ISHARES TR (IWMW)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
7
Reporting holders
$10.9M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $9.6M | 240,001 | 0.00% | 8q | HELD |
| UMB Bank, n.a. | $596.1K | 14,900 | 0.01% | 3q | +46.1%+$188.0K |
| OSAIC HOLDINGS, INC. | $311.8K | 7,792 | 0.00% | 5q | +12.4%+$34.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $304.9K | 7,620 | 0.00% | 6q | -67.5%-$633.2K |
| NATIONAL BANK OF CANADA /FI/ | $40.0K | 1,000 | 0.00% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $40.0K | 1,000 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $800 | 20 | 0.00% | new | NEW |
| Banque Cantonale Vaudoise | $23 | 700 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 17.1% |
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 | 7 | $10.9M | 272,333 | 1 | 2 | 1 | 0.0% |
| Q1 2026 | 10 | $11.1M | 296,647 | 4 | 2 | 0 | 0.0% |
| Q4 2025 | 9 | $11.1M | 286,352 | 4 | 1 | 2 | 0.0% |
| Q3 2025 | 7 | $14.2M | 348,132 | 2 | 2 | 2 | 0.0% |
| Q2 2025 | 7 | $13.6M | 343,238 | 3 | 1 | 1 | 0.0% |
| Q1 2025 | 5 | $12.2M | 301,715 | 2 | 0 | 0 | 0.0% |
| Q4 2024 | 5 | $12.7M | 287,416 | 2 | 0 | 1 | 0.0% |
| Q3 2024 | 6 | $15.8M | 343,371 | 3 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $15.6M | 333,975 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $17.8M | 351,118 | 3 | 0 | 0 | 0.0% |