Security record
IWM
iShares Russell 2000 ETF · Financial Services · Asset Management
123Tracked holders
+3Δ holders
207.92MShares held
$62.43BReported value
+9New positions
−6Exits
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
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 35.58M | -14.5% | $10.69B | 0.7% | ▼ Trim | 3 | SEC ↗ ×7 |
| 2 | Morgan Stanley ✦ | 18.69M | -37.2% | $5.62B | 0.3% | ▼ Trim | 4 | SEC ↗ ×15 |
| 3 | Goldman Sachs Group ✦ | 17.90M | -6.9% | $5.38B | 0.6% | ▼ Trim | 4 | SEC ↗ ×6 |
| 4 | Wells Fargo & Company/Mn | 11.80M | +23.4% | $3.54B | 0.6% | ▲ Add | 3 | SEC ↗ ×6 |
| 5 | BlackRock ✦ (passive) | 10.53M | +0.3% | $3.16B | 0.0% | ▲ Add | 5 | SEC ↗ ×9 |
| 6 | Empower Advisory Group, LLC | 7.93M | -7.7% | $2.38B | 5.7% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 7.07M | +14.7% | $2.12B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Healthcare Of Ontario Pension Plan… | 5.63M | +20.2% | $1.69B | 2.4% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 5.19M | -16.8% | $1.56B | 0.3% | ▼ Trim | 3 | SEC ↗ ×12 |
| 10 | UBS Group AG | 5.13M | -23.9% | $1.54B | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Susquehanna International Group, Llp | 4.97M | +14.1% | $1.49B | 1.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Bank Of Montreal /Can/ | 4.41M | +26.8% | $1.32B | 0.5% | ▲ Add | 3 | SEC ↗ ×10 |
| 13 | Hrt Financial Lp | 4.37M | +11.3% | $1.31B | 2.4% | ▲ Add | 3 | SEC ↗ |
| 14 | Barclays Plc | 4.20M | -10.2% | $1.26B | 0.4% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Northern Trust Corp | 4.15M | +0.1% | $1.25B | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Citigroup Inc | 4.11M | -51.5% | $1.24B | 0.6% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | LPL Financial LLC | 3.73M | -0.1% | $1.12B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 3.37M | -45.3% | $1.01B | 0.1% | ▼ Trim | 4 | SEC ↗ ×9 |
| 19 | Pnc Financial Services Group, Inc. | 3.33M | +4.5% | $1.00B | 0.5% | ▲ Add | 3 | SEC ↗ ×10 |
| 20 | Wellington Management ✦ | 3.07M | +181.5% | $921.85M | 0.2% | ▲ Add | 9 | SEC ↗ ×6 |
| 21 | Canada Pension Plan Investment Board | 2.78M | 0.0% | $835.55M | 0.5% | Held | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 2.61M | -10.9% | $785.02M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 23 | Jane Street Group, Llc | 2.28M | -23.6% | $684.64M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 2.13M | -38.6% | $639.75M | 0.7% | ▼ Trim | 3 | SEC ↗ ×4 |
| 25 | Raymond James Financial Inc | 2.06M | +2.5% | $617.80M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Bank of New York Mellon Corp | 1.82M | -1.6% | $548.06M | 0.1% | ▼ Trim | 3 | SEC ↗ ×11 |
| 27 | Cetera Investment Advisers | 1.78M | +1.0% | $533.63M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 1.66M | -7.2% | $497.35M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 1.45M | -1.7% | $434.99M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 30 | Jones Financial Companies Lllp | 1.21M | +1.7% | $363.46M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Truist Financial Corp | 1.15M | -2.7% | $345.75M | 0.4% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Tudor Investment Corp Et Al | 1.14M | +11875.4% | $343.93M | 1.4% | ▲ Add | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 942.30K | -1.5% | $283.11M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 34 | Ensign Peak Advisors, Inc | 892.58K | +526.0% | $268.17M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 35 | Brown Advisory Inc | 860.02K | -12.4% | $258.39M | 0.4% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Mariner, LLC | 799.54K | +18.3% | $240.22M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Rockefeller Capital Management L.P. | 781.61K | +1.4% | $234.84M | 0.4% | ▲ Add | 3 | SEC ↗ ×8 |
| 38 | CIBC Bancorp USA Inc. | 716.35K | +1.1% | $214.95M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | HighTower Advisors, LLC | 712.75K | +10.9% | $214.14M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 701.05K | +11.6% | $210.63M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 699.43K | +16.9% | $210.26M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Cibc World Market Inc. | 673.01K | -51.3% | $202.21M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 632.25K | -1.2% | $189.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | Franklin Resources Inc | 626.70K | -0.5% | $188.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 45 | Cerity Partners LLC | 592.42K | +10.6% | $177.99M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 46 | Stifel Financial Corp | 569.11K | -10.9% | $171.00M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 47 | Baird Financial Group, Inc. | 567.64K | -2.2% | $170.55M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | Creative Planning | 561.92K | -1.6% | $168.83M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Mercer Global Advisors Inc /Adv | 537.63K | +3.5% | $161.53M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Simplex Trading, Llc | 536.81K | +3207.7% | $161.28M | 4.2% | ▲ Add | 2 | SEC ↗ |
| 51 | Toronto Dominion Bank | 521.04K | +363.2% | $157.26M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 52 | Corient Private Wealth LP | 512.35K | +2.4% | $153.93M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Focus Partners Wealth | 499.15K | -14.6% | $149.97M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 54 | Millennium Management ✦ | 486.88K | -27.8% | $146.28M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 55 | Commonwealth Equity Services, Llc | 481.66K | +1.1% | $144.72M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 546.93K | +0.4% | $135.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Hsbc Holdings Plc | 377.74K | +29.4% | $113.44M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 58 | Citadel Advisors ✦ | 375.07K | -41.5% | $112.69M | 0.1% | ▼ Trim | 9 | SEC ↗ ×2 |
| 59 | Nomura Asset Management… | 339.73K | +17603.5% | $102.07M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 60 | Captrust Financial Advisors | 338.23K | +1.1% | $101.62M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 61 | Deutsche Bank Ag\ | 299.38K | -7.0% | $89.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 62 | AQR Capital Management ✦ | 253.00K | +16.0% | $76.01M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 63 | Lido Advisors, LLC | 235.92K | -0.3% | $70.88M | 0.3% | ▼ Trim | 3 | SEC ↗ ×4 |
| 64 | Mml Investors Services, Llc | 227.30K | +17.6% | $68.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Clearbridge Investments, LLC | 213.62K | -31.6% | $64.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Neuberger Berman Group LLC | 177.31K | -0.7% | $53.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 67 | Prudential Financial Inc | 158.26K | -1.3% | $47.55M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | Wealth Enhancement Advisory… | 158.22K | +6.6% | $45.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 143.44K | +21.7% | $43.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Credit Agricole S A | 137.94K | New | $41.44M | 0.1% | New | 1 | SEC ↗ |
| 71 | Kayne Anderson Rudnick Investment… | 134.83K | -62.7% | $40.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 72 | Bank Of Nova Scotia | 123.81K | +529.3% | $37.20M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | National Bank Of Canada /Fi/ | 112.77K | +35.7% | $33.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 74 | Allspring Global Investments… | 103.60K | -60.1% | $31.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 75 | Balyasny Asset Management L.P. | 99.64K | New | $29.94M | 0.1% | New | 1 | SEC ↗ |
| 76 | Nomura Asset Management Co Ltd | 97.09K | -23.8% | $29.17M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 77 | Akuna Securities Llc | 92.67K | New | $27.84M | 30.4% | New | 1 | SEC ↗ |
| 78 | Quantinno Capital Management LP | 79.06K | +16.8% | $23.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Squarepoint Ops LLC | 76.13K | New | $22.87M | 0.0% | New | 1 | SEC ↗ |
| 80 | Walleye Trading LLC | 75.25K | -87.2% | $22.61M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 81 | Capstone Investment Advisors, Llc | 68.99K | New | $20.73M | 0.2% | New | 1 | SEC ↗ |
| 82 | D. E. Shaw & Co. ✦ | 61.25K | -94.5% | $18.40M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 83 | Bank Julius Baer & Co. Ltd, Zurich | 56.51K | +123.7% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | DZ BANK AG Deutsche Zentral… | 45.12K | +2420.4% | $13.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Manufacturers Life Insurance… | 44.07K | New | $13.24M | 0.0% | New | 1 | SEC ↗ |
| 86 | Optiver Holding B.V. | 42.75K | +1324.5% | $12.84M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 87 | Gotham Asset Management ✦ | 42.43K | +1.3% | $12.75M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 88 | Voya Investment Management Llc | 39.12K | +15.4% | $11.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 89 | Mackenzie Financial Corp | 35.98K | -7.3% | $10.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | BNP Paribas Asset Management… | 36.10K | 0.0% | $10.79M | 0.0% | Held | 3 | SEC ↗ |
| 91 | Financial Engines Advisors L.L.C. | 27.32K | -1.6% | $8.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Man Group plc | 26.17K | New | $7.86M | 0.0% | New | 1 | SEC ↗ |
| 93 | Sei Investments Co | 23.51K | -42.8% | $7.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 94 | Point72 Asset Management ✦ | 18.70K | -87.4% | $5.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Arrowstreet Capital ✦ | 18.08K | -50.6% | $5.43M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 96 | TD Waterhouse Canada Inc. | 17.73K | -2.6% | $5.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | American Century Companies Inc | 17.30K | -34.5% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 16.67K | +16.9% | $5.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 99 | Nuveen, LLC | 17.77K | +140.2% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 100 | Loomis Sayles & Co L P | 15.04K | -23.9% | $4.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Credit Agricole S A | $41.44M | 0.1% |
| Balyasny Asset Management L.P. | $29.94M | 0.1% |
| Akuna Securities Llc | $27.84M | 30.4% |
| Squarepoint Ops LLC | $22.87M | 0.0% |
| Capstone Investment Advisors… | $20.73M | 0.2% |
| Manufacturers Life Insurance… | $13.24M | 0.0% |
| Man Group plc | $7.86M | 0.0% |
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 ·
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