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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
Colter Lewis Investment Partners LLC2,509$754K0.34%new13F-HRTimeline
Shared Vision Wealth Group LLC2,507$753K0.26%013F-HRTimeline
POSTROCK PARTNERS LLC2,506$753K0.31%013F-HRTimeline
Raab & Moskowitz Asset Management LLC2,502$752K0.15%+4413F-HRTimeline
Defender Capital, LLC.2,500$751K0.24%new13F-HRTimeline
First City Capital Management, Inc.2,497$750K0.37%-10013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,497$750K0.3%013F-HRTimeline
First PREMIER Bank2,489$748K0.12%013F-HRTimeline
VIMA LLC2,488$748K0.73%13F-HRTimeline
JNBA Financial Advisors2,486$747K0.06%-14513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,485$747K0.08%013F-HRTimeline
Woodside Wealth Management LLC2,480$745K0.52%013F-HRTimeline
Shepherd Financial Partners LLC2,479$745K0.06%-10813F-HRTimeline
American Investment Services, Inc.2,477$744K0.16%013F-HRTimeline
Rossby Financial, LCC2,476$744K0.14%+1,31413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,473$743K0.14%013F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT2,469$742K0.03%013F-HRTimeline
Canal Capital Management, LLC2,465$741K0.09%-1313F-HRTimeline
JGP Wealth Management, LLC2,464$740K0.07%-6513F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,464$740K0.28%013F-HRTimeline
Journey Beyond Wealth, LLC2,458$739K0.58%013F-HRTimeline
Bigelow Investment Advisors, LLC2,453$737K0.27%-3213F-HRTimeline
RDA Financial Network2,444$734K0.16%-9413F-HRTimeline
East Coast Asset Management, LLC.2,440$733K0.22%-1813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,490$732K0.29%-2113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,412$725K0.26%013F-HRTimeline
Baker Ellis Asset Management LLC2,409$724K0.08%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,406$723K0.05%-1,40213F-HRTimeline
Bluesphere Advisors LLC2,400$721K0.22%+39413F-HRTimeline
St. Clair Advisors, LLC2,398$720K0.19%-9,75613F-HRTimeline
Waterloo Capital, L.P.2,397$720K0.04%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,396$720K0.25%013F-HRTimeline
LM Advisors LLC2,398$719K0.08%+1,77513F-HRTimeline
RiverFront Investment Group, LLC2,389$718K0.01%+68713F-HRTimeline
Rockwood Wealth Management, LLC2,388$717K0.05%+69313F-HRTimeline
Berger Financial Group, Inc2,384$716K0.04%-2413F-HRTimeline
Navis Wealth Advisors, LLC2,380$715K0.27%+62913F-HRTimeline
Antonelli Financial Advisors, LLC2,374$713K0.49%-11713F-HRTimeline
Rare Wolf Capital LLC2,371$712K0.46%013F-HRTimeline
Strategic Financial Concepts, LLC2,369$712K0.21%-56413F-HRTimeline
Cornerstone Select Advisors, LLC2,368$712K0.3%+44413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,359$709K0.07%-3013F-HRTimelineGroup
Regatta Research & Money Management2,351$705K0.67%13F-HRTimeline
Kelman-Lazarov, Inc.2,346$705K0.09%013F-HRTimeline
NATURAL INVESTMENTS, LLC2,342$703K0.15%+85513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,326$699K0.05%-82813F-HRTimelineGroup
CGN Advisors LLC2,324$698K0.05%+913F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC2,323$698K0.39%013F-HRTimeline
MRP Capital Investments, LLC2,320$697K0.51%+1,57513F-HRTimeline
DKM Wealth Management, Inc.2,319$697K0.46%-1513F-HRTimeline
Commonwealth Financial Services, LLC2,299$691K0.09%+9513F-HRTimeline
Castellan Group2,297$690K0.08%new13F-HRTimeline
Carrera Capital Advisors2,297$690K0.1%-1713F-HRTimeline
RMG Wealth Management LLC2,279$690K0.07%+3113F-HRTimeline
Daybright Advisory Services, Inc.2,364$688K0.16%-4313F-HRTimeline
Upper Left Wealth Management, LLC2,290$688K0.38%-15813F-HRTimeline
Measured Risk Portfolios, Inc.2,289$688K0.61%-1513F-HRTimeline
Beacon Capital Management, LLC2,284$686K0.1%+26613F-HRTimeline
Arcus Capital Partners, LLC2,283$686K0.28%-2,47613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,278$684K0.17%+1,27513F-HRTimeline
Optivise Advisory Services LLC2,274$683K0.35%-2913F-HRTimeline
Sovereign Financial Group, Inc.2,267$681K0.1%-8013F-HRTimeline
Brown Miller Wealth Management, LLC2,266$681K0.17%-313F-HRTimeline
V2 Financial group LLC2,263$680K0.25%-38913F-HRTimeline
Argent Advisors, Inc.2,260$679K0.17%-35813F-HRTimeline
Urban Financial Advisory Corp2,259$679K0.19%-20213F-HRTimeline
CAPITAL CITY TRUST CO/FL2,257$678K0.14%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,227$672K0.22%-713F-HRTimeline
Winthrop Capital Management, LLC2,234$671K0.16%-25413F-HRTimeline
PVG ASSET MANAGEMENT CORP2,231$670K0.39%-513F-HRTimeline
Independent Advisor Alliance2,221$667K0.02%-95,69813F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,219$667K0.09%+75413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,216$666K0.28%new13F-HRTimeline
Penney Financial, LLC2,203$662K0.23%013F-HRTimeline
Quent Capital, LLC2,200$661K0.04%+40213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,198$660K0.04%013F-HRTimelineGroup
Elyxium Wealth, LLC2,196$660K0.07%-2513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,191$658K0.03%-15413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,183$656K0.24%+1013F-HRTimeline
Red Door Wealth Management, LLC2,180$655K0.06%+42713F-HRTimeline
Stone Summit Wealth LLC2,176$654K0.17%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,167$651K0.14%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,161$649K0.03%-2,01613F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,160$649K0.09%+1713F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.2,159$649K0.07%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,156$648K0.11%013F-HRTimeline
Kondo Wealth Advisors, Inc.2,154$647K0.22%-2313F-HRTimeline
Kassira Wealth Management LLC2,154$647K0.52%013F-HRTimeline
Breachway Investments LLC2,150$646K0.97%-1513F-HRTimeline
Highview Capital Management LLC/DE/2,145$644K0.19%new13F-HRTimeline
Cavalier Investments, LLC2,139$643K0.24%-1,24613F-HRTimeline
Register Financial Advisors LLC2,135$642K0.2%+7013F-HRTimeline
Retirement Investment Advisors, Inc.2,177$639K0.05%013F-HRTimeline
Annex Advisory Services, LLC2,125$639K0.01%+1,18813F-HRTimeline
MASECO LLP2,125$638K0.02%+35713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,118$636K0.03%-1113F-HRTimeline
Summit Investment Advisory Services, LLC2,114$635K0.16%013F-HRTimeline
Magnus Financial Group LLC2,113$635K0.04%-8913F-HRTimeline
Financial Partners Group, Inc2,108$633K0.06%+1313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,106$633K0.02%013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.2,100$631K0.18%new13F-HRTimeline
Valtrion Capital Management, LLC2,097$630K0.47%013F-HRTimeline
James J. Burns & Company, LLC2,095$629K0.07%-3313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,094$629K0.02%+613F-HRTimeline
Formidable Asset Management, LLC2,533$628K0.1%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,086$627K0.1%013F-HRTimeline
Consilium Wealth Advisory, LLC2,084$626K0.19%013F-HRTimeline
Mascoma Wealth Management LLC2,081$625K0.12%-1113F-HRTimeline
Saiph Capital, LLC2,081$625K0.19%+3213F-HRTimeline
Total Wealth Planning & Management, Inc.2,081$625K0.45%+10213F-HRTimeline
Yukon Wealth Management, Inc.2,080$625K0.18%new13F-HRTimeline
LexAurum Advisors, LLC2,078$624K0.07%+4513F-HRTimeline
WEST PACES ADVISORS INC.2,077$624K0.1%+28313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,076$624K0.14%013F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,075$623K0.29%013F-HRTimeline
KRS Capital Management, LLC2,073$623K0.29%013F-HRTimeline
WARNER FINANCIAL, INC2,067$621K0.18%+113F-HRTimeline
Fiduciary Group, LLC2,065$620K0.05%013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC2,062$620K0.21%new13F-HRTimelineGroup
Kaizen Financial Strategies2,063$618K0.24%013F-HRTimeline
Valor Advisors LLC2,053$617K0.45%-17713F-HRTimeline
BCS Private Wealth Management, Inc.2,050$616K0.19%013F-HRTimeline
Talon Private Wealth, LLC2,047$615K0.07%+32913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,044$614K0.02%013F-HRTimeline
Liberty Capital Management, Inc.2,042$614K0.11%13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,040$613K0.04%-313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,038$612K0.33%-3013F-HRTimeline
BlueSky Wealth Advisors, LLC2,036$612K0.07%+1,21313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,031$610K0.08%013F-HRTimeline
Cypress Wealth Services, LLC2,028$609K0.07%-28513F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,026$609K0.02%-9,63113F-HRTimeline
ABLE Financial Group, LLC2,022$608K0.1%-3413F-HRTimeline
Innova Wealth Partners2,019$607K0.25%+10113F-HRTimeline
Synergy Investment Management, LLC2,070$607K0.15%+1,28013F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…2,016$606K0.42%013F-HRTimeline
Costello Asset Management, INC2,015$605K0.18%-213F-HRTimeline
Heritage Investment Group, Inc.2,012$604K0.08%-3513F-HRTimeline
ANCHYRA PARTNERS LLC2,010$604K0.15%-96013F-HRTimeline
Marshall Financial Group, LLC2,004$602K0.09%+50513F-HRTimeline
ZEGA Investments, LLC2,003$602K0.1%-16413F-HRTimeline
Hoxton Planning & Management, LLC2,003$602K0.16%-4913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,000$601K0.04%+1,08613F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…2,000$601K0.33%new13F-HR/ATimelineGroup
Integrity Investment Advisors, LLC1,999$601K0.26%013F-HRTimeline
Purkiss Capital Advisors LLC1,991$598K0.23%+41813F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,978$594K0.18%-613F-HRTimeline
Krilogy Financial LLC1,978$594K0.02%+16713F-HRTimeline
Hummer Financial Advisory Services Inc1,975$593K0.39%013F-HRTimeline
Schusterman Interests, LLC1,970$592K0.15%013F-HRTimeline
Balefire, LLC1,962$590K0.1%-18613F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,960$588K0.35%013F-HRTimeline
Geneva Partners, LLC1,955$587K0.16%+14913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,950$586K0.08%-6113F-HRTimeline
ENTREWEALTH, LLC1,960$585K0.22%+33513F-HRTimeline
Investors Research Corp1,945$584K0.1%-97313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,944$584K0.14%-5113F-HRTimeline
WELLINGTON-ALTUS USA INC.2,346$582K0.41%-5013F-HRTimeline
Mayfair Advisory Group, LLC1,990$579K0.17%013F-HRTimeline
Cannon Capital Management, Inc.1,921$577K0.49%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,224$577K0.44%+76913F-HRTimeline
Moment Partners, LLC1,917$576K0.1%-6113F-HRTimeline
Collaborative Wealth Managment Inc.1,909$574K0.24%-52713F-HRTimeline
Global View Capital Management LLC1,902$571K0.12%+1,05713F-HRTimeline
Synergy Financial Group, LTD1,900$571K0.41%013F-HRTimeline
Triad Wealth Partners, LLC1,927$571K0.03%+413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,897$570K0.04%+15313F-HRTimeline
ROCKLAND TRUST CO1,896$570K0.02%+1913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,896$570K0.01%-1813F-HRTimelineGroup
Sterling Investment Counsel, LLC1,884$566K0.13%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,881$565K0.06%-4813F-HRTimelineGroup
Samalin Investment Counsel, LLC1,874$563K0.18%-3813F-HRTimeline
GRANDFIELD & DODD, LLC1,871$562K0.03%013F-HRTimeline
Argyle Capital Partners, LLC1,869$561K0.35%-8713F-HRTimeline
TPG Financial Advisors, LLC1,862$559K0.17%013F-HRTimeline
HOWE & RUSLING INC1,858$558K0.03%-23913F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,857$558K0.13%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,856$558K0.5%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,855$557K0.02%-91013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,853$557K0.06%+713F-HRTimelineGroup
W1M Asset Management Ltd1,848$555K0.01%-1,08313F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC1,846$555K0.36%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,846$555K0.09%+68413F-HRTimeline
Cardinal Point Capital Management ULC1,845$554K0.03%-52513F-HRTimeline
Spartan Wealth Advisory Services LLC1,835$551K0.05%+1013F-HRTimeline
Advyzon Investment Management, LLC1,834$551K0.04%+59513F-HRTimeline
Ledyard National Bank1,829$550K0.04%+43213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,822$548K0.08%013F-HRTimeline
Narwhal Capital Management1,822$547K0.04%-1113F-HRTimeline
Midwest Financial Group LLC1,821$547K0.19%+22513F-HRTimeline
Tennessee Valley Asset Management Partn…1,818$546K0.06%+213F-HRTimeline
Coastal Bridge Advisors, LLC1,816$546K0.03%-213F-HRTimeline
GHP Investment Advisors, Inc.1,813$545K0.02%+4213F-HRTimeline
Stanich Group LLC1,809$544K0.34%-1,16413F-HRTimeline
LAVELLE CAPITAL LP1,806$543K0.28%013F-HRTimeline
Wescott Financial Advisory Group, LLC1,805$542K0.04%-27113F-HRTimeline
FLC Capital Advisors1,795$539K0.09%-1013F-HRTimeline
Chancellor Financial Group WB LP1,793$539K0.33%-14613F-HRTimeline
Pinion Investment Advisors, LLC1,792$538K0.1%-19813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,777$534K0.03%013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.1,775$533K0.04%013F-HRTimeline