ISHARES TR (IWM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,746
Reporting holders
$322.0B
Reported value
75.0%
Held as options
+123
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $32.2B | 2,278,718 | 2.67% | 31q | -23.6%-$10.0B |
| Optiver Holding B.V. | $28.7B | 42,748 | 7.73% | 22q | +1324.5%+$26.7B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $27.4B | 4,974,054 | 2.13% | 31q | +14.1%+$3.4B |
| BARCLAYS PLC | $15.5B | 4,198,783 | 2.98% | 31q | -10.2%-$1.8B |
| MILLENNIUM MANAGEMENT LLC | $14.5B | 486,880 | 5.25% | 31q | -27.8%-$5.6B |
| CITADEL ADVISORS LLC | $12.7B | 375,066 | 1.45% | 31q | -41.5%-$9.0B |
| TUDOR INVESTMENT CORP ET AL | $12.5B | 1,144,729 | 17.36% | 11q | +11875.4%+$12.4B |
| IMC-Chicago, LLC | $11.4B | options only | 2.71% | 19q | OPTIONS |
| SIMPLEX TRADING, LLC | $11.3B | 536,810 | 6.60% | 31q | +3207.7%+$10.9B |
| BANK OF AMERICA CORP /DE/ | $10.7B | 35,580,461 | 0.69% | 31q | -14.5%-$1.8B |
| JPMORGAN CHASE & CO | $9.9B | 3,368,229 | 0.55% | 31q | -45.3%-$8.2B |
| CITIGROUP INC | $8.9B | 4,112,214 | 2.94% | 31q | -51.4%-$9.4B |
| WELLS FARGO & COMPANY/MN | $8.4B | 11,796,516 | 1.36% | 31q | -38.3%-$5.2B |
| GOLDMAN SACHS GROUP INC | $7.7B | 17,901,802 | 0.67% | 31q | -6.9%-$573.6M |
| ROYAL BANK OF CANADA | $5.8B | 5,185,113 | 0.86% | 31q | -16.8%-$1.2B |
| MORGAN STANLEY | $5.6B | 18,693,662 | 0.30% | 35q | -37.2%-$3.3B |
| BNP PARIBAS FINANCIAL MARKETS | $5.5B | 7,071,360 | 1.91% | 31q | +14.7%+$703.6M |
| UBS Group AG | $4.7B | 5,127,567 | 0.60% | 31q | -23.9%-$1.5B |
| BANK OF MONTREAL /CAN/ | $4.7B | 4,406,597 | 1.55% | 31q | +26.8%+$993.2M |
| BlackRock, Inc. | $3.3B | 10,533,415 | 0.05% | 8q | HELD |
| TORONTO DOMINION BANK | $2.8B | 521,038 | 3.23% | 30q | +363.2%+$2.2B |
| AKUNA SECURITIES LLC | $2.4B | 92,671 | 6.71% | 4q | HELD |
| Empower Advisory Group, LLC | $2.4B | 7,928,734 | 5.68% | 14q | -7.7%-$198.9M |
| Parallax Volatility Advisers, L.P. | $2.0B | options only | 3.38% | 31q | OPTIONS |
| ARMISTICE CAPITAL, LLC | $1.7B | options only | 21.32% | 20q | OPTIONS |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.7B | 5,627,000 | 2.38% | 27q | +20.2%+$284.5M |
| Squarepoint Ops LLC | $1.6B | 76,126 | 1.81% | 13q | HELD |
| Balyasny Asset Management L.P. | $1.5B | 99,639 | 1.90% | 30q | HELD |
| Walleye Trading LLC | $1.4B | 75,249 | 1.65% | 31q | -87.2%-$9.8B |
| CastleKnight Management LP | $1.4B | options only | 19.00% | 17q | OPTIONS |
| Belvedere Trading LLC | $1.3B | options only | 1.53% | 24q | OPTIONS |
| NORTHERN TRUST CORP | $1.2B | 4,154,041 | 0.15% | 31q | HELD |
| Jain Global LLC | $1.2B | 96,447 | 4.76% | 4q | -81.0%-$5.2B |
| Apollo Management Holdings, L.P. | $1.2B | options only | 13.44% | 4q | OPTIONS |
| Nantahala Capital Management, LLC | $1.2B | options only | 19.97% | 31q | OPTIONS |
| GROUP ONE TRADING LLC | $1.2B | options only | 1.68% | 7q | OPTIONS |
| LPL Financial LLC | $1.1B | 3,732,504 | 0.25% | 31q | HELD |
| Rafferty Asset Management, LLC | $1.0B | 3,410,936 | 2.33% | 31q | -6.7%-$74.0M |
| NOMURA HOLDINGS INC | $1.0B | options only | 1.18% | 31q | OPTIONS |
| PNC Financial Services Group, Inc. | $1.0B | 3,330,976 | 0.50% | 31q | +4.5%+$43.1M |
| Graham Capital Management, L.P. | $961.6M | 62,000 | 17.50% | 2q | -34.9%-$516.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $940.2M | 3,068,234 | 0.16% | 31q | +181.5%+$606.2M |
| Hudson Bay Capital Management LP | $940.2M | 16,710 | 2.55% | 20q | -95.1%-$18.2B |
| TCM Advisors, LLC | $929.9M | 3,921 | 71.37% | 8q | +3222.9%+$901.9M |
| Allianz Asset Management GmbH | $886.1M | options only | 0.79% | 12q | OPTIONS |
| Davidson Kempner Capital Management LP | $877.3M | options only | 10.42% | 7q | OPTIONS |
| CAPSTONE INVESTMENT ADVISORS, LLC | $865.0M | 68,994 | 1.60% | 31q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $835.6M | 2,781,000 | 0.46% | 31q | HELD |
| Bracebridge Capital, LLC | $829.5M | options only | 14.99% | 6q | OPTIONS |
| FMR LLC | $785.0M | 2,612,800 | 0.03% | 31q | -10.9%-$96.5M |
| M&T Bank Corp | $657.1M | 2,186,976 | 1.93% | 26q | +6.7%+$41.1M |
| US BANCORP \DE\ | $639.7M | 2,129,304 | 0.70% | 31q | -38.6%-$401.5M |
| RAYMOND JAMES FINANCIAL INC | $617.9M | 2,056,250 | 0.17% | 7q | +2.5%+$15.3M |
| Point72 Asset Management, L.P. | $606.6M | 18,700 | 0.67% | 21q | -87.4%-$4.2B |
| Rokos Capital Management LLP | $583.4M | options only | 2.18% | 3q | OPTIONS |
| Bank of New York Mellon Corp | $563.1M | 1,824,128 | 0.09% | 31q | -1.6%-$9.3M |
| Select Equity Group, L.P. | $540.8M | options only | 2.67% | 4q | OPTIONS |
| Centiva Capital, LP | $537.5M | 12,462 | 4.69% | 31q | HELD |
| Cetera Investment Advisers | $533.7M | 1,776,101 | 0.49% | 31q | +1.0%+$5.3M |
| CREDIT AGRICOLE S A | $514.7M | 137,939 | 1.04% | 21q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $497.4M | 1,655,359 | 0.12% | 31q | -7.2%-$38.5M |
| Maven Securities LTD | $473.2M | options only | 9.35% | 9q | OPTIONS |
| Jefferies Financial Group Inc. | $462.1M | 1,263,132 | 3.04% | 15q | +42.8%+$138.6M |
| DRW Securities, LLC | $461.5M | 28,638 | 11.22% | 13q | -10.9%-$56.2M |
| Millburn Ridgefield LLC /DE/ | $448.1M | 1,491,304 | 8.48% | 31q | -7.0%-$33.8M |
| Catalyst Capital Advisors LLC | $448.1M | 1,491,304 | 7.43% | 31q | -7.0%-$33.8M |
| TWO SIGMA INVESTMENTS, LP | $440.1M | options only | 0.32% | 5q | OPTIONS |
| AMERIPRISE FINANCIAL INC | $435.0M | 1,451,478 | 0.09% | 31q | -50.9%-$450.1M |
| Irenic Capital Management LP | $428.3M | options only | 20.57% | 2q | OPTIONS |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $388.0M | options only | 9.44% | 3q | OPTIONS |
| JONES FINANCIAL COMPANIES LLLP | $363.5M | 1,211,945 | 0.15% | 31q | +1.7%+$6.0M |
| Luxor Capital Group, LP | $351.5M | options only | 13.96% | 9q | OPTIONS |
| NATIXIS | $350.8M | options only | 1.41% | 5q | OPTIONS |
| TRUIST FINANCIAL CORP | $345.8M | 1,150,784 | 0.41% | 31q | -2.7%-$9.6M |
| AIGH Capital Management LLC | $331.4M | options only | 20.89% | 2q | OPTIONS |
| Pinnacle Financial Partners, Inc. | $324.7M | 1,080,574 | 2.21% | 3q | +1.0%+$3.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $323.1M | 1,075,130 | 0.20% | 30q | +106.9%+$167.0M |
| COMPASS ROSE ASSET MANAGEMENT, LP | $321.5M | options only | 9.05% | new | OPTIONS |
| Marex Group Ltd | $317.3M | 4,000 | 1.35% | 5q | HELD |
| Corient Private Wealth LP | $307.9M | 1,024,690 | 0.20% | 15q | +104.9%+$157.6M |
| Cartenna Capital, LP | $300.4M | options only | 7.15% | 2q | OPTIONS |
| Philosophy Capital Management LLC | $300.4M | options only | 14.20% | 15q | OPTIONS |
| Troluce Capital Advisors LLC | $300.4M | options only | 30.94% | new | OPTIONS |
| Junto Capital Management LP | $292.0M | options only | 5.13% | 4q | OPTIONS |
| Jump Financial, LLC | $285.7M | 440,421 | 2.30% | 6q | -71.6%-$718.8M |
| FIFTH THIRD BANCORP | $283.1M | 942,299 | 0.46% | 31q | -1.5%-$4.4M |
| GLENVIEW CAPITAL MANAGEMENT, LLC | $275.9M | options only | 5.02% | 2q | OPTIONS |
| MIRAE ASSET SECURITIES (USA) INC. | $269.5M | 722,143 | 7.53% | 7q | -28.9%-$109.7M |
| Ensign Peak Advisors, Inc | $268.2M | 892,577 | 0.44% | 6q | +213.0%+$182.5M |
| Valiant Capital Management, L.P. | $259.3M | 863,141 | 10.47% | 6q | -4.9%-$13.4M |
| BROWN ADVISORY INC | $258.4M | 860,024 | 0.40% | 31q | -12.4%-$36.6M |
| BROWN BROTHERS HARRIMAN & CO | $250.1M | 832,435 | 1.10% | 31q | +72.3%+$104.9M |
| Pathstone Holdings, LLC | $248.6M | 827,314 | 0.72% | 11q | +5.2%+$12.3M |
| AMG National Trust Bank | $247.3M | 823,139 | 5.07% | 31q | -4.3%-$11.2M |
| Mariner, LLC | $240.2M | 799,545 | 0.25% | 31q | +18.3%+$37.2M |
| Rockefeller Capital Management L.P. | $234.8M | 781,614 | 0.36% | 31q | +1.4%+$3.3M |
| KEYBANK NATIONAL ASSOCIATION/OH | $233.0M | 775,413 | 0.77% | 31q | -1.6%-$3.7M |
| Calamos Advisors LLC | $225.1M | 84,565 | 0.75% | 9q | -4.9%-$11.6M |
| CIBC Bancorp USA Inc. | $224.7M | 716,347 | 0.27% | 2q | +1.1%+$2.4M |
| True Freedom Investing, LLC | $224.3M | 904,461 | 17.56% | 3q | -1.8%-$4.0M |
Showing the largest 100 of 2,844 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,746 | $322.0B | 279,613,504 | 295 | 686 | 921 | 75.0% |
| Q1 2026 | 2,623 | $271.7B | 319,051,403 | 237 | 745 | 873 | 72.2% |
| Q4 2025 | 2,605 | $239.5B | 279,348,520 | 219 | 684 | 795 | 71.6% |
| Q3 2025 | 2,462 | $294.0B | 272,671,134 | 247 | 627 | 864 | 77.6% |
| Q2 2025 | 2,374 | $280.8B | 294,067,929 | 236 | 613 | 911 | 77.4% |
| Q1 2025 | 2,329 | $242.3B | 302,686,601 | 154 | 623 | 958 | 75.2% |
| Q4 2024 | 2,490 | $251.2B | 284,926,035 | 235 | 786 | 633 | 75.1% |
| Q3 2024 | 2,220 | $289.9B | 295,819,825 | 214 | 711 | 672 | 77.6% |
| Q2 2024 | 2,127 | $257.4B | 282,686,668 | 164 | 608 | 740 | 77.7% |
| Q1 2024 | 2,164 | $284.0B | 328,765,250 | 198 | 666 | 733 | 75.7% |
| Q4 2023 | 2,181 | $279.9B | 344,006,203 | 329 | 694 | 615 | 75.4% |
| Q3 2023 | 1,869 | $197.2B | 310,739,961 | 132 | 580 | 619 | 72.2% |
| Q2 2023 | 1,897 | $206.2B | 287,454,720 | 187 | 531 | 635 | 73.9% |
| Q1 2023 | 1,824 | $194.7B | 293,810,252 | 166 | 502 | 657 | 73.9% |
| Q4 2022 | 1,729 | $143.1B | 273,783,962 | 165 | 503 | 570 | 67.1% |
| Q3 2022 | 1,955 | $172.6B | 353,839,023 | 166 | 547 | 689 | 69.1% |
| Q2 2022 | 1,941 | $211.2B | 342,451,136 | 159 | 598 | 696 | 74.4% |
| Q1 2022 | 2,046 | $168.4B | 336,660,123 | 158 | 626 | 759 | 60.7% |
| Q4 2021 | 2,133 | $222.6B | 345,160,952 | 188 | 744 | 511 | 66.5% |
| Q3 2021 | 1,932 | $198.2B | 342,407,997 | 172 | 632 | 584 | 63.2% |
| Q2 2021 | 1,935 | $183.5B | 327,868,491 | 172 | 663 | 598 | 59.0% |
| Q1 2021 | 1,940 | $192.4B | 334,137,742 | 242 | 644 | 629 | 61.7% |
| Q4 2020 | 1,867 | $168.6B | 304,479,885 | 287 | 567 | 503 | 64.6% |
| Q3 2020 | 1,580 | $129.2B | 287,923,831 | 142 | 404 | 647 | 66.6% |
| Q2 2020 | 1,582 | $120.8B | 296,194,202 | 220 | 427 | 648 | 65.0% |
| Q1 2020 | 1,513 | $92.2B | 295,050,246 | 157 | 447 | 677 | 63.4% |
| Q4 2019 | 1,682 | $96.0B | 263,289,280 | 177 | 492 | 459 | 54.7% |
| Q3 2019 | 1,482 | $93.7B | 266,523,977 | 118 | 442 | 495 | 56.9% |
| Q2 2019 | 1,470 | $97.0B | 257,080,469 | 133 | 412 | 520 | 58.8% |
| Q1 2019 | 1,468 | $92.9B | 259,957,666 | 170 | 421 | 569 | 57.2% |
| Q4 2018 | 1,469 | $77.9B | 263,039,077 | 11 | 27 | 28 | 54.7% |