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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
Gladstone Institutional Advisory LLC35,717$10.7M0.34%+1,54413F-HRTimeline
Geneos Wealth Management Inc.35,707$10.7M0.22%+99813F-HRTimeline
CENTRAL BANK & TRUST CO35,612$10.7M1.52%-31,16813F-HRTimeline
Chicago Partners Investment Group LLC36,238$10.6M0.21%+78513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP35,005$10.5M0.74%+5,55513F-HRTimelineGroup
Capstone Financial Advisors, Inc.34,638$10.4M0.51%-43513F-HRTimeline
Private Wealth Asset Management, LLC34,324$10.3M0.99%+1813F-HRTimeline
Sowell Financial Services LLC34,238$10.3M0.34%+1,09013F-HRTimeline
Sollinda Capital Management LLC34,135$10.3M2.19%-94,49313F-HRTimeline
BARINGS LLCin group BARINGS LLC34,127$10.3M0.18%013F-HRTimelineGroup
Rossmore Private Capital34,007$10.2M0.83%+26413F-HRTimeline
Mutual Advisors, LLC33,920$10.2M0.19%+4,15213F-HRTimeline
NWF Advisory Services Inc.33,869$10.2M0.96%+81613F-HRTimeline
Bleakley Financial Group, LLC33,674$10.1M0.13%+3,19913F-HRTimeline
CoreCap Advisors, LLC33,640$10.1M0.3%-44,56713F-HRTimeline
KICKSTAND VENTURES, LLC.33,530$10.1M1.83%-1,23813F-HRTimeline
Newport Capital Group, LLC33,360$10M5.63%-5513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC33,196$9.97M0.12%-1,05913F-HRTimeline
Composition Wealth, LLC33,196$9.97M0.12%+1,53713F-HRTimeline
RAELIPSKIE PARTNERSHIP33,193$9.97M3.77%-3,75013F-HRTimeline
Parisi Gray Wealth Management33,128$9.95M2.04%+2813F-HRTimeline
Arete Wealth Advisors, LLC33,099$9.94M0.66%+3,27313F-HR/ATimeline
Independent Family Office, LLC33,011$9.92M3.98%013F-HRTimeline
Palisade Asset Management, LLC32,954$9.9M0.91%-2013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD32,734$9.83M4.02%+12413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.32,671$9.82M0.65%-1,50213F-HRTimelineGroup
Platt Investment Counsel, LLC32,625$9.8M6.57%+5813F-HRTimeline
CENTAURUS FINANCIAL, INC.32,582$9.79M0.38%-34,02113F-HRTimeline
Sierra Capital LLC32,243$9.69M0.94%-1,26413F-HRTimeline
HARBOUR INVESTMENTS, INC.31,763$9.54M0.13%-2,86313F-HRTimeline
Spahn Wealth & Retirement LLC31,480$9.46M6.09%+8,03513F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.31,340$9.42M1.68%-2,16313F-HRTimeline
Berkshire Money Management, Inc.31,009$9.32M0.85%+3,14813F-HRTimeline
Klingman & Associates, LLC30,863$9.27M0.39%-38613F-HRTimeline
DHJJ Financial Advisors, Ltd.30,830$9.26M2.67%-1713F-HRTimeline
Eagle Strategies LLC30,645$9.21M0.91%-4,87513F-HRTimeline
Iowa State Bank30,636$9.2M1.54%+1,83613F-HRTimeline
UNIQUE WEALTH, LLC30,580$9.19M1.07%-63813F-HRTimeline
SCOTIA CAPITAL INC.30,570$9.18M0.03%-1,93113F-HRTimeline
SimpliFi, Inc.30,492$9.16M3.62%-81613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC30,406$9.14M0.11%+75913F-HRTimeline
Cornerstone Advisory, LLC30,306$9.11M0.76%+4713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.29,923$8.99M0.14%-48513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO29,787$8.95M0.13%+1,64713F-HRTimeline
CALIFORNIA FIRST LEASING CORP29,705$8.92M1.89%013F-HRTimeline
CMG Global Holdings, LLC29,672$8.91M3.78%+5013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…29,608$8.9M4.96%+8,48013F-HRTimeline
Midwest Trust Co29,559$8.88M0.1%-2,30013F-HRTimeline
Single Point Partners, LLC29,413$8.84M1.56%-21513F-HRTimeline
JMG Financial Group, Ltd.29,333$8.81M0.21%-49713F-HRTimeline
Ananym Capital Management, LP29,300$8.8M3.17%+21,57913F-HRTimeline
Abundance Wealth Counselors29,094$8.74M0.57%+11,31013F-HRTimeline
Kingsview Wealth Management, LLC28,997$8.71M0.11%+1,40313F-HRTimeline
BURLING WEALTH PARTNERS, LLC28,855$8.67M1.27%+24313F-HRTimeline
Ashton Thomas Private Wealth, LLC28,821$8.66M0.18%-32813F-HRTimeline
Ballentine Partners, LLC28,750$8.64M0.11%-43213F-HRTimeline
Prime Capital Investment Advisors, LLC28,711$8.63M0.08%+92813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC28,642$8.61M1.93%-37313F-HRTimeline
DRW Securities, LLC28,638$8.6M0.51%-3,48713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28,598$8.59M0.08%-6913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding28,505$8.56M-550Timeline
New England Private Wealth Advisors LLC29,198$8.5M0.82%+113F-HRTimeline
Curi Capital, LLC28,223$8.48M0.13%-74413F-HRTimeline
Evolution Wealth Advisors, LLC28,017$8.42M0.98%+3,97213F-HRTimeline
Avidian Wealth Enterprises, LLC27,959$8.4M0.23%-1,25113F-HRTimeline
Independence Bank of Kentucky27,712$8.33M0.94%+45413F-HRTimeline
BayBridge Capital Group, LLC27,675$8.31M4.33%+3,17913F-HRTimeline
Dorsey & Whitney Trust CO LLC27,539$8.27M0.4%-55013F-HRTimeline
Caerus Investment Advisors, LLC27,493$8.26M2.79%013F-HRTimeline
JFS WEALTH ADVISORS, LLC27,427$8.24M0.41%-14713F-HRTimeline
Financial Engines Advisors L.L.C.27,318$8.21M0.01%-45013F-HRTimeline
Riggs Asset Managment Co. Inc.27,177$8.17M1.46%new13F-HRTimeline
Jacksonville Wealth Management, LLC27,015$8.12M4.59%+1,13013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,827$8.06M0.17%+3,88213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co26,738$8.03M0.09%+34813F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…26,636$8M0.3%-69813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,631$8M0.23%+6213F-HRTimelineGroup
Americana Partners, LLC26,585$7.99M0.18%+12,71213F-HRTimeline
Sharp Wealth Advisory, LLC26,463$7.95M3.68%+23,33513F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…26,411$7.94M0.53%+5,04113F-HRTimelineGroup
Venture Visionary Partners LLC26,388$7.93M0.22%-913F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV26,269$7.89M0.11%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…26,244$7.88M2.74%+48413F-HRTimeline
Man Group plcin group Man Group plc26,174$7.86M0.01%new13F-HRTimelineGroup
World Investment Advisors31,180$7.84M0.13%-1,56413F-HRTimeline
Pine Ridge Advisers LLC26,022$7.82M0.48%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,964$7.8M0.12%new13F-HRTimeline
GreatBanc Trust CO25,961$7.8M4.84%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding26,084$7.8M+3,631Timeline
WCG Wealth Advisors LLC25,869$7.77M0.18%+94813F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…25,846$7.77M0.64%-16213F-HRTimeline
YHB Investment Advisors, Inc.25,841$7.76M0.5%-30213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC25,813$7.76M1.55%-613F-HRTimeline
Meridian Wealth Management, LLC25,657$7.71M0.24%013F-HRTimeline
MONEYWISE, INC.25,502$7.66M2.86%+2,83913F-HRTimeline
Fearless Solutions, LLC dba Best Invest25,486$7.66M4.04%-34113F-HRTimeline
Spruce Point Capital Management, LLC25,400$7.63M14.15%-2,60013F-HRTimeline
UNION SAVINGS BANK25,308$7.6M3.05%+81813F-HRTimeline
Genesis Financial Group, LLC25,171$7.56M4.92%+3,18213F-HRTimeline
IFP Advisors, Inc25,119$7.55M0.14%-60,87413F-HRTimeline
HighPoint Advisor Group LLC25,110$7.54M0.27%-1,00513F-HRTimeline
Three Bridge Wealth Advisors, LLC25,092$7.54M1.89%+1,17513F-HRTimeline
Haverford Trust Co25,034$7.52M0.06%+20013F-HRTimeline
Torrey-Payne Wealth Management, LLC25,001$7.51M6.18%-2413F-HRTimeline
Welch & Forbes LLC24,806$7.45M0.09%-79713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC24,697$7.42M3.4%+1,20513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC24,631$7.4M0.09%-38513F-HRTimeline
PFW Advisors LLC24,589$7.39M2.15%-24613F-HRTimeline
Madrid Financial Services24,438$7.34M3.89%+93413F-HRTimeline
WINCAP FINANCIAL LLC24,414$7.34M3.96%+83913F-HRTimeline
Canton Hathaway, LLC24,411$7.33M1.41%013F-HRTimeline
HORIZON BANCORP INC /IN/24,290$7.3M3.42%-91413F-HRTimeline
AE Wealth Management LLC24,254$7.29M0.03%-4,32613F-HRTimeline
Williams Jones Wealth Management, LLC.24,196$7.27M0.08%+22213F-HRTimeline
Legacy Wealth Partners, LLC24,130$7.25M1.63%+12,56213F-HRTimeline
Aptus Capital Advisors, LLC24,123$7.25M0.05%+1,19313F-HRTimeline
Parallel Advisors, LLC24,103$7.24M0.11%-4,04813F-HRTimeline
NVWM, LLC24,049$7.23M1.46%-57313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,048$7.21M0.01%+6,70513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP23,957$7.2M0.33%+17,72413F-HRTimeline
McKinley Carter Wealth Services, Inc.23,903$7.18M0.37%-31313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …23,826$7.16M3.38%-23413F-HRTimeline
Camarda Financial Advisors, LLC23,748$7.14M2.16%+11,71013F-HRTimeline
CITY HOLDING CO23,666$7.11M0.8%-1,61513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO23,508$7.06M0.01%-17,57613F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…23,381$7.02M1.51%+1,59513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK23,322$7.01M0.57%13F-HRTimeline
Snowden Capital Advisors LLC23,133$6.95M0.16%-2,44213F-HRTimeline
Mount Capital Ltd23,100$6.94M2.62%013F-HRTimeline
Summit Wealth Partners, LLC22,997$6.91M0.98%-2,13013F-HRTimeline
Rockingstone Advisors LLC22,716$6.83M2.74%+30513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding22,654$6.81M-317Timeline
Macco Financial Group, Inc.22,612$6.79M4.41%-10,84313F-HRTimeline
IronBridge Private Wealth, LLC22,493$6.76M2.22%-36613F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…22,489$6.76M1.43%-44813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/22,434$6.74M0.56%-24913F-HRTimeline
Pinnacle Wealth Management Group, Inc.22,424$6.74M3.14%-4713F-HRTimeline
NOVEM GROUP22,418$6.74M0.68%+32513F-HRTimeline
CWA Asset Management Group, LLC22,412$6.73M0.21%-29713F-HRTimeline
Ryan Investment Management, Inc.22,356$6.72M3.04%+10,25013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.22,352$6.72M1.44%-7513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp22,352$6.72M0.05%-37,93613F-HRTimelineGroup
E&G Advisors, LLC22,319$6.71M1.3%+2313F-HRTimeline
Prosperity Consulting Group, LLC22,316$6.7M0.25%+54313F-HRTimeline
Crescent Grove Advisors, LLC22,227$6.68M0.57%-12613F-HRTimeline
Amtrust Financial Services, Inc.22,200$6.67M1.98%013F-HRTimeline
Cordgrass Capital Advisors, LLC22,192$6.67M2.48%-6513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…22,159$6.66M0.03%-22613F-HRTimeline
St. Louis Trust Co31,427$6.64M0.81%-3813F-HRTimeline
HELIOS CAPITAL MANAGEMENT PTE. LTD22,000$6.61M6.46%013F-HRTimeline
DUNCKER STREETT & CO INC21,986$6.61M1.12%+1,06513F-HRTimeline
NewEdge Wealth, LLC21,957$6.6M0.07%-14913F-HRTimeline
St. Johns Investment Management Company…21,877$6.57M2.49%-47913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC21,596$6.49M2.74%-1013F-HRTimeline
Stordahl Capital Management, Inc.21,530$6.47M1.18%-40913F-HRTimeline
Capitol Family Office, Inc.21,447$6.44M6.81%+7,20313F-HRTimeline
Ackerman Asset Management, LLC21,446$6.44M3.87%+73013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding21,413$6.43M+482Timeline
JCIC Asset Management Inc.25,890$6.42M1.97%013F-HRTimeline
Lifestyle Asset Management, Inc.21,366$6.42M1.73%+5,14913F-HRTimeline
Belpointe Asset Management LLC21,364$6.42M0.21%-6,81913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.21,319$6.41M0.61%+4,67313F-HRTimeline
Rehmann Capital Advisory Group21,314$6.4M0.29%+1,06213F-HRTimeline
Aureus Asset Management, LLC21,304$6.4M0.39%-59713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding21,252$6.39M-1,456Timeline
Cannon Advisors, Inc.21,640$6.37M3.88%+9,24613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC21,209$6.37M0.65%+19213F-HRTimeline
SEGALL BRYANT & HAMILL, LLC21,186$6.37M0.08%-17,39213F-HRTimeline
Laurel Wealth Advisors LLC21,013$6.31M0.61%+48713F-HRTimeline
Perissos Private Wealth Management, LLC20,876$6.27M4.23%+4,62313F-HRTimeline
Private Advisory Group LLC20,841$6.26M0.35%+90713F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC20,794$6.25M2.9%-13513F-HRTimeline
Ironsides Asset Advisors, LLC20,793$6.25M1.46%-913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise20,699$6.22M0.33%-9,54413F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC20,562$6.18M2.18%+1,48913F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV20,510$6.16M5.32%-58513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,445$6.14M0.19%-36813F-HRTimelineGroup
Sigma Planning Corp20,404$6.13M0.15%+25613F-HRTimeline
Carnegie Investment Counsel20,382$6.12M0.12%-8913F-HRTimeline
Constant Guidance Financial LLC20,362$6.12M3.84%new13F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC20,290$6.1M0.35%-11613F-HRTimeline
VISTA FINANCE, LLC20,244$6.08M3.4%+12,81513F-HRTimeline
TFO Wealth Partners, LLC20,211$6.07M0.66%+1,39313F-HRTimeline
Smith & Howard Wealth Management, LLC20,209$6.07M1.25%-55813F-HRTimeline
COREPATH WEALTH PARTNERS LLC20,583$6.04M3.77%+1313F-HRTimeline
KCM Capital Inc20,100$6.04M0.99%013F-HRTimeline
OneDigital Investment Advisors LLC20,075$6.03M0.05%+31513F-HRTimeline
VVR Holdings LLC20,057$6.03M2.61%+10,53013F-HRTimeline
Systematic Alpha Investments, LLC20,006$6.01M0.16%-20,00013F-HRTimeline
LuminArx Capital Management LP20,000$6.01M2.78%-65,00013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,947$5.99M0.16%+3,38813F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.19,934$5.99M0.45%-21213F-HRTimeline
Vise Technologies, Inc.19,830$5.96M0.07%+9,94513F-HRTimeline
Legacy Trust19,765$5.94M1.05%+73013F-HRTimeline
Lansing Street Advisors19,713$5.92M1.26%+72013F-HRTimeline
Apella Capital, LLC19,923$5.9M0.08%-6513F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.19,474$5.85M0.22%-22613F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding19,368$5.82M-7,951Timeline
STEPH & CO19,262$5.79M1.47%+75613F-HRTimeline
SVB WEALTH LLC19,252$5.78M0.36%-6,30513F-HRTimeline