IWM — ISHARES TR

Ownership history in Jefferies Financial Group Inc.  ·  95 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported ISHARES TR (IWM) in 95 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.63% in 2024 Q4. The latest visible filing shows IWM at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWM was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.63% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWM stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 29 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 362,500 +122,500 +51.0% 0.46% $89.2M 2026-02-14 (Est.) $262.49
2025 Q4 REDUCED 240,000 -1,486,891 -86.1% 0.30% $59.1M 2026-02-14 (Est.) $262.49
2025 Q4 ADDED 1,726,891 +1,591,891 +1179.2% 2.17% $425.1M 2026-02-14 (Est.) $262.49
2025 Q3 REDUCED 135,000 -1,321,521 -90.7% 0.15% $32.7M 2025-11-13 $235.58
2025 Q3 ADDED 1,456,521 +1,146,521 +369.8% 1.66% $352.4M 2025-11-13 $235.58
2025 Q2 REDUCED 310,000 -539,018 -63.5% 0.56% $66.9M 2025-08-12 $225.01
2025 Q2 ADDED 849,018 +639,018 +304.3% 1.54% $183.2M 2025-08-12 $225.01
2025 Q2 ADDED 210,000 +200,000 +2000.0% 0.38% $45.3M 2025-08-12 $225.01
2025 Q1 REDUCED 10,000 -15,000 -60.0% 0.02% $2.0M 2025-05-08 $199.04
2025 Q1 REDUCED 25,000 -540,455 -95.6% 0.04% $5.0M 2025-05-08 $199.04
2025 Q1 REDUCED 565,455 -1,424,607 -71.6% 1.00% $112.8M 2025-05-08 $199.04
2024 Q4 ADDED 1,990,062 +1,696,162 +577.1% 2.63% $439.7M 2025-02-14 $223.06
2024 Q4 REDUCED 293,900 -106,100 -26.5% 0.39% $64.9M 2025-02-14 $223.06
2024 Q4 ADDED 400,000 +157,500 +64.9% 0.53% $88.4M 2025-02-14 $223.06
2024 Q3 ADDED 242,500 +231,200 +2046.0% 0.38% $53.6M 2024-11-14 $228.28
2024 Q3 REDUCED 11,300 -612,921 -98.2% 0.02% $2.5M 2024-11-14 $228.28
2024 Q3 REDUCED 624,221 -64,646 -9.4% 0.99% $137.9M 2024-11-14 $228.28
2024 Q2 ADDED 688,867 +138,867 +25.2% 1.48% $139.8M 2024-08-13 $203.99
2024 Q2 ADDED 550,000 +525,000 +2100.0% 1.19% $111.6M 2024-08-13 $203.99
2024 Q2 REDUCED 25,000 -102,500 -80.4% 0.05% $5.1M 2024-08-13 $203.99
2024 Q1 REDUCED 127,500 -442,993 -77.7% 0.25% $26.8M 2024-05-13 $200.26
2024 Q1 ADDED 570,493 +542,993 +1974.5% 1.11% $120.0M 2024-05-13 $200.26
2024 Q1 REDUCED 27,500 -448,000 -94.2% 0.05% $5.8M 2024-05-13 $200.26
2023 Q4 REDUCED 475,500 -308,120 -39.3% 0.62% $95.4M 2024-02-14 $194.28
2023 Q4 REDUCED 783,620 -74,380 -8.7% 1.03% $157.3M 2024-02-14 $194.28
2023 Q4 ADDED 858,000 +723,100 +536.0% 1.12% $172.2M 2024-02-14 $194.28
2023 Q3 REDUCED 134,900 -315,600 -70.1% 0.21% $23.8M 2023-11-14 $173.48
2023 Q3 REDUCED 450,500 -146,553 -24.5% 0.72% $79.6M 2023-11-14 $173.48
2023 Q3 ADDED 597,053 +124,053 +26.2% 0.95% $105.5M 2023-11-14 $173.48
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Helix Partners Management LP 16.76% Oasis Management Co Ltd. 3Y 7Y 15.96%

FAQ About Jefferies Financial Group Inc. and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning IWM?

Jefferies Financial Group Inc. reported IWM across 29 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IWM position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for IWM was 2.63% in 2024 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when Jefferies Financial Group Inc. reported 362,500 shares, equal to 0.46% of portfolio, with an estimated market value of $89.2M.

What does the chart on this IWM ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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