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Security record · archived quarter

IWB

iShares Russell 1000 ETF · Financial Services · Asset Management - Global

419.64 0.0% mkt cap $48.93B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
6Tracked holders
-3Δ holders
201.64KShares held
$63.40MReported value
+0New positions
−3Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -30.0% · share flow -30.0% · net new positions -20.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 97 +4 61.49M $25.09B +7 −3
Q1 2026 94 0 64.47M $22.94B +5 −5
Q4 2025 93 +2 65.76M $24.53B +2
Q3 2025 14 -2 19.66M $7.19B −2
Q2 2025 13 +2 12.14M $4.12B +2
Q1 2025 8 -2 600.82K $184.30M −2
Q4 2024 10 +3 3.05M $982.02M +3
Q3 2024 6 -3 201.64K $63.40M −3
Q2 2024 9 715.30K $212.83M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Two Sigma Investments 137.40K -44.3% $43.20M 0.1% ▼ Trim 2 SEC ↗
2 AQR Capital Management 31.80K +224.6% $10.00M 0.0% ▲ Add 2 SEC ↗
3 AQR Capital Management 31.80K +224.6% $10.00M 0.0% ▲ Add 2 SEC ↗
4 T. Rowe Price 15.43K +9.2% $4.85M 0.0% ▲ Add 2 SEC ↗
5 Millennium Management 11.24K -96.9% $3.53M 0.0% ▼ Trim 2 SEC ↗
6 Fisher Asset Management 2.99K +272.9% $939,219 0.0% ▲ Add 2 SEC ↗
7 Citadel Advisors 2.79K -95.1% $876,519 0.0% ▼ Trim 2 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

Renaissance Technologies $6.22M was 0.0%
Marshall Wace $2.56M was 0.0%
ARK Investment Management $10,056 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,458 holders, 96.26M shares, $34.01B 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: Q3 2024 · Methodology · Get this via the API