Follow-The-Filings

Security · featured owners

IWM Ishares Tr

RUSSELL 2000 ETF Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 0.3%
  • $4M
  • 1 new 1 reduce 2 exits

IWM (Ishares Tr) is held in 4 featured 13F books as of 2026 Q2. David Katz - Matrix Asset Advisors is the largest tracked holder by portfolio weight (0.25%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.3% (David Katz - Matrix Asset Advisors) · not free-float ownership

  1. David Katz reduce 0.25%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
David Katz - Matrix Asset Advisors 2026 Q2 0.25% Reduce −1.8% 10,097 $3M history
Mairs & Power 2026 Q2 <0.01% New <0.01% 1,507 $453K history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Hold 533 $160K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 <0.01% Hold 6 $2K history
Henry Ellenbogen - Durable Capital Partners exited 2026 Q2 last 2026 Q1 2.6% Exit −2.62% 1,027,614 $255M history
Corvex Management exited 2026 Q2 last 2026 Q1 0.05% Exit −0.05% 5,000 $1M history

ownership over time

filing count by report period · click a bar for that quarter’s holders