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Security record · archived quarter

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iShares S&P Small-Cap 600 Value ETF · Financial Services · Asset Management

137.81 0.0% mkt cap $8.28B quote delayed (FMP) · as of Aug 26 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
5Tracked holders
0Δ holders
36.95KShares held
$4.01MReported value
+3New positions
−3Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 72 0 19.98M $2.72B +3 −3
Q1 2026 73 0 20.67M $2.44B +5 −5
Q4 2025 72 +1 19.51M $2.22B +1
Q3 2025 9 +1 5.28M $584.37M +1
Q2 2025 5 -3 1.26M $125.40M −3
Q1 2025 6 +1 185.97K $18.13M +2 −1
Q4 2024 5 0 36.95K $4.01M +3 −3
Q3 2024 5 -1 74.43K $8.01M −1
Q2 2024 6 126.68K $12.32M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 T. Rowe Price 14.16K 0.0% $1.54M 0.0% Held 3 SEC ↗
2 Renaissance Technologies 10.00K New $1.09M 0.0% New 1 SEC ↗
3 Citadel Advisors 7.24K -73.2% $785,902 0.0% ▼ Trim 3 SEC ↗
4 Millennium Management 3.06K New $332,347 0.0% New 1 SEC ↗
5 AQR Capital Management 2.50K New $271,525 0.0% New 1 SEC ↗
6 AQR Capital Management 2.50K New $271,525 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Renaissance Technologies $1.09M 0.0%
Millennium Management $332,347 0.0%
AQR Capital Management $271,525 0.0%
AQR Capital Management $271,525 0.0%

Exited

Two Sigma Investments $2.53M was 0.0%
D. E. Shaw & Co. $612,693 was 0.0%
Gotham Asset Management $442,267 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 835 holders, 39.83M shares, $4.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API