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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 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
-2Δ holders
19.66MShares held
$7.19BReported value
+0New positions
−2Exits
Falling Conviction score 41/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -12.5% · share flow +0.4% · net new positions -14.3%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 9.98M -1.6% $3.65B 0.2% ▼ Trim 2 SEC ↗
2 Fidelity (FMR) 9.98M -1.6% $3.65B 0.2% ▼ Trim 2 SEC ↗
3 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
4 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
5 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
6 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
7 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
8 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
9 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
10 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
11 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
12 Morgan Stanley 3.00M $1.10B 0.1% n/c 1 SEC ↗
13 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
14 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
15 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
16 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
17 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
18 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
19 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
20 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
21 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
22 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
23 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
24 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
25 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
26 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
27 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
28 JPMorgan Chase 2.64M $965.86M 0.0% n/c 1 SEC ↗
29 Goldman Sachs Group 1.82M $664.32M 0.1% n/c 1 SEC ↗
30 Goldman Sachs Group 1.82M $664.32M 0.1% n/c 1 SEC ↗
31 Goldman Sachs Group 1.82M $664.32M 0.1% n/c 1 SEC ↗
32 Goldman Sachs Group 1.82M $664.32M 0.1% n/c 1 SEC ↗
33 BlackRock (passive) 1.73M +4.2% $630.88M 0.0% ▲ Add 2 SEC ↗
34 BlackRock (passive) 1.73M +4.2% $630.88M 0.0% ▲ Add 2 SEC ↗
35 BlackRock (passive) 1.73M +4.2% $630.88M 0.0% ▲ Add 2 SEC ↗
36 BlackRock (passive) 1.73M +4.2% $630.88M 0.0% ▲ Add 2 SEC ↗
37 BlackRock (passive) 1.73M +4.2% $630.88M 0.0% ▲ Add 2 SEC ↗
38 BlackRock (passive) 1.73M +4.2% $630.88M 0.0% ▲ Add 2 SEC ↗
39 BlackRock (passive) 1.73M +4.2% $630.88M 0.0% ▲ Add 2 SEC ↗
40 Two Sigma Investments 257.80K +87.5% $94.22M 0.2% ▲ Add 6 SEC ↗
41 AQR Capital Management 128.53K +36.9% $46.98M 0.0% ▲ Add 6 SEC ↗
42 AQR Capital Management 128.53K +36.9% $46.98M 0.0% ▲ Add 6 SEC ↗
43 Citadel Advisors 60.75K +6.0% $22.20M 0.0% ▲ Add 2 SEC ↗
44 Renaissance Technologies 16.70K +56.1% $6.10M 0.0% ▲ Add 2 SEC ↗
45 T. Rowe Price 14.14K 0.0% $5.17M 0.0% Held 6 SEC ↗
46 The Vanguard Group (passive) 11.23K +15.4% $4.11M 0.0% ▲ Add 2 SEC ↗
47 The Vanguard Group (passive) 11.23K +15.4% $4.11M 0.0% ▲ Add 2 SEC ↗
48 Gotham Asset Management 7.82K +2.5% $2.86M 0.0% ▲ Add 4 SEC ↗
49 Fisher Asset Management 5.37K -7.2% $1.96M 0.0% ▼ Trim 6 SEC ↗
50 State Street Global Advisors (passive) 700 0.0% $255,836 0.0% Held 4 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

Millennium Management $2.36M was 0.0%
ARK Investment Management $98 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 2025 · Methodology · Get this via the API