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iShares Russell 2000 Index shares owned by Advisory Research

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Advisory Research from 13F filings

Historical chart of Advisory Research investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Advisory Research consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Advisory Research

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 5.4k 246.16
2023-12-31 $2.3M 12k 200.71
2022-12-31 $5.4M 31k 174.36
2017-09-30 $274k 1.9k 148.11

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Philip Morris International (PM)
Broadcom (AVGO)
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John Bean Technologies Corporation (JBTM)
Cme (CME)

View all positions for Advisory Research

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Tudor Investment Corporation
Citadel Advisors
Barclays
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group
BlackRock
Balyasny Asset Management
Empower Advisory Group
Jpmorgan Chase & Co
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index