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Security record

IWM

iShares Russell 2000 ETF · Financial Services · Asset Management

299.28 +0.4% mkt cap $82.32B quote delayed (FMP) · as of Aug 25 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
123Tracked holders
+3Δ holders
207.92MShares held
$62.43BReported value
+9New positions
−6Exits
Falling Conviction score 36/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.5% · share flow -10.1% · net new positions +2.4%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 123 +3 207.92M $62.43B +9 −6
Q1 2026 121 -6 231.29M $57.30B +5 −11
Q4 2025 126 0 215.78M $53.09B +1 −1
Q3 2025 21 +2 63.83M $15.45B +2
Q2 2025 16 +2 15.17M $3.27B +3 −1
Q1 2025 11 0 3.84M $766.52M +2 −2
Q4 2024 11 0 3.12M $690.40M +1 −1
Q3 2024 11 -1 3.05M $674.01M −1
Q2 2024 12 3.44M $697.71M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 35.58M -14.5% $10.69B 0.7% ▼ Trim 3 SEC ↗
2 Bank Of America Corp /De/ 35.58M -14.5% $10.69B 0.7% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 35.58M -14.5% $10.69B 0.7% ▼ Trim 3 SEC ↗
4 Bank Of America Corp /De/ 35.58M -14.5% $10.69B 0.7% ▼ Trim 3 SEC ↗
5 Bank Of America Corp /De/ 35.58M -14.5% $10.69B 0.7% ▼ Trim 3 SEC ↗
6 Bank Of America Corp /De/ 35.58M -14.5% $10.69B 0.7% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 35.58M -14.5% $10.69B 0.7% ▼ Trim 3 SEC ↗
8 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
9 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
10 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
11 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
12 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
13 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
14 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
15 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
16 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
17 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
18 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
19 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
20 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
21 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
22 Morgan Stanley 18.69M -37.2% $5.62B 0.3% ▼ Trim 4 SEC ↗
23 Goldman Sachs Group 17.90M -6.9% $5.38B 0.6% ▼ Trim 4 SEC ↗
24 Goldman Sachs Group 17.90M -6.9% $5.38B 0.6% ▼ Trim 4 SEC ↗
25 Goldman Sachs Group 17.90M -6.9% $5.38B 0.6% ▼ Trim 4 SEC ↗
26 Goldman Sachs Group 17.90M -6.9% $5.38B 0.6% ▼ Trim 4 SEC ↗
27 Goldman Sachs Group 17.90M -6.9% $5.38B 0.6% ▼ Trim 4 SEC ↗
28 Goldman Sachs Group 17.90M -6.9% $5.38B 0.6% ▼ Trim 4 SEC ↗
29 Wells Fargo & Company/Mn 11.80M +23.4% $3.54B 0.6% ▲ Add 3 SEC ↗
30 Wells Fargo & Company/Mn 11.80M +23.4% $3.54B 0.6% ▲ Add 3 SEC ↗
31 Wells Fargo & Company/Mn 11.80M +23.4% $3.54B 0.6% ▲ Add 3 SEC ↗
32 Wells Fargo & Company/Mn 11.80M +23.4% $3.54B 0.6% ▲ Add 3 SEC ↗
33 Wells Fargo & Company/Mn 11.80M +23.4% $3.54B 0.6% ▲ Add 3 SEC ↗
34 Wells Fargo & Company/Mn 11.80M +23.4% $3.54B 0.6% ▲ Add 3 SEC ↗
35 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
36 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
37 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
38 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
39 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
40 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
41 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
42 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
43 BlackRock (passive) 10.53M +0.3% $3.16B 0.0% ▲ Add 5 SEC ↗
44 Empower Advisory Group, LLC 7.93M -7.7% $2.38B 5.7% ▼ Trim 3 SEC ↗
45 Bnp Paribas Financial Markets 7.07M +14.7% $2.12B 1.1% ▲ Add 3 SEC ↗
46 Healthcare Of Ontario Pension Plan… 5.63M +20.2% $1.69B 2.4% ▲ Add 3 SEC ↗
47 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
48 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
49 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
50 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
51 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
52 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
53 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
54 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
55 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
56 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
57 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
58 Royal Bank Of Canada 5.19M -16.8% $1.56B 0.3% ▼ Trim 3 SEC ↗
59 UBS Group AG 5.13M -23.9% $1.54B 0.2% ▼ Trim 3 SEC ↗
60 UBS Group AG 5.13M -23.9% $1.54B 0.2% ▼ Trim 3 SEC ↗
61 UBS Group AG 5.13M -23.9% $1.54B 0.2% ▼ Trim 3 SEC ↗
62 UBS Group AG 5.13M -23.9% $1.54B 0.2% ▼ Trim 3 SEC ↗
63 Susquehanna International Group, Llp 4.97M +14.1% $1.49B 1.3% ▲ Add 3 SEC ↗
64 Susquehanna International Group, Llp 4.97M +14.1% $1.49B 1.3% ▲ Add 3 SEC ↗
65 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
66 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
67 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
68 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
69 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
70 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
71 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
72 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
73 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
74 Bank Of Montreal /Can/ 4.41M +26.8% $1.32B 0.5% ▲ Add 3 SEC ↗
75 Hrt Financial Lp 4.37M +11.3% $1.31B 2.4% ▲ Add 3 SEC ↗
76 Barclays Plc 4.20M -10.2% $1.26B 0.4% ▼ Trim 3 SEC ↗
77 Barclays Plc 4.20M -10.2% $1.26B 0.4% ▼ Trim 3 SEC ↗
78 Barclays Plc 4.20M -10.2% $1.26B 0.4% ▼ Trim 3 SEC ↗
79 Barclays Plc 4.20M -10.2% $1.26B 0.4% ▼ Trim 3 SEC ↗
80 Northern Trust Corp 4.15M +0.1% $1.25B 0.1% ▲ Add 3 SEC ↗
81 Northern Trust Corp 4.15M +0.1% $1.25B 0.1% ▲ Add 3 SEC ↗
82 Northern Trust Corp 4.15M +0.1% $1.25B 0.1% ▲ Add 3 SEC ↗
83 Citigroup Inc 4.11M -51.5% $1.24B 0.6% ▼ Trim 3 SEC ↗
84 Citigroup Inc 4.11M -51.5% $1.24B 0.6% ▼ Trim 3 SEC ↗
85 Citigroup Inc 4.11M -51.5% $1.24B 0.6% ▼ Trim 3 SEC ↗
86 LPL Financial LLC 3.73M -0.1% $1.12B 0.3% ▼ Trim 3 SEC ↗
87 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
88 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
89 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
90 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
91 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
92 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
93 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
94 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
95 JPMorgan Chase 3.37M -45.3% $1.01B 0.1% ▼ Trim 4 SEC ↗
96 Pnc Financial Services Group, Inc. 3.33M +4.5% $1.00B 0.5% ▲ Add 3 SEC ↗
97 Pnc Financial Services Group, Inc. 3.33M +4.5% $1.00B 0.5% ▲ Add 3 SEC ↗
98 Pnc Financial Services Group, Inc. 3.33M +4.5% $1.00B 0.5% ▲ Add 3 SEC ↗
99 Pnc Financial Services Group, Inc. 3.33M +4.5% $1.00B 0.5% ▲ Add 3 SEC ↗
100 Pnc Financial Services Group, Inc. 3.33M +4.5% $1.00B 0.5% ▲ Add 3 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

Two Sigma Investments $62.46M was 0.1%
Td Asset Management Inc $35.11M was 0.0%
Belvedere Trading LLC $25.02M was 3.3%
New York State Common… $4.08M was 0.0%
State Street Global Advisors $1.34M was 0.0%
Invesco Ltd. $589,496 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,547 holders, 299.56M shares, $71.06B 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 2026 · Methodology · Get this via the API