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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
FORTE ASSET MANAGEMENT LLC10,865$2.69M1.18%+61413F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,861$2.69M1.2%+1913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,825$2.68M0.26%+313F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC10,785$2.67M0.34%new13F-HRTimeline
Hirtle & Co., LLC10,783$2.67M0.09%+1,48813F-HRTimeline
Balboa Wealth Partners10,767$2.67M0.45%+7,96613F-HRTimeline
Frederick Financial Consultants, LLC10,716$2.66M1.32%-50513F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,661$2.64M0.07%+5,14913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,630$2.64M0.05%-8213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,609$2.63M0.34%-4,12713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC10,589$2.63M0.07%-60713F-HRTimeline
Plan Group Financial, LLC10,542$2.61M0.61%+2,79613F-HRTimeline
Polymer Capital Management (HK) LTD10,520$2.61M0.37%+4,84313F-HRTimeline
Advisor Resource Council10,507$2.61M1.03%-66813F-HRTimeline
Moors & Cabot, Inc.10,427$2.59M0.11%+10913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,399$2.58M0.71%+17013F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …10,388$2.58M1.26%new13F-HRTimeline
HERBST GROUP, LLC10,374$2.57M1.59%+9,37413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,323$2.56M0.08%-1,65813F-HRTimeline
NWAM LLC10,307$2.56M0.15%+58513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY10,281$2.55M0.23%-4513F-HRTimeline
Paragon Private Wealth Management, LLC10,273$2.55M0.8%+29713F-HRTimeline
Trivium Point Advisory, LLC10,254$2.54M0.46%-72213F-HRTimeline
HBK Sorce Advisory LLC8,935$2.54M0.05%+49413F-HRTimeline
Keebeck Wealth Management10,233$2.54M0.29%-4,31713F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC10,203$2.53M2.02%-10013F-HRTimeline
FARMERS TRUST CO10,159$2.52M0.4%-11713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,147$2.52M0.08%+7,27513F-HRTimeline
RKL Wealth Management LLC10,133$2.51M0.23%-60413F-HRTimeline
Chris Bulman Inc10,124$2.51M1.1%-92413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,121$2.51M0.13%+31413F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.10,116$2.51M1.23%new13F-HRTimeline
PINKERTON WEALTH, LLC10,180$2.51M0.23%-20113F-HRTimeline
Savvy Advisors, Inc.10,072$2.5M0.07%+1,80813F-HRTimeline
Cosner Financial Group, LLC10,019$2.48M1.36%-64013F-HRTimeline
Cornerstone Capital, Inc.10,013$2.48M0.25%013F-HRTimeline
Verition Fund Management LLC10,001$2.48M0.02%-15,19613F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP10,000$2.48M0.38%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,000$2.48M0.75%013F-HRTimeline
SACHEM HILL LLC9,982$2.48M0.48%-11313F-HRTimeline
Jessup Wealth Management, Inc9,928$2.46M0.9%-1,00013F-HRTimeline
Peregrine Asset Advisers, Inc.9,926$2.46M0.66%-5013F-HRTimeline
Claro Advisors Inc.9,846$2.44M0.29%+60213F-HRTimeline
Vise Technologies, Inc.9,885$2.43M0.05%013F-HRTimeline
BANTAMAC CAPITAL, LLC9,810$2.43M1.77%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,778$2.42M0.1%-40713F-HRTimeline
Revolve Wealth Partners, LLC9,765$2.42M0.31%-32413F-HRTimeline
RPg Family Wealth Advisory, LLC9,758$2.42M0.51%+5,74413F-HRTimeline
Riverpoint Wealth Management Holdings, …9,749$2.42M0.51%+1613F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,681$2.4M0.04%-7213F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,678$2.4M0.08%+55813F-HRTimeline
Bryn Mawr Trust Advisors, LLC9,676$2.4M0.12%+2,65413F-HRTimeline
Texas Capital Bank Wealth Management Se…9,663$2.4M0.14%+3,64313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC9,655$2.39M1.12%+22213F-HRTimeline
Second Half Financial Partners, LLC9,648$2.39M1.08%+3,59313F-HRTimeline
Facet Wealth, Inc.9,638$2.39M0.04%+22313F-HRTimeline
Athena Investment Management9,629$2.39M1.24%013F-HRTimeline
Hunting Hill Global Capital, LLC9,600$2.38M2.84%new13F-HRTimeline
Risk Paradigm Group, LLC9,589$2.38M2.03%+5,73213F-HRTimeline
GWN SECURITIES INC.9,565$2.37M0.45%-2,51813F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,559$2.37M0.01%-612,53113F-HRTimeline
Miller Financial Services LLC9,557$2.37M2.64%-39413F-HRTimeline
Avior Wealth Management, LLC9,650$2.37M0.07%+3,21913F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding9,539$2.37M-204Timeline
Keystone Financial Group9,535$2.36M0.16%+8,71513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.9,534$2.36M0.79%+48813F-HRTimeline
VVR Holdings LLC9,527$2.36M1.22%+59813F-HRTimeline
Pure Financial Advisors, LLC9,518$2.36M0.03%-11913F-HRTimeline
SPINNAKER TRUST9,497$2.36M0.13%-50513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP9,496$2.36M0.17%+17213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,442$2.34M0.78%-2,15113F-HRTimeline
Lexington Hill Partners, LLC9,440$2.34M1.33%-48213F-HRTimeline
American Wealth Advisors, LLC9,437$2.34M2.44%+1713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,426$2.34M0.02%-2913F-HRTimelineGroup
jvl associates llc9,416$2.34M0.78%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,391$2.33M0.17%+60813F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/9,384$2.33M0.84%-93913F-HRTimelineGroup
Gridiron Partners, LLC9,335$2.32M1.41%-1113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT9,335$2.31M0.09%+10113F-HRTimeline
Abbot Financial Management, Inc.9,319$2.31M0.98%-16013F-HRTimeline
TRUST POINT INC.9,316$2.31M0.2%+14013F-HRTimeline
Delta Investment Management, LLC9,240$2.29M0.41%-1,49213F-HRTimeline
SageView Advisory Group, LLC9,219$2.29M0.08%-77513F-HRTimeline
Empirical Asset Management, LLC9,179$2.28M0.6%+29613F-HRTimeline
Oakwell Private Wealth Management, LLC9,171$2.27M0.41%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SHELTON CAPITAL MANAGEMENT9,150$2.27M0.05%-2213F-HRTimeline
Mechanics Financial Corp9,102$2.26M0.95%-22113F-HRTimeline
HM PAYSON & CO9,095$2.26M0.03%+9813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC9,091$2.25M0.41%+16013F-HRTimeline
Legacy Bridge, LLC9,076$2.25M0.86%+16213F-HRTimeline
Silverleafe Capital Partners, LLC9,076$2.25M0.68%+1,45313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC9,067$2.25M0.04%-10013F-HRTimeline
K.J. Harrison & Partners Inc9,058$2.25M0.37%-13,34013F-HRTimeline
Opus Capital Group, LLC9,051$2.25M0.24%-8013F-HRTimeline
Mathes Company, Inc.9,030$2.24M0.82%013F-HRTimeline
RB Capital Management, LLC8,917$2.24M0.48%-8513F-HRTimeline
Tradition Wealth Management, LLC9,015$2.24M0.16%+1113F-HRTimeline
Aaron Wealth Advisors LLC9,010$2.23M0.13%013F-HRTimeline
INNEALTA CAPITAL, LLC9,002$2.23M1.39%new13F-HRTimeline
Glen Eagle Advisors, LLC8,999$2.23M0.31%-3413F-HRTimeline
Range Advisory, LLC8,996$2.23M0.41%+3,08413F-HRTimeline
KKM Financial LLC9,033$2.22M0.39%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC8,948$2.22M0.65%+1013F-HRTimeline
Grove Bank & Trust8,948$2.22M0.25%-18713F-HRTimeline
Beirne Wealth Consulting Services, LLC8,872$2.2M0.62%-91413F-HRTimeline
MLP3, LLC8,798$2.18M2.41%+613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV8,773$2.18M1.04%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,767$2.17M0.08%+1,14713F-HRTimeline
Valmark Advisers, Inc.8,760$2.17M0.03%+14713F-HRTimeline
BAXTER BROS INC8,759$2.17M0.27%013F-HRTimeline
Tempus Wealth Planning, LLC8,752$2.17M0.5%+33113F-HRTimeline
Indiana Trust & Investment Management Co8,727$2.16M0.67%-19513F-HRTimeline
PKS Advisory Services, LLC8,772$2.16M0.5%-3113F-HRTimeline
Foundation Wealth Management, LLC\PA8,682$2.15M0.76%-56813F-HRTimeline
Shay Capital LLC8,678$2.15M0.31%-5,24013F-HRTimeline
GM Advisory Group, LLC8,672$2.15M0.08%+73213F-HRTimeline
Eldridge Investment Advisors, Inc.8,656$2.15M0.47%+4013F-HRTimeline
Paragon Capital Management LLC8,623$2.14M1.06%+313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP8,518$2.11M0.23%+99413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV8,506$2.11M0.38%+4613F-HRTimeline
TICINO WEALTH8,157$2.1M0.73%-27613F-HRTimeline
CJM Wealth Advisers, Ltd.8,430$2.09M0.64%+39313F-HRTimeline
Seneca Financial Advisors LLC8,425$2.09M0.61%-13313F-HRTimeline
Pointe Capital Management LLC8,418$2.09M1.03%-113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,411$2.09M0.11%-1,33613F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P8,390$2.08M0.45%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,368$2.08M0.17%+5,25013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…8,357$2.07M<0.01%013F-HRTimeline
United Advisor Group, LLC8,353$2.07M0.26%+1,06713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,342$2.07M0.25%-94713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,340$2.07M0.33%+12513F-HRTimeline
1834 INVESTMENT ADVISORS CO8,328$2.07M0.26%013F-HRTimeline
Topsail Wealth Management, LLC8,314$2.06M0.3%+3213F-HRTimeline
BALLAST ADVISORS LLC8,308$2.06M0.6%-16213F-HR/ATimeline
Montecito Bank & Trust8,293$2.06M0.34%-23513F-HRTimeline
Lakeshore Financial Planning, Inc.8,291$2.06M0.75%+17413F-HRTimeline
SONATA CAPITAL GROUP INC8,281$2.05M0.76%+64513F-HRTimeline
Westmount Partners, LLC8,182$2.03M0.5%+25013F-HRTimeline
Salus Financial Advisors, LLC8,163$2.02M1.18%+413F-HRTimeline
Csenge Advisory Group8,145$2.02M0.09%-5,02813F-HRTimeline
ExodusPoint Capital Management, LP8,125$2.02M0.02%+6,62813F-HRTimeline
WOODSTOCK CORP8,120$2.01M0.18%-3,18113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC8,116$2.01M0.25%-2413F-HRTimeline
MidFirst Bank8,116$2.01M0.17%-4,59513F-HRTimeline
DAVIS R M INC8,115$2.01M0.04%+3013F-HRTimeline
GenTrust, LLC8,066$2M0.09%-58213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV8,051$2M0.43%-1613F-HRTimeline
Paladin Partners, LLC7,972$1.98M1.43%+1,25013F-HRTimeline
Sage Capital Advisors,llc7,920$1.96M0.46%-1,16713F-HRTimeline
Bluespring Wealth Management, LLC7,911$1.96M0.17%-38013F-HRTimeline
Focus Financial Network, Inc.7,901$1.96M0.07%-79513F-HRTimeline
DBK Financial Counsel, LLC7,886$1.96M1.48%-61313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC7,861$1.95M0.02%+16113F-HRTimeline
DAGCO, INC.7,861$1.95M0.42%-15013F-HRTimeline
Wealth Watch Advisors, INC7,855$1.95M0.82%+1,53113F-HRTimeline
Greenwich Wealth Management LLC7,851$1.95M0.08%-13413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,843$1.94M0.28%-10113F-HRTimeline
B. Riley Wealth Advisors, Inc.8,078$1.94M0.13%-10,46013F-HRTimeline
North Star Investment Management Corp.7,785$1.93M0.12%+18913F-HRTimeline
SlateStone Wealth, LLC7,782$1.93M0.16%+1,51513F-HRTimeline
Evernest Financial Advisors, LLC6,914$1.92M0.4%+113F-HRTimeline
Ananym Capital Management, LP7,721$1.91M0.73%new13F-HRTimeline
Regent Peak Wealth Advisors LLC7,690$1.91M0.39%-5013F-HRTimeline
MONECO ADVISORS, LLC7,683$1.91M0.15%-40713F-HRTimeline
Aspen Capital Management, LLC7,683$1.91M0.47%-2213F-HRTimeline
K2 PRINCIPAL FUND, L.P.7,635$1.89M0.2%new13F-HRTimeline
Sunbelt Securities, Inc.7,631$1.89M0.12%-1,18913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC7,626$1.89M0.33%new13F-HRTimeline
Apriem Advisors7,624$1.89M0.18%-5513F-HRTimeline
Financial Synergies Wealth Advisors, In…7,601$1.89M0.18%-24513F-HRTimeline
Wealth Architects, LLC7,588$1.88M0.17%+7713F-HRTimeline
FCA CORP /TX7,584$1.88M0.53%-13413F-HRTimeline
Sunflower Bank, N.A.7,538$1.87M0.48%013F-HRTimeline
Sageworth Trust Co of South Dakota7,537$1.87M1.48%013F-HRTimeline
IFG Advisors, LLC7,526$1.87M0.31%+32413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC7,513$1.86M0.42%-18613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,505$1.86M0.15%+7213F-HRTimeline
Bensler, LLC7,486$1.86M0.19%-42513F-HRTimeline
Cornerstone Wealth Group, LLC6,757$1.85M0.12%-28,77213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…7,456$1.85M0.3%-14,44413F-HRTimeline
VISTA FINANCE, LLC7,429$1.84M1.46%+85713F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,401$1.84M0.05%-9913F-HRTimeline
RWA WEALTH PARTNERS, LLC7,398$1.83M0.02%+29313F-HRTimeline
Retirement Planning Group, LLC7,384$1.83M0.06%+1,38913F-HRTimeline
OPTIMA CAPITAL LLC7,371$1.83M0.85%-69913F-HRTimeline
Powell Investment Advisors, LLC7,361$1.83M0.63%-91413F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…7,349$1.82M0.48%-1813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC7,346$1.82M0.1%+12813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,259$1.8M0.79%-20613F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC7,244$1.8M0.75%-18,22813F-HRTimeline
WealthShield Partners, LLC7,209$1.79M0.2%-29913F-HRTimeline
State of Wyoming7,195$1.78M0.21%+99513F-HRTimeline
Brand Asset Management Group, Inc.7,191$1.78M0.46%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,180$1.78M0.43%+26513F-HRTimeline
Soltis Investment Advisors LLC7,172$1.78M0.12%+99613F-HRTimeline
Ethos Financial Group, LLC7,320$1.78M0.13%-16513F-HRTimeline
FAGAN ASSOCIATES, INC.7,139$1.77M0.25%-13413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC7,139$1.77M0.25%-6,12913F-HRTimeline
Union Bancaire Privee, UBP SA7,449$1.77M0.02%-50013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.7,083$1.76M0.8%-15013F-HRTimeline