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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
Fragasso Financial Advisors Inc4,970$1.49M0.08%+3813F-HRTimeline
CHARTIST INC /CA/4,965$1.49M0.93%013F-HRTimeline
First Nebraska Trust Co4,963$1.49M0.12%013F-HRTimeline
CENTRAL TRUST Co4,961$1.49M0.03%-5013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,958$1.49M1.02%+1013F-HRTimeline
Weaver Consulting Group4,953$1.49M0.31%-11113F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,950$1.49M0.08%-913F-HRTimeline
First Business Financial Services, Inc.4,950$1.49M0.12%013F-HRTimeline
HCR Wealth Advisors4,930$1.48M0.13%-12113F-HRTimeline
Cannell & Spears LLC4,930$1.48M0.03%013F-HRTimeline
Azimuth Capital Investment Management L…4,909$1.47M0.05%-1213F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC4,898$1.47M0.33%-7713F-HRTimeline
MBL Wealth, LLC4,890$1.47M0.1%-1,36813F-HRTimeline
Perennial Investment Advisors, LLC4,887$1.47M0.1%-5113F-HRTimeline
Aurelius Family Office LLC4,848$1.46M0.57%-19013F-HRTimeline
Kathmere Capital Management, LLC4,843$1.46M0.08%+2,27113F-HRTimeline
MGO ONE SEVEN LLC4,832$1.45M0.02%+4913F-HRTimeline
Bragg Financial Advisors, Inc4,778$1.44M0.04%+39613F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,778$1.44M0.47%-1213F-HRTimeline
Alpha Advisors, LLC/VA4,766$1.43M1.08%+13913F-HRTimeline
Balboa Wealth Partners4,763$1.43M0.19%-6,00413F-HRTimeline
PARTHENON LLC4,761$1.43M0.15%013F-HRTimeline
Schuylkill Financial LLC4,756$1.43M1.32%13F-HRTimeline
Summit Financial Strategies, Inc.4,744$1.43M0.1%-82113F-HRTimeline
Heritage Family Offices, LLP4,741$1.42M0.55%-1,65913F-HRTimeline
Pacific Excel Wealth Advisors, Inc.4,741$1.42M0.55%new13F-HRTimeline
Rialto Wealth Management, LLC4,738$1.42M0.28%+4213F-HRTimeline
BigSur Wealth Management LLC4,700$1.41M0.34%+2,00013F-HRTimeline
AtlasMark Financial, Inc4,700$1.41M0.7%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,679$1.41M0.67%-11913F-HRTimeline
PHILADELPHIA TRUST CO4,672$1.4M0.09%+413F-HRTimeline
DECISION INVESTMENTS, INC4,671$1.4M1.28%+3213F-HRTimeline
WILLIAM JOHN SEMPOLINSKI4,668$1.4M0.57%-15013F-HRTimeline
DBK Financial Counsel, LLC4,657$1.4M1.17%-3,22913F-HRTimeline
Impact Capital Partners LLC4,651$1.4M0.38%new13F-HRTimeline
Maridea Wealth Management LLC4,628$1.39M0.15%+3,17213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,626$1.39M0.24%+11113F-HRTimeline
Sageworth Trust Co of South Dakota4,624$1.39M0.86%-2,91313F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.39M0.33%013F-HRTimelineAmount filed as zero, left out of ratios.
GAINLINE FINANCIAL PARTNERS, LLC4,611$1.39M1.29%13F-HRTimeline
Caldwell Trust Co4,600$1.38M0.11%+10013F-HRTimeline
Cadent Capital Advisors, LLC4,600$1.38M0.29%new13F-HRTimeline
Platform Technology Partners4,582$1.38M0.23%+513F-HRTimeline
Pinnacle Family Advisors, LLC4,560$1.37M0.57%new13F-HRTimeline
Sepio Capital, LP4,533$1.36M0.07%-6913F-HRTimeline
Financial Perspectives, Inc4,520$1.36M0.33%+19113F-HRTimeline
Richard W. Paul & Associates, LLC4,510$1.35M0.41%-15713F-HRTimeline
PROFFITT & GOODSON INC4,502$1.35M0.19%-46713F-HRTimeline
Ironwood Investment Counsel, LLC4,497$1.35M0.18%-33013F-HRTimeline
Core Wealth Advisors, Inc.4,489$1.35M0.27%-2113F-HRTimeline
Tranquility Partners, LLC4,481$1.35M0.46%-1913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,474$1.34M0.13%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc4,450$1.34M<0.01%+1,55013F-HRTimelineGroup
Next Capital Management LLC4,448$1.34M0.36%-10313F-HRTimeline
Wellspring Financial Advisors, LLC4,448$1.34M0.09%-3013F-HRTimeline
Global Financial Private Client, LLC4,446$1.34M0.36%+213F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,441$1.33M0.02%-4,70913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,438$1.33M0.08%013F-HRTimeline
BRADY FAMILY WEALTH, LLC4,424$1.33M0.38%013F-HRTimeline
Realta Investment Advisors4,417$1.33M0.41%-40113F-HRTimeline
WHITE PINE CAPITAL LLC4,405$1.32M0.31%+2213F-HRTimeline
Fort Sheridan Advisors LLC4,395$1.32M0.14%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,387$1.32M0.13%-9613F-HRTimeline
FIRST FINANCIAL CORP /IN/4,381$1.32M0.46%-813F-HRTimeline
MIDDLETON & CO INC/MA4,379$1.32M0.14%-45013F-HRTimeline
Parker Financial LLC4,379$1.32M0.48%-4613F-HRTimeline
PUREfi Wealth, LLC4,378$1.32M0.72%+14513F-HRTimeline
NBH Bank4,367$1.31M0.55%13F-HRTimeline
Cove Private Wealth, LLC4,363$1.31M0.25%+2,20713F-HRTimeline
McClarren Financial Advisors, Inc.4,362$1.31M0.68%-13313F-HRTimeline
Kercheville Advisors, LLC4,360$1.31M0.4%new13F-HRTimeline
Barbara Oil Co.4,330$1.31M0.44%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding4,348$1.31M+1,900Timeline
VISTA CAPITAL PARTNERS, INC.4,340$1.3M0.11%013F-HRTimeline
CacheTech Inc.4,339$1.3M0.21%+1513F-HRTimeline
New Republic Capital, LLC4,332$1.3M0.3%+1,16613F-HRTimeline
Sightline Wealth Advisors, LLC4,327$1.3M0.48%+713F-HRTimeline
Addison Capital Co4,327$1.3M0.21%-36813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,324$1.3M0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC4,314$1.3M0.29%-3213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,310$1.29M0.26%+113F-HRTimeline
Pachira Investments Inc.4,306$1.29M0.49%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,304$1.29M<0.01%-73,74913F-HRTimelineGroup
Colorado Capital Management, Inc.4,291$1.29M0.44%-73113F-HRTimeline
Live Oak Private Wealth LLC4,289$1.29M0.16%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,379$1.29M0.41%-1113F-HRTimeline
WAYSTONE ADVISORS LLC4,277$1.29M0.96%+59413F-HRTimeline
Total Clarity Wealth Management, Inc.4,261$1.28M0.25%+1,10113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,259$1.28M0.62%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,253$1.28M0.24%-14413F-HRTimeline
Clear Harbor Asset Management, LLC4,253$1.28M0.08%+1,60713F-HRTimeline
NorthCrest Asset Manangement, LLC4,284$1.27M0.03%+1,25713F-HRTimeline
Mattern Wealth Management LLC4,237$1.27M0.21%+1713F-HRTimeline
Garde Capital, Inc.4,237$1.27M0.06%-35213F-HRTimeline
Petix & Botte Co4,202$1.26M0.25%+1,58813F-HRTimeline
Lutz Financial Services LLC4,200$1.26M0.08%013F-HRTimeline
Heartwood Wealth Advisors LLC4,186$1.26M0.1%-7513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,176$1.25M0.02%+11813F-HRTimelineGroup
General Partner, Inc.4,176$1.25M0.68%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,172$1.25M0.11%-2513F-HRTimeline
Chicago Capital, LLC4,164$1.25M0.03%-3313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,163$1.25M0.07%-5013F-HRTimeline
Key Financial Inc4,159$1.25M0.2%-12113F-HRTimeline
Roan Capital Partners4,148$1.25M1.03%-1,33913F-HRTimeline
Atlas Brown,Inc.4,148$1.25M0.33%-9813F-HRTimeline
Elgethun Capital Management4,129$1.24M0.17%013F-HRTimeline
Bond & Devick Financial Network, Inc.4,127$1.24M0.31%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,189$1.23M0.29%-17613F-HRTimeline
Seneca House Advisors4,083$1.23M0.43%-4113F-HRTimeline
Roundview Capital LLC4,081$1.23M0.07%+8613F-HRTimeline
Verum Partners LLC4,073$1.22M0.19%-45013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,053$1.22M0.08%-7213F-HRTimelineGroup
Cambridge Financial Group, LLC4,047$1.22M0.38%-94413F-HRTimeline
Grantvest Financial Group LLC4,042$1.21M0.7%+1,83313F-HRTimeline
Orin Green Financial, LLC4,041$1.21M0.45%-813F-HRTimeline
GAMMA Investing LLC4,040$1.21M0.05%+2213F-HRTimeline
Insight Advisors, LLC/ PA4,028$1.21M0.21%-42713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,015$1.21M0.1%013F-HRTimeline
Permanent Capital Management, LP4,007$1.2M0.16%-19513F-HRTimeline
Advance Capital Management, Inc.4,005$1.2M0.04%-5813F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,000$1.2M0.36%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,000$1.2M0.01%new13F-HRTimelineGroup
Presidio Capital Management, LLC3,978$1.2M0.3%-913F-HRTimeline
Oak Barrel Wealth Advisory LLC3,974$1.19M0.53%13F-HRTimeline
McAdam, LLC3,964$1.19M0.05%+34613F-HRTimeline
Blue Sky Capital Consultants Group, Inc.3,964$1.19M0.51%-25213F-HRTimeline
WealthPlan Investment Management, LLC3,956$1.19M0.06%-8913F-HRTimeline
Westfuller Advisors, LLC3,952$1.19M0.43%+93713F-HRTimeline
Pinnacle Bancorp, Inc.3,941$1.18M0.31%-4213F-HRTimeline
LOWERY THOMAS, LLC3,933$1.18M0.58%-5113F-HRTimeline
MidAtlantic Capital Management, Inc.3,933$1.18M0.73%013F-HRTimeline
MainStreet Investment Advisors LLC3,927$1.18M0.16%-8113F-HRTimeline
Strategic Blueprint, LLC3,917$1.18M0.06%+7213F-HRTimeline
Davis Investment Partners, LLC3,909$1.17M0.36%013F-HRTimeline
Saxony Capital Management, LLC3,902$1.17M0.54%-7,64513F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC3,901$1.17M0.79%-8013F-HRTimeline
KFA Private Wealth Group, LLC3,899$1.17M0.28%+2,31113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,898$1.17M0.01%+50013F-HRTimeline
Flagship Private Wealth, LLC3,897$1.17M0.41%+6413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,889$1.17M0.68%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,006$1.17M0.12%-4013F-HRTimeline
Tyche Wealth Partners LLC3,881$1.17M0.16%-19013F-HRTimeline
IFC Advisors LLC3,872$1.16M0.15%+1,42513F-HRTimeline
CAPE ANN SAVINGS BANK3,867$1.16M0.55%-80013F-HRTimeline
BridgePort Financial Solutions, LLC3,867$1.16M0.3%+19213F-HRTimeline
Palisades Hudson Asset Management, L.P.3,863$1.16M0.41%+113F-HRTimeline
Francis Financial, Inc.3,864$1.16M0.19%+42413F-HRTimeline
Perkins Coie Trust Co3,855$1.16M0.19%+75013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,854$1.16M0.04%-1,29513F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,834$1.15M0.37%-1813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,824$1.15M0.26%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,816$1.15M0.15%013F-HRTimeline
Warner Group LLC3,810$1.14M0.28%+1,87913F-HRTimeline
Narus Financial Partners, LLC3,804$1.14M0.29%-3913F-HRTimeline
Black Swift Group, LLC3,800$1.14M0.16%new13F-HRTimeline
Broadview Financial Management, LLC3,793$1.14M0.7%-4113F-HRTimeline
Lexington Hill Partners, LLC3,791$1.14M0.55%-5,64913F-HRTimeline
Sprinkle Financial Consultants LLC3,771$1.13M0.44%+19013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC3,770$1.13M0.13%013F-HRTimeline
Uptown Financial Advisors LLC3,752$1.13M0.83%-913F-HRTimeline
WESPAC Advisors, LLC3,749$1.13M0.55%+2,12013F-HRTimeline
Blue Trust, Inc.3,739$1.12M0.01%-1,47213F-HRTimeline
INVESTMENT PARTNERS, LTD.3,724$1.12M0.35%+113F-HRTimeline
Guardian Financial Partners, LLC3,724$1.12M0.44%-25213F-HRTimeline
J.Safra Asset Management Corp3,723$1.12M0.05%-10913F-HRTimeline
Navigation Group, LLC3,701$1.11M0.22%013F-HRTimeline
Churchill Financial Advisors, LLC3,699$1.11M0.21%013F-HRTimeline
Petros Family Wealth, LLC3,699$1.11M0.68%-15613F-HRTimeline
Dana Investment Advisors, Inc.3,681$1.11M0.03%+19113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,663$1.1M0.04%+1213F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…3,660$1.1M0.3%+48113F-HRTimelineGroup
Schneider Downs Wealth Management Advis…3,642$1.09M0.1%013F-HRTimeline
Integrated Investment Consultants, LLC3,638$1.09M0.22%-29813F-HRTimeline
B & T Capital Management DBA Alpha Capi…3,634$1.09M0.14%-1,67913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,632$1.09M0.17%-59813F-HRTimeline
FDx Advisors, Inc.3,626$1.09M0.33%-21313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,623$1.09M0.47%013F-HRTimeline
KINTRA WEALTH, LLC3,582$1.09M0.06%+9413F-HRTimeline
L & S Advisors Inc3,614$1.09M0.11%+113F-HRTimeline
Roehl & Yi Investment Advisors, LLC39,429$1.09M0.36%013F-HRTimeline
LIBRA WEALTH LLC3,610$1.08M0.28%-16513F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…3,609$1.08M<0.01%-4,74813F-HRTimeline
Highland Investment Advisors LLC3,607$1.08M0.47%13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC3,595$1.08M0.57%013F-HRTimeline
Procyon Advisors, LLC3,571$1.07M0.05%+32513F-HRTimeline
FORTEM FINANCIAL GROUP, LLC3,569$1.07M0.22%+5913F-HRTimeline
SeaBridge Investment Advisors LLC3,551$1.07M0.15%+1,30013F-HRTimeline
Autumn Glory Partners, LLC3,545$1.07M0.3%013F-HRTimeline
Breakwater Capital Group3,544$1.06M0.13%-1513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC3,544$1.06M0.49%+77313F-HRTimeline
MB Generational Wealth, LLC3,544$1.06M0.52%+27313F-HRTimeline
Resurgent Financial Advisors LLC3,543$1.06M0.3%+24713F-HRTimeline
W.H. Cornerstone Investments Inc.3,531$1.06M0.6%+1,27413F-HRTimeline
Clark Asset Management, LLC3,520$1.06M0.08%+17513F-HRTimeline
Lakeshore Capital Group, Inc.3,504$1.05M0.78%-5213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,503$1.05M0.05%+213F-HRTimeline
ALERUS FINANCIAL NA3,501$1.05M0.05%-2113F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,499$1.05M0.03%-2013F-HRTimeline
SBI Securities Co., Ltd.3,499$1.05M0.02%-4613F-HRTimeline
Wealth Care LLC3,498$1.05M0.85%+213F-HRTimeline