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Security record · archived quarter

IWM

iShares Russell 2000 ETF · Financial Services · Asset Management

299.28 +0.4% mkt cap $82.32B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
126Tracked holders
0Δ holders
215.78MShares held
$53.09BReported value
+1New positions
−1Exits
Stable Conviction score 54/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

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
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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 43.75M $10.77B 0.8% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 43.75M $10.77B 0.8% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 43.75M $10.77B 0.8% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 43.75M $10.77B 0.8% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 43.75M $10.77B 0.8% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 43.75M $10.77B 0.8% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 43.75M $10.77B 0.8% n/c 1 SEC ↗
8 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
9 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
10 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
11 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
12 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
13 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
14 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
15 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
16 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
17 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
18 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
19 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
20 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
21 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
22 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
23 Morgan Stanley 17.12M -5.7% $4.21B 0.3% ▼ Trim 2 SEC ↗
24 Goldman Sachs Group 14.74M -2.1% $3.63B 0.5% ▼ Trim 2 SEC ↗
25 Goldman Sachs Group 14.74M -2.1% $3.63B 0.5% ▼ Trim 2 SEC ↗
26 Goldman Sachs Group 14.74M -2.1% $3.63B 0.5% ▼ Trim 2 SEC ↗
27 Goldman Sachs Group 14.74M -2.1% $3.63B 0.5% ▼ Trim 2 SEC ↗
28 Goldman Sachs Group 14.74M -2.1% $3.63B 0.5% ▼ Trim 2 SEC ↗
29 Goldman Sachs Group 14.74M -2.1% $3.63B 0.5% ▼ Trim 2 SEC ↗
30 Wells Fargo & Company/Mn 12.13M $2.99B 0.6% n/c 1 SEC ↗
31 Wells Fargo & Company/Mn 12.13M $2.99B 0.6% n/c 1 SEC ↗
32 Wells Fargo & Company/Mn 12.13M $2.99B 0.6% n/c 1 SEC ↗
33 Wells Fargo & Company/Mn 12.13M $2.99B 0.6% n/c 1 SEC ↗
34 Wells Fargo & Company/Mn 12.13M $2.99B 0.6% n/c 1 SEC ↗
35 Wells Fargo & Company/Mn 12.13M $2.99B 0.6% n/c 1 SEC ↗
36 BlackRock (passive) 10.34M +12.8% $2.54B 0.0% ▲ Add 3 SEC ↗
37 BlackRock (passive) 10.34M +12.8% $2.54B 0.0% ▲ Add 3 SEC ↗
38 BlackRock (passive) 10.34M +12.8% $2.54B 0.0% ▲ Add 3 SEC ↗
39 BlackRock (passive) 10.34M +12.8% $2.54B 0.0% ▲ Add 3 SEC ↗
40 BlackRock (passive) 10.34M +12.8% $2.54B 0.0% ▲ Add 3 SEC ↗
41 BlackRock (passive) 10.34M +12.8% $2.54B 0.0% ▲ Add 3 SEC ↗
42 BlackRock (passive) 10.34M +12.8% $2.54B 0.0% ▲ Add 3 SEC ↗
43 BlackRock (passive) 10.34M +12.8% $2.54B 0.0% ▲ Add 3 SEC ↗
44 Empower Advisory Group, LLC 8.47M $2.09B 5.6% n/c 1 SEC ↗
45 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
46 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
47 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
48 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
49 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
50 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
51 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
52 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
53 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
54 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
55 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
56 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
57 Royal Bank Of Canada 7.94M $1.95B 0.3% n/c 1 SEC ↗
58 LPL Financial LLC 7.45M $1.83B 0.5% n/c 1 SEC ↗
59 Bnp Paribas Financial Markets 4.96M $1.22B 0.8% n/c 1 SEC ↗
60 Healthcare Of Ontario Pension Plan… 4.93M $1.21B 2.1% n/c 1 SEC ↗
61 UBS Group AG 4.82M $1.19B 0.2% n/c 1 SEC ↗
62 UBS Group AG 4.82M $1.19B 0.2% n/c 1 SEC ↗
63 UBS Group AG 4.82M $1.19B 0.2% n/c 1 SEC ↗
64 UBS Group AG 4.82M $1.19B 0.2% n/c 1 SEC ↗
65 Northern Trust Corp 4.25M $1.05B 0.1% n/c 1 SEC ↗
66 Northern Trust Corp 4.25M $1.05B 0.1% n/c 1 SEC ↗
67 Northern Trust Corp 4.25M $1.05B 0.1% n/c 1 SEC ↗
68 Hrt Financial Lp 4.12M $1.01B 3.2% n/c 1 SEC ↗
69 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
70 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
71 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
72 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
73 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
74 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
75 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
76 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
77 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
78 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
79 JPMorgan Chase 4.09M -73.6% $1.01B 0.1% ▼ Trim 2 SEC ↗
80 Susquehanna International Group, Llp 3.90M $959.14M 1.3% n/c 1 SEC ↗
81 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
82 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
83 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
84 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
85 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
86 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
87 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
88 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
89 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
90 Bank Of Montreal /Can/ 3.72M $916.35M 0.4% n/c 1 SEC ↗
91 Barclays Plc 3.53M $869.79M 0.3% n/c 1 SEC ↗
92 Barclays Plc 3.53M $869.79M 0.3% n/c 1 SEC ↗
93 Barclays Plc 3.53M $869.79M 0.3% n/c 1 SEC ↗
94 Barclays Plc 3.53M $869.79M 0.3% n/c 1 SEC ↗
95 Barclays Plc 3.53M $869.79M 0.3% n/c 1 SEC ↗
96 Citigroup Inc 3.18M $783.07M 0.5% n/c 1 SEC ↗
97 Citigroup Inc 3.18M $783.07M 0.5% n/c 1 SEC ↗
98 Citigroup Inc 3.18M $783.07M 0.5% n/c 1 SEC ↗
99 Citigroup Inc 3.18M $783.07M 0.5% n/c 1 SEC ↗
100 Pnc Financial Services Group, Inc. 2.99M $736.09M 0.4% n/c 1 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 $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 · Get this via the API