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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,595,539$10.3B0.75%-2,156,19613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY29,761,929$7.38B0.44%+12,640,78913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,230,808$4.77B0.63%+4,487,77213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.10,497,291$2.6B0.05%+160,15213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,561,752$2.37B0.47%-2,569,15713F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,590,751$2.13B5.53%+120,45513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC8,469,615$2.1B1.34%+5,288,48013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,854,441$1.7B+2,027,441Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,233,175$1.55B0.29%-1,704,29013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,167,466$1.53B1.01%+1,205,88113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,156,648$1.48B0.1%+2,063,36213F-HR/ATimelineGroup
Treasurer of the State of North Carolina5,913,256$1.47B4.61%+3,884,89313F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,680,000$1.16B1.92%-249,00013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,676,775$1.16B0.41%+1,143,32613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,358,760$1.08B1.4%+462,36213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,147,706$1.03B0.14%-104,86613F-HRTimelineGroup
HRT FINANCIAL LP3,924,227$973M2.43%-194,93813F-HRTimeline
LPL Financial LLC3,737,240$927M0.25%-3,709,73713F-HRTimeline
Rafferty Asset Management, LLC3,657,167$907M3.68%-1,321,56513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,474,648$862M0.36%-247,92313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,465,632$859M1.04%+1,156,04713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,187,467$790M0.46%+197,18913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,984,479$740M0.8%+1,063,22413F-HRTimelineGroup
FMR LLCin group FMR LLC2,933,912$728M0.04%+741,08013F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD2,781,000$690M0.44%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,200,172$546M1.79%-29,57213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,005,420$497M0.15%+119,19513F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd1,864,118$462M6.72%+1,201,80813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,854,365$460M0.08%-46,09213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,824,861$452M-301,478Timeline
Cetera Investment Advisers1,758,333$436M0.46%+33,85313F-HRTimeline
Millburn Ridgefield LLC /DE/1,603,667$398M8.56%+171,91813F-HRTimeline
Catalyst Capital Advisors LLC1,603,667$398M7.41%+171,91813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,548,574$384M5.68%-106,45413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,476,654$366M0.08%+102,38613F-HR/ATimelineGroup
CIBC WORLD MARKET INC.1,381,744$343M0.6%-487,72113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,182,855$293M0.4%-76,97413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,191,917$290M0.14%+152,91713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,108,036$275M0.22%+449,67713F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,090,063$270M0.05%+156,96413F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,069,445$265M2.03%+10,19913F-HRTimelineGroup
Durable Capital Partners LP1,027,614$255M2.62%+930,83813F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.1,015,994$252M11.9%-70,53713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,005,498$249M+364,183Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC981,679$243M0.4%-36,58113F-HRTimelineGroup
GENDELL JEFFREY Lin group GENDELL JEFFREY L954,068$237M3.22%new13F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding942,057$234M+330,959Timeline
True Freedom Investing, LLC920,668$228M17.51%+912,23913F-HRTimeline
Valiant Capital Management, L.P.907,801$225M17.72%+250,50013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.884,238$219M2.68%-842,65313F-HRTimelineGroup
AMG National Trust Bank860,460$213M4.63%+37,84313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…787,623$195M0.71%-4,86513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC786,519$195M0.78%-18,33113F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding778,624$193M+279,388Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…770,766$191M0.34%+59,48813F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.708,544$176M0.24%13F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC704,809$175M10.66%-4,46513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK681,630$169M0.82%+229,07713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC675,655$168M0.2%+2,42313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC674,125$167M0.13%+77,69413F-HRTimelineGroup
HighTower Advisors, LLC642,416$159M0.17%+52,16613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC641,228$159M0.11%-326,77613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…640,121$159M0.1%+3,64013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP638,686$158M0.15%-24,74713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL628,228$156M0.45%+69,49013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding612,000$152M-9,404Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.598,480$148M0.22%+59,06113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.580,208$144M0.22%-7,03613F-HRTimelineGroup
Creative Planningin group Creative Planning570,875$142M0.1%-34,70013F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.568,199$141M0.47%+400,59813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Sand Hill Global Advisors, LLC563,866$140M4.71%+98213F-HRTimeline
ALLIANCEBERNSTEIN L.P.544,591$134M0.04%-353,90213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC535,723$133M0.19%+1213F-HRTimelineGroup
SG Americas Securities, LLC533,865$132M0.15%+261,78913F-HRTimeline
TIAAgroup of 5 filers holding521,426$129M-63,096Timeline
MERCER GLOBAL ADVISORS INC /ADV519,587$128M0.19%+45,30813F-HRTimeline
MAI Capital Management508,759$126M0.72%+13,66213F-HRTimeline
Jain Global LLC508,313$126M1.61%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP500,181$123M0.18%-90,99313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO483,271$120M0.64%+357,40313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC476,482$118M0.17%-44,10613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA475,398$118M0.58%+9,26013F-HRTimelineGroup
BROADWOOD CAPITAL INCin group BROADWOOD CAPITAL INC474,920$118M8.3%013F-HRTimelineGroup
USA FINANCIAL FORMULAS435,956$108M20.38%+433,16513F-HRTimeline
Cresset Asset Management, LLC427,068$106M0.46%-7,86713F-HRTimeline
Stairway Partners, LLC423,642$105M5.44%+7,47013F-HRTimeline
Cambridge Investment Research Advisors,…415,225$103M0.27%+112,28713F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…402,418$99.8M0.38%013F-HRTimelineGroup
Janney Montgomery Scott LLC380,770$94.4M0.23%+92,43413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…378,372$93.8M1.31%-12,69013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…361,651$89.7M0.26%-222,47513F-HRTimeline
Accredited Investors Inc.355,004$88M4.74%+24,85813F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…340,800$84.5M0.51%+115,80013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS334,444$82.9M0.15%+2,50713F-HRTimeline
National Philanthropic Trust326,559$81M0.86%+11,94413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\322,026$79.9M0.03%+85,73713F-HRTimelineGroup
Waverly Advisors, LLC320,086$79.4M0.6%+40,32613F-HRTimeline
WASHINGTON TRUST Co311,897$77.4M2.61%-3,15513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC310,334$77M0.62%+27,70313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC291,965$72.3M0.04%-257,77513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding283,753$70.4M-1,974Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP283,456$70.3M0.46%+89313F-HRTimelineGroup
WHITTIER TRUST CO271,231$68.4M0.77%-2,65013F-HRTimeline
Arvest Bank Trust Division274,763$68.1M3.7%-7,74313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC270,000$67M0.92%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION262,676$65.1M5.25%+8,21313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …259,801$64.8M0.11%+136,24313F-HRTimelineGroup
Parkside Investments, LLC255,018$63.2M7.68%-2,84013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management254,627$63.1M0.72%-12,11513F-HRTimelineGroup
Impactive Capital LPin group Impactive Capital LP252,486$62.6M4.54%+176,88213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP251,870$62.5M0.05%new13F-HRTimelineGroup
Summit Trail Advisors, LLC251,769$62.4M0.89%+47,47413F-HRTimeline
GLOBALT Investments LLC / GA248,730$61.7M2.2%+3,67513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC238,573$59.2M0.09%-118,45913F-HRTimelineGroup
First Western Trust Bank237,881$59M2.98%+91413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC237,086$58.8M0.44%+7,79313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC236,641$58.7M0.23%+55,49313F-HRTimelineGroup
Private Advisor Group, LLC231,766$57.5M0.27%+34,52813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.218,117$54.1M4.65%+64713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC218,021$54.1M0.02%+39,89213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding214,069$53.1M+23,923Timeline
Modern Wealth Management, LLC205,625$51.3M0.88%+197,10813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC198,955$49.3M1.4%-2713F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO198,597$49.3M1.53%+10,26113F-HRTimeline
MML INVESTORS SERVICES, LLC193,319$47.9M0.13%-30,81113F-HRTimeline
UMB Bank, n.a.191,731$47.5M0.66%+67613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthRock Partners, LLC191,351$47.5M0.77%+84513F-HRTimeline
ANDERSON HOAGLAND & CO189,278$46.9M4.04%+65513F-HRTimeline
IHT Wealth Management, LLC186,492$46.2M1.08%-2,55613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP183,625$45.5M0.58%-2,18013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC181,049$44.9M0.22%-3,92513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC178,582$44.3M0.03%-1,49013F-HRTimelineGroup
GREENWOOD GEARHART LLC172,650$42.8M2.32%+7,92813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding165,838$41.1M+38,968Timeline
Beacon Pointe Advisors, LLC164,901$40.9M0.22%+85,08713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers163,605$40.6M0.06%+4,57813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC160,410$39.8M0.05%+61013F-HRTimelineGroup
Modera Wealth Management, LLC159,008$39.4M0.47%-3,26013F-HRTimeline
Consolidated Investment Group LLC155,138$38.5M4.17%+35,47213F-HRTimeline
Sanctuary Advisors, LLC154,202$38.2M0.21%-11,78413F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.148,474$36.8M0.06%-150,48113F-HRTimelineGroup
Summit Financial, LLC148,385$36.8M0.47%+14,69713F-HRTimeline
Paulson Wealth Management Inc.148,366$36.8M8.62%+6,02113F-HRTimeline
Dakota Wealth Management148,165$36.7M0.8%-17,79813F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…148,471$36.5M0.08%-46,61713F-HRTimeline
Ensign Peak Advisors, Inc142,577$35.4M0.07%-170,36113F-HR/ATimeline
TD Asset Management Inc141,572$35.1M0.03%+4013F-HRTimeline
Venturi Wealth Management, LLC140,346$34.8M1.57%+20,98213F-HRTimeline
Banco BTG Pactual S.A.140,000$34.7M6.77%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…139,721$34.7M0.18%-44,45513F-HRTimelineGroup
PITTENGER & ANDERSON INC139,221$34.5M1.37%-2,32413F-HRTimeline
FACTORY MUTUAL INSURANCE CO137,580$34.1M0.38%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC137,202$34M2.57%+1,31813F-HRTimeline
Badgley Phelps Wealth Managers, LLC133,502$33.1M0.66%-107,24413F-HRTimeline
All Terrain Financial Advisors, LLC133,169$33M10.3%+2,81213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding129,279$32.1M+85,099Timeline
Sollinda Capital Management LLC128,628$31.9M7.75%-94913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS128,097$31.8M1.28%-1,36313F-HRTimelineGroup
CHOREO, LLC169,038$31.4M0.39%+19,66913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC122,461$30.9M0.63%-57213F-HRTimeline
Robinhood Asset Management, LLC124,273$30.8M2.23%new13F-HRTimeline
LJI Wealth Management, LLC122,099$30.3M4.84%+5,19013F-HRTimeline
Metropolitan Life Insurance Co/NY121,345$30.1M9.17%013F-HRTimeline
Clearstead Advisors, LLC120,817$30M0.27%+27,63713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…120,695$29.9M0.37%+13,43613F-HRTimelineGroup
OFS Enterprise LLC119,078$29.5M8.68%13F-HRTimeline
D.A. DAVIDSON & CO.117,602$29.2M0.18%-2,11313F-HRTimeline
Blueshift Asset Management, LLC117,019$29M8.81%-6,67413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding106,321$28.9M-3,962Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …115,595$28.7M4.56%+11,03113F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/114,258$28.3M0.47%-1,47113F-HRTimeline
WATERS PARKERSON & CO., LLC114,206$28.3M1.46%+1,12613F-HRTimeline
Edge Wealth Management LLC114,180$28.3M4.84%+26213F-HRTimeline
&PARTNERS112,775$28M0.14%-16113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…112,657$27.9M0.31%+4113F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK112,497$27.8M0.05%-72,12613F-HRTimelineGroup
GW&K Investment Management, LLC107,825$26.7M0.24%-48,03513F-HRTimeline
Vestcor Inc107,222$26.6M0.73%+21,68513F-HRTimeline
NewEdge Advisors, LLC105,307$26.1M0.09%-7,12213F-HR/ATimeline
Provida Pension Fund Administrator104,032$25.8M0.43%+85,55013F-HRTimeline
FIRST HORIZON CORP103,795$25.7M1.08%+55813F-HRTimeline
NTV Asset Management LLC103,623$25.7M2.82%-1,38913F-HRTimeline
Valeo Financial Advisors, LLC103,039$25.6M0.61%+1,09413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…102,705$25.5M0.77%+2,40013F-HRTimelineGroup
FRIENDS OF THE CORNELL LAB OF ORNITHOLO…101,032$25.1M23.66%+4,03813F-HRTimeline
Belvedere Trading LLC100,877$25M3.34%+45,64013F-HRTimeline
Wilmington Savings Fund Society, FSB99,701$24.7M0.59%+15,54013F-HRTimeline
SteelPeak Wealth, LLC98,806$24.5M0.77%+19,25613F-HRTimeline
Busey Bank98,158$24.3M0.66%-2,03113F-HRTimeline
Independent Advisor Alliance97,919$24.3M0.26%+95,46213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC97,662$24.2M2.12%+1,69813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC96,944$24M0.5%+28,29313F-HRTimeline
Wealthspire Advisors, LLC96,353$23.9M0.19%-1,04813F-HRTimeline
Graham Capital Management, L.P.95,300$23.6M0.8%new13F-HRTimeline
Mesirow Financial Investment Management…95,201$23.6M0.38%+10,84313F-HRTimeline
Farther Finance Advisors, LLC93,857$23.4M0.22%+38,90013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding93,289$23.1M+4,529Timeline
1ST SOURCE BANK93,120$23.1M1.19%+2,63213F-HRTimeline
Horizon Wealth Management, LLC92,174$22.9M3.35%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd91,315$22.6M0.2%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.