Security record · archived quarter
IWM
iShares Russell 2000 ETF · Financial Services · Asset Management
121Tracked holders
-6Δ holders
231.29MShares held
$57.30BReported value
+5New positions
−11Exits
Momentum inputs (comparable managers):
holder breadth -4.7% ·
share flow +6.9% ·
net new positions -5.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 41.60M | -4.9% | $10.32B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 41.60M | -4.9% | $10.32B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 41.60M | -4.9% | $10.32B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 41.60M | -4.9% | $10.32B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 41.60M | -4.9% | $10.32B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 41.60M | -4.9% | $10.32B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 41.60M | -4.9% | $10.32B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 29.76M | +73.8% | $7.38B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 19.23M | +30.4% | $4.77B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 19.23M | +30.4% | $4.77B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 19.23M | +30.4% | $4.77B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 19.23M | +30.4% | $4.77B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 19.23M | +30.4% | $4.77B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 19.23M | +30.4% | $4.77B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 10.50M | +1.6% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 9.56M | -21.2% | $2.37B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 9.56M | -21.2% | $2.37B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 9.56M | -21.2% | $2.37B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 9.56M | -21.2% | $2.37B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 9.56M | -21.2% | $2.37B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 9.56M | -21.2% | $2.37B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 44 | Empower Advisory Group, LLC | 8.59M | +1.4% | $2.13B | 5.5% | ▲ Add | 2 | SEC ↗ |
| 45 | Citigroup Inc | 8.47M | +166.2% | $2.10B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 46 | Citigroup Inc | 8.47M | +166.2% | $2.10B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 47 | Citigroup Inc | 8.47M | +166.2% | $2.10B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS Group AG | 6.74M | +39.6% | $1.67B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS Group AG | 6.74M | +39.6% | $1.67B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 50 | UBS Group AG | 6.74M | +39.6% | $1.67B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS Group AG | 6.74M | +39.6% | $1.67B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS Group AG | 6.74M | +39.6% | $1.67B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 53 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 54 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 55 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 56 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 57 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 58 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 62 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 6.23M | -21.5% | $1.55B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 6.17M | +24.3% | $1.53B | 1.0% | ▲ Add | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 6.16M | +50.4% | $1.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 76 | Healthcare Of Ontario Pension Plan… | 4.68M | -5.0% | $1.16B | 1.9% | ▼ Trim | 2 | SEC ↗ |
| 77 | Barclays Plc | 4.68M | +32.4% | $1.16B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 78 | Barclays Plc | 4.68M | +32.4% | $1.16B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 79 | Barclays Plc | 4.68M | +32.4% | $1.16B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 80 | Barclays Plc | 4.68M | +32.4% | $1.16B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 81 | Susquehanna International Group, Llp | 4.36M | +11.9% | $1.08B | 1.4% | ▲ Add | 2 | SEC ↗ |
| 82 | Northern Trust Corp | 4.15M | -2.5% | $1.03B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 83 | Northern Trust Corp | 4.15M | -2.5% | $1.03B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 84 | Northern Trust Corp | 4.15M | -2.5% | $1.03B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 85 | Hrt Financial Lp | 3.92M | -4.7% | $973.21M | 2.4% | ▼ Trim | 2 | SEC ↗ |
| 86 | LPL Financial LLC | 3.74M | -49.8% | $926.84M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 3.47M | -6.7% | $861.71M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 96 | Us Bancorp \De\ | 3.47M | +50.0% | $859.48M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Us Bancorp \De\ | 3.47M | +50.0% | $859.48M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Us Bancorp \De\ | 3.47M | +50.0% | $859.48M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Us Bancorp \De\ | 3.47M | +50.0% | $859.48M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Pnc Financial Services Group, Inc. | 3.19M | +6.6% | $790.49M | 0.5% | ▲ Add | 2 | 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
| IMC-Chicago, LLC | $390.28M | was 6.9% |
| Allianz Asset Management GmbH | $288.78M | was 0.3% |
| Parallax Volatility Advisers… | $154.04M | was 5.4% |
| Balyasny Asset Management L.P. | $78.73M | was 0.2% |
| Marshall Wace | $74.30M | was 0.1% |
| Capstone Investment Advisors… | $45.48M | was 0.5% |
| Alkeon Capital Management Llc | $44.19M | was 0.2% |
| LMR Partners LLP | $35.73M | was 0.4% |
| Starboard Value | $33.72M | was 0.6% |
| Squarepoint Ops LLC | $20.61M | was 0.0% |
| Jennison Associates Llc | $4.73M | 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: Q1 2026 ·
Methodology ·
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