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Disclosery

IWM ISHARES TR

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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
EASTERN BANK89,094$22.1M0.38%+67,96313F-HRTimeline
Finley Financial, LLC88,257$21.9M10.25%-9013F-HRTimeline
Jacobi Capital Management LLC87,705$21.8M1.22%+6,18613F-HRTimeline
Tarbox Family Office, Inc.87,280$21.6M3.52%-2,91613F-HRTimeline
DV Trading LLC86,010$21.3M1.94%+62,21013F-HRTimeline
IFP Advisors, Inc85,993$21.3M0.44%+61,58413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC85,512$21.2M1.03%-283,14513F-HRTimeline
BIP Wealth, LLC85,336$21.2M0.86%-7,90013F-HRTimeline
LuminArx Capital Management LP85,000$21.1M15.84%+22,50013F-HRTimeline
BRIGHTON JONES LLC84,594$21M0.46%new13F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC84,381$20.9M0.47%+43,72013F-HR/ATimeline
CWM, LLCin group CWM, LLC83,836$20.8M0.05%-1,19413F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.85,088$20.7M0.15%-428,66713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC83,132$20.6M8.35%+2,14513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/83,126$20.6M0.02%+17,56913F-HRTimelineGroup
River Wealth Advisors LLC83,013$20.6M2.36%-3,25713F-HRTimeline
Brewster Financial Planning LLC81,627$20.2M12.24%+2,42913F-HRTimeline
Glenview Trust Co81,462$20.2M0.32%+4913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…79,388$19.7M0.12%+58613F-HRTimelineGroup
Steward Partners Investment Advisory, L…78,262$19.4M0.1%+15,98313F-HRTimeline
CoreCap Advisors, LLC78,207$19.4M0.66%+60,93413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.78,053$19.4M0.07%+73,32113F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.77,945$19.4M1.31%+1,13213F-HRTimelineGroup
Great Waters Wealth Management77,748$19.3M2.04%-5,22913F-HRTimeline
Guardian Wealth Advisors, LLC76,111$18.9M10.85%-2,24813F-HRTimeline
AMARILLO NATIONAL BANK75,865$18.8M3.32%-2,42013F-HRTimeline
ANB BANK75,731$18.8M7.6%-7,34613F-HRTimeline
Ausdal Financial Partners, Inc.75,576$18.7M0.84%+2,79713F-HRTimeline
WS MANAGEMENT LLLP75,000$18.6M2.43%new13F-HRTimeline
EP Wealth Advisors, LLC74,601$18.5M0.09%+4,14913F-HRTimeline
Baron Financial Group, LLC73,195$18.2M9.79%-54813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC72,613$18M2.53%+9,63913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…72,184$17.9M0.49%-23213F-HRTimelineGroup
Salomon & Ludwin, LLC71,366$17.9M1.6%-62413F-HRTimeline
DIVERSIFIED TRUST CO71,958$17.8M0.33%+1,52413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC71,558$17.7M1.25%-67813F-HRTimeline
Integrated Wealth Concepts LLC71,311$17.7M0.14%+19,28713F-HRTimeline
Crewe Advisors LLC71,080$17.6M1.5%-38413F-HRTimeline
PINNACLE ASSOCIATES LTD71,049$17.6M0.23%-2,78013F-HRTimeline
Coastline Trust Co70,949$17.6M1.75%-7,51313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merit Financial Group, LLC70,663$17.5M0.13%+47,50613F-HRTimeline
LCM Capital Management Inc70,174$17.4M8.73%+58913F-HRTimeline
Verdence Capital Advisors LLC70,070$17.4M1.01%-60613F-HRTimeline
TRUE Private Wealth Advisors69,659$17.3M1.65%+5,46213F-HRTimeline
Azora Capital LP69,401$17.2M1.13%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.69,261$17.2M2.92%-1,81113F-HRTimeline
Financial Solutions Advisory Group, Inc.68,437$17M2.35%13F-HRTimeline
Quantinno Capital Management LP67,678$16.8M0.03%+15,00013F-HRTimeline
Integrated Advisors Network LLC66,954$16.6M0.87%+22,06313F-HRTimeline
CENTRAL BANK & TRUST CO66,780$16.6M2.6%+6,93013F-HRTimeline
CENTAURUS FINANCIAL, INC.66,603$16.5M0.78%+43,50213F-HRTimeline
SMITH, MOORE & CO.66,571$16.5M1.2%+3,65013F-HRTimeline
Clear Creek Financial Management, LLC65,726$16.3M1.25%+29,05113F-HRTimeline
Enclave Advisors LLC64,710$16M2.29%+14,74913F-HRTimeline
WESBANCO BANK INC63,500$15.7M0.44%+1,45113F-HRTimeline
Kiker Wealth Management, LLC62,925$15.6M7.45%+61,60313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC62,833$15.6M1.11%+51413F-HRTimeline
New Perspectives, Inc62,586$15.5M5.38%+2,23213F-HRTimeline
Advisory Services Network, LLC62,182$15.4M0.21%+7,86213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding61,662$15.3M-11,616Timeline
CONNORS INVESTOR SERVICES INC61,012$15.1M1.4%-2,18813F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp60,288$15M0.12%-62,51713F-HRTimelineGroup
GTS SECURITIES LLC60,232$14.9M0.53%-124,29113F-HRTimeline
Portland Global Advisors LLC59,981$14.9M1.59%-16313F-HRTimeline
RTD Financial Advisors, Inc.59,471$14.7M1.81%-2,84813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…59,101$14.7M1%-2,25413F-HRTimeline
Jasper Ridge Partners, L.P.59,093$14.7M0.33%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC59,038$14.6M0.77%-1,24713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.58,707$14.6M1.32%+13,19213F-HRTimelineGroup
Callan Family Office, LLC58,418$14.5M0.33%-41,11213F-HRTimeline
IEQ CAPITAL, LLC57,924$14.4M0.07%+3,63013F-HRTimeline
Fluent Financial, LLC54,143$14.4M5.25%+5,98813F-HRTimeline
Simmons Bankin group Simmons Bank57,834$14.3M0.96%-10113F-HRTimelineGroup
Westshore Wealth, LLC57,815$14.3M5.03%-72513F-HRTimeline
Canada Post Corp Registered Pension Plan57,711$14.3M0.57%013F-HRTimeline
Idaho Trust Co57,583$14.3M4.64%+3,38513F-HRTimeline
Allworth Financial LP57,268$14.2M0.06%+75913F-HRTimeline
Robertson Stephens Wealth Management, L…56,679$14.1M0.39%+10,38013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding56,304$14M-198,839Timeline
Prospera Financial Services Inc56,136$13.9M0.22%-1,56013F-HRTimeline
VestGen Advisors, LLC49,278$13.9M0.39%+1,76013F-HRTimeline
ASPIRIANT, LLC55,730$13.8M0.39%+1,30213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…54,807$13.6M2.18%013F-HRTimeline
BOKF, NAin group BOKF, NA54,589$13.5M0.21%-1,74713F-HRTimelineGroup
HighMark Wealth Management LLC54,616$13.5M5.51%+1,03313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC54,176$13.4M0.1%-1,86013F-HRTimeline
Legacy Wealth Management, LLC53,380$13.2M0.77%-30913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC52,747$13.1M1.29%-24713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC52,037$12.9M0.1%-32,58813F-HRTimelineGroup
SilverOak Wealth Management LLC51,851$12.9M2.03%+59713F-HRTimeline
HANCOCK WHITNEY CORP47,342$12.8M0.22%-3,86313F-HRTimeline
COURIER CAPITAL LLC51,349$12.7M0.71%+47513F-HR/ATimeline
NEPC LLC50,924$12.6M0.25%+7813F-HRTimeline
Humankind Investments LLC50,860$12.6M7.2%-4,80013F-HRTimeline
Latigo Investments, LLC50,522$12.5M6.24%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.50,230$12.5M0.1%+34,27513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.50,175$12.4M0.86%+1,86213F-HRTimeline
Sageworth Trust Co50,082$12.4M0.53%-1,69513F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …50,000$12.4M0.07%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC49,814$12.4M0.06%+4,96913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC49,769$12.3M1.77%+3,17013F-HRTimeline
Aster Capital Management (DIFC) Ltd61,238$12.2M3.99%+54,30713F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC48,622$12.1M1.25%-1,05013F-HRTimeline
Cornerstone Wealth Management, LLC48,358$12M0.6%+2,38013F-HRTimeline
HB Wealth Management, LLC48,265$12M0.08%+4,73513F-HRTimeline
Dynamic Advisor Solutions LLC48,097$11.9M0.38%+1,81613F-HRTimeline
William Howard & Co Financial Advisors …48,073$11.9M10.3%+48713F-HRTimeline
Sequoia Financial Advisors, LLC47,383$11.8M0.07%+3,25513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT47,291$11.7M0.18%+8,23013F-HR/ATimeline
McLean Asset Management Corp46,633$11.6M2.02%-26513F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding46,618$11.6M+45,628Timeline
Symphony Financial, Ltd. Co.46,240$11.3M1.5%-11,66513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC45,281$11.2M3.63%+18,65913F-HRTimeline
First National Trust Co45,226$11.2M0.38%+1,69013F-HRTimeline
Arbor Investment Advisors, LLC44,948$11.1M1.45%-22113F-HRTimeline
Harvest Investment Advisors, LLC44,310$11M6.11%+79313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC44,197$11M0.3%-10013F-HRTimeline
DT Investment Partners, LLC44,091$10.9M0.91%-2,35113F-HRTimeline
Smithfield Trust Co43,948$10.9M0.47%-1,20313F-HRTimeline
Strategic Equity Management43,152$10.7M4.02%+41,68413F-HRTimeline
XML Financial, LLC43,140$10.7M0.86%+1,17013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management43,121$10.7M1.55%-4,74013F-HRTimelineGroup
SCS Capital Management LLC43,024$10.7M0.11%-1,70813F-HRTimeline
Compound Planning, Inc.42,450$10.5M0.32%-80613F-HRTimeline
Engine Capital Management, LPin group Engine Capital Management, LP42,444$10.5M1.27%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO42,383$10.5M0.16%+68813F-HRTimeline
Argent Trust Co42,325$10.5M0.36%+4,99113F-HRTimeline
Gotham Asset Management, LLC41,894$10.4M0.03%+7,02713F-HRTimeline
Gray Private Wealth, LLC41,808$10.4M5.21%+1,02813F-HRTimeline
EVOKE WEALTH, LLC41,603$10.3M0.19%+6,95813F-HRTimeline
CONNING INC.in group CONNING INC.41,524$10.3M0.34%013F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL41,342$10.3M1.63%+32,28213F-HRTimeline
Foster Group, Inc.41,106$10.2M0.3%-1,73213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO41,084$10.2M0.01%+24,71013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC40,718$10.1M0.46%+1,88713F-HRTimeline
Nilsine Partners, LLC36,368$10.1M0.79%+3,21913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.40,522$10M6.15%+3,07513F-HRTimeline
Citizens Business Bank40,328$10M1.64%-11313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC40,270$9.99M0.65%-60113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…40,219$9.97M0.17%+1,29113F-HRTimelineGroup
Diversified Portfolios, Inc.40,114$9.95M0.82%-43713F-HRTimeline
Systematic Alpha Investments, LLC40,006$9.92M0.35%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…39,995$9.92M0.22%+5,21913F-HRTimelineGroup
Foundations Investment Advisors, LLC39,684$9.84M0.12%+12,52513F-HRTimeline
Chicago Partners Investment Group LLC35,453$9.8M0.22%-2813F-HRTimeline
Perigon Wealth Management, LLC39,457$9.79M0.18%-17,11413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp39,392$9.77M0.26%+2,42113F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC39,067$9.69M0.28%+23813F-HRTimeline
Howard Capital Management, LLC38,983$9.67M0.16%-2,45013F-HRTimeline
Evercore Wealth Management, LLC38,929$9.65M0.15%-15013F-HRTimeline
Vavra Capital Management, LLC38,881$9.64M9.37%-44313F-HRTimeline
TSG Advice Partners, LLC38,816$9.63M1.44%-114,86613F-HRTimeline
MACKENZIE FINANCIAL CORP38,815$9.63M0.01%-14,51213F-HRTimeline
Aspen Investment Management Inc38,605$9.57M2.93%+27613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC38,578$9.57M0.14%-16,44813F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC38,411$9.53M0.21%+1,67713F-HRTimeline
Corsicana & Co.47,478$9.47M6%+1,37213F-HRTimeline
PKO Investment Management Joint-Stock Co38,033$9.43M0.79%013F-HRTimeline
Meridian Wealth Partners, LLC38,016$9.43M1.29%-513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC38,001$9.42M0.92%-42913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC37,638$9.33M0.29%-3,93613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.37,630$9.33M1.05%+3,01613F-HRTimeline
Asset One Wealth Management LLC33,964$9.32M1.03%+32,56013F-HRTimeline
LPWM LLC37,577$9.32M2.35%-2,34613F-HRTimeline
BAILARD, INC.37,398$9.27M0.21%013F-HRTimeline
CULBERTSON A N & CO INC37,383$9.27M1.2%-80313F-HRTimeline
Parkside Financial Bank & Trust37,312$9.25M0.71%-40913F-HRTimeline
Ridgepath Capital Management LLC37,239$9.24M4.59%+26,48213F-HRTimeline
MCF Advisors LLC37,164$9.22M0.4%-8,89513F-HRTimeline
RAELIPSKIE PARTNERSHIP36,943$9.16M3.88%-1,16313F-HRTimeline
MOLLER WEALTH PARTNERS36,861$9.14M1.8%+3,40313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC36,656$9.09M3.26%+1,39213F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …36,630$9.08M<0.01%+4,53513F-HRTimelineGroup
Gilbert & Cook, Inc.36,523$9.06M1.17%-75613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP36,279$9M0.34%-92013F-HRTimeline
Capital Investment Advisory Services, L…35,917$8.91M0.65%-1,23413F-HRTimeline
Eagle Strategies LLC35,520$8.81M1.05%new13F-HRTimeline
PCM Encore, LLC35,480$8.8M1.81%+4,00313F-HRTimeline
COUNTRY TRUST BANK35,433$8.79M0.17%+39113F-HRTimeline
Capstone Financial Advisors, Inc.35,073$8.7M0.47%-52713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …36,100$8.65M0.01%+2,87813F-HRTimelineGroup
KICKSTAND VENTURES, LLC.34,768$8.62M1.82%+1,26213F-HRTimeline
Geneos Wealth Management Inc.34,709$8.61M0.2%-6,54513F-HRTimeline
HARBOUR INVESTMENTS, INC.34,626$8.59M0.13%+9,66613F-HRTimeline
Private Wealth Asset Management, LLC34,306$8.51M0.91%-42513F-HRTimeline
Rathbones Group PLC34,275$8.5M0.03%+2,54513F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC34,255$8.5M0.1%-96413F-HRTimeline
Gladstone Institutional Advisory LLC34,173$8.48M0.31%+6,03013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.34,173$8.47M0.56%+5113F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC34,127$8.46M0.14%new13F-HRTimelineGroup
Palisades Investment Partners, LLC34,065$8.45M3.31%+2,41513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…34,019$8.44M1.05%+3,80713F-HR/ATimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC33,899$8.41M0.01%-13,86113F-HRTimelineGroup
Rossmore Private Capital33,743$8.37M0.74%+43613F-HRTimeline
Sierra Capital LLC33,507$8.31M0.91%-1,48913F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.33,503$8.31M1.64%-53113F-HRTimeline
Macco Financial Group, Inc.33,455$8.3M6.28%+22,60513F-HRTimeline
Newport Capital Group, LLC33,415$8.29M5.05%+7813F-HRTimeline
RHUMBLINE ADVISERS33,284$8.25M0.01%+25,81913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC29,647$8.24M0.11%-73813F-HRTimeline