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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
LVW Advisors, LLC7,081$1.76M0.17%+33013F-HRTimeline
Orca Investment Management, LLC7,068$1.75M1.49%-213F-HRTimeline
Legacy Advisors, LLC7,066$1.75M0.21%-50413F-HRTimeline
SANDERS MORRIS HARRIS LLC12,000$1.74M0.28%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,994$1.73M<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co6,957$1.73M0.05%+1,40013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,952$1.72M0.11%013F-HRTimeline
Camelot Portfolios, LLC6,930$1.72M1.29%+25613F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,928$1.72M0.09%-1013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,927$1.72M0.17%+3113F-HRTimeline
Pallas Capital Advisors LLC6,908$1.71M0.06%+8013F-HRTimeline
Segment Wealth Management, LLC6,900$1.71M0.1%-19613F-HRTimeline
Abacus Planning Group, Inc.6,894$1.71M0.23%-9413F-HRTimeline
Bricktown Capital, LLC6,891$1.71M0.34%013F-HRTimeline
Avantax Planning Partners, Inc.6,890$1.71M0.05%-10513F-HRTimeline
Morangie Management LLC6,867$1.7M1.57%013F-HRTimeline
IAM Advisory, LLC6,863$1.7M0.38%-10113F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.6,844$1.7M1.62%-15013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…7,039$1.69M<0.01%+87313F-HRTimeline
LaSalle St. Investment Advisors, LLC6,769$1.68M0.24%+98713F-HRTimeline
Veracity Capital LLC6,736$1.67M0.6%-1,21013F-HRTimeline
One Charles Private Wealth Services, LLC6,733$1.67M0.42%+213F-HRTimeline
Red Tortoise LLC6,730$1.67M0.7%-14613F-HRTimeline
Fisher Asset Management, LLC6,718$1.67M<0.01%-3,10713F-HRTimeline
Disciplined Investments, LLC6,665$1.65M0.59%+5013F-HRTimeline
MATHER GROUP, LLC.6,649$1.65M0.02%+38513F-HRTimeline
Plum Street Advisors, LLC6,626$1.64M0.57%+8813F-HRTimeline
Ruggiero Investments, Inc.6,617$1.64M1.59%-23813F-HRTimeline
CX Institutional6,605$1.64M0.05%-57113F-HRTimeline
Orgel Wealth Management, LLC6,597$1.64M0.04%+11313F-HRTimeline
Asset Advisory Group, Inc.6,596$1.64M0.82%-213F-HRTimeline
Farmers National Bank6,583$1.63M0.36%013F-HRTimeline
SAGE RHINO CAPITAL LLC6,581$1.63M0.31%013F-HRTimeline
LS Investment Advisors, LLC6,566$1.63M0.24%+113F-HRTimeline
Keystone Wealth Services, LLC6,532$1.62M0.35%-213F-HRTimeline
Intrepid Financial Planning Group LLC6,527$1.62M0.65%-39913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,500$1.61M0.02%013F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC6,497$1.61M0.67%-23713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC6,487$1.61M1.14%-46713F-HRTimeline
Waldron Private Wealth LLC6,465$1.6M0.06%-71713F-HRTimeline
626 Financial, LLC6,459$1.6M0.72%-7313F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,430$1.59M0.04%-17513F-HRTimeline
Penn Capital Management Company, LLC6,427$1.59M0.12%-4,33413F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC6,422$1.59M1.2%013F-HRTimeline
Heritage Family Offices, LLP6,400$1.59M0.7%-3,12313F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors6,388$1.58M1.01%-58913F-HRTimelineGroup
Rothschild Capital Partners, LLC6,388$1.58M0.39%new13F-HRTimeline
Penobscot Investment Management Company…6,343$1.57M0.12%+21013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6,314$1.57M0.15%+48813F-HRTimeline
Cambria Investment Management, L.P.6,302$1.56M0.09%-73013F-HRTimeline
May Hill Capital, LLC6,298$1.56M0.39%-21313F-HRTimeline
Fort Point Capital Partners LLC6,285$1.56M0.2%-4413F-HRTimeline
TSFG, LLC6,257$1.55M0.24%-11013F-HRTimeline
MBL Wealth, LLC6,258$1.55M0.12%-1,09613F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,244$1.55M0.07%+3013F-HRTimeline
Planned Solutions, Inc.6,243$1.55M0.51%+1013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,233$1.55M0.09%-356,67713F-HRTimeline
Cambridge Advisors Inc.6,217$1.54M0.3%013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,214$1.54M0.1%-2213F-HRTimeline
Fonville Wealth Management LLC6,190$1.54M0.29%-42713F-HRTimeline
Hickory Point Bank & Trust6,186$1.53M1.01%+42513F-HRTimeline
Fosun International Ltd6,183$1.53M0.38%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC6,167$1.53M0.38%-16713F-HRTimeline
Lunt Capital Management, Inc.6,152$1.53M0.59%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,143$1.52M0.16%-28513F-HRTimeline
Miller Investment Management, LP6,138$1.52M0.15%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,129$1.52M<0.01%+1,67313F-HRTimelineGroup
State of Alaska, Department of Revenue6,121$1.52M0.02%-4,07013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,119$1.52M0.73%+1,06413F-HRTimeline
Allie Family Office LLC6,118$1.52M0.66%-1,53813F-HR/ATimeline
Koshinski Asset Management, Inc.6,106$1.51M0.09%+44313F-HRTimeline
IF Advisors, LLC6,101$1.51M1.07%+513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,068$1.5M0.06%-1413F-HRTimelineGroup
Choate Investment Advisors6,033$1.5M0.03%-80413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,025$1.49M0.03%-4013F-HRTimelineGroup
Archford Capital Strategies, LLC6,012$1.49M0.17%-83413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,998$1.49M0.4%-1,40013F-HRTimeline
Caliber Wealth Management, LLC / KS5,998$1.49M0.16%-44713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,996$1.49M<0.01%+8713F-HRTimelineGroup
IPG Investment Advisors LLC5,984$1.48M0.25%013F-HRTimeline
Confluence Wealth Services, Inc.5,976$1.48M0.06%-17913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,944$1.47M0.08%-2,49413F-HRTimeline
Bernard Wealth Management Corp.5,937$1.47M0.63%+1113F-HRTimeline
17 CAPITAL PARTNERS, LLC5,929$1.47M0.76%+36013F-HRTimeline
Keel Point, LLC5,918$1.47M0.1%-2,54713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,916$1.47M0.17%-35813F-HRTimeline
Tortoise Investment Management, LLC5,872$1.46M0.12%+26013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC5,868$1.46M0.08%-4213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC5,855$1.45M0.02%+16913F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,848$1.45M1.24%013F-HRTimeline
Keating Financial Advisory Services, In…5,845$1.45M0.23%-43213F-HRTimeline
Ellenbecker Investment Group5,823$1.44M0.19%-15613F-HRTimeline
Regal Investment Advisors LLC5,809$1.44M0.08%+36513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,800$1.44M0.49%+3913F-HRTimeline
Rise Advisors, LLC5,753$1.44M0.51%+10813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,752$1.43M+9Timeline
Objective Capital Management, LLC5,742$1.42M1.44%013F-HRTimeline
Huntleigh Advisors, Inc.5,731$1.42M0.24%+27913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,731$1.42M0.01%+1813F-HRTimelineGroup
Runnymede Capital Advisors, Inc.5,721$1.42M1.22%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,717$1.42M0.08%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,700$1.41M<0.01%-17013F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC5,683$1.41M0.51%-55313F-HRTimeline
CAPITAL ADVISORS INC/OK5,681$1.41M0.02%+5513F-HRTimeline
Wealthfront Advisers LLC5,671$1.41M<0.01%+1,39313F-HRTimeline
Fiduciary Alliance LLC5,197$1.4M0.08%+68313F-HRTimeline
Community Bank, N.A.5,638$1.4M0.17%-16813F-HRTimeline
Gradient Capital Advisors, LLC5,584$1.38M0.36%-8013F-HRTimeline
Alamea Verwaltungs GmbH5,025$1.38M1.03%013F-HRTimeline
Bare Financial Services, Inc5,574$1.38M0.37%-313F-HRTimeline
Advisors Capital Management, LLC5,566$1.38M0.02%+14013F-HRTimeline
Summit Financial Strategies, Inc.5,565$1.38M0.11%+7313F-HRTimeline
Nordwand Advisors, LLC5,556$1.38M0.24%+10513F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC5,552$1.38M0.94%+45613F-HRTimeline
Well Done, LLC5,547$1.38M0.2%+30013F-HRTimeline
SOA Wealth Advisors, LLC.83,820$1.37M0.26%+3813F-HRTimeline
Baltimore-Washington Financial Advisors…5,525$1.37M0.06%-6713F-HRTimeline
Roan Capital Partners5,487$1.36M1.26%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,458$1.35M0.06%+73513F-HRTimeline
LCW Services, LLC5,453$1.35M0.67%+2,94113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,444$1.35M0.17%+1,26613F-HRTimeline
CM WEALTH ADVISORS LLC5,436$1.35M0.29%-10313F-HRTimeline
Simplicity Wealth,LLC5,431$1.35M0.08%-25313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,415$1.34M0.03%-148,84813F-HRTimelineGroup
LCNB CORP5,414$1.34M0.45%+35013F-HRTimeline
Aprio Wealth Management, LLC5,414$1.34M0.07%+1913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,406$1.34M+3,079Timeline
Mittelman Wealth Management5,401$1.34M0.84%-4,43113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP5,400$1.34M<0.01%-10013F-HRTimelineGroup
Coordinated Financial Services, Inc.5,379$1.33M0.77%-38213F-HRTimeline
Argentarii, LLC5,374$1.33M0.47%+913F-HRTimeline
BG Investment Services, LLC5,371$1.33M1.11%-51713F-HRTimeline
Betterment LLC5,369$1.33M<0.01%-59113F-HRTimeline
RFG Advisory, LLC5,363$1.33M0.02%-65213F-HRTimeline
Stephenson & Company, Inc.5,348$1.33M0.72%-7313F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…5,334$1.32M0.29%new13F-HRTimelineGroup
TMB Capital Partners, LLC5,318$1.32M0.44%-56313F-HRTimeline
B & T Capital Management DBA Alpha Capi…5,313$1.32M0.19%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,311$1.32M0.11%-14513F-HRTimeline
Plancorp, LLC5,041$1.32M0.04%+19313F-HRTimeline
Worth Asset Management, LLC5,275$1.31M0.49%new13F-HRTimeline
EQ LLC5,251$1.3M0.37%-913F-HRTimeline
Savior LLC5,217$1.29M4.62%+25113F-HRTimeline
Ballast Rock Private Wealth LLC5,213$1.29M0.72%-12313F-HRTimeline
NorthCoast Asset Management LLC5,212$1.29M0.03%-92813F-HRTimeline
Gambit Capital Management, LLC5,211$1.29M0.93%-3,32113F-HRTimeline
Blue Trust, Inc.5,211$1.29M0.01%-2,25313F-HRTimeline
Neumann Capital Management, LLC5,208$1.29M0.38%013F-HRTimeline
Compass Ion Advisors, LLC5,207$1.29M0.12%+313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,200$1.29M0.62%-6113F-HRTimeline
Old North State Trust, LLC5,198$1.29M0.77%-4213F-HRTimeline
Pitti Group Wealth Management, LLC5,192$1.29M1.05%+28713F-HRTimeline
MWA Asset Management5,182$1.29M0.7%+8113F-HR/ATimeline
Stillwater Capital Advisors, LLC5,176$1.28M0.15%-12713F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,176$1.28M0.07%+7313F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,162$1.28M0.09%-35513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,149$1.28M0.04%+99313F-HR/ATimelineGroup
Stonebridge Capital Advisors LLC5,145$1.28M0.09%-5213F-HRTimeline
DSG Capital Advisors, LLC5,099$1.26M0.2%013F-HRTimeline
Allegheny Financial Group5,079$1.26M0.17%+1,31913F-HRTimeline
Weaver Consulting Group5,064$1.26M0.3%-15913F-HRTimeline
HCR Wealth Advisors5,051$1.25M0.13%013F-HRTimeline
Whitegate Investment Counselors, Inc.5,038$1.25M0.4%013F-HRTimeline
Aurelius Family Office LLC5,038$1.25M0.54%-9413F-HRTimeline
Colorado Capital Management, Inc.5,022$1.25M0.46%-8613F-HRTimeline
Fragasso Financial Advisors Inc4,932$1.24M0.08%+1813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,014$1.24M0.03%new13F-HRTimelineGroup
CENTRAL TRUST Co5,011$1.24M0.02%+1,57513F-HRTimeline
Willis Johnson & Associates, Inc.5,010$1.24M0.07%-3,64113F-HRTimeline
Radnor Capital Management, LLC5,008$1.24M0.18%-6,13513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC5,008$1.24M0.09%+1113F-HRTimeline
Gateway Wealth Partners, LLC5,000$1.24M0.05%+3,62013F-HRTimeline
Corvex Management LP5,000$1.24M0.05%new13F-HRTimeline
Galilei Investment Office LLP5,000$1.24M0.64%013F-HRTimeline
Obermeyer Wealth Partners4,992$1.24M0.06%013F-HRTimeline
Cambridge Financial Group, LLC4,991$1.24M0.42%-91413F-HRTimeline
Volterra Technologies LP4,983$1.24M0.88%new13F-HRTimeline
INTRUST BANK NA4,982$1.24M0.1%-30413F-HRTimeline
Evanson Asset Management, LLC4,976$1.23M0.07%+313F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC4,975$1.23M0.31%13F-HRTimeline
PROFFITT & GOODSON INC4,969$1.23M0.19%-1,52113F-HRTimeline
CHARTIST INC /CA/4,965$1.23M0.88%+7513F-HRTimeline
First Nebraska Trust Co4,963$1.23M0.11%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,959$1.23M0.08%-413F-HRTimeline
First Business Financial Services, Inc.4,950$1.23M0.11%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,948$1.23M0.9%+713F-HRTimeline
Perennial Investment Advisors, LLC4,938$1.22M0.1%-1,64613F-HRTimeline
Cannell & Spears LLC4,930$1.22M0.02%-33013F-HR/ATimeline
NIXON PEABODY TRUST CO4,930$1.22M0.1%-3,75513F-HRTimeline
Azimuth Capital Investment Management L…4,921$1.22M0.05%+14413F-HRTimeline
Capital Investment Advisors, LLC4,911$1.22M0.02%+1,42913F-HR/ATimeline
PENOBSCOT WEALTH MANAGEMENT4,907$1.22M0.36%+1,52913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,390$1.22M0.41%-32013F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,890$1.21M0.02%+1,34813F-HRTimeline
Aegis Wealth Management, Inc.4,884$1.21M0.95%+14913F-HRTimeline
Smartleaf Asset Management LLC5,043$1.21M0.04%-59613F-HRTimeline
MIDDLETON & CO INC/MA4,829$1.2M0.14%-113F-HRTimeline
Ironwood Investment Counsel, LLC4,827$1.2M0.17%-25213F-HRTimeline
CVFG LLC4,821$1.2M0.15%+29813F-HRTimeline
Realta Investment Advisors4,818$1.19M0.41%+2213F-HRTimeline