Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
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 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
13Tracked holders
+2Δ holders
12.14MShares held
$4.12BReported value
+2New positions
−0Exits
Strongly Rising Conviction score 46/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +18.2% · share flow -2.1% · net new positions +15.4%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

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 · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 10.13M $3.44B 0.2% n/c 1 SEC ↗
2 Fidelity (FMR) 10.13M $3.44B 0.2% n/c 1 SEC ↗
3 BlackRock (passive) 1.66M $562.74M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 1.66M $562.74M 0.0% n/c 1 SEC ↗
5 BlackRock (passive) 1.66M $562.74M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 1.66M $562.74M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 1.66M $562.74M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 1.66M $562.74M 0.0% n/c 1 SEC ↗
9 Two Sigma Investments 137.50K -57.2% $46.69M 0.1% ▼ Trim 5 SEC ↗
10 AQR Capital Management 93.90K -22.7% $31.89M 0.0% ▼ Trim 5 SEC ↗
11 AQR Capital Management 93.90K -22.7% $31.89M 0.0% ▼ Trim 5 SEC ↗
12 Citadel Advisors 57.33K New $19.47M 0.0% New 1 SEC ↗
13 T. Rowe Price 14.14K -17.6% $4.80M 0.0% ▼ Trim 5 SEC ↗
14 Renaissance Technologies 10.70K New $3.63M 0.0% New 1 SEC ↗
15 The Vanguard Group (passive) 9.73K $3.31M 0.0% n/c 1 SEC ↗
16 The Vanguard Group (passive) 9.73K $3.31M 0.0% n/c 1 SEC ↗
17 Gotham Asset Management 7.62K 0.0% $2.59M 0.0% Held 3 SEC ↗
18 Millennium Management 6.96K -94.5% $2.36M 0.0% ▼ Trim 5 SEC ↗
19 Fisher Asset Management 5.79K +20.1% $1.97M 0.0% ▲ Add 5 SEC ↗
20 State Street Global Advisors (passive) 700 0.0% $237,699 0.0% Held 3 SEC ↗
21 ARK Investment Management 0 -100.0% $98 0.0% ▼ Trim 3 SEC ↗

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

New buyers

Citadel Advisors $19.47M 0.0%
Renaissance Technologies $3.63M 0.0%

Exited

No tracked exits this quarter.

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: Q2 2025 · Methodology · Get this via the API