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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
STEPH & CO19,262$5.79M1.47%+75613F-HRTimeline
SVB WEALTH LLC19,252$5.78M0.36%-6,30513F-HRTimeline
Addis & Hill, Inc19,216$5.77M3.18%-21813F-HRTimeline
Consolidated Portfolio Review Corp19,162$5.76M0.48%013F-HRTimeline
Summit Place Financial Advisors, LLC19,131$5.75M2.52%+45113F-HRTimeline
ALGERT GLOBAL LLC19,000$5.71M0.07%+7,85613F-HRTimeline
RFG Advisory, LLC18,947$5.69M0.09%+13,58413F-HRTimeline
Addenda Capital Inc.18,910$5.68M0.15%-2,85013F-HRTimeline
Fairway Wealth LLC18,821$5.65M1.29%-23713F-HRTimeline
C2C Wealth Management, LLC18,705$5.62M4.4%-1,54113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.18,700$5.62M0.01%-129,77413F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC18,627$5.6M0.16%+16,44313F-HRTimeline
PRIVATE TRUST CO NA18,589$5.59M0.45%-53213F-HRTimeline
Orion Porfolio Solutions, LLC18,561$5.58M0.04%-1,51913F-HRTimeline
WEBSTER BANK, N. A.18,518$5.56M0.48%-76713F-HRTimeline
KLCM Advisors, Inc.18,480$5.55M0.44%-60113F-HRTimeline
Krane Financial Solutions LLC18,360$5.52M3.4%-25913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.18,346$5.51M0.02%013F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC18,318$5.5M1.73%+15213F-HRTimeline
Marquette Asset Management, LLC18,308$5.5M0.71%-12313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,292$5.5M0.46%13F-HRTimelineGroup
Sunburst Financial Group, LLC18,254$5.48M0.92%-2913F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC18,212$5.47M1.71%-18,44413F-HRTimeline
LONDON CO OF VIRGINIA18,208$5.47M0.03%-4,12613F-HRTimeline
FSA WEALTH PARTNERS, INC.18,150$5.45M1.37%+1,43913F-HRTimeline
Cercano Management LLC18,137$5.45M0.73%013F-HR/ATimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …18,084$5.43M<0.01%-18,54613F-HRTimelineGroup
Accurate Wealth Management, LLC18,299$5.42M0.52%+16,90013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC18,027$5.42M1.2%-47013F-HRTimeline
LANARK FINANCIAL, INC.18,014$5.41M0.37%+16713F-HRTimeline
EFG International AGin group EFG International AG18,008$5.41M0.1%-71013F-HRTimelineGroup
HUB Investment Partners, LLC18,003$5.41M0.1%-68913F-HRTimeline
Acropolis Investment Management, LLC17,963$5.4M0.21%-98913F-HR/ATimeline
Fulton Bank, N.A.17,956$5.39M0.16%-13813F-HRTimeline
Fire Capital Management LLC17,927$5.39M2.19%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,925$5.39M0.05%+1,92813F-HRTimelineGroup
DAVENPORT & Co LLC17,874$5.37M0.03%-3,73713F-HRTimeline
PURSUE WEALTH PARTNERS LLC17,778$5.34M2.99%+4,94313F-HRTimeline
APPLETON PARTNERS INC/MA17,750$5.33M0.33%-47013F-HRTimeline
DV Trading LLC17,749$5.33M0.44%-68,26113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.17,719$5.32M0.11%-76513F-HRTimelineGroup
EQUITABLE TRUST CO17,713$5.32M0.22%-86113F-HRTimeline
Guided Capital Wealth Management, LLC17,691$5.32M3.11%-7,19713F-HRTimeline
TD Waterhouse Canada Inc.17,735$5.31M0.01%-46813F-HRTimeline
Wedmont Private Capital17,876$5.29M0.15%+2,55213F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP17,573$5.28M0.06%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.17,564$5.28M0.28%-3213F-HRTimeline
Washington Trust Bank17,491$5.26M0.37%+6,39313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Operose Advisors LLC17,398$5.23M1.01%+2313F-HRTimeline
BSW Wealth Partners17,315$5.2M0.58%-1,43613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC17,300$5.2M<0.01%-9,10013F-HRTimelineGroup
Richard P Slaughter Associates Inc17,243$5.18M1.03%-87413F-HRTimeline
Crews Bank & Trust17,228$5.18M0.68%-8313F-HRTimeline
Western Wealth Management, LLC17,199$5.17M0.17%+23013F-HRTimeline
One Capital Management, LLC20,834$5.17M0.14%013F-HRTimeline
Legacy Advisory Services, LLC17,149$5.15M3.63%-9513F-HRTimeline
CALTON & ASSOCIATES, INC.17,123$5.14M0.75%-2,08913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,056$5.12M0.06%+2,44413F-HRTimeline
Auour Investments LLC17,025$5.12M1.47%-2613F-HRTimeline
Vestmark Advisory Solutions, Inc.16,916$5.08M0.05%+3,27113F-HRTimeline
Safe Harbor Fiduciary, LLC16,893$5.08M3.95%+23513F-HRTimeline
Triumph Capital Management16,870$5.07M0.92%-4,70913F-HRTimeline
Crestwood Advisors Group, LLC16,864$5.07M0.08%-20213F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,755$5.03M0.16%-12213F-HRTimelineGroup
Tandem Financial, LLC16,741$5.03M1.62%+94213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP16,722$5.02M0.14%-51213F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…16,710$5.02M0.02%-324,09013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…16,670$5.01M<0.01%+2,40713F-HRTimelineGroup
Maxi Investments CY Ltd16,570$4.98M1.01%new13F-HRTimeline
Bluespring Wealth Management, LLC16,462$4.95M0.1%+8,55113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,517$4.94M0.3%-23213F-HRTimeline
Peak Asset Management, LLC16,429$4.94M0.73%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,399$4.93M0.18%+1,20213F-HRTimeline
CERTUITY, LLC16,382$4.92M0.24%013F-HRTimeline
Mayflower Financial Advisors, LLC16,378$4.92M0.43%+16313F-HRTimeline
Sincerus Advisory, LLC16,302$4.9M3.33%-19713F-HRTimeline
Redhawk Wealth Advisors, Inc.16,243$4.88M0.48%+4,06713F-HRTimeline
DOLIVER ADVISORS, LP16,173$4.86M1.1%-43613F-HRTimeline
MATHER GROUP, LLC.16,103$4.84M0.04%+9,45413F-HRTimeline
Firestone Capital Management16,087$4.83M0.9%+17213F-HRTimeline
Inman Jager Wealth Management, LLC16,071$4.83M2.57%-22913F-HRTimeline
TWO SIGMA SECURITIES, LLC16,048$4.82M0.42%+14,47513F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…16,000$4.81M0.29%013F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC15,994$4.81M1.29%-5613F-HRTimeline
Connecticut Wealth Management, LLC15,979$4.8M0.18%-17813F-HRTimeline
PATTEN & PATTEN INC/TN15,957$4.79M0.25%-66713F-HRTimeline
Continuum Advisory, LLC15,955$4.79M0.39%-66313F-HRTimeline
Quantbot Technologies LP15,868$4.77M0.19%+25513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …15,699$4.72M0.06%+30213F-HRTimelineGroup
NDWM LLC15,655$4.7M2.76%+1,17513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC15,581$4.68M0.03%-37313F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC15,558$4.67M1.15%-2,40613F-HRTimeline
OpenArc Corporate Advisory, LLC15,552$4.67M0.06%+1,48313F-HRTimeline
Walkner Condon Financial Advisors LLC15,475$4.65M0.54%+10713F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP15,410$4.63M2.55%-51013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC15,367$4.62M0.2%+5,69113F-HRTimeline
WealthBridge Capital Management, LLC15,325$4.6M0.92%-21413F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…15,318$4.6M3.2%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding15,239$4.58M-2Timeline
Joel Isaacson & Co., LLC15,233$4.58M0.13%+30713F-HRTimeline
PFG Advisors15,183$4.56M0.23%+44013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…15,151$4.55M1.03%013F-HRTimeline
Wealth Advisory Solutions, LLC15,094$4.53M0.93%-1,44913F-HRTimeline
GC Wealth Management RIA, LLC15,064$4.53M0.26%-1,35713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P15,035$4.52M0.01%-4,72013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…14,935$4.49M0.03%+2,13013F-HRTimeline
BANQUE PICTET & CIE SA14,921$4.48M0.05%-43413F-HRTimeline
Northwest Bancshares, Inc.14,816$4.45M0.8%-10,41713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,800$4.45M0.19%+72613F-HRTimelineGroup
Private Wealth Advisors, LLC14,637$4.4M1.31%-5513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,597$4.39M0.07%-1813F-HRTimeline
Sound View Wealth Advisors Group, LLC14,584$4.38M0.27%+9213F-HRTimeline
Trifecta Capital Advisors, LLC14,568$4.38M0.56%-5413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC14,550$4.37M0.82%+14913F-HRTimeline
Holistic Financial Partners14,373$4.32M2.64%-9313F-HRTimeline
FIRST MERCHANTS CORP14,337$4.31M0.15%-76913F-HRTimeline
Ninety One SA (Pty) Ltd14,357$4.29M0.23%013F-HRTimeline
Manchester Capital Management LLC14,202$4.27M0.56%-2213F-HRTimeline
Heck Capital Advisors, LLC14,181$4.26M0.25%+72713F-HRTimeline
Avior Wealth Management, LLC14,277$4.26M0.11%+4,62713F-HRTimeline
Birch Hill Investment Advisors LLC14,156$4.25M0.17%+8113F-HRTimeline
QUADRANT CAPITAL GROUP LLC14,019$4.21M0.12%-61813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14,010$4.21M0.43%-24613F-HRTimeline
Corundum Group, Inc.14,006$4.21M1.25%+37613F-HRTimeline
IFG Advisory, LLC13,956$4.19M0.15%+13,85413F-HRTimeline
GREENLEAF TRUST13,911$4.18M0.04%-17013F-HRTimeline
Independence Wealth Advisors, LLC13,886$4.17M2.09%+1,44313F-HRTimeline
Comprehensive Financial Consultants Ins…13,857$4.16M1.1%-1713F-HRTimeline
AlphaCore Capital LLC13,831$4.16M0.08%+1,84213F-HRTimeline
MONTAG A & ASSOCIATES INC13,792$4.14M0.18%-6,57713F-HRTimeline
Edgestream Partners, L.P.13,728$4.12M0.12%new13F-HRTimeline
Viewpoint Capital Management LLC13,706$4.12M2.1%+47713F-HRTimeline
BOK Financial Private Wealth, Inc.13,700$4.12M0.21%+81113F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,607$4.09M0.9%+4213F-HR/ATimeline
Audent Global Asset Management, LLC13,583$4.08M4.56%+1,75213F-HRTimeline
AdvisorNet Financial, Inc13,516$4.06M0.19%+21213F-HRTimeline
Legacy Edge Advisors, LLC13,498$4.06M0.37%+26013F-HR/ATimeline
CHEMUNG CANAL TRUST CO13,492$4.05M0.75%-1,12413F-HRTimeline
DAVIDSON TRUST CO13,469$4.05M1.58%-49513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13,443$4.04M0.1%-26513F-HRTimeline
Harbour Capital Advisors, LLC13,598$4.02M0.73%+7013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,375$4.02M2.66%-21813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA13,374$4.02M0.16%-1013F-HRTimeline
Goldstone Financial Group, LLC13,317$4M0.37%-73613F-HRTimeline
Resolute Advisors LLC13,298$4M0.96%+1413F-HRTimeline
WEDBUSH SECURITIES INC13,285$3.99M0.1%-22913F-HRTimeline
Campion Asset Management13,276$3.99M2.43%-14713F-HRTimeline
Nicholas Hoffman & Company, LLC.13,239$3.98M0.08%+1213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC13,235$3.98M1.6%-10913F-HRTimeline
Kovack Advisors, Inc.13,222$3.97M0.19%+6613F-HRTimeline
Almanack Investment Partners, LLC.13,182$3.96M0.5%new13F-HRTimeline
Signature Equity Partners, LLC13,162$3.95M1.82%+99313F-HRTimeline
Vision Capital Management, Inc.13,157$3.95M0.45%013F-HRTimeline
Harvest Investment Services, LLC13,156$3.95M0.61%+1,24413F-HRTimeline
Cranbrook Wealth Management, LLC13,133$3.95M0.74%-66713F-HRTimeline
Diversified Enterprises, LLC13,073$3.93M0.19%-43313F-HRTimeline
COZAD ASSET MANAGEMENT INC13,050$3.92M0.25%-1,04713F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP12,982$3.9M0.09%new13F-HRTimeline
Collaborative Capital Advisors LLC12,933$3.89M2.45%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,865$3.87M0.12%+4,09813F-HRTimeline
REBALANCE, LLC12,774$3.84M0.2%-69813F-HRTimeline
Central Pacific Bank - Trust Division12,772$3.84M0.39%-53913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,759$3.83M0.05%-6,84013F-HRTimeline
Transcendent Capital Group LLC12,747$3.83M1.49%new13F-HRTimeline
Godshalk Welsh Capital Management, Inc.12,720$3.82M2.06%-213F-HRTimeline
10Elms LLP12,684$3.81M1.61%+1,24213F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC12,642$3.8M12.76%-3,00013F-HRTimeline
Bouchey Financial Group, Ltd.12,624$3.79M0.25%+113F-HRTimeline
Headlands Technologies LLC12,600$3.79M0.4%new13F-HRTimeline
FIDUCIENT ADVISORS LLC12,546$3.77M0.54%-1,62513F-HRTimeline
Capital Investment Advisory Services, L…12,529$3.76M0.23%-23,38813F-HRTimeline
PFG Investments, LLC12,497$3.75M0.15%-63413F-HRTimeline
Pines Wealth Management, LLC12,482$3.75M1.08%+46613F-HRTimeline
Centiva Capital, LP12,462$3.74M0.13%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,430$3.73M0.49%-713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,420$3.73M0.36%-6513F-HRTimeline
Circle Wealth Management, LLC12,380$3.72M0.05%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,372$3.72M0.03%-17513F-HRTimeline
Archer Investment Corp12,333$3.71M0.71%-38713F-HR/ATimeline
ASL Financial, LLC12,332$3.71M2.61%-25613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC12,330$3.7M0.01%-3,16113F-HRTimelineGroup
Aristides Capital LLC12,306$3.7M0.95%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD12,269$3.69M0.01%-33413F-HRTimeline
Institute for Wealth Management, LLC.12,226$3.67M0.32%-3,22913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,124$3.64M0.15%+70713F-HRTimeline
Wilmar Advisors LLC12,000$3.61M2.61%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,982$3.6M1.09%-52413F-HRTimelineGroup
LGL PARTNERS, LLC11,963$3.59M1.32%+2713F-HRTimeline
3Chopt Investment Partners, LLC11,891$3.57M0.67%+33113F-HRTimeline
Prudent Man Advisors, LLC11,826$3.55M0.81%+11413F-HRTimeline
Bedel Financial Consulting, Inc.11,795$3.54M0.34%-12913F-HRTimeline
Braeburn Wealth Management LLC11,790$3.54M1.52%new13F-HRTimeline
LifeSteps Financial, Inc.11,702$3.52M1.64%+26813F-HRTimeline
Quadcap Wealth Management, LLC11,636$3.5M0.34%-13613F-HRTimeline
Delos Wealth Advisors, LLC11,620$3.49M1.79%+42213F-HRTimeline
Clientfirst Wealth Management, LLC11,603$3.49M2.86%013F-HRTimeline
Alley Investment Management Company, LLC11,581$3.48M0.41%-27213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,523$3.46M0.01%-9,59113F-HRTimelineGroup
Lifeworks Advisors, LLC11,510$3.46M0.36%-1,89613F-HRTimeline
Plancorp, LLC11,721$3.44M0.08%+6,68013F-HRTimeline