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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
Annandale Capital, LLC11,400$3.42M0.51%013F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC11,396$3.42M3.14%-4,10413F-HRTimelineGroup
Avestar Capital, LLC11,368$3.42M0.2%+11813F-HRTimeline
Provenance Wealth Advisors, LLC11,292$3.39M0.32%-7313F-HRTimeline
Plan Group Financial, LLC11,267$3.39M0.7%+72513F-HRTimeline
Bison Wealth, LLC11,310$3.38M0.31%-1,41213F-HRTimeline
Game Plan Financial Advisors, LLC11,220$3.37M1.25%+11,21013F-HRTimeline
Range Advisory, LLC11,215$3.37M0.4%+2,21913F-HRTimeline
REDW Wealth LLC11,209$3.37M1.21%-13613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC11,129$3.34M1.35%-78013F-HRTimeline
NWAM LLC11,119$3.34M0.17%+81213F-HRTimeline
Facet Wealth, Inc.11,107$3.34M0.05%+1,46913F-HRTimeline
CWC Advisors, LLC.11,104$3.34M1.48%-49513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,043$3.32M0.82%+64413F-HRTimeline
JHP Wealth Management, LLC11,002$3.31M2.71%-213F-HRTimeline
Moors & Cabot, Inc.10,953$3.29M0.13%+52613F-HRTimeline
FORTE ASSET MANAGEMENT LLC10,935$3.29M1.34%+7013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,927$3.28M0.11%-15013F-HRTimelineGroup
Keystone Financial Group10,925$3.28M0.19%+1,39013F-HRTimeline
American Institute for Advanced Investm…10,912$3.28M1.89%-6513F-HRTimeline
GEM Asset Management, LLC10,908$3.28M1.29%+913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,887$3.27M0.05%-1,12213F-HRTimelineGroup
Allodium Investment Consultants, LLC10,877$3.27M1.39%-9113F-HRTimeline
Texas Capital Bank Wealth Management Se…10,876$3.27M0.17%+1,21313F-HRTimeline
Leslie Global Wealth, LLC10,872$3.27M1.27%-61313F-HRTimeline
Genesee Capital Advisors, LLC10,849$3.26M1.03%-6413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP10,839$3.26M0.11%-25,44013F-HRTimeline
Garden State Investment Advisory Servic…10,819$3.25M0.64%-17613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.10,791$3.24M1.01%+1,25713F-HRTimeline
Chesapeake Wealth Management10,749$3.23M0.91%-56413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,683$3.21M0.05%+5313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,609$3.19M0.38%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC10,602$3.19M0.09%+1313F-HR/ATimeline
Visionary Wealth Advisors10,583$3.18M0.13%-63213F-HRTimeline
SYKON CAPITAL LLC10,463$3.14M0.97%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/10,450$3.14M1.01%+1,06613F-HRTimelineGroup
Park Edge Advisors, LLC10,422$3.13M0.67%new13F-HRTimeline
Advisor Resource Council10,449$3.13M1.04%-5813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP10,389$3.12M0.3%+1,87113F-HRTimeline
Frederick Financial Consultants, LLC10,384$3.12M1.32%-33213F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.10,309$3.1M1.28%+19313F-HRTimeline
RPg Family Wealth Advisory, LLC10,298$3.09M0.52%+54013F-HR/ATimeline
RMR Wealth Builders10,238$3.08M0.19%-2,18413F-HRTimeline
Keebeck Wealth Management10,233$3.07M0.3%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC10,213$3.07M2.15%+1013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,182$3.06M0.15%+6113F-HRTimeline
Risk Paradigm Group, LLC10,168$3.05M2.4%+57913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY10,097$3.03M0.25%-18413F-HRTimeline
Cosner Financial Group, LLC10,084$3.03M1.56%+6513F-HRTimeline
Jessup Wealth Management, Inc10,071$3.03M0.9%+14313F-HRTimeline
DWR WEALTH MANAGEMENT, LLC10,100$3.02M2.26%-1,52913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,002$3.01M0.08%-14513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,000$3M0.64%013F-HRTimeline
Larson Financial Group LLC9,983$3M0.08%-9,61613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.9,982$3M0.45%-1,20113F-HRTimeline
GWN SECURITIES INC.9,974$3M0.5%+40913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP9,974$3M0.18%+47813F-HRTimeline
SK Wealth Management, LLC9,974$2.99M0.67%-78013F-HRTimeline
Peregrine Asset Advisers, Inc.9,926$2.98M0.65%013F-HRTimeline
WEST BANCORPORATION INC9,898$2.97M1.27%-1,18913F-HRTimeline
Trivium Point Advisory, LLC9,895$2.97M0.27%-35913F-HRTimeline
Cornerstone Capital, Inc.9,844$2.96M0.26%-16913F-HRTimeline
Grove Bank & Trust9,784$2.94M0.29%+83613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,776$2.94M0.11%-213F-HRTimeline
BANTAMAC CAPITAL, LLC9,775$2.94M2.08%-3513F-HRTimeline
Riverpoint Wealth Management Holdings, …9,771$2.94M0.54%+2213F-HRTimeline
SACHEM HILL LLC9,720$2.92M0.52%-26213F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP9,720$2.92M0.7%-28013F-HRTimeline
Revolve Wealth Partners, LLC9,701$2.91M0.3%-6413F-HRTimeline
Paragon Private Wealth Management, LLC9,681$2.91M0.76%-59213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC9,631$2.89M1.21%-2413F-HRTimeline
RKL Wealth Management LLC9,630$2.89M0.23%-50313F-HRTimeline
Buck Wealth Strategies, LLC9,499$2.85M0.3%+6,88613F-HRTimeline
SPINNAKER TRUST9,497$2.85M0.14%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/9,476$2.85M<0.01%-6,84513F-HRTimeline
Claro Advisors Inc.9,479$2.85M0.3%-36713F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,477$2.85M0.08%-20113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,471$2.85M<0.01%+3,34213F-HRTimelineGroup
State of Wyoming9,445$2.84M0.29%+2,25013F-HRTimeline
HM PAYSON & CO9,426$2.83M0.04%+33113F-HRTimeline
jvl associates llc9,416$2.83M0.8%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,398$2.82M0.04%-28313F-HRTimeline
American Wealth Advisors, LLC9,369$2.81M2.64%-6813F-HRTimeline
SageView Advisory Group, LLC9,354$2.81M0.09%+13513F-HRTimeline
Gridiron Partners, LLC9,353$2.81M1.48%+1813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.9,344$2.81M0.36%+1,50113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,335$2.8M0.18%013F-HRTimeline
Fortis Group Advisors, LLC9,333$2.8M0.45%-1,03713F-HRTimeline
Abbot Financial Management, Inc.9,319$2.8M1.03%013F-HRTimeline
Empirical Asset Management, LLC9,292$2.79M0.63%+11313F-HRTimeline
Grandeur Peak Global Advisors, LLC9,286$2.79M0.65%new13F-HR/ATimeline
Monument Capital Management9,284$2.79M0.56%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,283$2.79M0.7%-15913F-HRTimeline
Three Seasons Wealth, LLC9,248$2.78M0.25%-5,05313F-HRTimeline
SONATA CAPITAL GROUP INC9,215$2.77M0.89%+93413F-HRTimeline
United Advisor Group, LLC9,185$2.76M0.29%+83213F-HRTimeline
Tanager Wealth Management LLP9,168$2.75M0.24%-1,86313F-HRTimeline
Camelot Portfolios, LLC9,158$2.75M1.95%+2,22813F-HRTimeline
Oakwell Private Wealth Management, LLC9,149$2.75M0.46%-2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pure Financial Advisors, LLC9,137$2.75M0.03%-38113F-HRTimeline
Chris Bulman Inc9,108$2.74M1%-1,01613F-HRTimeline
Legacy Bridge, LLC9,076$2.73M0.84%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC9,067$2.72M0.05%013F-HRTimeline
Second Half Financial Partners, LLC9,062$2.72M1.12%-58613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC9,062$2.72M0.45%-2913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,040$2.72M0.02%+4,71713F-HR/ATimeline
KKM Financial LLC9,040$2.72M0.37%+713F-HRTimeline
HBK Sorce Advisory LLC9,060$2.72M0.05%+12513F-HRTimeline
TRUST POINT INC.9,023$2.71M0.23%-29313F-HRTimeline
Aaron Wealth Advisors LLC9,010$2.71M0.14%013F-HRTimeline
INNEALTA CAPITAL, LLC9,002$2.7M1.44%013F-HRTimeline
Value Investment Professionals, LLC8,986$2.7M2.27%new13F-HRTimeline
Opus Capital Group, LLC8,978$2.7M0.26%-7313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,975$2.7M0.14%+56413F-HRTimeline
Glen Eagle Advisors, LLC8,972$2.7M0.34%-2713F-HRTimeline
Mathes Company, Inc.8,970$2.69M0.84%-6013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC8,962$2.69M0.65%+1413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,945$2.69M0.39%+60513F-HRTimeline
PKS Advisory Services, LLC8,868$2.66M0.43%+9613F-HRTimeline
Delta Investment Management, LLC8,865$2.66M0.44%-37513F-HRTimeline
Gryphon Financial Partners LLC8,857$2.66M0.23%-4,11113F-HRTimeline
Mechanics Financial Corp8,852$2.66M0.95%-25013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,828$2.65M0.18%-56313F-HRTimelineGroup
Tradition Wealth Management, LLC8,808$2.65M0.16%-20713F-HRTimeline
Tempus Wealth Planning, LLC8,782$2.64M0.52%+3013F-HRTimeline
BAXTER BROS INC8,759$2.63M0.3%013F-HRTimeline
Foundation Wealth Management, LLC\PA8,747$2.63M0.79%+6513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC8,738$2.63M0.32%+1,59913F-HRTimeline
RWA WEALTH PARTNERS, LLC8,736$2.62M0.03%+1,33813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,665$2.6M0.29%+32313F-HRTimeline
Indiana Trust & Investment Management Co8,613$2.59M0.71%-11413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,610$2.59M0.12%+3,15213F-HRTimeline
Miller Financial Services LLC8,605$2.59M2.09%-95213F-HRTimeline
Apriem Advisors8,599$2.58M0.22%+97513F-HRTimeline
Paragon Capital Management LLC8,482$2.55M1.18%-14113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV8,483$2.55M0.42%-2313F-HRTimeline
Savvy Advisors, Inc.8,438$2.54M0.05%-1,63413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC8,435$2.53M0.86%-2,73513F-HRTimeline
Pointe Capital Management LLC8,407$2.53M1.13%-1113F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P8,390$2.52M0.56%013F-HRTimeline
Valmark Advisers, Inc.8,376$2.52M0.03%-38413F-HRTimeline
Csenge Advisory Group8,369$2.51M0.1%+22413F-HRTimeline
Seneca Financial Advisors LLC8,339$2.51M0.65%-8613F-HRTimeline
Topsail Wealth Management, LLC8,329$2.5M0.32%+1513F-HRTimeline
Athena Investment Management8,321$2.5M1.48%-1,30813F-HRTimeline
1834 INVESTMENT ADVISORS CO8,307$2.5M0.28%-2113F-HRTimeline
Eldridge Investment Advisors, Inc.8,258$2.48M0.49%-39813F-HRTimeline
Westmount Partners, LLC8,232$2.47M0.54%+5013F-HRTimeline
Salus Financial Advisors, LLC8,209$2.47M1.22%+4613F-HRTimeline
CJM Wealth Advisers, Ltd.8,202$2.46M0.65%-22813F-HRTimeline
Hirtle & Co., LLC8,198$2.46M0.08%-2,58513F-HRTimeline
Montecito Bank & Trust8,153$2.45M0.37%-14013F-HRTimeline
Focus Financial Network, Inc.8,145$2.45M0.08%+24413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,114$2.44M0.3%-213F-HRTimeline
Lakeshore Financial Planning, Inc.8,104$2.44M0.78%-18713F-HRTimeline
Shay Capital LLC8,073$2.43M0.27%-60513F-HRTimeline
BALLAST ADVISORS LLC8,071$2.42M0.58%-23713F-HRTimeline
DAGCO, INC.8,061$2.42M0.45%+20013F-HRTimeline
GenTrust, LLC8,055$2.42M0.09%-1113F-HRTimeline
MidFirst Bank8,035$2.41M0.17%-8113F-HRTimeline
DAVIS R M INC7,978$2.4M0.04%-13713F-HRTimeline
Brand Asset Management Group, Inc.7,951$2.39M0.53%+76013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV7,900$2.37M0.47%-15113F-HRTimeline
Confluence Wealth Services, Inc.7,889$2.37M0.07%+1,91313F-HRTimeline
MONECO ADVISORS, LLC7,871$2.36M0.14%+18813F-HRTimeline
SlateStone Wealth, LLC7,860$2.36M0.18%+7813F-HRTimeline
OPTIMA CAPITAL LLC7,853$2.36M0.93%+48213F-HRTimeline
Paladin Partners, LLC7,842$2.36M1.56%-13013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,834$2.35M0.13%+1,96613F-HRTimeline
Hanson & Doremus Investment Management7,811$2.35M0.24%+6,52713F-HRTimeline
Soltis Investment Advisors LLC7,785$2.34M0.13%+61313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV7,778$2.34M1.05%-99513F-HRTimeline
FCA CORP /TX7,709$2.32M0.57%+12513F-HRTimeline
Greenwich Wealth Management LLC7,701$2.31M0.08%-15013F-HRTimeline
Retirement Planning Group, LLC7,681$2.31M0.06%+29713F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,680$2.31M0.47%+50013F-HRTimeline
North Star Investment Management Corp.7,663$2.3M0.13%-12213F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC7,661$2.3M0.02%-20013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,644$2.3M0.16%-72413F-HRTimeline
Bricktown Capital, LLC7,612$2.29M0.41%+72113F-HRTimeline
CX Institutional7,589$2.28M0.07%+98413F-HRTimeline
Regent Peak Wealth Advisors LLC7,563$2.27M0.42%-12713F-HRTimeline
Bienville Capital Management, LLC7,562$2.27M0.33%+5,05713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC7,544$2.27M0.35%-8213F-HRTimeline
GFS Advisors, LLC253$2.27M0.35%new13F-HR/ATimeline
IFG Advisors, LLC7,522$2.26M0.31%-413F-HRTimeline
SOA Wealth Advisors, LLC.98,967$2.25M0.38%+15,14713F-HRTimeline
Granite Bay Wealth Management, LLC7,488$2.25M0.21%+4,99913F-HRTimeline
Aspen Capital Management, LLC7,479$2.25M0.5%-20413F-HRTimeline
Bensler, LLC7,477$2.25M0.2%-913F-HRTimeline
Maxele Advisors, LLC7,472$2.25M1.57%13F-HRTimeline
TRUST CO OF VERMONT7,388$2.22M0.08%13F-HRTimeline
Orgel Wealth Management, LLC7,368$2.21M0.04%+77113F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.7,363$2.21M0.89%+28013F-HRTimeline
Financial Synergies Wealth Advisors, In…7,362$2.21M0.19%-23913F-HRTimeline
Cornerstone Wealth Group, LLC7,344$2.21M0.13%+58713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC7,333$2.2M0.44%-18013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.7,320$2.2M0.01%-7,59713F-HRTimeline
Union Bancaire Privee, UBP SA7,424$2.2M0.02%-2513F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,296$2.19M0.08%-5013F-HRTimeline