Security Snapshot
ISHARES TR - S&P SML 600 GWT Institutional Ownership
CUSIP: 464287887
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Latest Period
Q1 2026
Institutions Reporting
38
Shares (Excl. Options)
920,285
Price
$144.71
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Type / Class
-
Equity / S&P SML 600 GWT
-
Price per share
-
$144.71
-
All holders as of 31 Mar 2026
-
Q1 2026
-
Total 13F shares
-
920,285
-
Total reported value
-
$133,806,284
-
Share change
-
0
-
Number of holders
-
38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Key facts
- 464287887 - ISHARES TR - S&P SML 600 GWT is tracked under CUSIP 464287887.
- 38 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 38 between Q4 2025 and Q1 2026.
- Reported value moved from $354,538 to $133,806,284.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Latest holder context comes from 38 institutions filings for Q1 2026.
Open SEC Evidence
Security key
464287887
Latest holder period
Q1 2026
13F holders
38
13D/G owners
0
CIK / CUSIP context first
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464287887:
As of 31 Mar 2026,
38
institutional investors reported holding
920,285
shares of
ISHARES TR - S&P SML 600 GWT.
Institutional Holders of ISHARES TR - S&P SML 600 GWT across Reporting Periods
| Period |
Reported Shares, Excl. Options
|
Value, Excl. Options
|
Value Change
|
Puts Notional Value
|
Calls Notional Value
|
Price (Median)
|
Investors
|
|
2026 Q1
|
920,285
|
$133,806,284
|
|
|
|
$144.71
|
38
|
|
2025 Q4
|
2,512
|
$354,538
|
-$328,569
|
|
$465,828
|
$141.15
|
1
|
|
2024 Q2
|
296
|
$38,015
|
+$12,072
|
|
|
$128.43
|
1
|
|
2024 Q1
|
202
|
$26,407
|
|
|
|
$130.73
|
1
|
|
2023 Q4
|
202
|
$25,278
|
|
|
|
$125.14
|
1
|