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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
FIRST MANHATTAN CO. LLC.3,491$1.05M<0.01%+46913F-HRTimeline
Occidental Asset Management, LLC3,488$1.05M0.1%013F-HRTimeline
HFG Advisors, Inc.3,486$1.05M0.65%-18213F-HRTimeline
Thomasville National Bank3,485$1.05M0.06%13F-HRTimeline
Gateway Wealth Partners, LLC3,470$1.04M0.06%-1,53013F-HRTimeline
Baker Avenue Asset Management, LP3,445$1.03M0.02%+45413F-HRTimeline
American Financial Advisors, LLC3,427$1.03M0.12%-9313F-HRTimeline
Bill Few Associates, Inc.3,413$1.03M0.22%-13613F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,413$1.03M0.91%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,401$1.02M0.03%+3113F-HRTimeline
Evensky & Katz LLC3,399$1.02M0.05%-13013F-HRTimeline
Navalign, LLC3,396$1.02M0.24%-19413F-HRTimeline
SC&H Financial Advisors, Inc.3,395$1.02M0.14%+313F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,392$1.02M0.35%-11013F-HRTimeline
Elm Partners Management LLC3,390$1.02M0.03%-76013F-HR/ATimeline
State of Alaska, Department of Revenue3,386$1.02M0.01%-2,73513F-HRTimeline
Noble Family Wealth, LLC3,381$1.02M0.18%013F-HRTimeline
FNY Investment Advisers, LLC3,375$1.01M0.37%new13F-HRTimeline
Wealth Dimensions Group, Ltd.3,373$1.01M0.18%-3213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,368$1.01M0.01%-6,05813F-HRTimelineGroup
New England Professional Planning Group…3,366$1.01M0.38%+113F-HRTimeline
Missouri Trust & Investment Co3,462$1.01M0.27%013F-HRTimeline
Canopy Partners, LLC3,355$1.01M0.3%013F-HRTimeline
Elite Financial, Inc.3,357$1.01M0.41%-35013F-HRTimeline
Johnson & White Wealth Management, LLC3,349$1.01M0.38%+13713F-HRTimeline
Fermata Advisors, LLC3,344$1M0.2%-9113F-HRTimeline
Thrive Wealth Management, LLC3,341$1M0.13%-15513F-HRTimeline
SUMMITRY LLC3,340$1M0.03%new13F-HRTimeline
Van Cleef Asset Management,Inc3,332$1M0.1%-17213F-HRTimeline
Heritage Trust Co3,320$997K0.09%+9813F-HRTimeline
SAX WEALTH ADVISORS, LLC4,018$997K0.04%+1,77713F-HRTimeline
WORLD EQUITY GROUP, INC.3,316$996K0.22%-6913F-HRTimeline
Millstone Evans Group, LLC3,305$993K0.54%-14313F-HRTimeline
OKABENA INVESTMENT SERVICES INC3,301$992K0.18%+4313F-HRTimeline
First Bank & Trust3,301$992K0.15%-20413F-HRTimeline
SEVEN MILE ADVISORY3,300$991K0.67%013F-HRTimeline
CULTIVAR CAPITAL, INC.3,290$988K0.64%+4113F-HRTimeline
Sentry LLC3,283$986K0.28%-2513F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,283$986K0.7%013F-HRTimeline
Intellectus Partners, LLC3,281$986K0.17%-1013F-HRTimeline
Baron Wealth Management LLC3,278$985K0.26%-613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,276$985K0.15%+1,16113F-HRTimeline
High Probability Advisors, LLC3,275$984K0.11%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,262$980K0.02%-42613F-HRTimeline
Lionshead Wealth Management, LLC3,252$977K0.63%-2813F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…3,250$976K0.08%new13F-HRTimelineGroup
SAPIENT CAPITAL LLC3,244$975K0.01%+13713F-HR/ATimeline
Curated Wealth Partners LLC3,239$973K0.11%new13F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC3,234$972K0.05%-2513F-HRTimeline
Horrell Capital Management, Inc.3,221$968K0.44%013F-HRTimeline
Indivisible Partners3,205$963K0.05%new13F-HRTimeline
Cedar Wealth Management, LLC3,197$961K0.25%013F-HRTimeline
Sachetta, LLC3,194$960K0.47%+313F-HRTimeline
Center for Financial Planning, Inc.3,194$960K0.09%-1113F-HRTimeline
Mystic Asset Management, Inc.3,187$958K0.2%-21813F-HRTimeline
McGuire Investment Group, LLC3,185$957K0.08%013F-HRTimeline
Agate Pass Investment Management, LLC3,183$956K0.35%-10513F-HRTimeline
NWK Group, Inc.3,169$952K0.29%-11013F-HRTimeline
RPG Investment Advisory, LLC3,165$951K0.1%-8413F-HRTimeline
BEARING POINT CAPITAL, LLC3,160$949K0.13%-3513F-HRTimeline
Biltmore Family Office, LLC3,158$949K0.12%013F-HRTimeline
Winthrop Advisory Group LLC3,147$946K0.06%+65413F-HRTimeline
TICINO WEALTH3,147$946K0.3%-5,01013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,132$941K0.35%-2113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,118$937K0.05%013F-HRTimeline
HERBST GROUP, LLC3,113$935K0.51%-7,26113F-HRTimeline
CRA Financial Services, LLC3,109$934K0.11%-613F-HRTimeline
Proficio Capital Partners LLC3,107$934K0.03%+66813F-HRTimeline
Chesley Taft & Associates LLC3,106$933K0.04%013F-HRTimeline
Accel Wealth Management3,104$933K0.21%-14013F-HRTimeline
Beaton Management Co. Inc.3,099$931K0.38%013F-HRTimeline
Certified Advisory Corp3,097$931K0.08%+9313F-HRTimeline
Private Wealth Group, LLC3,091$929K0.36%013F-HRTimeline
JDM Financial Group LLC3,090$928K0.32%-1313F-HRTimeline
PIONEER TRUST BANK N A/OR3,085$927K0.21%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,084$927K0.01%-17113F-HRTimelineGroup
First County Bank /CT/3,081$926K0.44%-6613F-HRTimeline
DEARBORN PARTNERS LLC3,079$925K0.05%013F-HR/ATimeline
Welch Group, LLC3,077$924K0.03%-8413F-HRTimeline
K.J. Harrison & Partners Inc3,076$924K0.13%-5,98213F-HRTimeline
Crusonia Wealth Advisors LLC3,072$923K0.15%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC3,071$923K0.32%-4913F-HRTimeline
Columbia Bank3,061$920K0.21%+60513F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,060$919K<0.01%new13F-HRTimelineGroup
Coastwise Capital Group, LLC3,057$918K0.53%-21413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,053$917K0.63%-1513F-HRTimeline
Stronghold Wealth Management L.L.C.3,050$916K1.23%+6513F-HRTimeline
FSM Wealth Advisors, LLC3,047$916K0.1%+513F-HRTimeline
Windsor Capital Management, LLC3,041$914K0.24%-1713F-HRTimeline
Penn Capital Management Company, LLC3,036$912K0.06%-3,39113F-HRTimeline
Cascade Financial Partners, LLC3,020$907K0.08%-20013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,012$905K0.29%-18513F-HRTimeline
Gen-Wealth Partners Inc3,012$905K0.25%013F-HRTimeline
Gilliland Jeter Wealth Management LLC3,004$903K0.24%013F-HRTimeline
Prime Buchholz LLC3,001$902K0.33%new13F-HRTimeline
DCF Advisers, LLC3,000$901K0.24%013F-HRTimeline
Willis Johnson & Associates, Inc.2,999$901K0.05%-2,01113F-HRTimeline
Forza Wealth Management, LLC2,992$899K0.28%013F-HRTimeline
Arrowroot Family Office, LLC2,989$898K0.26%-5213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,988$898K0.26%-9313F-HRTimeline
FIRST AMERICAN BANK2,986$897K0.05%+13813F-HRTimeline
VeraBank, N.A.2,981$896K0.15%-9813F-HRTimeline
TOWNSQUARE CAPITAL LLC2,969$892K0.16%+9113F-HRTimeline
Ullmann Wealth Partners Group, LLC2,968$892K0.08%+50213F-HRTimeline
Sovran Advisors, LLC3,038$891K0.07%+22113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,958$889K<0.01%-24513F-HRTimelineGroup
Beta Wealth Group, Inc.2,954$888K0.33%-4413F-HRTimeline
Independent Wealth Advisors LLC2,953$887K0.8%+16313F-HRTimeline
O'Brien Greene & Co. Inc2,950$886K0.24%013F-HRTimeline
TI-TRUST, INC2,933$881K0.47%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,931$881K0.04%+14013F-HRTimeline
Stelac Advisory Services LLC2,931$881K0.16%013F-HRTimeline
Copia Wealth Management2,923$878K0.53%-6813F-HRTimeline
Ballew Advisors, Inc2,951$878K0.45%013F-HRTimeline
Bank of New Hampshire2,920$877K0.18%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,916$876K0.19%-3813F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC2,910$874K0.58%013F-HRTimeline
Providence Financial Advisors, LLC2,901$871K0.5%-7913F-HRTimeline
Integris Wealth Management, LLC2,890$868K0.18%013F-HRTimeline
Princeton Global Asset Management LLC2,888$868K0.12%+1413F-HRTimeline
Vawter Financial, Ltd.2,875$864K0.33%-4713F-HRTimeline
Tilson Financial Group, Inc.2,875$864K0.24%+713F-HRTimeline
Drexel Morgan & Co.2,866$861K0.12%013F-HRTimeline
Ironwood Financial, llc2,934$861K0.13%-4913F-HRTimeline
Fortitude Family Office, LLC2,859$859K0.17%013F-HRTimeline
RHUMBLINE ADVISERS2,857$858K<0.01%-30,42713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,845$855K0.57%-15013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV2,845$855K0.72%013F-HRTimeline
LEE DANNER & BASS INC2,834$851K0.05%-25513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,829$850K0.01%+2313F-HR/ATimeline
M. Kraus & Co2,825$849K0.23%013F-HRTimeline
Golden State Wealth Management, LLC2,821$848K0.08%+50213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,817$846K0.13%-7713F-HRTimeline
Independent Wealth Network Inc.2,816$846K0.22%+6713F-HRTimeline
Principle Wealth Partners LLC2,801$842K0.04%-2513F-HRTimeline
NCM Capital Management, LLC2,799$841K0.26%-2013F-HRTimeline
Cyndeo Wealth Partners, LLC2,794$839K0.04%+33113F-HRTimeline
XXI WEALTH, LLC2,794$839K0.39%-22113F-HRTimeline
Smith Salley Wealth Management2,785$837K0.04%-50013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,780$835K0.56%013F-HRTimeline
TBH Global Asset Management, LLC2,770$832K0.15%-5413F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,759$829K0.04%+18213F-HRTimeline
Rockbridge Investment Management, LCC2,755$828K0.07%-5113F-HRTimeline
Morse Asset Management, Inc2,745$825K0.14%013F-HRTimeline
Shoker Investment Counsel, Inc.2,742$824K0.21%+313F-HRTimeline
Mittelman Wealth Management1,167$823K0.54%-4,23413F-HRTimeline
Onyx Bridge Wealth Group LLC2,736$822K0.07%-97713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,737$822K0.02%-3913F-HRTimelineGroup
SkyOak Wealth, LLC2,732$821K0.13%-413F-HRTimeline
Frank, Rimerman Advisors LLC2,732$821K0.05%013F-HRTimeline
Goldstein Advisors, LLC2,728$820K0.07%013F-HRTimeline
BBR PARTNERS, LLC2,722$818K0.04%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,720$817K<0.01%-4,27413F-HRTimelineGroup
Tradewinds, LLC.2,700$816K0.19%+1,13913F-HRTimeline
Capital Asset Advisory Services LLC2,714$816K0.03%+8213F-HRTimeline
Ellis Investment Partners, LLC2,713$815K0.12%+413F-HRTimeline
WEALTHGARDEN F.S. LLC2,708$814K0.46%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,707$813K0.07%+713F-HRTimeline
NorthCoast Asset Management LLC2,696$810K0.02%-2,51613F-HRTimeline
IAG Wealth Partners, LLC2,692$809K0.08%+12513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,676$804K0.12%-313F-HRTimeline
Round Rock Advisors LLC2,675$804K0.1%-3613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,663$800K0.33%-8113F-HRTimeline
CHILTON INVESTMENT CO INC.2,662$800K0.02%+61913F-HRTimeline
TAGStone Capital, Inc.2,657$798K0.25%-7513F-HRTimeline
Bangor Savings Bank2,657$798K0.06%+20013F-HRTimeline
RIVERBRIDGE PARTNERS LLC2,655$798K0.02%+46213F-HRTimeline
Madison Wealth Partners, Inc2,654$797K0.1%+4513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,650$796K<0.01%013F-HRTimeline
TRUST CO OF OKLAHOMA2,645$795K0.2%+77313F-HRTimeline
AAF Wealth Management, LLC2,643$794K0.29%-113F-HRTimeline
Hudson Portfolio Management LLC2,640$793K0.6%-2513F-HRTimeline
Investment Partners Asset Management, I…2,639$793K0.44%-4013F-HRTimeline
FIRST AMERICAN TRUST, FSB2,629$790K0.05%-713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,622$788K0.45%-28413F-HRTimeline
Private Capital Management, LLC2,618$787K0.07%-17013F-HRTimeline
LYNCH & ASSOCIATES/IN2,610$784K0.14%013F-HRTimeline
Linscomb Wealth, Inc.2,609$784K0.03%-8313F-HRTimeline
Everhart Financial Group, Inc.2,608$783K0.05%+2513F-HRTimeline
Clarkston Capital Partners, LLC2,600$781K0.07%013F-HRTimeline
Cedar Mountain Advisors, LLC2,598$781K0.13%-1,46013F-HRTimeline
M1 Capital Management LLC2,593$779K0.29%+5213F-HRTimeline
Advus Financial Partners, LLC2,593$779K0.22%-29913F-HR/ATimeline
Mengis Capital Management, Inc.2,592$779K0.12%013F-HRTimeline
Guidance Point Advisors, LLC2,577$775K0.16%-113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,576$774K0.37%+513F-HRTimeline
Signal Advisors Wealth, LLC2,572$773K0.04%+9113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,572$773K0.04%-15913F-HRTimelineGroup
RED REEF ADVISORS LLC2,572$773K0.71%-42513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,565$771K0.19%-20113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,619$770K0.11%-1913F-HRTimeline
Meramec Financial Planners, LLC2,621$768K0.28%+12113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,550$766K0.29%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,542$762K0.08%new13F-HRTimeline
Trilogy Capital Inc.2,536$762K0.03%-62413F-HRTimeline
Sage Mountain Advisors LLC2,532$761K0.05%-1,17113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,530$760K0.04%+15613F-HRTimeline
INSIGHT 2811, INC.2,522$758K0.31%-7813F-HRTimeline
Inscription Capital, LLC2,520$757K0.07%new13F-HRTimeline
Baldwin Investment Management, LLC2,519$757K0.07%+113F-HRTimeline