisors LLC60,455$18.2M1.73%+47413F-HRTimeline
Idaho Trust Co60,120$18.1M5.28%+2,53713F-HRTimeline
Enclave Advisors LLC59,700$17.9M2.34%-5,01013F-HRTimeline
WESBANCO BANK INC58,779$17.7M0.44%-4,72113F-HRTimeline
Simmons Bankin group Simmons Bank58,758$17.7M1.01%+92413F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC58,505$17.6M3.35%+56,94613F-HR/ATimeline
ALONGSIDE, LLC58,505$17.6M3.35%13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC58,487$17.6M0.34%+6913F-HRTimelineGroup
Merit Financial Group, LLC58,006$17.4M0.11%-12,65713F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…57,745$17.3M1.03%-1,35613F-HRTimeline
Canada Post Corp Registered Pension Plan57,711$17.3M0.6%013F-HRTimeline
Westshore Wealth, LLC57,571$17.3M5.37%-24413F-HRTimeline
RTD Financial Advisors, Inc.57,392$17.2M1.88%-2,07913F-HRTimeline
Robertson Stephens Wealth Management, L…56,812$17.1M0.42%+13313F-HRTimeline
IEQ CAPITAL, LLC56,534$17M0.08%-1,39013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich56,513$17M0.04%+31,25313F-HRTimeline
Allworth Financial LP55,752$16.8M0.07%-1,51613F-HRTimeline
Jasper Ridge Partners, L.P.55,688$16.7M0.36%-3,40513F-HR/ATimeline
Global Retirement Partners, LLC55,579$16.7M0.26%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC55,551$16.7M0.11%+1,37513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.55,317$16.6M1.35%-3,39013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC55,246$16.6M0.81%-3,79213F-HRTimeline
HB Wealth Management, LLC54,929$16.5M0.09%+6,66413F-HRTimeline
ASPIRIANT, LLC54,901$16.5M0.41%-82913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…54,807$16.5M2.47%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd54,721$16.4M0.21%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC54,474$16.4M0.1%+2,43713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC53,943$16.2M0.08%+4,12913F-HRTimeline
BOKF, NAin group BOKF, NA53,077$15.9M0.22%-1,51213F-HRTimelineGroup
Prospera Financial Services Inc52,817$15.9M0.23%-3,31913F-HRTimeline
Legacy Wealth Management, LLC52,705$15.8M0.83%-67513F-HRTimeline
Atria Investments, Inc52,620$15.8M0.16%+49,07013F-HRTimeline
HANCOCK WHITNEY CORP51,634$15.5M0.26%+4,29213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC51,447$15.5M1.34%-1,30013F-HRTimeline
SilverOak Wealth Management LLC51,307$15.4M1.99%-54413F-HRTimeline
COURIER CAPITAL LLC51,176$15.4M0.77%-17313F-HRTimeline
HighMark Wealth Management LLC51,019$15.3M5.13%-3,59713F-HRTimeline
GW&K Investment Management, LLC50,863$15.3M0.12%-56,96213F-HRTimeline
Humankind Investments LLC50,860$15.3M7.31%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding50,850$15.3M-10,812Timeline
FLOW TRADERS U.S. LLC50,758$15.2M0.63%new13F-HRTimeline
Arkadios Wealth Advisors50,684$15.2M0.23%+23,20113F-HRTimeline
Latigo Investments, LLC50,522$15.2M6.76%013F-HRTimeline
Symphony Financial, Ltd. Co.50,384$15.1M1.65%+4,14413F-HRTimeline
Sageworth Trust Co50,082$15M0.59%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC50,040$15M1.87%+27113F-HRTimeline
University of Illinois Foundation49,970$15M2.68%new13F-HRTimeline
Strategic Wealth Partners, Ltd.49,868$15M0.93%-30713F-HRTimeline
VestGen Advisors, LLC48,975$14.7M0.43%-30313F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC48,738$14.6M1.39%+11613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT48,473$14.6M0.21%+1,18213F-HRTimeline
Argent Trust Co48,381$14.5M0.42%+6,05613F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.47,770$14.4M3.54%+7,24813F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding47,590$14.3M+972Timeline
William Howard & Co Financial Advisors …47,589$14.3M11.12%-48413F-HRTimeline
Sequoia Financial Advisors, LLC47,496$14.3M0.07%+11313F-HRTimeline
DT Investment Partners, LLC47,369$14.2M1.06%+3,27813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO46,775$14M0.17%+4,39213F-HRTimeline
Dynamic Advisor Solutions LLC46,539$14M0.4%-1,55813F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC45,735$13.7M3.67%+45413F-HRTimeline
Strategic Equity Management45,717$13.7M4.61%+2,56513F-HRTimeline
NEPC LLC45,557$13.7M0.26%-5,36713F-HRTimeline
First National Trust Co45,488$13.7M0.46%+26213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…45,115$13.6M0.01%+43,32513F-HRTimelineGroup
Arbor Investment Advisors, LLC44,714$13.4M1.52%-23413F-HRTimeline
Corsicana & Co.44,565$13.4M6.49%-2,91313F-HRTimeline
First Heartland Consultants, Inc.44,558$13.4M0.87%+24,17813F-HRTimeline
Harvest Investment Advisors, LLC44,377$13.3M6.62%+6713F-HRTimeline
Gray Private Wealth, LLC44,256$13.3M5.75%+2,44813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC44,146$13.3M0.29%-5113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …44,068$13.2M0.01%new13F-HRTimelineGroup
McLean Asset Management Corp45,058$13.1M1.73%-1,57513F-HRTimeline
SCS Capital Management LLC43,628$13.1M0.12%+60413F-HRTimeline
Cornerstone Wealth Management, LLC43,060$12.9M0.56%-5,29813F-HRTimeline
XML Financial, LLC43,054$12.9M0.94%-8613F-HRTimeline
Smithfield Trust Co42,819$12.9M0.51%-1,12913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.42,748$12.8M0.18%+39,74713F-HRTimelineGroup
Clear Creek Financial Management, LLC42,739$12.8M0.83%-22,98713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42,603$12.8M1.64%-51813F-HRTimelineGroup
Engine Capital Management, LP42,444$12.8M1.24%013F-HRTimeline
Gotham Asset Management, LLC42,430$12.7M0.03%+53613F-HRTimeline
Compound Planning, Inc.42,212$12.7M0.33%-23813F-HRTimeline
PCM Encore, LLC41,698$12.5M2.2%+6,21813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED41,620$12.5M0.76%+40,82813F-HRTimeline
CONNING INC.in group CONNING INC.41,524$12.5M0.37%013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD41,446$12.5M0.08%new13F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…41,427$12.4M0.18%+1,20813F-HRTimelineGroup
Nilsine Partners, LLC41,274$12.4M0.86%+4,90613F-HRTimeline
Aspen Investment Management Inc41,217$12.4M3.33%+2,61213F-HRTimeline
Foundations Investment Advisors, LLC40,800$12.3M0.13%+1,11613F-HRTimeline
Federation des caisses Desjardins du Qu…40,566$12.2M0.04%+24,64113F-HRTimeline
Perigon Wealth Management, LLC40,338$12.1M0.19%+88113F-HRTimeline
Foster Group, Inc.40,267$12.1M0.32%-83913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC39,926$12M0.71%-34413F-HRTimeline
Diversified Portfolios, Inc.39,890$12M0.87%-22413F-HRTimeline
Ground Swell Capital, LLC39,841$12M12.93%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…39,764$11.9M0.23%-23113F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC39,672$11.9M0.21%+1,26113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.39,500$11.9M1.21%+1,87013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC40,030$11.8M0.22%new13F-HRTimeline
Royal Fund Management, LLC39,133$11.8M0.98%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC39,125$11.8M0.01%+5,22613F-HRTimelineGroup
Citizens Business Bank39,093$11.7M1.77%-1,23513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC38,997$11.7M0.31%-7013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp38,876$11.7M0.28%-51613F-HRTimelineGroup
Evercore Wealth Management, LLC38,790$11.7M0.16%-13913F-HRTimeline
Verition Fund Management LLC38,689$11.6M0.08%+28,68813F-HR/ATimeline
Banco Santander, S.A.in group Banco Santander, S.A.38,686$11.6M0.07%-11,54413F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC38,557$11.6M10.19%+17,78713F-HRTimeline
Niles Investment Management, LLC38,523$11.6M9.37%new13F-HRTimeline
CULBERTSON A N & CO INC38,312$11.5M1.34%+92913F-HRTimeline
Vavra Capital Management, LLC38,294$11.5M10.07%-58713F-HRTimeline
SIMON QUICK ADVISORS, LLC38,258$11.5M0.46%-2,46013F-HRTimeline
Meridian Wealth Partners, LLC38,156$11.5M1.39%+14013F-HRTimeline
Howard Capital Management, LLC38,099$11.4M0.14%-88413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC38,043$11.4M1%+4213F-HRTimeline
PKO Investment Management Joint-Stock Co38,033$11.4M0.83%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC37,547$11.3M0.28%-9113F-HRTimeline
LJI Wealth Management, LLC37,265$11.2M1.57%-84,83413F-HRTimeline
Mandatum Life Insurance Co Ltd37,116$11.2M2.06%+6,20513F-HRTimeline
LPWM LLC36,932$11.1M2.46%-64513F-HRTimeline
Pine Valley Investments Ltd Liability Co36,839$11.1M0.47%+3,64013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC36,455$11M0.33%+3,44113F-HRTimelineGroup
MCF Advisors LLC36,410$10.9M0.39%-75413F-HRTimeline
Asset One Wealth Management LLC36,961$10.9M1.15%+2,99713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…36,231$10.9M1.08%+2,21213F-HRTimelineGroup
Rathbones Group PLC36,058$10.8M0.04%+1,78313F-HRTimeline
BAILARD, INC.35,988$10.8M0.22%-1,41013F-HRTimeline
MACKENZIE FINANCIAL CORP35,985$10.8M0.01%-2,83013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …36,100$10.8M0.01%013F-HRTimelineGroup
MOLLER WEALTH PARTNERS35,903$10.8M1.95%-95813F-HRTimeline
COUNTRY TRUST BANK35,887$10.8M0.19%+45413F-HRTimeline
Gilbert & Cook, Inc.35,808$10.8M1.24%-71513F-HRTimeline