Security record · archived quarter
IWM
iShares Russell 2000 ETF · Financial Services · Asset Management
126Tracked holders
0Δ holders
215.78MShares held
$53.09BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | +3 | 207.20M | $62.22B | +9 | −7 |
| 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 | n/a |
| 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 | n/a | −1 |
| Q2 2024 | 12 | n/a | 3.44M | $697.71M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 43.75M | n/a | $10.77B | 0.8% | n/c | 1 | SEC ↗ ×7 |
| 2 | Morgan Stanley ✦ | 17.12M | -5.7% | $4.21B | 0.3% | ▼ Trim | 2 | SEC ↗ ×16 |
| 3 | Goldman Sachs Group ✦ | 14.74M | -2.1% | $3.63B | 0.5% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | Wells Fargo & Company/Mn | 12.13M | n/a | $2.99B | 0.6% | n/c | 1 | SEC ↗ ×6 |
| 5 | BlackRock ✦ (passive) | 10.34M | +12.8% | $2.54B | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 6 | Empower Advisory Group, LLC | 8.47M | n/a | $2.09B | 5.6% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 7.94M | n/a | $1.95B | 0.3% | n/c | 1 | SEC ↗ ×13 |
| 8 | LPL Financial LLC | 7.45M | n/a | $1.83B | 0.5% | n/c | 1 | SEC ↗ |
| 9 | Bnp Paribas Financial Markets | 4.96M | n/a | $1.22B | 0.8% | n/c | 1 | SEC ↗ |
| 10 | Healthcare Of Ontario Pension Plan… | 4.93M | n/a | $1.21B | 2.1% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 4.82M | n/a | $1.19B | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 12 | Northern Trust Corp | 4.25M | n/a | $1.05B | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 13 | Hrt Financial Lp | 4.12M | n/a | $1.01B | 3.2% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 4.09M | -73.6% | $1.01B | 0.1% | ▼ Trim | 2 | SEC ↗ ×11 |
| 15 | Susquehanna International Group, Llp | 3.90M | n/a | $959.14M | 1.3% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 3.72M | n/a | $916.35M | 0.4% | n/c | 1 | SEC ↗ ×10 |
| 17 | Barclays Plc | 3.53M | n/a | $869.79M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 18 | Citigroup Inc | 3.18M | n/a | $783.07M | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 19 | Pnc Financial Services Group, Inc. | 2.99M | n/a | $736.09M | 0.4% | n/c | 1 | SEC ↗ ×10 |
| 20 | Canada Pension Plan Investment Board | 2.78M | n/a | $684.57M | 0.5% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 2.31M | n/a | $568.53M | 0.7% | n/c | 1 | SEC ↗ ×5 |
| 22 | Fidelity (FMR) ✦ | 2.19M | +0.8% | $539.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Envestnet Asset Management Inc | 2.03M | n/a | $499.67M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 1.92M | n/a | $472.94M | 0.6% | n/c | 1 | SEC ↗ ×2 |
| 25 | Bank of New York Mellon Corp | 1.90M | n/a | $467.82M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 26 | Raymond James Financial Inc | 1.89M | n/a | $464.34M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 27 | Cibc World Market Inc. | 1.87M | n/a | $460.19M | 0.8% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 1.72M | n/a | $424.50M | 0.5% | n/c | 1 | SEC ↗ |
| 29 | IMC-Chicago, LLC | 1.59M | n/a | $390.28M | 6.9% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 1.37M | n/a | $338.35M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 31 | Truist Financial Corp | 1.26M | n/a | $310.12M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 32 | Allianz Asset Management GmbH | 1.17M | n/a | $288.78M | 0.3% | n/c | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 1.31M | n/a | $288.23M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 34 | Hsbc Holdings Plc | 1.10M | n/a | $271.34M | 0.1% | n/c | 1 | SEC ↗ ×18 |
| 35 | Jones Financial Companies Lllp | 1.04M | n/a | $255.76M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 36 | Brown Advisory Inc | 1.02M | n/a | $250.65M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 37 | Citadel Advisors ✦ | 968.00K | +101.7% | $238.28M | 0.2% | ▲ Add | 7 | SEC ↗ ×2 |
| 38 | Wellington Management ✦ | 933.10K | -21.0% | $229.69M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 39 | Alliancebernstein L.P. | 898.49K | n/a | $221.17M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 40 | Rockefeller Capital Management L.P. | 711.28K | n/a | $175.09M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 41 | Mariner, LLC | 673.23K | n/a | $165.73M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 42 | Stifel Financial Corp | 663.43K | n/a | $163.32M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 43 | D. E. Shaw & Co. ✦ | 658.36K | +176.4% | $162.06M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 636.48K | n/a | $156.68M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Parallax Volatility Advisers, L.P. | 625.77K | n/a | $154.04M | 5.4% | n/c | 1 | SEC ↗ |
| 46 | Tudor Investment Corp Et Al | 622.09K | n/a | $153.13M | 0.9% | n/c | 1 | SEC ↗ |
| 47 | Franklin Resources Inc | 611.10K | n/a | $150.43M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 48 | Creative Planning | 605.58K | n/a | $149.07M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 49 | Optiver Holding B.V. | 605.50K | n/a | $149.05M | 2.7% | n/c | 1 | SEC ↗ |
| 50 | Millennium Management ✦ | 596.43K | -31.7% | $146.82M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 51 | Focus Partners Wealth | 594.39K | n/a | $146.15M | 0.2% | n/c | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 592.29K | n/a | $145.80M | 0.5% | n/c | 1 | SEC ↗ |
| 53 | HighTower Advisors, LLC | 590.25K | n/a | $145.30M | 0.2% | n/c | 1 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 587.24K | n/a | $144.56M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 55 | Kayne Anderson Rudnick Investment… | 584.13K | n/a | $143.83M | 0.4% | n/c | 1 | SEC ↗ |
| 56 | Blair William & Co/Il | 558.74K | n/a | $137.54M | 0.4% | n/c | 1 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 539.42K | n/a | $132.86M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 58 | Cerity Partners LLC | 535.71K | n/a | $131.89M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 59 | Commonwealth Equity Services, Llc | 520.59K | n/a | $128.15M | 0.2% | n/c | 1 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 474.28K | n/a | $116.24M | 0.2% | n/c | 1 | SEC ↗ |
| 61 | Captrust Financial Advisors | 331.94K | n/a | $81.71M | 0.2% | n/c | 1 | SEC ↗ |
| 62 | Balyasny Asset Management L.P. | 319.83K | n/a | $78.73M | 0.2% | n/c | 1 | SEC ↗ |
| 63 | Ensign Peak Advisors, Inc | 312.94K | n/a | $77.03M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Walleye Trading LLC | 309.42K | n/a | $76.17M | 1.2% | n/c | 1 | SEC ↗ |
| 65 | Marshall Wace ✦ | 301.84K | +18.1% | $74.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Point72 Asset Management ✦ | 298.95K | New | $73.59M | 0.1% | New | 1 | SEC ↗ |
| 67 | Deutsche Bank Ag\ | 236.29K | n/a | $58.16M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 68 | Mml Investors Services, Llc | 224.13K | n/a | $55.17M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 195.09K | n/a | $49.97M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Capstone Investment Advisors, Llc | 184.76K | n/a | $45.48M | 0.5% | n/c | 1 | SEC ↗ |
| 71 | Toronto Dominion Bank | 184.62K | n/a | $45.29M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 72 | Neuberger Berman Group LLC | 180.07K | n/a | $44.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Alkeon Capital Management Llc | 179.50K | n/a | $44.19M | 0.2% | n/c | 1 | SEC ↗ |
| 74 | Lido Advisors, LLC | 181.15K | n/a | $44.18M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 75 | AQR Capital Management ✦ | 178.13K | +8.7% | $43.85M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 76 | Prudential Financial Inc | 159.80K | n/a | $39.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | LMR Partners LLP | 145.17K | n/a | $35.73M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 78 | Td Asset Management Inc | 141.53K | n/a | $34.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Starboard Value ✦ | 137.00K | 0.0% | $33.72M | 0.6% | Held | 3 | SEC ↗ |
| 80 | Allspring Global Investments… | 123.56K | n/a | $30.74M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 81 | Mirae Asset Global Investments Co.… | 87.76K | n/a | $21.60M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | Cwm, Llc | 85.03K | n/a | $20.93M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | Squarepoint Ops LLC | 83.72K | n/a | $20.61M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | National Bank Of Canada /Fi/ | 65.56K | n/a | $16.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 85 | State Of Wisconsin Investment Board | 59.30K | n/a | $14.60M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Belvedere Trading LLC | 55.24K | n/a | $13.60M | 2.5% | n/c | 1 | SEC ↗ |
| 87 | Mackenzie Financial Corp | 53.33K | n/a | $13.20M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Quantinno Capital Management LP | 52.68K | n/a | $12.97M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Voya Investment Management Llc | 47.76K | n/a | $11.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 90 | The Vanguard Group ✦ (passive) | 45.91K | +1.1% | $11.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 91 | Nomura Asset Management Co Ltd | 44.18K | n/a | $10.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Gotham Asset Management ✦ | 34.87K | +30.4% | $8.58M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 93 | BNP Paribas Asset Management… | 33.22K | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Arrowstreet Capital ✦ | 32.09K | -77.6% | $7.90M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 95 | American Century Companies Inc | 31.29K | n/a | $7.70M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Tidal Investments LLC | 29.14K | n/a | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Financial Engines Advisors L.L.C. | 29.06K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Principal Financial Group Inc | 24.15K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | T. Rowe Price ✦ | 22.40K | +87.6% | $5.51M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 100 | Bank Of Nova Scotia | 19.67K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $73.59M | 0.1% |
Exited
| Two Sigma Investments | $52.70M | was 0.1% |
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: Q4 2025 ·
Methodology ·
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