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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
WILLIAM JOHN SEMPOLINSKI4,818$1.19M0.6%+2513F-HRTimeline
Root Financial Partners, LLC4,814$1.19M0.06%+1,47313F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,798$1.19M0.64%+17613F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,790$1.19M0.43%+7313F-HRTimeline
MGO ONE SEVEN LLC4,783$1.19M0.02%-1,21413F-HRTimeline
PARTHENON LLC4,761$1.18M0.13%-3613F-HRTimeline
Arcus Capital Partners, LLC4,759$1.18M0.42%+2613F-HRTimeline
FOCUSED ALPHA, LLC4,725$1.17M0.36%+3,78613F-HRTimeline
Permanent Capital Management, LP4,202$1.17M0.18%-1,10613F-HRTimeline
Rialto Wealth Management, LLC4,696$1.16M0.26%013F-HRTimeline
Addison Capital Co4,695$1.16M0.21%+2,81413F-HRTimeline
PHILADELPHIA TRUST CO4,668$1.16M0.08%-30013F-HRTimeline
Meridian Wealth Advisors, LLC4,669$1.16M0.15%-17813F-HRTimeline
CAPE ANN SAVINGS BANK4,667$1.16M0.58%013F-HRTimeline
Richard W. Paul & Associates, LLC4,667$1.16M0.39%-8113F-HRTimeline
AtlasMark Financial, Inc4,700$1.16M0.75%013F-HRTimeline
DECISION INVESTMENTS, INC4,639$1.15M1.31%-13213F-HRTimeline
Alpha Advisors, LLC/VA4,627$1.15M0.91%+2,14313F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.14M0.5%013F-HRTimelineAmount filed as zero, left out of ratios.
Sepio Capital, LP4,602$1.14M0.06%-13,85213F-HRTimeline
Garde Capital, Inc.4,589$1.14M0.07%+88213F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,365$1.14M0.31%-5,58713F-HRTimeline
Platform Technology Partners4,577$1.14M0.22%+1,28213F-HRTimeline
Next Capital Management LLC4,551$1.13M0.34%+11013F-HRTimeline
Verum Partners LLC4,523$1.12M0.21%+17213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,515$1.12M0.22%013F-HRTimeline
Core Wealth Advisors, Inc.4,510$1.12M0.27%-2613F-HRTimeline
Caldwell Trust Co4,500$1.12M0.1%013F-HRTimeline
Tranquility Partners, LLC4,500$1.12M0.42%+36613F-HRTimeline
McClarren Financial Advisors, Inc.4,495$1.11M0.66%+84513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,483$1.11M0.12%-1713F-HRTimeline
Wellspring Financial Advisors, LLC4,478$1.11M0.08%-11713F-HRTimeline
Insight Advisors, LLC/ PA4,455$1.1M0.21%+38913F-HRTimeline
Global Financial Private Client, LLC4,444$1.1M0.36%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,438$1.1M0.07%013F-HRTimeline
Parker Financial LLC4,425$1.1M0.44%-25713F-HRTimeline
BRADY FAMILY WEALTH, LLC4,424$1.1M0.34%013F-HRTimeline
Nicholas Investment Partners, LP4,415$1.09M0.08%-70713F-HRTimeline
Cherry Tree Wealth Management, LLC4,397$1.09M0.23%013F-HRTimeline
Brooklyn Investment Group4,395$1.09M0.03%+3,41613F-HRTimeline
Fort Sheridan Advisors LLC4,395$1.09M0.13%+21813F-HRTimeline
FIRST FINANCIAL CORP /IN/4,389$1.09M0.43%-813F-HRTimeline
WHITE PINE CAPITAL LLC4,383$1.09M0.3%-2313F-HR/ATimeline
Bragg Financial Advisors, Inc4,382$1.09M0.03%-12613F-HRTimeline
Morton Brown Family Wealth, LLC4,346$1.08M0.28%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,340$1.08M0.11%+41013F-HRTimeline
2UniFi Bank4,337$1.08M0.52%+13013F-HRTimeline
Financial Perspectives, Inc4,329$1.07M0.3%+16713F-HRTimeline
CacheTech Inc.4,324$1.07M0.21%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,323$1.07M0.01%-93213F-HRTimeline
Sightline Wealth Advisors, LLC4,320$1.07M0.45%+613F-HRTimeline
SIGNATUREFD, LLC4,311$1.07M0.02%+37713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,309$1.07M0.24%013F-HRTimeline
Pachira Investments Inc.4,306$1.07M0.5%+1413F-HRTimeline
Live Oak Private Wealth LLC4,289$1.06M0.15%013F-HRTimeline
Key Financial Inc4,280$1.06M0.19%-913F-HRTimeline
Heartwood Wealth Advisors LLC4,261$1.06M0.09%+6413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,259$1.06M0.5%-2513F-HRTimeline
Atlas Brown,Inc.4,246$1.05M0.32%+113F-HRTimeline
PUREfi Wealth, LLC4,233$1.05M0.69%-31813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,230$1.05M0.18%-19513F-HRTimeline
Mattern Wealth Management LLC4,220$1.05M0.2%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.4,216$1.05M0.5%-35513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,213$1.04M0.07%-1,79113F-HRTimeline
Lutz Financial Services LLC4,200$1.04M0.07%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,197$1.04M0.1%013F-HRTimeline
Chicago Capital, LLC4,197$1.04M0.03%-1713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,177$1.04M0.06%-1,48213F-HRTimeline
General Partner, Inc.4,176$1.04M0.63%013F-HRTimeline
Elgethun Capital Management4,129$1.02M0.17%013F-HRTimeline
Bond & Devick Financial Network, Inc.4,127$1.02M0.29%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,125$1.02M0.08%-9913F-HRTimelineGroup
PALISADE CAPITAL MANAGEMENT, LP4,125$1.02M0.03%-47,27913F-HRTimeline
Seneca House Advisors4,124$1.02M0.41%+1,13013F-HRTimeline
STAR Financial Bank4,088$1.01M0.48%-45313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,071$1.01M0.14%-4113F-HRTimeline
Tyche Wealth Partners LLC4,071$1.01M0.16%+15913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…3,995$1.01M0.62%+2,35613F-HRTimeline
Advance Capital Management, Inc.4,063$1.01M0.04%-71213F-HRTimeline
JSF Financial, LLC4,063$1.01M0.2%-4813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,058$1.01M0.02%+12613F-HRTimelineGroup
Cedar Mountain Advisors, LLC4,058$1.01M0.2%013F-HRTimeline
Orin Green Financial, LLC4,049$1M0.41%+1913F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,046$1M0.12%-1113F-HRTimeline
WealthPlan Investment Management, LLC4,045$1M0.06%-5,82413F-HRTimeline
GAMMA Investing LLC4,018$996K0.05%+19413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,015$996K0.09%013F-HRTimeline
Elm Partners Management LLC4,150$994K0.04%+1,37813F-HRTimeline
MainStreet Investment Advisors LLC4,008$994K0.15%-45013F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,000$992K0.34%013F-HRTimeline
Roundview Capital LLC3,995$991K0.06%+76413F-HRTimeline
Presidio Capital Management, LLC3,987$989K0.29%+10213F-HRTimeline
LOWERY THOMAS, LLC3,984$988K0.57%-1313F-HRTimeline
Pinnacle Bancorp, Inc.3,983$988K0.29%-13813F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC3,981$987K0.74%-7813F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD3,978$986K0.14%+30013F-HRTimeline
Guardian Financial Partners, LLC3,976$986K0.42%+613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,960$982K0.08%+1,81513F-HRTimeline
Integrated Investment Consultants, LLC3,936$976K0.21%-1913F-HRTimeline
MidAtlantic Capital Management, Inc.3,933$975K0.67%+3313F-HRTimeline
Charter Oak Capital Management, LLC3,926$974K0.08%-33313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI3,925$973K0.17%-1613F-HRTimeline
Providence First Trust Co3,922$973K0.34%-2,12113F-HRTimeline
Davis Investment Partners, LLC3,909$969K0.34%-31513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,889$965K0.64%013F-HRTimeline
Palisades Hudson Asset Management, L.P.3,862$958K0.37%013F-HRTimeline
Petros Family Wealth, LLC3,855$956K0.68%-35913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,852$955K0.35%+7213F-HRTimeline
Strategic Blueprint, LLC3,845$954K0.06%+1213F-HRTimeline
Narus Financial Partners, LLC3,843$953K0.25%-3513F-HRTimeline
FDx Advisors, Inc.3,839$952K0.3%-12813F-HRTimeline
Broadview Financial Management, LLC3,834$951K0.65%-17313F-HRTimeline
Flagship Private Wealth, LLC3,833$951K0.39%-15013F-HRTimeline
J.Safra Asset Management Corp3,832$950K0.05%-10,83713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,824$948K0.24%+2913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC3,816$946K0.14%013F-HRTimeline
LIBRA WEALTH LLC3,775$936K0.26%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC3,770$935K0.12%013F-HRTimeline
Uptown Financial Advisors LLC3,761$933K0.75%+11213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,730$925K0.05%+7313F-HRTimeline
INVESTMENT PARTNERS, LTD.3,723$923K0.33%+19013F-HRTimeline
Onyx Bridge Wealth Group LLC3,713$921K0.1%-9513F-HRTimeline
Elite Financial, Inc.3,707$919K0.41%013F-HRTimeline
Sage Mountain Advisors LLC3,703$918K0.06%-19013F-HRTimeline
Navigation Group, LLC3,701$918K0.21%13F-HRTimeline
Oak Thistle LLC3,700$918K0.09%new13F-HRTimeline
Churchill Financial Advisors, LLC3,699$917K0.19%-4013F-HRTimeline
Cassaday & Co Wealth Management LLC3,688$915K0.02%+5613F-HRTimeline
WAYSTONE ADVISORS LLC3,683$913K0.82%+1,97013F-HRTimeline
BridgePort Financial Solutions, LLC3,675$911K0.26%-26813F-HRTimeline
HFG Advisors, Inc.3,668$910K0.64%-34113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,651$906K0.04%new13F-HRTimeline
Schneider Downs Wealth Management Advis…3,642$903K0.1%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC39,429$902K0.34%+11,99313F-HRTimeline
CSS LLC/IL3,628$900K0.05%+3,54013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC3,623$899K0.42%013F-HRTimeline
McAdam, LLC3,618$897K0.04%-22913F-HRTimeline
L & S Advisors Inc3,613$896K0.11%-88013F-HRTimeline
Destiny Wealth Partners, LLC3,609$895K0.1%+96013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC3,595$892K0.53%+2513F-HRTimeline
Navalign, LLC3,590$890K0.22%+513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding3,585$889K+411Timeline
Sprinkle Financial Consultants LLC3,581$888K0.41%+613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,398$888K0.01%013F-HRTimeline
Breakwater Capital Group3,559$883K0.12%+3613F-HRTimeline
Lakeshore Capital Group, Inc.3,556$882K0.72%-1313F-HRTimeline
Atria Investments, Inc3,550$880K0.01%-22,63313F-HRTimeline
Bill Few Associates, Inc.3,549$880K0.21%013F-HRTimeline
SBI Securities Co., Ltd.3,545$879K0.02%-43113F-HRTimeline
Autumn Glory Partners, LLC3,545$879K0.32%013F-HRTimeline
Evensky & Katz LLC3,529$875K0.05%-14413F-HRTimeline
ALERUS FINANCIAL NA3,522$873K0.04%-6113F-HRTimeline
American Financial Advisors, LLC3,520$873K0.12%-8213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,519$873K0.03%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC3,510$870K0.22%new13F-HRTimeline
First Bank & Trust3,505$869K0.14%-4513F-HRTimeline
Van Cleef Asset Management,Inc3,504$869K0.09%+19713F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,502$868K0.32%-44513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,501$868K0.05%-1,05113F-HRTimeline
Thrive Wealth Management, LLC3,496$867K0.13%+2113F-HRTimeline
Wealth Care LLC3,496$867K0.77%13F-HRTimeline
Dana Investment Advisors, Inc.3,490$866K0.03%-21113F-HRTimeline
Occidental Asset Management, LLC3,488$865K0.1%+8813F-HRTimeline
KINTRA WEALTH, LLC3,488$865K0.06%+1,09613F-HRTimeline
Missouri Trust & Investment Co3,462$859K0.25%013F-HRTimeline
Millstone Evans Group, LLC3,448$855K0.51%013F-HRTimeline
Francis Financial, Inc.3,440$853K0.16%-3413F-HRTimeline
Fermata Advisors, LLC3,435$852K0.19%-61113F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,413$846K0.83%-3013F-HRTimeline
Wealth Dimensions Group, Ltd.3,405$844K0.17%-27113F-HRTimeline
Mystic Asset Management, Inc.3,405$844K0.2%+8613F-HRTimeline
Leo Wealth, LLC3,396$842K0.06%+39313F-HRTimeline
Mechanics Bank Trust Department3,394$842K0.12%-13513F-HRTimeline
SC&H Financial Advisors, Inc.3,392$841K0.13%-2713F-HRTimeline
WORLD EQUITY GROUP, INC.3,385$840K0.22%-20613F-HRTimeline
Cavalier Investments, LLC3,385$839K0.22%-6,44913F-HRTimeline
Noble Family Wealth, LLC3,381$838K0.17%013F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.3,370$836K0.03%013F-HRTimeline
Richmond Investment Services, LLC3,366$835K0.13%-2,98713F-HRTimeline
New England Professional Planning Group…3,365$834K0.35%-1013F-HRTimeline
Canopy Partners, LLC3,355$832K0.29%-113F-HRTimeline
Clark Asset Management, LLC3,345$830K0.08%-10513F-HRTimeline
MARQUETTE ASSOCIATES, INC.3,313$822K0.89%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,310$821K0.12%-55,83113F-HRTimeline
Sentry LLC3,308$820K0.26%-13513F-HRTimeline
SEVEN MILE ADVISORY3,300$818K0.59%new13F-HRTimeline
Resurgent Financial Advisors LLC3,296$817K0.3%+2013F-HRTimeline
Intellectus Partners, LLC3,291$816K0.17%-54713F-HRTimeline
Agate Pass Investment Management, LLC3,288$815K0.32%-5113F-HRTimeline
Smith Salley Wealth Management3,285$815K0.04%-31513F-HRTimeline
Baron Wealth Management LLC3,284$814K0.24%+513F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc3,283$814K<0.01%+47213F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.3,283$814K0.65%013F-HRTimeline
Lionshead Wealth Management, LLC3,280$814K0.6%-5013F-HRTimeline
Strategic Planning, Inc.3,280$813K0.41%new13F-HRTimeline
NWK Group, Inc.3,279$813K0.31%+3613F-HRTimeline
High Probability Advisors, LLC3,275$812K0.1%013F-HRTimeline
Coastwise Capital Group, LLC3,271$811K0.45%-513F-HRTimeline
MB Generational Wealth, LLC3,271$811K0.45%013F-HRTimeline
Horizon Investments, LLC3,266$810K0.01%+1,62213F-HRTimeline