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Disclosery

IWM ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 147 13F filers report a position in IWM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Stairway Partners, LLC411,336$114M5.4%-35513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC266,279$74M0.88%-81813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION227,672$63.3M4.57%-15,30313F-HRTimeline
Ayalon Insurance Comp Ltd.105,830$29.4M2.44%+33,41013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC101,411$28.2M1.83%-35,70713F-HRTimeline
Farther Finance Advisors, LLC98,319$27.3M0.19%+5,93713F-HRTimeline
Valeo Financial Advisors, LLC98,157$27.3M0.58%-2,18213F-HRTimeline
Kaydan Wealth Management, Inc.93,796$26.1M8.95%+23,37013F-HRTimeline
Baron Financial Group, LLC70,503$19.6M9.54%-1,41313F-HRTimeline
ANB BANK70,394$19.6M6.95%-2,23813F-HRTimeline
First Heartland Consultants, Inc.65,911$18.3M1.22%+21,35313F-HRTimeline
Great Waters Wealth Management64,266$17.9M1.61%-8,58413F-HRTimeline
RTD Financial Advisors, Inc.56,384$15.7M1.71%-1,00813F-HRTimeline
EASTERN BANK52,796$14.7M0.22%-8,00213F-HRTimeline
Coastline Trust Co50,508$14M1.31%-18,13313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Platt Investment Counsel, LLC40,991$11.4M7.84%+8,36613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP36,622$10.2M0.72%+1,61713F-HRTimelineGroup
Monument Capital Management35,497$9.86M2.06%+26,21313F-HRTimeline
CENTRAL BANK & TRUST CO33,381$9.28M1.32%-2,23113F-HRTimeline
Iowa State Bank31,507$8.76M1.48%+87113F-HRTimeline
Venture Visionary Partners LLC28,757$7.99M0.21%+2,36913F-HRTimeline
Avidian Wealth Enterprises, LLC28,258$7.85M0.22%+29913F-HRTimeline
YHB Investment Advisors, Inc.26,196$7.28M0.46%+35513F-HRTimeline
Apella Capital, LLC25,092$6.97M0.09%+5,16913F-HRTimeline
PFW Advisors LLC24,288$6.75M2%-30113F-HRTimeline
STEPH & CO18,385$5.11M1.3%-87713F-HRTimeline
Sunburst Financial Group, LLC18,254$5.07M0.83%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,228$5.07M0.44%-6413F-HRTimelineGroup
Marquette Asset Management, LLC18,067$5.02M0.66%-24113F-HRTimeline
Wedmont Private Capital17,700$4.91M0.12%-17613F-HRTimeline
Acropolis Investment Management, LLC17,631$4.9M0.2%-33213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP17,346$4.82M0.48%+6,95713F-HRTimeline
Sincerus Advisory, LLC16,458$4.57M2.98%+15613F-HRTimeline
CoreCap Advisors, LLC15,994$4.44M0.13%-17,64613F-HRTimeline
DOLIVER ADVISORS, LP15,920$4.42M0.97%-25313F-HRTimeline
DAVIDSON TRUST CO13,469$3.74M1.48%013F-HRTimeline
Central Pacific Bank - Trust Division12,531$3.48M0.37%-24113F-HRTimeline
jvl associates llc9,416$2.62M0.75%013F-HRTimeline
Gridiron Partners, LLC9,353$2.6M1.3%013F-HRTimeline
Grove Bank & Trust8,194$2.28M0.23%-1,59013F-HRTimeline
Montecito Bank & Trust8,149$2.26M0.34%-413F-HRTimeline
Paladin Partners, LLC8,134$2.26M1.39%+29213F-HRTimeline
CX Institutional7,822$2.17M0.06%+23313F-HRTimeline
Silverleafe Capital Partners, LLC7,287$2.02M0.58%+31513F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,976$1.94M0.05%-6313F-HRTimeline
Veracity Capital LLC6,504$1.81M0.49%-8713F-HRTimeline
Hickory Point Bank & Trust6,189$1.72M1.03%+3013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,635$1.57M0.14%+1,46313F-HRTimeline
Worth Asset Management, LLC5,140$1.43M0.42%-6713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,969$1.38M0.93%+1113F-HRTimeline
Weaver Consulting Group4,963$1.38M0.27%+1013F-HRTimeline
DECISION INVESTMENTS, INC4,671$1.3M1.19%013F-HRTimeline
Cadent Capital Advisors, LLC4,568$1.27M0.27%-3213F-HRTimeline
Cambridge Financial Group, LLC4,047$1.22M0.38%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,330$1.2M0.25%+2013F-HRTimeline
Heartwood Wealth Advisors LLC4,186$1.16M0.09%013F-HRTimeline
General Partner, Inc.4,176$1.16M0.62%013F-HRTimeline
Roan Capital Partners4,154$1.15M0.85%+613F-HRTimeline
GAMMA Investing LLC4,071$1.13M0.04%+3113F-HRTimeline
KFA Private Wealth Group, LLC4,054$1.13M0.26%+15513F-HRTimeline
Sprinkle Financial Consultants LLC3,949$1.1M0.43%+17813F-HRTimeline
DIVERSIFIED MANAGEMENT INC3,736$1.04M0.18%+82013F-HRTimeline
Breakwater Capital Group3,555$988K0.12%+1113F-HRTimeline
Atlas Brown,Inc.3,449$958K0.25%-69913F-HRTimeline
Bill Few Associates, Inc.3,413$948K0.2%013F-HRTimeline
SAPIENT CAPITAL LLC3,300$917K0.01%+5613F-HRTimeline
Horrell Capital Management, Inc.3,221$895K0.47%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,028$841K0.57%-2513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,988$830K0.24%013F-HRTimeline
Ballew Advisors, Inc2,840$799K0.4%-11113F-HRTimeline
Bank of New Hampshire2,860$795K0.17%-6013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV2,845$791K0.68%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,620$738K0.11%+113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,650$736K<0.01%013F-HRTimeline
Investment Partners Asset Management, I…2,636$733K0.4%-313F-HRTimeline
Bangor Savings Bank2,593$721K0.05%-6413F-HRTimeline
Everhart Financial Group, Inc.2,584$718K0.04%-2413F-HRTimeline
Mirador Capital Partners LP2,564$712K0.08%+1,29013F-HRTimeline
Defender Capital, LLC.2,500$695K0.22%013F-HRTimeline
Canandaigua National Trust Co of Florida2,426$674K0.37%13F-HRTimeline
DKM Wealth Management, Inc.2,242$623K0.39%-7713F-HRTimeline
Kaizen Financial Strategies2,114$587K0.23%+5113F-HRTimeline
Hummer Financial Advisory Services Inc1,975$549K0.36%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,929$536K0.14%-1513F-HRTimeline
ROCKLAND TRUST CO1,896$527K0.02%013F-HRTimeline
Balefire, LLC1,845$513K0.08%-11713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,776$494K0.07%-4613F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,735$482K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stonebridge Financial Group, LLC1,621$450K0.03%-3713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,590$442K0.07%+2213F-HRTimeline
Bath Savings Trust Co1,579$439K0.05%+8113F-HRTimeline
Exchange Bank1,576$438K0.27%013F-HRTimeline
BOS Asset Management, LLC1,574$437K0.1%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,569$436K0.03%-3013F-HRTimeline
Peoples Bank/KS1,569$436K0.43%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,543$429K0.12%+6313F-HRTimeline
Successful Portfolios LLC1,494$422K0.19%013F-HRTimeline
Crumly & Associates Inc.1,514$421K0.07%+63213F-HRTimeline
Noble Wealth Management PBC1,478$411K0.19%-16013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,450$403K0.05%+1413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,442$401K0.31%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,315$365K0.1%-10013F-HRTimeline
EPIQ PARTNERS, LLC1,284$357K0.15%+4613F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,261$355K0.14%-50613F-HRTimeline
Lincoln Capital LLC1,246$346K0.06%013F-HRTimeline
Greenfield Savings Bank1,228$341K0.13%013F-HRTimeline
FC Advisory LLC1,218$339K0.09%+913F-HRTimeline
Insight Wealth Strategies, LLC1,209$336K0.03%-3913F-HRTimeline
Castle Rock Wealth Management, LLC1,168$329K0.06%-613F-HRTimeline
Prosperity Planning, Inc.1,160$322K0.07%-2813F-HRTimeline
Wealth Group Ltd1,101$310K0.06%013F-HRTimeline
Plan A Wealth LLC1,107$308K0.11%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,100$306K0.17%013F-HRTimeline
Byrne Asset Management LLC1,075$300K0.17%-20013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,065$296K0.02%013F-HRTimelineGroup
Pathway Financial Advisors LLC1,053$293K0.03%013F-HRTimeline
Gainplan LLC1,030$286K0.11%-59,66713F-HRTimeline
CHAPIN DAVIS, INC.994$276K0.05%+2713F-HRTimeline
Investors Research Corp973$270K0.05%-97213F-HRTimeline
Dickmeyer Boyce Financial Management, I…952$264K0.14%+113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC934$260K<0.01%new13F-HRTimelineGroup
Vilga Financial Planning LLC920$256K0.15%013F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.901$250K0.13%-8713F-HRTimeline
Retirement Wealth Solutions LLC888$247K0.13%+113F-HRTimeline
LifeGoal Investments, LLC806$224K0.07%new13F-HRTimeline
Persium Advisors, LLC770$214K0.11%-17813F-HRTimeline
Vann Equity Management LLC765$212K0.13%-12713F-HRTimeline
CapWealth Advisors, LLC761$211K0.02%+2613F-HRTimeline
Versant Capital Management, Inc761$211K0.02%+1013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC750$208K0.05%013F-HRTimeline
Rosenberg Matthew Hamilton749$208K0.04%013F-HRTimeline
GoalVest Advisory LLC740$206K0.04%-4513F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH561$156K0.03%new13F-HRTimeline
Trust Co529$147K0.01%+113F-HRTimeline
Horizons Wealth Management496$138K0.09%13F-HRTimeline
MJT & Associates Financial Advisory Gro…485$135K0.09%013F-HRTimeline
Roxbury Financial LLC474$132K0.1%+113F-HRTimeline
Olistico Wealth, LLC423$118K0.05%013F-HRTimeline
Pacifica Partners Inc.399$111K0.03%-313F-HRTimeline
Wealth Enhancement Trust Services, Inc.338$93.9K0.01%+18613F-HRTimeline
Polaris Financial Partners265$74K0.03%13F-HRTimeline
FIRST COMMUNITY TRUST NA198$55K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC176$49.1K0.01%013F-HRTimeline
GK Wealth Management LLC49$13.7K0.01%new13F-HRTimeline
Bullock Wealth Management Group45$12.6K0.01%013F-HRTimeline
Planning Strategies Inc.12$3.33K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$139<0.01%-8213F-HRTimelineGroup