Follow-The-Filings

Security

IWM

Ishares Tr · RUSSELL 2000 ETF

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new 5 exits max 2.6% (Henry Ellenbogen - Durabl...)

grid → activity →
owners 15
max % 2.6%
tracked value $4B
qoq N 1 A 7 R 5 E 5

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Henry Ellenbogen - Durable Capital Partners LP 2026 Q1 2.6% Add +2.40 pp 1,027,614 $255M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 0.3% Reduce +0.01 pp 10,097 $3B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.08 pp 1,108,036 $275M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.01 pp 674,125 $167M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add 0.00 pp 163,605 $41M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.04 pp 148,474 $37M hist
Corvex Management LP 2026 Q1 0.1% New 0.1% 5,000 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 641,228 $159M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 41,894 $10M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 6,025 $1M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 218,021 $54M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 45,908 $11M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 6 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 6,718 $2M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% — 533 $132 hist
Starboard Value LP exited 2026 Q1 last 2025 Q4 0.6% Exit -0.64 pp 137,000 $34M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.10 pp 319,832 $79M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.1% Exit -0.08 pp 217,800 $53M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.07 pp 301,844 $74M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 5 $1M hist

15 current · 5 exited last period · options excluded

ownership over time

filing count by report period · click a bar for that quarter’s holders