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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
Pallas Capital Advisors LLC7,288$2.19M0.07%+38013F-HRTimeline
B. Riley Wealth Advisors, Inc.7,297$2.18M0.12%-78113F-HRTimeline
IAM Advisory, LLC7,261$2.18M0.43%+39813F-HRTimeline
Compagnie Lombard Odier SCmA7,239$2.17M0.02%+6,72913F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC7,231$2.17M0.75%-1313F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC7,223$2.17M0.86%-3613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…7,220$2.17M0.49%-12913F-HRTimelineGroup
FOCUSED ALPHA, LLC7,200$2.16M0.55%+2,47513F-HRTimeline
Simplicity Wealth,LLC7,192$2.16M0.07%+1,76113F-HRTimeline
Powell Investment Advisors, LLC7,163$2.15M0.68%-19813F-HRTimeline
Ethos Financial Group, LLC7,264$2.15M0.14%-5613F-HRTimeline
LaSalle St. Investment Advisors, LLC7,134$2.14M0.26%+36513F-HRTimeline
FAGAN ASSOCIATES, INC.7,124$2.14M0.26%-1513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…7,158$2.14M<0.01%+11913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,121$2.14M0.15%-38413F-HRTimeline
LVW Advisors, LLC7,072$2.12M0.18%-913F-HRTimeline
Legacy Advisors, LLC7,067$2.12M0.2%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,039$2.11M0.05%-36213F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.7,009$2.11M1.72%+16513F-HRTimeline
Aster Capital Management (DIFC) Ltd7,000$2.1M0.45%-54,23813F-HR/ATimeline
Orca Investment Management, LLC6,985$2.1M1.52%-8313F-HRTimeline
Silverleafe Capital Partners, LLC6,972$2.09M0.57%-2,10413F-HRTimeline
Wealth Watch Advisors, INC6,968$2.09M0.68%-88713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,958$2.09M0.21%+1,04213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,952$2.09M0.12%013F-HRTimeline
MARVIN & PALMER ASSOCIATES INC6,950$2.09M1.31%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC6,946$2.09M0.17%+1913F-HR/ATimeline
Evernest Financial Advisors, LLC6,915$2.08M0.43%+113F-HRTimeline
Segment Wealth Management, LLC6,900$2.07M0.11%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,899$2.07M0.09%-2913F-HRTimeline
Rise Advisors, LLC6,899$2.07M0.58%+1,14613F-HRTimeline
Avantax Planning Partners, Inc.6,890$2.07M0.05%013F-HRTimeline
Morangie Management LLC6,867$2.06M1.71%013F-HRTimeline
Cambria Investment Management, L.P.6,793$2.04M0.1%+49113F-HRTimeline
Advisory Solutions Group, LLC6,756$2.03M0.69%13F-HRTimeline
WOODSTOCK CORP6,755$2.03M0.17%-1,36513F-HRTimeline
NIXON PEABODY TRUST CO6,755$2.03M0.14%+1,82513F-HRTimeline
Florida Trust Wealth Management Co6,745$2.03M0.05%-21213F-HRTimeline
WealthShield Partners, LLC6,726$2.02M0.31%-48313F-HRTimeline
Disciplined Investments, LLC6,719$2.02M0.65%+5413F-HR/ATimeline
Sage Capital Advisors,llc6,706$2.01M0.42%-1,21413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,640$1.99M0.81%+52113F-HRTimeline
Advisors Capital Management, LLC6,626$1.99M0.02%+1,06013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL6,618$1.99M0.22%-34,72413F-HRTimeline
Wealth Architects, LLC6,598$1.98M0.16%-99013F-HRTimeline
Veracity Capital LLC6,591$1.98M0.53%-14513F-HRTimeline
HORAN Wealth, LLC6,587$1.98M0.25%-6,23313F-HR/ATimeline
SAGE RHINO CAPITAL LLC6,582$1.98M0.33%+113F-HRTimeline
Abacus Planning Group, Inc.6,575$1.98M0.24%-31913F-HRTimeline
Keystone Wealth Services, LLC6,573$1.97M0.37%+4113F-HRTimeline
LS Investment Advisors, LLC6,569$1.97M0.27%+313F-HRTimeline
Clark Capital Management Group, Inc.6,543$1.97M0.01%+3,58513F-HRTimeline
Root Financial Partners, LLC6,523$1.96M0.08%+1,70913F-HRTimeline
One Charles Private Wealth Services, LLC6,518$1.96M0.45%-21513F-HRTimeline
CM WEALTH ADVISORS LLC6,503$1.95M0.35%+1,06713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,500$1.95M0.02%013F-HRTimelineGroup
Asset Advisory Group, Inc.6,495$1.95M0.85%-10113F-HRTimeline
Penobscot Investment Management Company…6,492$1.95M0.13%+14913F-HRTimeline
IPG Investment Advisors LLC6,461$1.94M0.28%+47713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC6,456$1.94M1.24%-3113F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc6,416$1.93M<0.01%+3,13313F-HRTimelineGroup
Rothschild Capital Partners, LLC6,389$1.92M0.41%+113F-HRTimeline
17 CAPITAL PARTNERS, LLC6,386$1.92M0.87%+45713F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,360$1.91M0.04%-7013F-HRTimeline
Waldron Private Wealth LLC6,359$1.91M0.07%-10613F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC6,347$1.91M1.26%-7513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,344$1.91M0.71%-15313F-HRTimeline
626 Financial, LLC6,343$1.91M0.75%-11613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,338$1.9M0.07%+27013F-HRTimelineGroup
Sunflower Bank, N.A.6,338$1.9M0.46%-1,20013F-HR/ATimeline
Trek Financial, LLC6,315$1.9M0.09%+4,78913F-HRTimeline
SAXON INTERESTS, INC.6,305$1.89M0.52%-4,60013F-HRTimeline
Fisher Asset Management, LLC6,298$1.89M<0.01%-42013F-HRTimeline
Fort Point Capital Partners LLC6,294$1.89M0.2%+913F-HRTimeline
Farmers National Bank6,283$1.89M0.39%-30013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6,262$1.88M0.17%-5213F-HR/ATimeline
Intrepid Financial Planning Group LLC6,256$1.88M0.64%-27113F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,244$1.88M0.08%013F-HRTimeline
Planned Solutions, Inc.6,235$1.87M0.54%-813F-HRTimeline
BOSTON FAMILY OFFICE LLC6,223$1.87M0.11%+913F-HRTimeline
Cambridge Advisors Inc.6,217$1.87M0.32%013F-HRTimeline
Fonville Wealth Management LLC6,214$1.87M0.3%+2413F-HRTimeline
Fosun International Ltd6,208$1.87M0.42%+2513F-HRTimeline
Hickory Point Bank & Trust6,159$1.85M1.12%-2713F-HRTimeline
Miller Investment Management, LP6,138$1.84M0.17%013F-HRTimeline
GARDA CAPITAL PARTNERS LP6,130$1.84M1.31%new13F-HRTimeline
Allie Family Office LLC6,118$1.84M0.68%013F-HR/ATimeline
CAPITAL ADVISORS INC/OK6,116$1.84M0.03%+43513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,114$1.84M0.17%-2913F-HRTimeline
Fortis Capital Advisors, LLC6,107$1.83M0.21%+4,50813F-HRTimeline
Nordwand Advisors, LLC6,105$1.83M0.28%+54913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,104$1.83M<0.01%+40413F-HRTimelineGroup
Ruggiero Investments, Inc.6,098$1.83M1.56%-51913F-HRTimeline
IF Advisors, LLC6,088$1.83M1.2%-1313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,077$1.83M0.1%+90113F-HRTimeline
Koshinski Asset Management, Inc.6,063$1.82M0.1%-4313F-HRTimeline
May Hill Capital, LLC6,061$1.82M0.38%-23713F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC6,030$1.82M0.22%13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,042$1.82M<0.01%+4613F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC6,034$1.81M0.4%-13313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,989$1.8M0.43%-913F-HRTimeline
STAR Financial Bank5,963$1.79M0.73%+1,87513F-HRTimeline
Archford Capital Strategies, LLC5,958$1.79M0.18%-5413F-HRTimeline
Keating Financial Advisory Services, In…5,951$1.79M0.24%+10613F-HRTimeline
Lunt Capital Management, Inc.5,935$1.78M0.65%-21713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,934$1.78M0.08%-1013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,918$1.78M0.01%+18713F-HRTimelineGroup
Bayesian Capital Management, LP5,900$1.77M1.13%new13F-HRTimeline
Bernard Wealth Management Corp.5,881$1.77M0.65%-5613F-HRTimeline
Tortoise Investment Management, LLC5,872$1.76M0.13%013F-HRTimeline
Regal Investment Advisors LLC5,865$1.76M0.09%+5613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC5,855$1.76M0.02%013F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC5,840$1.75M0.18%+39613F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,836$1.75M1.38%-1213F-HRTimeline
Caliber Wealth Management, LLC / KS5,799$1.74M0.17%-19913F-HRTimeline
Choate Investment Advisors5,796$1.74M0.03%-23713F-HRTimeline
Ellenbecker Investment Group5,792$1.74M0.2%-3113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,766$1.73M0.07%-5,32213F-HRTimelineGroup
Runnymede Capital Advisors, Inc.5,766$1.73M1.03%+4513F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC5,764$1.73M1.01%+21213F-HRTimeline
Huntleigh Advisors, Inc.5,759$1.73M0.24%+2813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,757$1.73M0.53%-4313F-HRTimeline
Meridian Wealth Advisors, LLC5,731$1.72M0.2%+1,06213F-HRTimeline
Genus Capital Management Inc.5,723$1.72M0.17%+3,28413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,717$1.72M0.09%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,710$1.72M-42Timeline
BlueCrest Capital Management Ltd5,666$1.7M0.07%new13F-HRTimeline
Objective Capital Management, LLC5,611$1.69M1.5%-13113F-HRTimeline
WEALTH ALLIANCE, LLC5,609$1.69M0.14%new13F-HRTimeline
Aegis Wealth Management LLC5,600$1.68M0.79%-6,99513F-HRTimeline
Wealthfront Advisers LLC5,597$1.68M<0.01%-7413F-HRTimeline
Rothschild Wealth LLC5,597$1.68M0.13%+2,75813F-HRTimeline
Gradient Capital Advisors, LLC5,584$1.68M0.39%013F-HRTimeline
Keel Point, LLC5,579$1.68M0.1%-33913F-HRTimeline
Well Done, LLC5,558$1.67M0.22%+1113F-HRTimeline
Betterment LLC5,532$1.66M<0.01%+16313F-HRTimeline
JSF Financial, LLC5,512$1.66M0.27%+1,44913F-HRTimeline
Community Bank, N.A.5,506$1.65M0.18%-13213F-HRTimeline
Baltimore-Washington Financial Advisors…5,503$1.65M0.06%-2213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC5,502$1.65M0.54%-18113F-HRTimeline
Bare Financial Services, Inc5,498$1.65M0.38%-7613F-HRTimeline
LCNB CORP5,489$1.65M0.51%+7513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding5,486$1.65M+1,901Timeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,480$1.65M<0.01%new13F-HRTimelineGroup
LCW Services, LLC5,464$1.64M0.71%+1113F-HRTimeline
1492 Capital Management LLC5,457$1.64M0.48%-10,30813F-HRTimeline
Aprio Wealth Management, LLC5,414$1.63M0.08%013F-HRTimeline
Savior LLC5,409$1.63M4.66%+19213F-HRTimeline
Argentarii, LLC5,374$1.62M0.49%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,378$1.62M1.08%-1,01013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC5,365$1.61M0.1%+35713F-HRTimeline
Financial Life Planners5,363$1.61M1.04%+3,34913F-HRTimeline
Rollins Financial Advisors, LLC5,356$1.61M0.21%+2,42113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,351$1.61M0.03%-67413F-HRTimelineGroup
SHAPIRO CAPITAL MANAGEMENT LLC5,350$1.61M0.1%+2,85013F-HRTimeline
Intrua Financial, LLC5,345$1.61M0.15%-7,60113F-HRTimeline
TSFG, LLC5,329$1.6M0.2%-92813F-HRTimeline
TMB Capital Partners, LLC5,320$1.6M0.5%+213F-HRTimeline
Providence First Trust Co5,309$1.6M0.45%+1,38713F-HRTimeline
SIGNATUREFD, LLC5,298$1.59M0.02%+98713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,286$1.59M0.69%+8613F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,277$1.59M0.12%-3413F-HRTimeline
Ethic Inc.5,269$1.58M0.02%new13F-HRTimeline
RB Capital Management, LLC5,268$1.58M0.31%-3,64913F-HRTimeline
IMA Advisory Services, Inc.5,256$1.58M0.1%new13F-HRTimeline
Pitti Group Wealth Management, LLC5,219$1.57M1.14%+2713F-HRTimeline
Ballast Rock Private Wealth LLC5,213$1.57M0.72%013F-HRTimeline
Neumann Capital Management, LLC5,208$1.56M1.04%013F-HRTimeline
Worth Asset Management, LLC5,207$1.56M0.5%-6813F-HRTimeline
Fiduciary Alliance LLC5,175$1.55M0.11%-2213F-HRTimeline
Compass Ion Advisors, LLC5,174$1.55M0.13%-3313F-HRTimeline
Stillwater Capital Advisors, LLC5,173$1.55M0.16%-313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,172$1.55M0.03%+15813F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA5,162$1.55M0.1%013F-HRTimeline
Stephenson & Company, Inc.5,158$1.55M0.73%-19013F-HRTimeline
Old North State Trust, LLC5,145$1.55M0.79%-5313F-HRTimeline
Stonebridge Capital Advisors LLC5,145$1.55M0.1%013F-HRTimeline
Gambit Capital Management, LLC5,134$1.54M0.9%-7713F-HRTimeline
Capital Investment Advisors, LLC5,118$1.54M0.02%+20713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,110$1.54M0.06%+3,32013F-HRTimeline
MWA Asset Management5,103$1.53M0.69%-7913F-HRTimeline
CVFG LLC5,089$1.53M0.16%+26813F-HRTimeline
BG Investment Services, LLC5,078$1.53M1.1%-29313F-HRTimeline
Allegheny Financial Group5,072$1.52M0.16%-713F-HRTimeline
EQ LLC5,071$1.52M0.37%-18013F-HRTimeline
Mechanics Bank Trust Department5,070$1.52M0.19%+1,67613F-HRTimeline
EARNEST PARTNERS LLC5,054$1.52M0.01%-6,89013F-HRTimeline
Plum Street Advisors, LLC5,052$1.52M0.48%-1,57413F-HRTimeline
Aegis Wealth Management, Inc.5,049$1.52M0.98%+16513F-HRTimeline
Whitegate Investment Counselors, Inc.5,038$1.51M0.43%013F-HRTimeline
Alamea Verwaltungs GmbH5,025$1.51M1.21%013F-HRTimeline
Smartleaf Asset Management LLC5,043$1.51M0.05%013F-HRTimeline
NEUMEIER POMA INVESTMENT COUNSEL LLC5,000$1.5M0.1%new13F-HRTimeline
Galilei Investment Office LLP5,000$1.5M0.69%013F-HRTimeline
Radnor Capital Management, LLC4,998$1.5M0.21%-1013F-HRTimeline
DSG Capital Advisors, LLC5,099$1.5M0.21%013F-HRTimeline
Obermeyer Wealth Partners4,992$1.5M0.06%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT4,983$1.5M0.4%+7613F-HRTimeline
INTRUST BANK NA4,982$1.5M0.11%013F-HRTimeline
Evanson Financial, LLC4,980$1.5M0.07%13F-HRTimeline