ISHARES TR (IWM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
145
Reporting holders
$1.4B
Reported value
0.1%
Calls
49.8%
Puts
-2,707
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Two Seas Capital LP | $688.5M | options only | 7.93% | new | OPTIONS |
| Stairway Partners, LLC | $114.3M | 411,336 | 5.40% | 32q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $74.0M | 266,279 | 0.88% | 3q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $63.3M | 227,672 | 4.57% | 32q | -6.3%-$4.3M |
| Farther Finance Advisors, LLC | $28.4M | 98,319 | 0.20% | 16q | +6.4%+$1.7M |
| TITLEIST ASSET MANAGEMENT, LLC | $28.2M | 101,411 | 1.82% | 15q | -26.0%-$9.9M |
| Valeo Financial Advisors, LLC | $27.3M | 98,157 | 0.58% | 32q | -2.2%-$606.4K |
| Kaydan Wealth Management, Inc. | $26.1M | 93,796 | 8.95% | 20q | +33.2%+$6.5M |
| Baron Financial Group, LLC | $19.6M | 70,503 | 9.54% | 25q | -2.0%-$392.7K |
| ANB BANK | $19.6M | 70,394 | 6.95% | 8q | -3.1%-$621.9K |
| First Heartland Consultants, Inc. | $18.3M | 65,911 | 1.22% | 25q | +47.9%+$5.9M |
| Great Waters Wealth Management | $17.9M | 64,266 | 1.61% | 16q | -11.8%-$2.4M |
| RTD Financial Advisors, Inc. | $15.7M | 56,384 | 1.71% | 20q | -1.8%-$280.1K |
| EASTERN BANK | $14.7M | 52,796 | 0.22% | 12q | -13.2%-$2.2M |
| Coastline Trust Co | $14.0M | 50,508 | 1.31% | 32q | -26.4%-$5.0M |
| Platt Investment Counsel, LLC | $11.4M | 40,991 | 7.84% | 4q | +25.6%+$2.3M |
| TOMPKINS FINANCIAL CORP | $10.2M | 36,622 | 0.72% | 31q | +4.6%+$449.3K |
| Monument Capital Management | $9.9M | 35,497 | 2.06% | 2q | +282.3%+$7.3M |
| CENTRAL BANK & TRUST CO | $9.3M | 33,381 | 1.32% | 32q | -6.3%-$620.0K |
| Iowa State Bank | $8.8M | 31,507 | 1.48% | 7q | +2.8%+$242.0K |
| Venture Visionary Partners LLC | $8.0M | 28,757 | 0.21% | 26q | +9.0%+$658.3K |
| Avidian Wealth Enterprises, LLC | $7.9M | 28,258 | 0.22% | 32q | +1.1%+$83.1K |
| YHB Investment Advisors, Inc. | $7.3M | 26,196 | 0.46% | 25q | +1.4%+$98.7K |
| Apella Capital, LLC | $7.0M | 25,092 | 0.09% | 23q | +25.9%+$1.4M |
| PFW Advisors LLC | $6.7M | 24,288 | 2.00% | 14q | -1.2%-$83.6K |
| STEPH & CO | $5.1M | 18,385 | 1.30% | 28q | -4.6%-$243.7K |
| Sunburst Financial Group, LLC | $5.1M | 18,254 | 0.80% | 28q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $5.1M | 18,228 | 0.44% | 9q | HELD |
| Marquette Asset Management, LLC | $5.0M | 18,067 | 0.66% | 32q | -1.3%-$67.0K |
| Wedmont Private Capital | $4.9M | 17,700 | 0.12% | 20q | -1.0%-$48.9K |
| Acropolis Investment Management, LLC | $4.9M | 17,631 | 0.20% | 32q | -51.4%-$5.2M |
| TOTH FINANCIAL ADVISORY CORP | $4.8M | 17,346 | 0.48% | 28q | +67.0%+$1.9M |
| CoreCap Advisors, LLC | $4.6M | 15,994 | 0.13% | 9q | -52.5%-$5.1M |
| Sincerus Advisory, LLC | $4.6M | 16,458 | 2.98% | 8q | +1.0%+$43.4K |
| DOLIVER ADVISORS, LP | $4.4M | 15,920 | 0.97% | 19q | -1.6%-$70.3K |
| DAVIDSON TRUST CO | $3.7M | 13,469 | 1.48% | 28q | HELD |
| Central Pacific Bank - Trust Division | $3.5M | 12,531 | 0.37% | 11q | -1.9%-$67.0K |
| jvl associates llc | $2.6M | 9,416 | 0.75% | 36q | HELD |
| Gridiron Partners, LLC | $2.6M | 9,353 | 1.30% | 12q | HELD |
| Grove Bank & Trust | $2.3M | 8,194 | 0.23% | 32q | -16.3%-$441.8K |
| Montecito Bank & Trust | $2.3M | 8,149 | 0.34% | 31q | HELD |
| Paladin Partners, LLC | $2.3M | 8,134 | 1.39% | 2q | +3.7%+$81.1K |
| Silverleafe Capital Partners, LLC | $2.0M | 7,287 | 0.58% | 25q | +4.5%+$87.5K |
| MassMutual Private Wealth & Trust, FSB | $1.9M | 6,976 | 0.05% | 32q | -0.9%-$17.5K |
| Veracity Capital LLC | $1.8M | 6,504 | 0.49% | 28q | -1.3%-$24.2K |
| Hickory Point Bank & Trust | $1.7M | 6,189 | 1.03% | 8q | HELD |
| CenterStar Asset Management, LLC | $1.7M | options only | 0.39% | 3q | OPTIONS |
| AMERICAN NATIONAL BANK & TRUST | $1.6M | 5,635 | 0.14% | 32q | +35.1%+$406.6K |
| Worth Asset Management, LLC | $1.4M | 5,140 | 0.42% | 3q | -1.3%-$18.6K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $1.4M | 4,969 | 0.92% | 12q | HELD |
| Weaver Consulting Group | $1.4M | 4,963 | 0.27% | 23q | HELD |
| DECISION INVESTMENTS, INC | $1.3M | 4,671 | 1.18% | 4q | HELD |
| Cadent Capital Advisors, LLC | $1.3M | 4,568 | 0.27% | 2q | -0.7%-$8.9K |
| Cambridge Financial Group, LLC | $1.2M | 4,047 | 0.38% | 12q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $1.2M | 4,330 | 0.25% | 24q | HELD |
| Heartwood Wealth Advisors LLC | $1.2M | 4,186 | 0.09% | 16q | HELD |
| General Partner, Inc. | $1.2M | 4,176 | 0.62% | 11q | HELD |
| Roan Capital Partners | $1.2M | 4,154 | 0.85% | 3q | HELD |
| GAMMA Investing LLC | $1.1M | 4,071 | 0.04% | 12q | +0.8%+$8.6K |
| KFA Private Wealth Group, LLC | $1.1M | 4,054 | 0.26% | 6q | +4.0%+$43.1K |
| Sprinkle Financial Consultants LLC | $1.1M | 3,949 | 0.43% | 12q | +4.7%+$49.5K |
| DIVERSIFIED MANAGEMENT INC | $1.0M | 3,736 | 0.18% | 4q | +28.1%+$227.9K |
| Breakwater Capital Group | $987.8K | 3,555 | 0.12% | 16q | HELD |
| Atlas Brown,Inc. | $958.5K | 3,449 | 0.25% | 24q | -16.9%-$194.3K |
| Bill Few Associates, Inc. | $948.4K | 3,413 | 0.20% | 20q | HELD |
| SAPIENT CAPITAL LLC | $916.9K | 3,300 | 0.01% | 12q | -49.1%-$885.8K |
| Horrell Capital Management, Inc. | $895.1K | 3,221 | 0.47% | 26q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $841.5K | 3,028 | 0.57% | 4q | -0.8%-$6.9K |
| ACIMA PRIVATE WEALTH, LLC | $830.3K | 2,988 | 0.24% | 32q | HELD |
| Ballew Advisors, Inc | $799.5K | 2,840 | 0.40% | 32q | -3.8%-$31.2K |
| Bank of New Hampshire | $794.8K | 2,860 | 0.17% | 22q | -2.1%-$16.7K |
| FELL CAPITAL MANAGEMENT /ADV | $790.6K | 2,845 | 0.68% | 4q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $737.6K | 2,620 | 0.11% | 24q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $736.4K | 2,650 | 0.00% | 6q | HELD |
| Investment Partners Asset Management, Inc. | $732.5K | 2,636 | 0.39% | 12q | HELD |
| Bangor Savings Bank | $720.6K | 2,593 | 0.05% | 24q | -2.4%-$17.8K |
| Everhart Financial Group, Inc. | $718.1K | 2,584 | 0.04% | 12q | -0.9%-$6.7K |
| Mirador Capital Partners LP | $712.5K | 2,564 | 0.08% | 16q | +101.3%+$358.5K |
| Defender Capital, LLC. | $694.7K | 2,500 | 0.22% | 2q | HELD |
| Canandaigua National Trust Co of Florida | $674.2K | 2,426 | 0.37% | 8q | HELD |
| DKM Wealth Management, Inc. | $623.0K | 2,242 | 0.39% | 8q | -3.3%-$21.4K |
| Kaizen Financial Strategies | $587.4K | 2,114 | 0.23% | 23q | +2.5%+$14.2K |
| Hummer Financial Advisory Services Inc | $548.8K | 1,975 | 0.36% | 27q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $536.0K | 1,929 | 0.14% | 18q | -0.8%-$4.2K |
| ROCKLAND TRUST CO | $526.9K | 1,896 | 0.02% | 4q | HELD |
| Balefire, LLC | $512.7K | 1,845 | 0.08% | 6q | -6.0%-$32.5K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $493.5K | 1,776 | 0.07% | 32q | -2.5%-$12.8K |
| Stonebridge Financial Group, LLC | $450.5K | 1,621 | 0.03% | 8q | -2.2%-$10.3K |
| Allen Mooney & Barnes Investment Advisors LLC | $441.8K | 1,590 | 0.07% | 19q | +1.4%+$6.1K |
| Bath Savings Trust Co | $438.8K | 1,579 | 0.05% | 16q | +5.4%+$22.5K |
| Exchange Bank | $438.0K | 1,576 | 0.27% | 14q | HELD |
| BOS Asset Management, LLC | $437.4K | 1,574 | 0.10% | 16q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $436.0K | 1,569 | 0.03% | 16q | -1.9%-$8.3K |
| Peoples Bank/KS | $436.0K | 1,569 | 0.43% | 13q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $428.8K | 1,543 | 0.12% | 15q | +4.3%+$17.5K |
| Successful Portfolios LLC | $422.4K | 1,494 | 0.19% | 32q | HELD |
| Crumly & Associates Inc. | $420.7K | 1,514 | 0.07% | 5q | +71.7%+$175.6K |
| Noble Wealth Management PBC | $410.7K | 1,478 | 0.18% | 7q | -9.8%-$44.5K |
| ECLECTIC ASSOCIATES INC /ADV | $403.0K | 1,450 | 0.05% | 8q | +1.0%+$3.9K |
| ARGUS INVESTORS' COUNSEL, INC. | $400.7K | 1,442 | 0.31% | 23q | HELD |
Showing the largest 100 of 149 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 145 | $1.4B | 2,496,473 | 7 | 33 | 51 | 49.9% |
| Q2 2026 | 2,852 | $342.4B | 295,431,672 | 301 | 723 | 952 | 75.1% |
| Q1 2026 | 2,721 | $276.9B | 334,070,288 | 245 | 774 | 912 | 71.4% |
| Q4 2025 | 2,709 | $242.6B | 289,072,419 | 228 | 717 | 820 | 70.9% |
| Q3 2025 | 2,559 | $306.5B | 281,673,008 | 254 | 656 | 894 | 77.8% |
| Q2 2025 | 2,487 | $292.2B | 301,754,483 | 240 | 639 | 959 | 77.8% |
| Q1 2025 | 2,456 | $256.1B | 312,612,236 | 168 | 658 | 1,003 | 75.7% |
| Q4 2024 | 2,619 | $265.4B | 297,173,370 | 246 | 831 | 668 | 75.5% |
| Q3 2024 | 2,356 | $305.3B | 307,287,450 | 231 | 751 | 717 | 77.9% |
| Q2 2024 | 2,260 | $270.4B | 295,807,799 | 170 | 651 | 791 | 77.8% |
| Q1 2024 | 2,313 | $298.4B | 340,331,381 | 210 | 707 | 784 | 76.0% |
| Q4 2023 | 2,337 | $295.8B | 360,303,713 | 345 | 755 | 656 | 75.6% |
| Q3 2023 | 2,027 | $206.2B | 318,106,503 | 144 | 631 | 670 | 72.7% |
| Q2 2023 | 2,071 | $222.2B | 312,672,743 | 206 | 571 | 695 | 73.6% |
| Q1 2023 | 2,015 | $216.4B | 310,296,060 | 175 | 559 | 725 | 75.2% |
| Q4 2022 | 2,053 | $177.5B | 317,729,463 | 191 | 609 | 681 | 68.8% |
| Q3 2022 | 1,956 | $172.6B | 353,843,434 | 166 | 547 | 689 | 69.1% |
| Q2 2022 | 1,942 | $170.6B | 342,455,541 | 159 | 598 | 696 | 68.3% |
| Q1 2022 | 2,049 | $168.4B | 336,856,578 | 158 | 627 | 759 | 60.7% |
| Q4 2021 | 2,135 | $222.6B | 345,166,397 | 188 | 744 | 513 | 66.5% |
| Q3 2021 | 1,934 | $198.3B | 342,626,057 | 172 | 632 | 585 | 63.2% |
| Q2 2021 | 1,937 | $183.5B | 328,141,551 | 172 | 663 | 599 | 59.0% |
| Q1 2021 | 1,941 | $192.4B | 334,138,802 | 243 | 644 | 629 | 61.7% |
| Q4 2020 | 1,867 | $168.6B | 304,479,885 | 287 | 567 | 503 | 64.6% |
| Q3 2020 | 1,580 | $131.6B | 287,950,200 | 143 | 404 | 647 | 67.3% |
| Q2 2020 | 1,582 | $120.8B | 296,194,202 | 220 | 427 | 648 | 65.0% |
| Q1 2020 | 1,513 | $94.5B | 295,749,508 | 157 | 448 | 677 | 64.2% |
| Q4 2019 | 1,682 | $97.8B | 263,865,834 | 177 | 493 | 459 | 55.4% |
| Q3 2019 | 1,482 | $93.7B | 266,523,977 | 118 | 442 | 495 | 56.9% |
| Q2 2019 | 1,470 | $97.5B | 257,080,469 | 133 | 412 | 520 | 59.0% |
| Q1 2019 | 1,468 | $92.9B | 259,957,666 | 170 | 421 | 569 | 57.2% |
| Q4 2018 | 1,469 | $77.9B | 263,039,077 | 11 | 27 | 28 | 54.7% |