IWM — ISHARES TR

Ownership history in Gilbert & Cook, Inc.  ·  37 quarters on record

This page tracks every 13F SEC filing in which Gilbert & Cook, Inc. reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.66% (2019 Q2)
Avg. % of fund
3.9%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,279 -5,141 -12.1% 1.15% $9.2M $245.72
2025 Q3 REDUCED 42,420 -1,925 -4.3% 1.32% $10.3M $240.72
2025 Q2 REDUCED 44,345 -3,517 -7.3% 1.29% $9.6M $214.08
2025 Q1 REDUCED 47,862 -20,254 -29.7% 1.38% $9.5M $197.36
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)

Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%
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