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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
Pine Valley Investments Ltd Liability Co33,199$8.23M0.4%-31413F-HRTimeline
Sowell Financial Services LLC33,148$8.22M0.3%-1,16813F-HRTimeline
Parisi Gray Wealth Management33,100$8.21M1.96%+5,68613F-HRTimeline
NWF Advisory Services Inc.33,053$8.2M0.93%+1,21013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC33,014$8.19M0.28%+83413F-HRTimelineGroup
Independent Family Office, LLC33,011$8.19M3.37%013F-HRTimeline
Palisade Asset Management, LLC32,974$8.18M0.82%-4113F-HRTimeline
Arax Advisory Partners32,814$8.14M0.23%+24,80313F-HRTimeline
World Investment Advisors32,744$8.12M0.13%-18913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD32,610$8.09M3.78%013F-HRTimeline
Platt Investment Counsel, LLC32,567$8.08M6.22%+9,09813F-HRTimeline
SCOTIA CAPITAL INC.32,501$8.06M0.03%+1,73013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.159,768$8.02M0.05%+5,27913F-HRTimelineGroup
DRW Securities, LLC32,125$7.97M0.43%-5,03513F-HRTimeline
Midwest Trust Co31,859$7.9M0.1%-63213F-HRTimeline
Composition Wealth, LLC31,659$7.85M0.11%+2,57013F-HRTimeline
St. Louis Trust Co31,465$7.8M0.91%+2,70613F-HRTimeline
SimpliFi, Inc.31,308$7.76M3.26%-16813F-HRTimeline
Klingman & Associates, LLC31,249$7.75M0.37%-35913F-HRTimeline
UNIQUE WEALTH, LLC31,218$7.74M1.07%+59213F-HRTimeline
Mandatum Life Insurance Co Ltd30,911$7.67M1.72%+5,23213F-HRTimeline
DHJJ Financial Advisors, Ltd.30,847$7.65M2.54%-52913F-HRTimeline
RK Capital Management, LLC/FL30,645$7.6M17.47%new13F-HRTimeline
Bleakley Financial Group, LLC30,475$7.56M0.12%+35813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,408$7.54M0.14%+18,08313F-HRTimelineGroup
Cornerstone Advisory, LLC30,259$7.5M0.71%+3813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise30,243$7.5M0.28%+98613F-HRTimelineGroup
JMG Financial Group, Ltd.29,830$7.4M0.2%-1,38913F-HRTimeline
Arete Wealth Advisors, LLC29,826$7.39M0.55%-1,50013F-HR/ATimeline
Mutual Advisors, LLC29,768$7.38M0.16%+2,41513F-HRTimeline
CALIFORNIA FIRST LEASING CORP29,705$7.37M2.36%013F-HRTimeline
Single Point Partners, LLC29,628$7.35M1.46%+8913F-HRTimeline
CMG Global Holdings, LLC29,622$7.35M3.5%-15613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP29,450$7.3M0.58%+7,00313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC29,210$7.24M0.23%-61613F-HRTimeline
New England Private Wealth Advisors LLC29,197$7.24M0.84%+4113F-HRTimeline
Ballentine Partners, LLC29,182$7.24M0.1%+10713F-HRTimeline
Ashton Thomas Private Wealth, LLC29,149$7.23M0.17%+513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding29,055$7.21M-545Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC29,015$7.2M1.8%-1,74613F-HRTimeline
Curi Capital, LLC28,967$7.18M0.13%-2,70913F-HRTimeline
Iowa State Bank28,800$7.14M1.31%+25,71013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.28,667$7.11M0.08%+37513F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC28,612$7.1M1.15%-3,20213F-HRTimeline
AE Wealth Management LLC28,580$7.09M0.04%+4,43013F-HRTimeline
Belpointe Asset Management LLC28,183$6.99M0.26%+11,78513F-HRTimeline
Parallel Advisors, LLC28,151$6.98M0.13%+3,85813F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO28,140$6.98M0.15%-1,55113F-HRTimeline
Dorsey & Whitney Trust CO LLC28,089$6.97M0.38%-19713F-HRTimeline
Spruce Point Capital Management, LLC28,000$6.94M9.28%+16,00013F-HRTimeline
Berkshire Money Management, Inc.27,861$6.91M0.71%+20,79313F-HRTimeline
Prime Capital Investment Advisors, LLC27,783$6.89M0.08%-18413F-HRTimeline
Financial Engines Advisors L.L.C.27,768$6.89M0.01%-1,29213F-HRTimeline
Kingsview Wealth Management, LLC27,594$6.84M0.09%+8,62413F-HRTimeline
JFS WEALTH ADVISORS, LLC27,574$6.84M0.38%+1413F-HRTimeline
Maven Securities LTDin group Maven Securities LTD27,557$6.83M0.4%new13F-HRTimelineGroup
Caerus Investment Advisors, LLC27,493$6.82M2.88%-44713F-HRTimeline
Arkadios Wealth Advisors27,483$6.82M0.11%-19,85513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…27,334$6.78M0.28%-26113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding27,319$6.78M+7,203Timeline
Independence Bank of Kentucky27,258$6.76M0.86%-42213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,569$6.59M0.22%-16,24913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC26,400$6.55M<0.01%-4,89113F-HRTimelineGroup
Venture Visionary Partners LLC26,397$6.55M0.22%-7913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co26,390$6.54M0.08%-16013F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV26,269$6.51M0.1%-3,38613F-HR/ATimeline
YHB Investment Advisors, Inc.26,143$6.48M0.46%-58313F-HRTimeline
HighPoint Advisor Group LLC26,115$6.48M0.27%-1,06013F-HRTimeline
Pine Ridge Advisers LLC26,022$6.45M0.46%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…26,008$6.45M0.58%-32813F-HRTimeline
GreatBanc Trust CO25,961$6.44M4.51%-3013F-HRTimeline
JCIC Asset Management Inc.25,890$6.42M1.97%new13F-HRTimeline
Jacksonville Wealth Management, LLC25,885$6.42M4.34%+4,00413F-HRTimeline
Fearless Solutions, LLC dba Best Invest25,827$6.41M3.87%-56213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC25,819$6.4M1.41%+17813F-HRTimeline
Meridian Wealth Management, LLC25,657$6.36M0.23%+8,58313F-HRTimeline
Welch & Forbes LLC25,603$6.35M0.08%-2,26913F-HRTimeline
Snowden Capital Advisors LLC25,575$6.34M0.17%-37313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…25,760$6.34M2.6%-8,77313F-HRTimeline
SVB WEALTH LLC25,557$6.34M0.42%-2,35713F-HRTimeline
CITY HOLDING CO25,281$6.27M0.78%-42213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich25,260$6.26M0.02%+15,27413F-HRTimeline
Northwest Bancshares, Inc.25,233$6.26M1.25%+10,40413F-HRTimeline
HORIZON BANCORP INC /IN/25,204$6.25M3.01%-2,47613F-HRTimeline
Summit Wealth Partners, LLC25,127$6.23M0.99%+26313F-HRTimeline
Torrey-Payne Wealth Management, LLC25,025$6.21M5.69%-2113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC25,016$6.2M0.08%013F-HRTimeline
WCG Wealth Advisors LLC24,921$6.18M0.17%+2,62413F-HRTimeline
Guided Capital Wealth Management, LLC24,888$6.17M4.07%-7,86113F-HRTimeline
PFW Advisors LLC24,835$6.16M1.94%-2,02113F-HRTimeline
Haverford Trust Co24,834$6.16M0.06%+1,31813F-HRTimeline
NVWM, LLC24,622$6.11M1.36%+8,13513F-HRTimeline
UNION SAVINGS BANK24,490$6.07M2.66%+19113F-HRTimeline
Canton Hathaway, LLC24,411$6.05M1.22%013F-HRTimeline
BayBridge Capital Group, LLC24,496$6.03M3.74%013F-HRTimeline
McKinley Carter Wealth Services, Inc.24,216$6.01M0.35%-1,11913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …24,060$5.97M3.29%-2,13113F-HRTimeline
Evolution Wealth Advisors, LLC24,045$5.96M0.61%+35113F-HRTimeline
Mill Creek Capital Advisors, LLC24,023$5.96M0.12%-11713F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…21,128$5.95M4.46%-2,78213F-HRTimeline
Williams Jones Wealth Management, LLC.23,974$5.95M0.07%+89013F-HRTimeline
Three Bridge Wealth Advisors, LLC23,917$5.93M1.63%+3,52013F-HRTimeline
WINCAP FINANCIAL LLC23,575$5.85M3.89%+1,22213F-HRTimeline
Laurel Wealth Advisors LLC20,526$5.83M0.58%+3,88913F-HRTimeline
Madrid Financial Services23,504$5.83M3.44%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC23,492$5.83M3.09%+27613F-HRTimeline
Spahn Wealth & Retirement LLC23,445$5.81M7.4%013F-HRTimeline
Mount Capital Ltd23,100$5.73M2.31%013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding22,971$5.7M+550Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,945$5.69M0.13%-1,92713F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…22,937$5.69M1.36%-44713F-HRTimeline
Aptus Capital Advisors, LLC22,930$5.69M0.05%-94,88413F-HRTimeline
IronBridge Private Wealth, LLC22,859$5.67M1.83%-35,52913F-HRTimeline
CWA Asset Management Group, LLC22,709$5.63M0.19%+2,82813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding22,708$5.63M-11,796Timeline
TRUST CO OF TOLEDO NA /OH/22,683$5.63M0.53%-8913F-HRTimeline
MONEYWISE, INC.22,663$5.62M2.45%+20,55813F-HRTimeline
Atom Investors LP22,645$5.62M0.4%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.22,471$5.57M2.74%-16413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.22,427$5.56M1.32%+61413F-HRTimeline
Rockingstone Advisors LLC22,411$5.56M2.55%+19213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…22,385$5.55M0.03%+3,13413F-HRTimeline
St. Johns Investment Management Company…22,356$5.54M2.33%-19313F-HRTimeline
Crescent Grove Advisors, LLC22,353$5.54M0.55%-1,18213F-HRTimeline
LONDON CO OF VIRGINIA22,334$5.54M0.03%-30,18113F-HRTimeline
E&G Advisors, LLC22,296$5.53M1.23%+46113F-HRTimeline
Cordgrass Capital Advisors, LLC22,257$5.52M1.29%+15413F-HRTimeline
Apella Capital, LLC19,988$5.51M0.08%+1,65213F-HRTimeline
Amtrust Financial Services, Inc.22,200$5.51M1.84%013F-HRTimeline
NewEdge Wealth, LLC22,106$5.48M0.07%-9,95113F-HRTimeline
NOVEM GROUP22,093$5.48M0.63%+38113F-HRTimeline
HELIOS CAPITAL MANAGEMENT PTE. LTD22,000$5.46M5.74%-10,00013F-HRTimeline
Genesis Financial Group, LLC21,989$5.45M3.66%+4,43013F-HRTimeline
Stordahl Capital Management, Inc.21,939$5.44M1.12%-1,09613F-HRTimeline
Aureus Asset Management, LLC21,901$5.43M0.36%+2,54913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…21,786$5.4M1.27%+52513F-HRTimeline
Prosperity Consulting Group, LLC21,773$5.4M0.24%-25413F-HRTimeline
Addenda Capital Inc.21,760$5.4M0.15%+11013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA22,453$5.38M0.17%+1,61013F-HRTimelineGroup
DAVENPORT & Co LLC21,611$5.36M0.03%+3,09813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC21,606$5.36M2.53%-63613F-HRTimeline
COREPATH WEALTH PARTNERS LLC20,570$5.36M3.61%-53613F-HRTimeline
Triumph Capital Management21,579$5.35M1.09%+1,52113F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…21,370$5.31M0.33%-15,29513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…21,114$5.24M0.02%-66,64813F-HR/ATimelineGroup
ALPHA CAPITAL ADVISORS INC /ADV21,095$5.23M4.98%+53113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC21,017$5.21M0.6%+7,71713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,931$5.19M+297Timeline
AUA CAPITAL MANAGEMENT, LLC20,929$5.19M2.65%+77613F-HRTimeline
DUNCKER STREETT & CO INC20,921$5.19M0.99%+12,31713F-HRTimeline
One Capital Management, LLC20,834$5.17M0.14%+3,64013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,813$5.16M0.18%+92913F-HRTimelineGroup
Ironsides Asset Advisors, LLC20,802$5.16M1.29%+75713F-HRTimeline
SURIENCE PRIVATE WEALTH LLC20,770$5.15M5.53%-15,79513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …20,750$5.15M0.28%-2213F-HRTimelineGroup
Smith & Howard Wealth Management, LLC20,767$5.14M1.11%-1,66913F-HRTimeline
Ackerman Asset Management, LLC20,716$5.14M3.58%-29813F-HRTimeline
Carnegie Investment Counsel20,471$5.08M0.1%-23813F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC20,406$5.06M0.35%-4713F-HRTimeline
First Heartland Consultants, Inc.20,380$5.05M0.39%-16,07913F-HRTimeline
MONTAG A & ASSOCIATES INC20,369$5.05M0.23%-91913F-HRTimeline
Rehmann Capital Advisory Group20,252$5.02M0.26%-2,99113F-HRTimeline
C2C Wealth Management, LLC20,246$5.02M4.25%-25613F-HRTimeline
Sigma Planning Corp20,148$5M0.14%+86813F-HRTimeline
TCV Trust & Wealth Management, Inc.20,146$5M0.42%-1,05113F-HRTimeline
KCM Capital Inc20,100$4.98M0.93%+9,80013F-HRTimeline
Orion Porfolio Solutions, LLC20,080$4.98M0.04%-9,08113F-HRTimeline
Ionic Capital Management LLC20,000$4.96M4.16%new13F-HRTimeline
Private Advisory Group LLC19,934$4.94M0.34%+1,58213F-HRTimeline
OneDigital Investment Advisors LLC19,760$4.9M0.05%-46013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P19,755$4.9M0.01%+13,16013F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.19,700$4.89M0.2%+1,11613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA19,673$4.88M0.01%013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC19,599$4.86M0.07%-8,10213F-HRTimeline
Larson Financial Group LLC19,599$4.86M0.16%-3,37813F-HRTimeline
Addis & Hill, Inc19,434$4.82M2.93%+34813F-HRTimeline
WEBSTER BANK, N. A.19,285$4.78M0.45%+2,98813F-HRTimeline
CALTON & ASSOCIATES, INC.19,212$4.76M0.68%+5613F-HRTimeline
Consolidated Portfolio Review Corp19,162$4.75M0.43%013F-HRTimeline
PRIVATE TRUST CO NA19,121$4.74M0.42%-3,18513F-HRTimeline
KLCM Advisors, Inc.19,081$4.73M0.41%+28713F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC19,073$4.73M1.98%new13F-HRTimeline
Fairway Wealth LLC19,058$4.73M1.25%+96213F-HRTimeline
Legacy Trust19,035$4.72M0.9%+28013F-HRTimeline
Lansing Street Advisors18,993$4.71M1.19%-10013F-HRTimeline
Acropolis Investment Management, LLC18,952$4.7M0.21%+4913F-HRTimeline
TFO Wealth Partners, LLC18,818$4.67M0.63%013F-HRTimeline
BSW Wealth Partners18,751$4.65M0.57%+25013F-HRTimeline
EFG International AGin group EFG International AG18,718$4.64M0.1%+45613F-HRTimelineGroup
HUB Investment Partners, LLC18,692$4.64M0.11%+53113F-HRTimeline
Summit Place Financial Advisors, LLC18,680$4.63M2.22%+84513F-HRTimeline
Krane Financial Solutions LLC18,619$4.62M3.14%13F-HRTimeline
EQUITABLE TRUST CO18,574$4.61M0.21%+40713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,484$4.6M0.1%+1,80813F-HRTimelineGroup
STEPH & CO18,506$4.59M1.31%-2,82613F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC18,497$4.59M1.07%-1,49513F-HR/ATimeline
Marquette Asset Management, LLC18,431$4.57M0.68%-11,96913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.18,346$4.55M0.02%+2,00013F-HRTimelineGroup
TD Waterhouse Canada Inc.18,203$4.54M0.01%+1,41313F-HRTimeline
Sunburst Financial Group, LLC18,283$4.53M0.87%+2913F-HR/ATimeline