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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
2001
First Trust Advisors
Illinois
– -$11.2M -67,837 Closed
Capstone Investment Advisors
2002
Capstone Investment Advisors
New York
– -$10.3M -57,961 Closed
IUHSA
2003
Itau Unibanco Holding S.A.
Brazil
– -$9.34M -56,654 Closed
Q
2004
QVR
California
– -$5.57M -31,300 Closed
WAM
2005
Watershed Asset Management
California
– -$4.96M -30,100 Closed
WAM
2006
Weiss Asset Management
Massachusetts
– -$4.77M -28,919 Closed
SAM
2007
Silverback Asset Management
North Carolina
– -$4.12M -25,000 Closed
NC
2008
NBW Capital
Massachusetts
– -$3.26M -19,761 Closed
C
2009
CEDRUS
Colorado
– -$2.74M -16,616 Closed
LFG
2010
Lockerman Financial Group
California
– -$2.5M -15,129 Closed
ECM
2011
EMC Capital Management
Texas
– -$2.47M -15,000 Closed
IHL
2012
Investment House LLC
California
– -$2.18M -13,199 Closed
MS
2013
Maven Securities
Jersey
– -$2.13M -12,928 Closed
LC
2014
Lavaca Capital
Texas
– -$2.04M -12,400 Closed
WPA
2015
Winning Points Advisors
Florida
– -$1.56M -9,151 Closed
AI
2016
Acuitas Investments
Washington
– -$1.49M -9,036 Closed
KPF
2017
K2 Principal Fund
Ontario, Canada
– -$1.49M -9,022 Closed
FFN
2018
Focus Financial Network
Minnesota
– -$1.49M -9,010 Closed
RP
2019
Riverwater Partners
Wisconsin
– -$1.23M -7,448 Closed
PCIG
2020
Partners Capital Investment Group
Massachusetts
– -$1.21M -7,326 Closed
TCA
2021
Taconic Capital Advisors
New York
– -$1.15M -7,000 Closed
CCMD
2022
Cypress Capital Management (Delaware)
Delaware
– -$1.01M -6,099 Closed
PWM
2023
PRW Wealth Management
Massachusetts
– -$885K -5,366 Closed
BAM
2024
Bayview Asset Management
Florida
– -$898K -5,048 Closed
LPAM
2025
Legion Partners Asset Management
California
– -$825K -5,000 Closed