Skip to content
Disclosery

IWM ISHARES TR

Follow

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
Bangor Savings Bank2,457$609K0.05%-213F-HRTimeline
Columbia Bank2,456$609K0.17%-59313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,455$609K0.49%013F-HRTimeline
Upper Left Wealth Management, LLC2,448$607K0.36%-25113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding2,448$607K+560Timeline
IFC Advisors LLC2,447$607K0.09%-1,66213F-HRTimeline
Proficio Capital Partners LLC2,439$605K0.03%+1,60513F-HRTimeline
Genus Capital Management Inc.2,439$605K0.07%-11513F-HRTimeline
Collaborative Wealth Managment Inc.2,436$604K0.28%-3,14813F-HRTimeline
Canandaigua National Trust Co of Florida2,426$602K0.48%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,412$598K0.23%013F-HRTimeline
Baker Ellis Asset Management LLC2,409$597K0.07%013F-HRTimeline
Berger Financial Group, Inc2,408$597K0.03%-1113F-HRTimeline
Daybright Advisory Services, Inc.2,407$597K0.17%-1,01413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,396$594K0.22%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,389$592K0.07%+3013F-HRTimelineGroup
Wise Wealth Partners2,378$590K0.8%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,377$589K<0.01%-16,61113F-HRTimelineGroup
Rare Wolf Capital LLC2,371$588K0.38%+213F-HRTimeline
Cardinal Point Capital Management ULC2,370$588K0.04%013F-HRTimeline
Sovereign Financial Group, Inc.2,347$582K0.1%-1,79613F-HRTimeline
Kelman-Lazarov, Inc.2,346$582K0.08%+53113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,345$582K0.04%+3013F-HRTimeline
DKM Wealth Management, Inc.2,334$579K0.42%-85713F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,075$577K0.3%-2813F-HRTimeline
WorthPointe, LLC2,324$576K0.16%-4,67513F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC2,323$576K0.38%new13F-HRTimeline
Golden State Wealth Management, LLC2,319$575K0.06%-36313F-HRTimeline
Quartz Partners, LLC2,316$574K0.22%-69113F-HRTimeline
Olympiad Research LP2,315$574K1.75%+17013F-HRTimeline
CGN Advisors LLC2,315$574K0.05%-27713F-HRTimeline
Carrera Capital Advisors2,314$574K0.09%-4613F-HRTimeline
Cypress Wealth Services, LLC2,313$574K0.08%+25313F-HRTimeline
Measured Risk Portfolios, Inc.2,304$571K0.63%+3813F-HRTimeline
Optivise Advisory Services LLC2,303$571K0.35%+28813F-HRTimeline
McElhenny Sheffield Capital Management,…2,277$565K0.14%-74,64613F-HRTimeline
Brown Miller Wealth Management, LLC2,269$563K0.16%013F-HRTimeline
W.H. Cornerstone Investments Inc.2,257$560K0.35%new13F-HRTimeline
SeaBridge Investment Advisors LLC2,251$558K0.09%-2113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,250$558K<0.01%013F-HRTimelineGroup
Kaizen Financial Strategies2,063$557K0.24%+113F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,960$553K0.35%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,241$552K0.03%013F-HRTimeline
Elyxium Wealth, LLC2,221$551K0.18%-48113F-HRTimeline
Valor Advisors LLC2,230$549K0.46%013F-HRTimeline
Grantvest Financial Group LLC2,209$548K0.35%-1713F-HRTimeline
Commonwealth Financial Services, LLC2,204$547K0.09%013F-HRTimeline
Penney Financial, LLC2,203$546K0.21%013F-HRTimeline
Magnus Financial Group LLC2,202$546K0.04%+19813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,198$545K0.03%-5813F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC2,193$544K0.01%-94,90213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,184$542K0.02%-613F-HRTimeline
Breachway Investments LLC2,165$540K0.52%+3013F-HRTimeline
Kondo Wealth Advisors, Inc.2,177$540K0.2%-2013F-HRTimeline
Stone Summit Wealth LLC2,176$540K0.15%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,173$539K0.23%+8513F-HRTimeline
ZEGA Investments, LLC2,167$537K0.1%+96513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,167$537K0.01%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,167$537K0.13%+10513F-HRTimeline
Retirement Investment Advisors, Inc.2,177$536K0.04%013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.2,159$535K0.07%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,156$535K0.1%013F-HRTimeline
Cove Private Wealth, LLC2,156$535K0.12%new13F-HRTimeline
Kassira Wealth Management LLC2,154$534K0.49%-14213F-HRTimeline
Balefire, LLC2,148$533K0.1%-37513F-HRTimeline
Curry Webb Wealth Management LLC2,142$531K0.25%-21413F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,143$531K0.08%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,129$528K0.03%-8413F-HRTimeline
James J. Burns & Company, LLC2,128$528K0.07%-1913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,115$525K0.1%-1,29613F-HRTimeline
Summit Investment Advisory Services, LLC2,114$524K0.19%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,106$522K0.02%013F-HRTimeline
HOWE & RUSLING INC2,097$520K0.03%-2513F-HRTimeline
Valtrion Capital Management, LLC2,097$520K0.49%013F-HRTimeline
Financial Partners Group, Inc2,095$520K0.06%-39613F-HRTimeline
Mascoma Wealth Management LLC2,092$519K0.11%-7513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,088$518K0.02%+1613F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,086$517K0.1%+7513F-HRTimeline
Consilium Wealth Advisory, LLC2,084$517K0.18%-20,28213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,076$515K0.14%+74513F-HRTimeline
Wescott Financial Advisory Group, LLC2,076$515K0.05%-6513F-HRTimeline
KRS Capital Management, LLC2,073$514K0.32%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,068$513K0.3%-213F-HRTimeline
RoundAngle Advisors LLC2,067$513K0.38%-17513F-HRTimeline
Fiduciary Group, LLC2,065$512K0.04%+24013F-HRTimeline
Register Financial Advisors LLC2,065$512K0.19%+25013F-HRTimeline
WARNER FINANCIAL, INC2,066$512K0.18%+213F-HRTimeline
ABLE Financial Group, LLC2,056$510K0.1%013F-HRTimeline
Hoxton Planning & Management, LLC2,052$509K0.15%-10813F-HRTimeline
BCS Private Wealth Management, Inc.2,050$508K0.15%+5013F-HRTimeline
Saiph Capital, LLC2,049$508K0.19%+10213F-HRTimeline
Heritage Investment Group, Inc.2,047$508K0.08%-25513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,044$507K0.02%+3813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,043$507K0.03%+9313F-HRTimeline
CHILTON INVESTMENT CO INC.2,043$507K0.01%013F-HRTimeline
LexAurum Advisors, LLC2,033$504K0.07%13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,031$504K0.07%013F-HRTimeline
Beacon Capital Management, LLC2,018$501K0.09%+35613F-HRTimeline
Costello Asset Management, INC2,017$500K0.17%-2013F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…2,016$500K0.39%013F-HRTimeline
Financial Life Planners2,014$500K0.38%+26213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,011$499K0.07%-1,13313F-HRTimeline
Bluesphere Advisors LLC2,006$497K0.18%-1413F-HRTimeline
Integrity Investment Advisors, LLC1,999$496K0.27%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,995$495K0.14%-413F-HRTimeline
Pinion Investment Advisors, LLC1,990$494K0.12%013F-HRTimeline
Mayfair Advisory Group, LLC1,990$494K0.17%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,767$493K0.21%013F-HRTimeline
Denver PWM, LLC1,731$492K0.17%+7013F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,984$492K0.16%013F-HRTimeline
Total Wealth Planning & Management, Inc.1,979$491K0.39%+28713F-HRTimeline
Moment Partners, LLC1,978$491K0.09%+213F-HRTimeline
Stegner Investment Associates Inc.1,977$490K0.27%013F-HRTimeline
Hummer Financial Advisory Services Inc1,975$490K0.35%013F-HRTimeline
Krilogy Financial LLC1,811$489K0.02%-9213F-HRTimeline
Schusterman Interests, LLC1,970$489K0.12%013F-HRTimeline
Argyle Capital Partners, LLC1,956$485K0.35%+113F-HRTimeline
Wealthquest Corp1,948$483K0.03%013F-HR/ATimeline
Chancellor Financial Group WB LP1,939$481K0.34%-3613F-HRTimeline
Warner Group LLC1,931$479K0.31%+5113F-HRTimeline
Cornerstone Select Advisors, LLC1,924$477K0.3%-69313F-HRTimeline
Triad Wealth Partners, LLC1,923$477K0.04%-27713F-HRTimeline
Cannon Capital Management, Inc.1,921$476K0.39%-213F-HRTimeline
Innova Wealth Partners1,918$476K0.23%+21413F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,929$475K0.04%-4813F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,914$475K0.01%013F-HRTimelineGroup
Samalin Investment Counsel, LLC1,912$474K0.17%-20913F-HRTimeline
LEIGH BALDWIN & CO., LLC1,912$474K0.31%+3113F-HRTimeline
waypoint wealth counsel1,911$474K0.25%-18,63613F-HRTimeline
Synergy Financial Group, LTD1,900$471K0.35%new13F-HRTimeline
Sterling Investment Counsel, LLC1,884$467K0.13%new13F-HRTimeline
ROCKLAND TRUST CO1,877$465K0.02%+96613F-HRTimeline
TRUST CO OF OKLAHOMA1,872$464K0.14%+2213F-HRTimeline
Interchange Capital Partners, LLC2,327$464K0.15%+86013F-HRTimeline
GRANDFIELD & DODD, LLC1,871$464K0.03%013F-HRTimeline
TPG Financial Advisors, LLC1,862$462K0.15%+1513F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,857$461K0.12%-113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,856$460K0.45%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,846$458K0.06%+2013F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC1,846$458K0.34%013F-HRTimeline
Marin Bay Wealth Advisors, LLC18,408$456K0.27%+16,63913F-HRTimeline
Narwhal Capital Management1,833$455K0.03%-1,09313F-HRTimeline
D.B. Root & Company, LLC1,832$454K0.11%+18713F-HRTimeline
Summit Wealth Group, LLC1,825$453K0.1%-913F-HRTimeline
Spartan Wealth Advisory Services LLC1,825$453K0.04%13F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC1,823$452K5.08%+54213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,822$452K0.07%-7013F-HRTimeline
Coastal Bridge Advisors, LLC1,818$451K0.03%+1413F-HRTimeline
Tennessee Valley Asset Management Partn…1,816$450K0.06%-7213F-HRTimeline
Brown Financial Advisory1,811$449K0.22%013F-HRTimeline
Bedminster, LLC1,808$448K0.42%-7013F-HRTimeline
LAVELLE CAPITAL LP1,806$448K0.28%013F-HRTimeline
Geneva Partners, LLC1,806$448K0.22%-7313F-HRTimeline
FLC Capital Advisors1,805$448K0.08%013F-HRTimeline
Quent Capital, LLC1,798$446K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.1,794$445K0.09%013F-HRTimeline
GERBER, LLC1,793$445K0.25%+69613F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,790$444K0.02%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,790$444K<0.01%new13F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,777$441K0.03%013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.1,775$440K0.03%-38313F-HRTimeline
TrustBankin group TrustBank1,775$440K0.17%013F-HRTimelineGroup
SHP Wealth Management1,773$440K0.03%-44413F-HRTimeline
GHP Investment Advisors, Inc.1,771$439K0.02%+113F-HRTimeline
MASECO LLP1,768$438K0.01%new13F-HRTimeline
Conservest Capital Advisors, Inc.1,767$438K0.04%+313F-HRTimeline
BANK OF HAWAII1,763$437K0.02%-4713F-HRTimeline
Aurora Private Wealth, Inc.1,771$436K0.31%-1,63913F-HRTimeline
Flagstone Financial Management1,758$436K0.11%013F-HRTimeline
Tradewinds, LLC.1,561$436K0.14%-12913F-HRTimeline
UPTICK PARTNERS, LLC1,754$435K0.09%-26213F-HRTimeline
BLUELINE ADVISORS LLC1,753$435K0.34%-1313F-HRTimeline
Red Door Wealth Management, LLC1,753$435K0.05%013F-HRTimeline
Hopwood Nicholas Hunter1,752$435K0.14%-13,17613F-HRTimeline
Navis Wealth Advisors, LLC1,751$434K0.22%-1,53313F-HRTimeline
Quadrant Private Wealth Management, LLC1,751$434K0.07%+10313F-HRTimeline
Catalina Capital Group, LLC1,750$434K0.27%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,744$433K0.03%-1413F-HRTimeline
Amicus Financial Advisors, LLC1,739$431K0.12%013F-HRTimeline
Madden Advisory Services, Inc.1,737$431K0.17%-16013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,735$430K0.15%-2613F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,735$430K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blackston Financial Advisory Group, LLC1,727$428K0.27%-38713F-HRTimeline
Octavia Wealth Advisors, LLC1,727$428K0.04%+5313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,726$428K0.13%+4313F-HRTimeline
Wealthstar Advisors, LLC1,725$428K0.25%+1113F-HRTimeline
Abacus Wealth Partners, LLC1,720$426K0.04%-3713F-HRTimeline
Talon Private Wealth, LLC1,718$426K0.06%13F-HRTimeline
Legacies Wealth LLC1,716$426K0.27%013F-HRTimeline
Detalus Advisors, LLC1,715$425K0.1%013F-HRTimeline
Seelaus Asset Management LLC1,711$424K0.31%+25013F-HRTimeline
Thayer Partners, LLC / MA1,709$424K0.2%-26213F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC1,694$423K0.08%013F-HRTimeline
RiverFront Investment Group, LLC1,702$422K0.01%+4713F-HRTimeline
Smallwood Wealth Investment Management,…1,695$420K0.22%013F-HRTimeline
Rockwood Wealth Management, LLC1,695$420K0.03%013F-HRTimeline
Walsh & Associates, LLC1,695$420K0.42%013F-HRTimeline
Compass Financial Group, Inc. (Ohio)1,694$420K0.31%-51013F-HRTimeline
Layline Advisors, LLC1,690$419K0.47%13F-HRTimeline
Sterling Capital Management LLC1,689$419K0.01%+8213F-HRTimeline