Snapshot

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$277.46

52-Week Range: $199.65 – $287.58
YTD: +11.53%
IV Rank (30D): 42.46
Straddle Price: $14.03
P/C Vol Ratio: 1.33

Info

iShares Russell 2000 ETF (IWM) ETF

Exchange: ARCX
Inception: 2000-05-22
Has Options: Yes

ETF Profile

holdings as of 2026-05-14

Holdings

1924

AUM

$78.8B

Provider

iShares (BlackRock)

Inception

2000-05-22

Exchange

ARCX

Data As Of

2026-05-14

Asset Allocation

Top Holdings

top 50 of 1924 holdings

Symbol	Name	Weight %	Asset Class	Country
BE	BLOOM ENERGY CLASS A CORP	1.98%	Equity (US)	United States
CRDO	CREDO TECHNOLOGY GROUP HOLDING LTD	0.89%	Equity (US)	United States
FN	FABRINET	0.80%	Equity (US)	United States
STRL	STERLING INFRASTRUCTURE INC	0.79%	Equity (US)	United States
NXT	NEXTPOWER INC CLASS A	0.62%	Equity (US)	United States
IONQ	IONQ INC	0.59%	Equity (US)	United States
CDE	COEUR MINING INC	0.59%	Equity (US)	United States
SITM	SITIME CORP	0.55%	Equity (US)	United States
SATS	ECHOSTAR CORP CLASS A	0.55%	Equity (US)	United States
TTMI	TTM TECHNOLOGIES INC	0.52%	Equity (US)	United States
MOD	MODINE MANUFACTURING	0.46%	Equity (US)	United States
RMBS	RAMBUS INC	0.42%	Equity (US)	United States
AAOI	APPLIED OPTOELECTRONICS INC	0.40%	Equity (US)	United States
DY	DYCOM INDUSTRIES INC	0.39%	Equity (US)	United States
SMTC	SEMTECH CORP	0.39%	Equity (US)	United States
AEIS	ADVANCED ENERGY INDUSTRIES INC	0.39%	Equity (US)	United States
SANM	SANMINA CORP	0.38%	Equity (US)	United States
HL	HECLA MINING	0.37%	Equity (US)	United States
VIAV	VIAVI SOLUTIONS INC	0.36%	Equity (US)	United States
GH	GUARDANT HEALTH INC	0.36%	Equity (US)	United States
DOCN	DIGITALOCEAN HOLDINGS INC	0.36%	Equity (US)	United States
PL	PLANET LABS CLASS A	0.35%	Equity (US)	United States
APLD	APPLIED DIGITAL CORP	0.33%	Equity (US)	United States
BBIO	BRIDGEBIO PHARMA INC	0.33%	Equity (US)	United States
ARWR	ARROWHEAD PHARMACEUTICALS INC	0.32%	Equity (US)	United States
HUT	HUT CORP	0.32%	Equity (US)	United States
CYTK	CYTOKINETICS INC	0.30%	Equity (US)	United States
ENSG	ENSIGN GROUP INC	0.30%	Equity (US)	United States
FORM	FORMFACTOR INC	0.30%	Equity (US)	United States
AGX	ARGAN INC	0.30%	Equity (US)	United States
KTOS	KRATOS DEFENSE AND SECURITY SOLUTI	0.30%	Equity (US)	United States
LUMN	LUMEN TECHNOLOGIES INC	0.29%	Equity (US)	United States
SPXC	SPX TECHNOLOGIES INC	0.29%	Equity (US)	United States
AXSM	AXSOME THERAPEUTICS INC	0.29%	Equity (US)	United States
CTRE	CARETRUST REIT INC	0.28%	Equity (US)	United States
GTLS	CHART INDUSTRIES INC	0.28%	Equity (US)	United States
UMBF	UMB FINANCIAL CORP	0.28%	Equity (US)	United States
MDGL	MADRIGAL PHARMACEUTICALS INC	0.27%	Equity (US)	United States
VSAT	VIASAT INC	0.27%	Equity (US)	United States
AHR	AMERICAN HEALTHCARE REIT INC	0.27%	Equity (US)	United States
FCFS	FIRSTCASH HOLDINGS INC	0.27%	Equity (US)	United States
PRAX	PRAXIS PRECISION MEDICINES INC	0.27%	Equity (US)	United States
ENS	ENERSYS	0.26%	Equity (US)	United States
MOGA	MOOG INC CLASS A	0.26%	Equity (US)	United States
RIOT	RIOT PLATFORMS INC	0.26%	Equity (US)	United States
POWL	POWELL INDUSTRIES INC	0.25%	Equity (US)	United States
SNEX	STONEX GROUP INC	0.25%	Equity (US)	United States
WULF	TERAWULF INC	0.25%	Equity (US)	United States
ORA	ORMAT TECH INC	0.25%	Equity (US)	United States
ONB	OLD NATIONAL BANCORP	0.25%	Equity (US)	United States

Geographic Breakdown

Fund Holdings

iShares Russell 2000 ETF · NPORT-P period 2026-03-31 (filed 2026-02-25)

Net assets: $73.74B · 1964 total positions · equity 99.60% · non-equity 13.31%

#	Symbol	Issuer	Weight	Value
1	Credo Technology Group Holding Ltd.	Credo Technology Group Holding Ltd.	0.76%	$558.1M
2	Bloom Energy Corp., Class A	Bloom Energy Corp.	0.65%	$480.3M
3	Fabrinet	Fabrinet	0.56%	$416.4M
4	IonQ, Inc.	IonQ, Inc.	0.52%	$384.0M
5	EchoStar Corp., Class A	EchoStar Corp.	0.51%	$372.9M
6	Nextpower, Inc., Class A	Nextpower, Inc.	0.44%	$321.5M
7	Kratos Defense & Security Solutions, Inc.	Kratos Defense & Security Solutions, Inc.	0.43%	$320.4M
8	Guardant Health, Inc.	Guardant Health, Inc.	0.43%	$313.8M
9	Hecla Mining Co.	Hecla Mining Co.	0.42%	$308.7M
10	Bridgebio Pharma, Inc.	Bridgebio Pharma, Inc.	0.42%	$307.2M
11	Coeur Mining, Inc.	Coeur Mining, Inc.	0.39%	$288.9M
12	Madrigal Pharmaceuticals, Inc.	Madrigal Pharmaceuticals, Inc.	0.37%	$273.8M
13	Rambus, Inc.	Rambus, Inc.	0.34%	$251.4M
14	Ensign Group, Inc. (The)	Ensign Group, Inc. (The)	0.34%	$247.6M
15	SPX Technologies, Inc.	SPX Technologies, Inc.	0.33%	$244.2M
16	Dycom Industries, Inc.	Dycom Industries, Inc.	0.33%	$240.0M
17	Chart Industries, Inc.	Chart Industries, Inc.	0.32%	$236.0M
18	AeroVironment, Inc.	AeroVironment, Inc.	0.31%	$231.3M
19	Sterling Infrastructure, Inc.	Sterling Infrastructure, Inc.	0.31%	$231.3M
20	Arrowhead Pharmaceuticals, Inc.	Arrowhead Pharmaceuticals, Inc.	0.30%	$222.7M
21	D-Wave Quantum, Inc.	D-Wave Quantum, Inc.	0.30%	$221.4M
22	UMB Financial Corp.	UMB Financial Corp.	0.29%	$214.8M
23	Avidity Biosciences, Inc.	Avidity Biosciences, Inc.	0.29%	$211.1M
24	InterDigital, Inc.	InterDigital, Inc.	0.28%	$208.8M
25	CareTrust REIT, Inc.	CareTrust REIT, Inc.	0.28%	$205.9M

Showing top 25 of 1952 equity holdings. View all

Non-equity holdings — 12 positions, 13.31% of NAV

Category	Weight	Value	Positions
Short-term investment	13.31%	$9.82B	3
Other	0.00%	$2.8M	7
Derivative (equity)	-0.01%	$-4221209	2

Daily issuer data also available (2026-05-16) via ETF Constituents

Price History

Seasonality

Month	Avg Return	Years of Data
Jan	+0.43%	6
Feb	-0.02%	6
Mar	-2.48%	6
Apr	-0.04%	6
May	+0.76%	6
Jun	+0.69%	5
Jul	+4.77%	5
Aug	-0.96%	5
Sep	-2.79%	5
Oct	+0.82%	5
Nov	+3.97%	5
Dec	-0.36%	5

Technical Indicators

? Indicator Guide

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators

SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
+DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.

Momentum Oscillators

RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility

Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
ATR / True Range — average daily $ move; sizing and stop-loss reference.
HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $279.36

SMA 50: $263.83

SMA 200: $251.05

Current: $277.60

EMA 12: $280.77

EMA 26: $275.83

MACD: 4.9463 | Signal: -0.7971

BULLISH

ADX (14): 20.44

WEAK TREND

+DI: 25.05

−DI: 26.14

Momentum Oscillators

RSI (14): 52.93

NEUTRAL

Stoch %K: 65.12

Stoch %D: 72.10

Williams %R: -57.96

Volume & Volatility

BB Upper: $287.52

BB Lower: $271.20

NEUTRAL

OBV: 1,010,507,041

Vol SMA 20: 25,733,220

Vol ROC: 24.52%

ATR: $4.76

True Range: $7.21

HV 20: 18.0%

HV 30: 18.4%

HV 60: 21.2%

Data Summary

Data Points: 500

Last Updated: 2026-05-15T21:15:13.417000

Date Range: 2024-05-17T00:00:00 – 2026-05-15T00:00:00

AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News

Filter Publishers:

The Motley FoolT3·8d ago

Which Is the Better Growth ETF, the Vanguard Mega Cap Growth ETF or iShares Russell 2000 ETF?

General

Investing.comT3·8d ago

Russell 2000: Small Cap Narrative Faces a Reality Check

General

The Motley FoolT3·8d ago

QQQ vs. IWM: Is Large-Cap Growth or Small-Cap Diversification the Better Choice for Investors?

General

BenzingaT3·19d ago

Wall Street Says 'Sell In May And Go Away': History Says Otherwise

General

The Motley FoolT3·25d ago

Iran Tensions Are Heating Up Again. So Why Did the Russell 2000 Just Hit an All-Time High?

General

BenzingaT3·26d ago

Russell 2000's Best Month Since 2023: History Says The Real Small-Cap Move Comes Later

General

BenzingaT3·28d ago

Russell 2000 Rips To Record High — Here Are The Top Small Cap Gainers

General

BenzingaT3·29d ago

Markets Shatter Records As Iran Opens Strait of Hormuz: This Week On Wall Street

General

Earnings History

Options Activity

IV Rank (30D): 42.46
IV Rank (7D): 100
Avg IV: 33.4%
Straddle (30D): $14.03
Straddle (7D): $6.90
P/C Volume: 1.33

Options Chain

Loading options chain...

Spread Scanner GPU

Auto Refresh

? Score Guide Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)

Group 1 · Directional Bias (±0.25)

RSI <40 bullish / >60 bearish
MACD crossover + histogram trend
Price vs SMA 50 & SMA 200

Group 2 · Momentum (±0.10)

Stochastic %K <20 / >80
Williams %R <−80 / >−20

Group 3 · Volatility (up to −0.25 / +0.15)

Blended ATR + straddle expected-move penalty
Bollinger Band signal (+ counter-trend penalty)
BB width — vol contraction boost for ICs

Group 4 · IV Regime (±0.15)

IV rank ≥ 75 → strong boost for credit spreads
IV rank < 25 → penalty (selling cheap vol)

Group 5 · Liquidity (penalty up to −0.10)

Min open interest across all legs
OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Skew Metrics per Expiry ? Guide

Risk Reversal (RR)

IV(10% OTM call) − IV(10% OTM put)

Measures the direction of skew — which side the market is paying up for. Expressed as a vol difference in percentage points.

−3% to −10% → mild to moderate put skew. Normal for most large-cap stocks — puts always carry some premium from portfolio hedging demand.
−10% to −20% → strong put skew. Elevated fear, heavy hedging, or an upcoming catalyst (earnings, macro event). Worth noting.
Below −20% → extreme put skew. Stress signal — market aggressively buying downside protection.
−3% to 0% → nearly symmetric. Rare for equities; means the market sees roughly equal up/down risk.
Positive → calls more expensive than puts. Unusual — signals strong upside momentum, short squeeze risk, or takeover speculation.

Butterfly (BF)

½ × (IV call + IV put) − IV ATM

Measures curvature — how much the wings are bid up relative to ATM. Always expressed as a positive number (wing premium). Think of it as the cost of a tail hedge above and beyond the ATM vol.

0% to 2% → flat smile. Market pricing near-normal return distribution, low tail risk.
2% to 5% → moderate wing premium. Some tail risk priced in — typical in earnings cycles or elevated VIX environments.
Above 5% → high curvature. Fat tails aggressively priced — market expects a large move but is uncertain of direction. Very common right before earnings.

Reading them together

RR	BF	Interpretation
-15%	+5%	Strong put skew + fat tails — fear or upcoming catalyst (earnings, FDA)
-5%	+1%	Normal mild put skew, calm market
-20%	+8%	Extreme fear — heavy hedging, major event risk
~0%	+2%	Balanced market, no strong directional bias
+5%	+3%	Call skew — bullish momentum or short squeeze risk

Expiry	DTE	ATM IV	25d Put IV	25d Call IV	Risk Reversal	Butterfly	Interpretation	Strategy Suggestions (hover for rationale)

IV Rank (7 DTE)

IV Rank (30 DTE)

Straddle Price (30 DTE)

Beta Analysis

Beta (1Y vs SPY): 1.32
Correlation (SPY): 83.3%
R²: 0.69
Ann. Volatility: 19.3%
SPY Volatility: 12.1%

High volatility - stock moves more than market

Beta & Alpha Over Time

Institutional Ownership (13F)

Latest filings — 2026-03-31

? 13F Guide

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

Shares — long equity positions in this name, aggregated across share classes.
Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
% of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

2,636 filers311,411,700 shares$73.82B value

#	Filer	Shares	Value	% of Total	% of Float	Period
1	BANK OF AMERICA CORP /DE/ Custodian	43,751,735	$10.77B	14.59%	—	2025-12-31
2	MORGAN STANLEY Custodian	29,761,929	$7.38B	10.00%	—	2026-03-31
3	GOLDMAN SACHS GROUP INC Custodian	19,230,808	$4.77B	6.46%	—	2026-03-31
4	BlackRock, Inc. Custodian	10,497,291	$2.60B	3.53%	—	2026-03-31
5	WELLS FARGO & COMPANY/MN Custodian	9,561,752	$2.37B	3.21%	—	2026-03-31
6	Empower Advisory Group, LLC	8,590,751	$2.13B	2.89%	—	2026-03-31
7	CITIGROUP INC Custodian	8,469,615	$2.10B	2.85%	—	2026-03-31
8	UBS Group AG Custodian	6,736,561	$1.67B	2.26%	—	2026-03-31
9	ROYAL BANK OF CANADA Custodian	6,233,175	$1.55B	2.09%	—	2026-03-31
10	BNP PARIBAS FINANCIAL MARKETS Custodian	6,167,466	$1.53B	2.07%	—	2026-03-31
11	JPMORGAN CHASE & CO Custodian	6,156,648	$1.48B	2.00%	—	2026-03-31
12	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	4,680,000	$1.16B	1.57%	—	2026-03-31
13	BARCLAYS PLC Custodian	4,676,775	$1.16B	1.57%	—	2026-03-31
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian	4,358,760	$1.08B	1.46%	—	2026-03-31
15	NORTHERN TRUST CORP Custodian	4,147,706	$1.03B	1.39%	—	2026-03-31
16	LPL Financial LLC Custodian	3,737,240	$926.84M	1.26%	—	2026-03-31
17	Rafferty Asset Management, LLC	3,657,167	$906.98M	1.23%	—	2026-03-31
18	BANK OF MONTREAL /CAN/ Custodian	3,474,648	$861.71M	1.17%	—	2026-03-31
19	US BANCORP \DE\ Custodian	3,465,632	$859.48M	1.16%	—	2026-03-31
20	PNC FINANCIAL SERVICES GROUP, INC. Custodian	3,187,467	$790.49M	1.07%	—	2026-03-31
21	JANE STREET GROUP, LLC Custodian	2,984,479	$740.15M	1.00%	—	2026-03-31
22	FMR LLC Custodian	2,933,912	$727.61M	0.99%	—	2026-03-31
23	CANADA PENSION PLAN INVESTMENT BOARD	2,781,000	$689.69M	0.93%	—	2026-03-31
24	M&T BANK CORP Custodian	2,050,047	$508.41M	0.69%	—	2026-03-31
25	RAYMOND JAMES FINANCIAL INC Custodian	2,005,420	$497.34M	0.67%	—	2026-03-31

93 filers$41.00B notional

#	Filer	Notional Value	% of Total	Period
1	JANE STREET GROUP, LLC Custodian	$7.02B	17.12%	2026-03-31
2	SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian	$5.31B	12.95%	2026-03-31
3	CITADEL ADVISORS LLC Custodian	$3.74B	9.12%	2026-03-31
4	TUDOR INVESTMENT CORP ET AL	$2.98B	7.26%	2026-03-31
5	MILLENNIUM MANAGEMENT LLC Custodian	$2.97B	7.25%	2026-03-31
6	BARCLAYS PLC Custodian	$2.85B	6.94%	2026-03-31
7	CITIGROUP INC Custodian	$1.77B	4.31%	2026-03-31
8	WELLS FARGO & COMPANY/MN Custodian	$1.41B	3.43%	2026-03-31
9	BANK OF MONTREAL /CAN/ Custodian	$1.36B	3.32%	2026-03-31
10	UBS Group AG Custodian	$1.22B	2.96%	2026-03-31
11	BNP PARIBAS FINANCIAL MARKETS Custodian	$1.15B	2.81%	2026-03-31
12	TCM Advisors, LLC	$999.29M	2.44%	2026-03-31
13	Parallax Volatility Advisers, L.P.	$728.30M	1.78%	2026-03-31
14	Walleye Trading LLC	$707.02M	1.72%	2026-03-31
15	ROYAL BANK OF CANADA Custodian	$683.22M	1.67%	2026-03-31
16	Squarepoint Ops LLC	$675.80M	1.65%	2026-03-31
17	WOLVERINE TRADING, LLC Custodian	$518.52M	1.26%	2025-09-30
18	Belvedere Trading LLC	$507.53M	1.24%	2026-03-31
19	GOLDMAN SACHS GROUP INC Custodian	$487.82M	1.19%	2026-03-31
20	TORONTO DOMINION BANK	$475.80M	1.16%	2026-03-31
21	Ripple Effect Asset Management LP	$347.20M	0.85%	2026-03-31
22	CastleKnight Management LP	$344.72M	0.84%	2026-03-31
23	Eisler Capital Management Ltd.	$282.12M	0.69%	2025-09-30
24	BALYASNY ASSET MANAGEMENT L.P.	$200.61M	0.49%	2026-03-31
25	Point72 Asset Management, L.P.	$163.08M	0.40%	2026-03-31

188 filers$103.97B notional

#	Filer	Notional Value	% of Total	Period
1	JANE STREET GROUP, LLC Custodian	$18.90B	18.18%	2026-03-31
2	MILLENNIUM MANAGEMENT LLC Custodian	$9.96B	9.58%	2026-03-31
3	SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian	$9.05B	8.71%	2026-03-31
4	BARCLAYS PLC Custodian	$7.68B	7.39%	2026-03-31
5	CITADEL ADVISORS LLC Custodian	$5.26B	5.06%	2026-03-31
6	TUDOR INVESTMENT CORP ET AL	$5.10B	4.91%	2026-03-31
7	CITIGROUP INC Custodian	$4.62B	4.44%	2026-03-31
8	ROYAL BANK OF CANADA Custodian	$3.48B	3.35%	2026-03-31
9	WELLS FARGO & COMPANY/MN Custodian	$2.27B	2.18%	2026-03-31
10	GOLDMAN SACHS GROUP INC Custodian	$2.24B	2.15%	2026-03-31
11	TORONTO DOMINION BANK	$2.16B	2.08%	2026-03-31
12	BANK OF MONTREAL /CAN/ Custodian	$1.96B	1.88%	2026-03-31
13	BALYASNY ASSET MANAGEMENT L.P.	$1.82B	1.75%	2026-03-31
14	BNP PARIBAS FINANCIAL MARKETS Custodian	$1.74B	1.68%	2026-03-31
15	UBS Group AG Custodian	$1.65B	1.59%	2026-03-31
16	Bracebridge Capital, LLC	$1.55B	1.49%	2026-03-31
17	Eisler Capital Management Ltd.	$1.40B	1.35%	2025-09-30
18	Rubric Capital Management LP	$1.28B	1.23%	2026-03-31
19	Parallax Volatility Advisers, L.P.	$1.06B	1.02%	2026-03-31
20	Belvedere Trading LLC	$880.55M	0.85%	2026-03-31
21	Hudson Bay Capital Management LP	$872.27M	0.84%	2026-03-31
22	ARMISTICE CAPITAL, LLC	$868.00M	0.83%	2026-03-31
23	Walleye Trading LLC	$863.93M	0.83%	2026-03-31
24	Jain Global LLC	$863.66M	0.83%	2026-03-31
25	NOMURA HOLDINGS INC	$839.23M	0.81%	2026-03-31

Fundamentals

? Fundamentals Guide

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics

Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.

How to read the bars

Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
YoY growth — compare to the same quarter a year earlier to remove seasonality.
Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Valuation

? Valuation Guide

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples

P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
EV/Sales — like P/S but accounts for debt + cash. Compare within sector.

Profitability & Yields

ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.

Balance Sheet

Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.

Reading the history chart

Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
Multiples expanding while earnings are flat = sentiment-driven rally.
Multiples compressing while earnings grow = value coming from fundamentals.

Metric:

Short Interest & Float

? Short Interest Guide

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions

Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
SI % of Float — short interest / free float. The key crowding metric.
Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
Free Float — shares available for public trading (total shares minus insider / restricted).
Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.

How to read the signals

SI % of Float < 5% — typical, no particular signal.
5–15% — elevated; watch for catalysts (earnings, guidance, macro).
15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
>30% — extreme; borrow is likely expensive and squeeze risk is material.
Days to Cover > 5 combined with high SI% amplifies squeeze potential.

History chart

Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Metric:

Constituent Performance

Select Timeframe:

Click any bar to view the full quote for that stock.

Constituents

Symbol	Price	1 Day	1 Week	1 Month

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iShares Russell 2000 ETF (IWM) ETF

Overlays

Oscillators (sub-panels)

Trend Indicators

Momentum Oscillators

Volume & Volatility

Data Summary