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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
WOODMONT INVESTMENT COUNSEL LLC3,259$808K0.05%-18513F-HRTimeline
OKABENA INVESTMENT SERVICES INC3,258$808K0.16%+38813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,255$807K0.01%-14213F-HRTimelineGroup
RPG Investment Advisory, LLC3,249$806K0.1%+1013F-HRTimeline
CULTIVAR CAPITAL, INC.3,249$806K0.51%+3613F-HRTimeline
Procyon Advisors, LLC3,246$805K0.04%+6613F-HRTimeline
Accel Wealth Management3,244$805K0.21%-6013F-HRTimeline
Heritage Trust Co3,222$799K0.08%-4513F-HRTimeline
Horrell Capital Management, Inc.3,221$799K0.36%-413F-HRTimeline
MATAURO, LLC3,220$799K0.12%-1,76013F-HRTimeline
Cascade Financial Partners, LLC3,220$799K0.08%+8513F-HRTimeline
Johnson & White Wealth Management, LLC3,212$797K0.34%-8713F-HRTimeline
Center for Financial Planning, Inc.3,205$795K0.08%-3313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,203$794K<0.01%new13F-HRTimelineGroup
CSM Advisors, LLC3,200$794K0.02%-229,00013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,197$793K0.29%-35113F-HRTimeline
Cedar Wealth Management, LLC3,197$793K0.23%-85013F-HRTimeline
BEARING POINT CAPITAL, LLC3,195$792K0.12%013F-HRTimeline
Sachetta, LLC3,191$791K0.43%+313F-HRTimeline
McGuire Investment Group, LLC3,185$790K0.09%013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…3,179$788K0.23%+12013F-HRTimelineGroup
New Republic Capital, LLC3,166$785K0.26%+313F-HRTimeline
Welch Group, LLC3,161$784K0.03%+2613F-HRTimeline
Trilogy Capital Inc.3,160$784K0.03%-73013F-HRTimeline
Total Clarity Wealth Management, Inc.3,160$784K0.18%-1,87613F-HRTimeline
Biltmore Family Office, LLC3,158$783K0.11%-8113F-HRTimeline
Sovran Advisors, LLC2,817$783K0.06%+25713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,154$782K0.06%-1,21613F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC3,153$782K0.33%-11713F-HRTimeline
First County Bank /CT/3,147$780K0.42%-75113F-HRTimeline
Sharp Wealth Advisory, LLC3,128$776K0.38%+28813F-HRTimeline
ADVISORTRUST PARTNERS, LLC3,120$774K0.32%-12713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,118$773K0.05%+1,28313F-HRTimeline
Ballew Advisors, Inc2,951$773K0.44%-3713F-HRTimeline
CRA Financial Services, LLC3,115$773K0.1%-13313F-HRTimeline
SAPIENT CAPITAL LLC3,107$771K0.01%+66113F-HR/ATimeline
Chesley Taft & Associates LLC3,106$770K0.03%+7613F-HRTimeline
Perkins Coie Trust Co3,105$770K0.15%013F-HRTimeline
JDM Financial Group LLC3,103$770K0.3%-2913F-HRTimeline
Beaton Management Co. Inc.3,099$769K0.34%+62513F-HRTimeline
Private Wealth Group, LLC3,091$767K0.36%013F-HR/ATimeline
LEE DANNER & BASS INC3,089$766K0.05%+2113F-HRTimeline
PIONEER TRUST BANK N A/OR3,085$765K0.19%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,081$764K0.24%013F-HRTimeline
DEARBORN PARTNERS LLC3,079$764K0.04%013F-HRTimeline
VeraBank, N.A.3,079$764K0.14%013F-HRTimeline
Jackson Hole Capital Partners, LLC3,077$763K0.13%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,068$761K0.6%-4013F-HRTimeline
NorthCrest Asset Manangement, LLC3,027$761K0.02%-49613F-HRTimeline
Windsor Capital Management, LLC3,058$758K0.21%-613F-HRTimeline
FSM Wealth Advisors, LLC3,042$754K0.1%-9513F-HRTimeline
Arrowroot Family Office, LLC3,041$754K0.25%-3013F-HR/ATimeline
FIRST MANHATTAN CO. LLC.3,022$749K<0.01%+77713F-HRTimeline
XXI WEALTH, LLC3,015$748K0.42%-18513F-HRTimeline
Westfuller Advisors, LLC3,015$748K0.32%+613F-HRTimeline
Gen-Wealth Partners Inc3,012$747K0.24%-3513F-HRTimeline
Certified Advisory Corp3,004$745K0.07%+5913F-HRTimeline
Gilliland Jeter Wealth Management LLC3,004$745K0.22%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.3,001$744K0.03%-602,49813F-HR/ATimelineGroup
DCF Advisers, LLC3,000$744K0.28%013F-HRTimeline
Beta Wealth Group, Inc.2,998$743K0.31%+41913F-HRTimeline
RED REEF ADVISORS LLC2,997$743K0.78%-32013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,995$743K0.59%013F-HRTimeline
Forza Wealth Management, LLC2,992$742K0.26%+26013F-HRTimeline
Baker Avenue Asset Management, LP2,991$742K0.02%+47213F-HRTimeline
Copia Wealth Management2,991$742K0.51%-18113F-HRTimeline
Stronghold Wealth Management L.L.C.2,985$740K1.12%-17613F-HRTimeline
Ironwood Financial, llc2,983$740K0.13%-7213F-HRTimeline
Providence Financial Advisors, LLC2,980$739K0.42%013F-HRTimeline
Stanich Group LLC2,973$737K0.56%+413F-HRTimeline
ANCHYRA PARTNERS LLC2,970$737K0.22%-6513F-HRTimeline
Clark Capital Management Group, Inc.2,958$734K<0.01%-8,52013F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,954$733K0.13%+3813F-HRTimeline
O'Brien Greene & Co. Inc2,950$732K0.21%-2513F-HRTimeline
Capital Asset Advisory Services LLC2,632$730K0.03%+60113F-HRTimeline
Rollins Financial Advisors, LLC2,935$728K0.12%+66413F-HRTimeline
Strategic Financial Concepts, LLC2,933$728K0.18%new13F-HRTimeline
TI-TRUST, INC2,933$727K0.43%013F-HRTimeline
Stelac Advisory Services LLC2,931$727K0.15%+88813F-HRTimeline
W1M Asset Management Ltd2,931$727K0.01%013F-HRTimeline
Vawter Financial, Ltd.2,922$725K0.3%-50013F-HR/ATimeline
Bank of New Hampshire2,920$724K0.17%013F-HRTimeline
Investors Research Corp2,918$724K0.14%-19013F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC2,910$722K0.61%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,906$721K0.45%+18113F-HRTimeline
WELLINGTON-ALTUS USA INC.2,396$720K0.42%+29013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc2,900$719K<0.01%+90013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…2,894$718K0.12%-20213F-HRTimeline
Advus Financial Partners, LLC2,892$717K0.27%+41813F-HR/ATimeline
Integris Wealth Management, LLC2,890$717K0.16%013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,878$714K0.16%-39313F-HRTimeline
Princeton Global Asset Management LLC2,874$713K0.12%+89213F-HRTimeline
Tilson Financial Group, Inc.2,868$711K0.21%-24513F-HRTimeline
Drexel Morgan & Co.2,866$711K0.1%013F-HRTimeline
Fortitude Family Office, LLC2,859$709K0.16%013F-HRTimeline
J. Goldman & Co LP2,853$708K0.03%new13F-HRTimeline
FIRST AMERICAN BANK2,848$706K0.04%-72313F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV2,845$706K0.67%013F-HRTimeline
Rothschild Wealth LLC2,839$704K0.06%-23213F-HRTimeline
Principle Wealth Partners LLC2,826$701K0.04%+6013F-HRTimeline
M. Kraus & Co2,825$701K0.2%-10013F-HRTimeline
TBH Global Asset Management, LLC2,824$700K0.14%-4,88113F-HRTimeline
True North Advisors, LLC2,824$700K0.08%+7213F-HRTimeline
NCM Capital Management, LLC2,819$699K0.25%-7513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,815$698K0.01%-4,99613F-HRTimelineGroup
Rockbridge Investment Management, LCC2,806$696K0.06%+33913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,806$696K0.01%+22113F-HRTimeline
Meramec Financial Planners, LLC2,500$693K0.27%-89813F-HRTimeline
Plante Moran Financial Advisors, LLC2,791$692K0.04%-1,20413F-HRTimeline
Independent Wealth Advisors LLC2,790$692K0.68%+14813F-HRTimeline
Private Capital Management, LLC2,788$691K0.07%+12413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,638$691K0.11%+113F-HRTimeline
Schrum Private Wealth Management LLC2,783$690K0.53%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,766$690K0.2%-19813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,780$689K0.56%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,776$688K0.02%+4213F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC2,771$687K0.48%-20513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,765$686K0.02%+1,14913F-HRTimelineGroup
Independent Wealth Network Inc.2,749$682K0.2%+1213F-HRTimeline
Morse Asset Management, Inc2,745$681K0.14%-1713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,744$681K0.32%new13F-HRTimeline
Shoker Investment Counsel, Inc.2,739$680K0.2%-16213F-HRTimeline
SkyOak Wealth, LLC2,736$679K0.12%013F-HRTimeline
TAGStone Capital, Inc.2,732$678K0.24%-2413F-HRTimeline
Frank, Rimerman Advisors LLC2,732$678K0.04%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,731$677K0.04%+84513F-HRTimelineGroup
Goldstein Advisors, LLC2,728$677K0.08%-18813F-HRTimeline
BBR PARTNERS, LLC2,722$675K0.04%013F-HRTimeline
Round Rock Advisors LLC2,711$672K0.1%-2313F-HRTimeline
Ellis Investment Partners, LLC2,709$672K0.12%-14113F-HRTimeline
WEALTHGARDEN F.S. LLC2,708$672K0.46%013F-HRTimeline
BigSur Wealth Management LLC2,700$670K0.19%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,700$670K0.07%-8913F-HR/ATimeline
Linscomb Wealth, Inc.2,692$668K0.03%-36213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,679$664K0.11%+26513F-HRTimeline
Investment Partners Asset Management, I…2,679$664K0.41%-94613F-HRTimeline
Hudson Portfolio Management LLC2,665$661K0.56%+2513F-HRTimeline
PVG ASSET MANAGEMENT CORP2,236$659K0.39%+59013F-HRTimeline
V2 Financial group LLC2,652$658K0.31%+113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,650$657K<0.01%013F-HRTimeline
Clear Harbor Asset Management, LLC2,646$656K0.05%-20413F-HRTimeline
AAF Wealth Management, LLC2,644$656K0.27%-2513F-HRTimeline
FIRST AMERICAN TRUST, FSB2,636$654K0.04%+88013F-HRTimeline
JNBA Financial Advisors2,631$652K0.05%-3413F-HRTimeline
Argent Advisors, Inc.2,618$649K0.18%-50,08413F-HRTimeline
Petix & Botte Co2,614$648K0.14%-3,30613F-HRTimeline
Buck Wealth Strategies, LLC2,613$648K0.08%-15113F-HRTimeline
LYNCH & ASSOCIATES/IN2,610$647K0.12%+1013F-HRTimeline
Madison Wealth Partners, Inc2,609$647K0.1%013F-HRTimeline
INSIGHT 2811, INC.2,600$645K0.28%-51513F-HRTimeline
Clarkston Capital Partners, LLC2,600$645K0.05%-35013F-HRTimeline
First City Capital Management, Inc.2,597$644K0.34%013F-HRTimeline
Mengis Capital Management, Inc.2,592$643K0.11%-4013F-HRTimeline
Shepherd Financial Partners LLC2,587$642K0.06%-7413F-HRTimeline
RMG Wealth Management LLC2,248$641K0.07%new13F-HRTimeline
Everhart Financial Group, Inc.2,583$641K0.05%+2913F-HRTimeline
Guidance Point Advisors, LLC2,578$640K0.15%+213F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,577$639K0.05%+1,38913F-HRTimeline
Kathmere Capital Management, LLC2,572$638K0.04%new13F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,571$638K0.35%+413F-HRTimeline
IAG Wealth Partners, LLC2,567$637K0.07%-36513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,550$632K0.28%013F-HRTimeline
M1 Capital Management LLC2,541$630K0.29%-6913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,234$630K0.23%-1,47913F-HRTimeline
RDA Financial Network2,538$629K0.16%+3813F-HRTimeline
JGP Wealth Management, LLC2,529$627K0.07%-4313F-HRTimeline
Mitsubishi UFJ Morgan Stanley Securitie…in group Mitsubishi UFJ Trust & Bankin…2,526$626K1.54%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC2,524$626K0.07%+39613F-HRTimeline
Baldwin Investment Management, LLC2,518$624K0.07%+20613F-HRTimeline
Ducere Wealth Management LLC2,515$624K0.25%-8713F-HRTimeline
Formidable Asset Management, LLC2,533$624K0.1%-87013F-HRTimeline
Flaharty Asset Management, LLC2,512$623K0.08%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,511$623K0.28%+3213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,374$622K0.04%-1,16913F-HR/ATimeline
Shared Vision Wealth Group LLC2,507$622K0.25%013F-HRTimeline
POSTROCK PARTNERS LLC2,506$621K0.29%013F-HRTimeline
Bienville Capital Management, LLC2,505$621K0.12%-3113F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC2,500$620K0.04%-2,50013F-HRTimeline
SYMMETRY PEAK MANAGEMENT LLC2,500$620K6.41%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC2,497$619K0.28%013F-HRTimeline
Winthrop Advisory Group LLC2,493$618K0.05%-7513F-HRTimeline
Antonelli Financial Advisors, LLC2,491$618K0.43%-11513F-HRTimeline
Granite Bay Wealth Management, LLC2,489$617K0.13%+16013F-HRTimeline
First PREMIER Bank2,489$617K0.14%013F-HRTimeline
Winthrop Capital Management, LLC2,488$617K0.16%-2613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,485$616K0.08%+10713F-HRTimeline
Bigelow Investment Advisors, LLC2,485$616K0.25%-7613F-HRTimeline
Signal Advisors Wealth, LLC2,481$615K0.04%+55313F-HRTimeline
Woodside Wealth Management LLC2,480$615K0.48%-17013F-HRTimeline
Canal Capital Management, LLC2,478$614K0.08%+113F-HRTimeline
American Investment Services, Inc.2,477$614K0.14%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,473$613K0.13%013F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT2,469$612K0.03%013F-HRTimeline
Ullmann Wealth Partners Group, LLC2,466$612K0.06%+213F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,464$611K0.27%+58513F-HRTimeline
Cyndeo Wealth Partners, LLC2,463$611K0.03%-2113F-HRTimeline
Urban Financial Advisory Corp2,461$610K0.22%+3013F-HRTimeline
East Coast Asset Management, LLC.2,458$610K0.2%013F-HRTimeline
Journey Beyond Wealth, LLC2,458$610K0.52%-12213F-HRTimeline
Raab & Moskowitz Asset Management LLC2,458$610K0.14%-1713F-HRTimeline