# ISHARES TR (IWM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IWM/

- Reporting holders: 145
- Reported value: $1.4B
- Held through calls: 0.1%
- Held through puts: 49.8%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Two Seas Capital LP](https://holderbook.com/funds/1823138-two-seas-capital-lp/) | $688.5M | 0 | 7.9% | 1 |
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $114.3M | 411,336 | 5.4% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $74.0M | 266,279 | 0.9% | 3 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $63.3M | 227,672 | 4.6% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $28.4M | 98,319 | 0.2% | 16 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $28.2M | 101,411 | 1.8% | 15 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $27.3M | 98,157 | 0.6% | 32 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $26.1M | 93,796 | 8.9% | 20 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $19.6M | 70,503 | 9.5% | 25 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $19.6M | 70,394 | 6.9% | 8 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $18.3M | 65,911 | 1.2% | 25 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $17.9M | 64,266 | 1.6% | 16 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $15.7M | 56,384 | 1.7% | 20 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $14.7M | 52,796 | 0.2% | 12 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $14.0M | 50,508 | 1.3% | 32 |
| [Platt Investment Counsel, LLC](https://holderbook.com/funds/1859195-platt-investment-counsel-llc/) | $11.4M | 40,991 | 7.8% | 4 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $10.2M | 36,622 | 0.7% | 31 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $9.9M | 35,497 | 2.1% | 2 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $9.3M | 33,381 | 1.3% | 32 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $8.8M | 31,507 | 1.5% | 7 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $8.0M | 28,757 | 0.2% | 26 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $7.9M | 28,258 | 0.2% | 32 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $7.3M | 26,196 | 0.5% | 25 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $7.0M | 25,092 | 0.1% | 23 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $6.7M | 24,288 | 2.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 145 | $1.4B |
| Q2 2026 | 2,852 | $342.4B |
| Q1 2026 | 2,721 | $276.9B |
| Q4 2025 | 2,709 | $242.6B |
| Q3 2025 | 2,559 | $306.5B |
| Q2 2025 | 2,487 | $292.2B |
| Q1 2025 | 2,456 | $256.1B |
| Q4 2024 | 2,619 | $265.4B |
| Q3 2024 | 2,356 | $305.3B |
| Q2 2024 | 2,260 | $270.4B |
| Q1 2024 | 2,313 | $298.4B |
| Q4 2023 | 2,337 | $295.8B |