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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
APPLETON PARTNERS INC/MA18,220$4.52M0.32%-8013F-HRTimeline
WEALTHSPAN PARTNERS, LLC18,166$4.51M1.59%+54413F-HRTimeline
Cercano Management LLC18,137$4.5M0.19%013F-HRTimeline
Richard P Slaughter Associates Inc18,117$4.49M0.97%+7013F-HRTimeline
Fulton Bank, N.A.18,094$4.49M0.16%+29413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC17,964$4.46M1.23%-1,49813F-HRTimeline
Fire Capital Management LLC17,927$4.45M2.08%+2,68813F-HRTimeline
LANARK FINANCIAL, INC.17,847$4.43M0.33%-1,60613F-HRTimeline
Abundance Wealth Counselors17,784$4.41M0.63%+2,50113F-HRTimeline
FAS Wealth Partners, Inc.17,596$4.36M0.27%+3513F-HRTimeline
Operose Advisors LLC17,375$4.31M1%-2113F-HRTimeline
Crews Bank & Trust17,311$4.29M0.62%-11013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…17,261$4.28M0.38%13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,343$4.28M0.01%-49,16513F-HRTimelineGroup
Legacy Advisory Services, LLC17,244$4.28M3.26%+82013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP17,234$4.27M0.13%-35913F-HRTimeline
Crestwood Advisors Group, LLC17,066$4.23M0.07%+32213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…17,048$4.23M1.13%-3,94713F-HRTimelineGroup
Auour Investments LLC17,051$4.23M1.33%+58413F-HRTimeline
Kaydan Wealth Management, Inc.16,973$4.21M1.41%+53513F-HRTimeline
Western Wealth Management, LLC16,969$4.21M0.16%+5,49713F-HR/ATimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,877$4.19M0.15%+7,36713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,749$4.18M0.29%+5,64713F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…15,151$4.17M0.99%-27013F-HRTimeline
FSA WEALTH PARTNERS, INC.16,711$4.14M1.97%-16,77913F-HRTimeline
Safe Harbor Fiduciary, LLC16,658$4.13M3.93%+1,08413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.16,646$4.13M0.43%-2,98313F-HRTimeline
PATTEN & PATTEN INC/TN16,624$4.12M0.25%+1,49513F-HRTimeline
Continuum Advisory, LLC16,618$4.12M0.4%+31313F-HRTimeline
DOLIVER ADVISORS, LP16,609$4.12M0.94%+1,40913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,559$4.11M0.13%-57213F-HRTimelineGroup
Wealth Advisory Solutions, LLC16,543$4.1M0.91%-1,13713F-HRTimeline
Sincerus Advisory, LLC16,499$4.09M3.1%-28013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND16,447$4.08M0.01%+29113F-HRTimeline
Peak Asset Management, LLC16,429$4.07M0.72%-26313F-HRTimeline
GC Wealth Management RIA, LLC16,421$4.07M0.17%+22713F-HRTimeline
CERTUITY, LLC16,382$4.06M0.27%-7,32913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/16,321$4.05M<0.01%-6,07613F-HRTimeline
Inman Jager Wealth Management, LLC16,300$4.04M2.36%-31413F-HRTimeline
Perissos Private Wealth Management, LLC16,253$4.03M3.5%+99713F-HRTimeline
SIMPLEX TRADING, LLC16,229$4.02M0.12%new13F-HRTimeline
Lifestyle Asset Management, Inc.16,217$4.02M1.31%+3,38113F-HRTimeline
Mayflower Financial Advisors, LLC16,215$4.02M0.49%+85913F-HRTimeline
Connecticut Wealth Management, LLC16,157$4.01M0.17%-3,04513F-HRTimeline
Jaffetilchin Investment Partners, LLC16,097$3.99M0.24%+31113F-HRTimeline
Wedmont Private Capital15,324$3.99M0.13%+2,42813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC16,050$3.98M1.22%+1,68213F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…16,000$3.97M0.27%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,997$3.97M0.04%+83813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC15,954$3.96M0.03%+21013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…15,925$3.95M0.01%-21,36913F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP15,920$3.95M2.37%-20213F-HRTimelineGroup
Firestone Capital Management15,915$3.95M0.82%+12613F-HRTimeline
Tandem Financial, LLC15,799$3.92M1.33%+11,19113F-HRTimeline
1492 Capital Management LLC15,765$3.91M1.49%new13F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC15,642$3.88M6.22%013F-HRTimeline
Quantbot Technologies LP15,613$3.87M0.16%-9,43113F-HRTimeline
WealthBridge Capital Management, LLC15,539$3.85M0.89%-3,59613F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC15,500$3.84M2.79%013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC15,491$3.84M0.01%-13,64613F-HRTimelineGroup
Institute for Wealth Management, LLC.15,455$3.83M0.41%+2,25713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …15,397$3.82M0.06%-30713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC15,368$3.81M0.5%-4713F-HRTimeline
BANQUE PICTET & CIE SA15,355$3.81M0.04%-32,91613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding15,241$3.78M-1,224Timeline
INSIGNEO ADVISORY SERVICES, LLC15,197$3.77M0.27%-1,43213F-HRTimeline
FIRST MERCHANTS CORP15,106$3.75M0.14%+1,06113F-HRTimeline
Harbour Capital Advisors, LLC13,528$3.74M0.71%-11013F-HRTimeline
Joel Isaacson & Co., LLC14,926$3.7M0.12%+73113F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.14,917$3.7M0.01%-28,49413F-HRTimeline
PFG Advisors14,743$3.66M0.18%+4,34713F-HRTimeline
Private Wealth Advisors, LLC14,692$3.64M1.02%+1,52813F-HRTimeline
QUADRANT CAPITAL GROUP LLC14,637$3.63M0.11%-4,57013F-HR/ATimeline
Trifecta Capital Advisors, LLC14,622$3.63M0.56%-55113F-HRTimeline
CHEMUNG CANAL TRUST CO14,616$3.62M0.73%-60913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,615$3.62M0.07%+36813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,612$3.62M0.08%+1,64013F-HRTimeline
Bison Wealth, LLC12,722$3.6M0.35%+2,33813F-HRTimeline
Sound View Wealth Advisors Group, LLC14,492$3.59M0.24%-9313F-HRTimeline
NDWM LLC14,480$3.59M2.33%new13F-HRTimeline
Holistic Financial Partners14,466$3.59M1.33%-29813F-HRTimeline
MYCIO WEALTH PARTNERS, LLC14,401$3.57M0.71%+4013F-HRTimeline
Three Seasons Wealth, LLC14,301$3.55M1.35%-17,76013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14,263$3.54M<0.01%-2,10813F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC14,256$3.54M0.39%-31713F-HRTimeline
Manchester Capital Management LLC14,224$3.53M0.51%-7,59713F-HRTimeline
FIDUCIENT ADVISORS LLC14,171$3.51M0.46%+7,52613F-HRTimeline
Capitol Family Office, Inc.14,244$3.51M4.14%013F-HRTimeline
COZAD ASSET MANAGEMENT INC14,097$3.5M0.27%-21813F-HRTimeline
GREENLEAF TRUST14,081$3.49M0.03%-1,02413F-HRTimeline
Birch Hill Investment Advisors LLC14,075$3.49M0.16%+2513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,074$3.49M0.16%+3,55413F-HRTimelineGroup
OpenArc Corporate Advisory, LLC14,069$3.49M0.05%-7213F-HRTimeline
Ninety One SA (Pty) Ltd14,357$3.49M0.15%new13F-HRTimeline
Goldstone Financial Group, LLC14,053$3.49M0.38%-10,04113F-HRTimeline
DAVIDSON TRUST CO13,964$3.46M1.49%013F-HRTimeline
Comprehensive Financial Consultants Ins…13,874$3.44M1.02%+3,19113F-HRTimeline
Americana Partners, LLC13,873$3.44M0.09%+113F-HRTimeline
Cranbrook Wealth Management, LLC13,800$3.42M0.7%-34213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13,708$3.4M0.1%013F-HR/ATimeline
Vestmark Advisory Solutions, Inc.13,645$3.38M0.04%+57613F-HRTimeline
Corundum Group, Inc.13,630$3.38M1.13%+2,80913F-HRTimeline
Audent Global Asset Management, LLC11,831$3.38M3.37%-2,55913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,593$3.37M2.56%-1913F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,565$3.36M0.84%-2,55813F-HRTimeline
WEDBUSH SECURITIES INC13,514$3.35M0.1%-3,17113F-HRTimeline
Diversified Enterprises, LLC13,506$3.35M0.18%-23713F-HRTimeline
M Holdings Securities, Inc.12,486$3.35M0.23%-1,27913F-HRTimeline
REBALANCE, LLC13,472$3.34M0.19%-70113F-HRTimeline
Heck Capital Advisors, LLC13,454$3.34M0.25%+2,29913F-HRTimeline
Campion Asset Management13,423$3.33M2.26%-9413F-HRTimeline
Lifeworks Advisors, LLC13,406$3.32M0.43%+2,18513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA13,384$3.32M0.14%+17113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC13,344$3.31M1.49%-14213F-HRTimeline
Redwood Wealth Management Group, LLC13,344$3.31M1.43%-22713F-HRTimeline
Bouchey Financial Group, Ltd.12,623$3.31M0.24%013F-HRTimeline
Central Pacific Bank - Trust Division13,311$3.3M0.42%-3,74513F-HRTimeline
AdvisorNet Financial, Inc13,304$3.3M0.17%+1,02913F-HRTimeline
Resolute Advisors LLC13,284$3.29M1.36%+1113F-HRTimeline
Legacy Edge Advisors, LLC13,238$3.28M0.35%-9313F-HRTimeline
Ayalon Insurance Comp Ltd.13,230$3.28M0.67%013F-HRTimeline
Viewpoint Capital Management LLC13,229$3.28M1.53%+1,45713F-HRTimeline
Nicholas Hoffman & Company, LLC.13,227$3.28M0.08%+813F-HRTimeline
Kovack Advisors, Inc.13,156$3.27M0.17%-6,58913F-HRTimeline
Vision Capital Management, Inc.13,157$3.26M0.41%-25113F-HRTimeline
PFG Investments, LLC13,131$3.26M0.15%+2,04013F-HRTimeline
Aspect Partners, LLC13,061$3.24M1.32%-21,67813F-HRTimeline
Gryphon Financial Partners LLC12,968$3.22M0.34%+78813F-HRTimeline
Intrua Financial, LLC12,946$3.21M0.34%+8,07013F-HRTimeline
BOK Financial Private Wealth, Inc.12,889$3.2M0.19%-98813F-HRTimeline
PURSUE WEALTH PARTNERS LLC12,835$3.18M1.9%-2,42113F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…12,805$3.18M0.02%-18213F-HRTimeline
HORAN Wealth, LLC12,820$3.16M0.3%+6,41013F-HRTimeline
Godshalk Welsh Capital Management, Inc.12,722$3.16M1.83%-2513F-HRTimeline
Archer Investment Corp12,720$3.15M0.67%-1,04413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD12,603$3.13M0.01%-46,69713F-HRTimeline
Aegis Wealth Management LLC12,595$3.12M1.79%-1,59413F-HRTimeline
ASL Financial, LLC12,588$3.12M2.49%-65313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,547$3.11M0.02%-23,79713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,506$3.1M1.12%-1,65013F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC12,485$3.1M0.34%-6713F-HRTimeline
Independence Wealth Advisors, LLC12,443$3.09M1.64%-2,81113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,437$3.08M0.48%013F-HRTimeline
RMR Wealth Builders12,422$3.08M0.24%-17,04513F-HRTimeline
Cannon Advisors, Inc.12,394$3.07M2.28%+29013F-HRTimeline
Circle Wealth Management, LLC12,380$3.07M0.04%-78513F-HRTimeline
Redhawk Wealth Advisors, Inc.12,176$3.02M0.33%+2,18713F-HRTimeline
Signature Equity Partners, LLC12,169$3.02M1.62%+13613F-HRTimeline
St. Clair Advisors, LLC12,154$3.01M0.8%+7,56213F-HRTimeline
Ryan Investment Management, Inc.12,106$3M1.69%-9,87213F-HRTimeline
Camarda Financial Advisors, LLC12,038$2.99M1.57%+10,01113F-HRTimeline
Pines Wealth Management, LLC12,016$2.98M0.96%+4913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,009$2.98M0.06%+1,05013F-HRTimelineGroup
Wilmar Advisors LLC12,000$2.98M2.57%+7,00013F-HRTimeline
AlphaCore Capital LLC11,989$2.97M0.07%-24713F-HRTimeline
EARNEST PARTNERS LLC11,944$2.96M0.01%-50,14013F-HRTimeline
LGL PARTNERS, LLC11,936$2.96M1.22%+2013F-HRTimeline
Bedel Financial Consulting, Inc.11,924$2.96M0.34%-6013F-HRTimeline
Harvest Investment Services, LLC11,912$2.95M0.54%+3,05013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC11,909$2.95M1.3%-3813F-HRTimeline
Alley Investment Management Company, LLC11,853$2.94M0.36%-23513F-HRTimeline
Quadcap Wealth Management, LLC11,772$2.92M0.33%-2,17413F-HRTimeline
Prudent Man Advisors, LLC11,712$2.9M0.87%-4,32313F-HRTimeline
READYSTATE ASSET MANAGEMENT LP11,657$2.89M0.17%+10,24613F-HRTimeline
Fortis Group Advisors, LLC10,370$2.88M0.48%-7,09813F-HRTimeline
Clientfirst Wealth Management, LLC11,603$2.88M2.43%013F-HRTimeline
CWC Advisors, LLC.11,599$2.88M1.37%+3,46213F-HRTimeline
SBI Okasan Asset Management Co.Ltd.12,000$2.88M0.12%-5,96013F-HRTimeline
Legacy Wealth Partners, LLC11,568$2.87M0.72%+2,04513F-HRTimeline
3Chopt Investment Partners, LLC11,560$2.87M0.66%-913F-HRTimeline
Saxony Capital Management, LLC11,547$2.86M1.66%+8,23913F-HRTimeline
Leslie Global Wealth, LLC11,485$2.85M1.5%-2,16313F-HRTimeline
10Elms LLP11,442$2.84M1.79%+1,03813F-HRTimeline
LifeSteps Financial, Inc.11,434$2.84M1.8%-50613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,417$2.83M0.13%-85013F-HRTimeline
Annandale Capital, LLC11,400$2.83M0.46%013F-HRTimeline
Provenance Wealth Advisors, LLC11,365$2.82M0.3%-2713F-HRTimeline
REDW Wealth LLC11,345$2.81M1.12%-56913F-HRTimeline
Chesapeake Wealth Management11,313$2.81M0.86%-65713F-HRTimeline
Avestar Capital, LLC11,250$2.79M0.19%+1,55113F-HRTimeline
GK Wealth Management LLC11,629$2.79M2.42%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC11,629$2.79M2.42%-22613F-HRTimeline
Visionary Wealth Advisors11,215$2.78M0.12%+1,21513F-HRTimeline
Delos Wealth Advisors, LLC11,198$2.78M1.59%+1,92413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.11,183$2.77M0.47%+50713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC11,170$2.77M1.02%-10,18913F-HRTimeline
ALGERT GLOBAL LLC11,144$2.76M0.04%-11,56313F-HR/ATimeline
Washington Trust Bank11,098$2.75M0.2%+9,45513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEST BANCORPORATION INC11,087$2.75M1.37%-62513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,088$2.75M0.15%-11,48313F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,077$2.75M0.1%013F-HRTimelineGroup
Tanager Wealth Management LLP11,031$2.74M0.26%-48013F-HRTimeline
JHP Wealth Management, LLC11,004$2.73M2.61%+113F-HRTimeline
Garden State Investment Advisory Servic…10,995$2.73M0.65%-49313F-HRTimeline
American Institute for Advanced Investm…10,977$2.72M1.76%013F-HRTimeline
Allodium Investment Consultants, LLC10,968$2.72M1.3%-7313F-HRTimeline
SK Wealth Management, LLC10,754$2.71M0.75%+56713F-HRTimeline
Genesee Capital Advisors, LLC10,913$2.71M1.13%-26313F-HRTimeline
SAXON INTERESTS, INC.10,905$2.7M0.93%-1,22813F-HRTimeline
GEM Asset Management, LLC10,899$2.7M1.19%+713F-HRTimeline