SEC 13F Intelligence

Schroder Investment Management Group / IWB

Schroder Investment Management Group’s Ishares Tr Position

Does Schroder Investment Management Group own Ishares Tr (IWB)? Yes205.4K shares worth $71M (+0.06% of its 13F portfolio) as of Q1 2026, up from 160.6K shares the prior filed quarter.

Position Value
$71M
Q1 2026
Shares
205.4K
% of Portfolio
+0.06%
Quarters Held
19
currently held

Position History IWB

Reported value by quarter
Q4 ’20: $326MQ4 ’20Q1 ’21: $164MQ1 ’22: $212MQ2 ’22: $136MQ2 ’22Q3 ’22: $133MQ4 ’22: $142MQ1 ’23: $150MQ1 ’23Q2 ’23: $160MQ3 ’23: $146MQ4 ’23: $113MQ4 ’23Q1 ’24: $99MQ2 ’24: $82MQ3 ’24: $83MQ3 ’24Q4 ’24: $68MQ1 ’25: $65MQ2 ’25: $49MQ2 ’25Q3 ’25: $56MQ4 ’25: $60MQ1 ’26: $71MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026205.4K$71M+0.06%
Q4 2025160.6K$60M+0.05%
Q3 2025152.6K$56M+0.04%
Q2 2025143.8K$49M+0.04%
Q1 2025212.2K$65M+0.07%
Q4 2024210.1K$68M+0.07%
Q3 2024264.3K$83M+0.08%
Q2 2024275.3K$82M+0.09%
Q1 2024345.2K$99M+0.12%
Q4 2023429.4K$113M+0.15%
Q3 2023623.6K$146M+0.22%
Q2 2023656.6K$160M+0.23%
Q1 2023667.2K$150M+0.22%
Q4 2022672.5K$142M+0.22%
Q3 2022675.6K$133M+0.22%
Q2 2022648.2K$136M+0.21%
Q1 2022836.5K$212M+0.28%
Q1 2021733.6K$164M+0.21%
Q4 20201.54M$326M+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schroder Investment Management Group’s full portfolio or all institutional holders of IWB.