Skip to main content

IWM - ISHARES TR

This page shows which of the focused investors we track hold IWM and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2017 it was held by 6 managers with an aggregate reported value of $9.18M, which is 0.00% of the combined portfolio.

As of Q4 2017, 6 tracked institutional managers held IWM (ISHARES TR) with an aggregate reported value of $9.18M0.00% of the combined AlphaBaseline portfolio.

Get email alerts when a tracked manager trades IWM sign in or create a free account.

Source
Curated SEC 13F filings
Period
Q4 2017
Ticker
IWM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Glenn Welling - Engaged Capital0.50%Add +334.5%25,200$3.84M
2Ariel Investments - Ariel Investments0.02%Reduce -64.2%13,700$2.09M
3Vulcan Value Partners - Vulcan Value Partners0.01%-11,300$1.72M
4Steven Check - Check Capital Management0.04%Add +39.3%3,900$595K
5Mairs & Power Growth Fund - Mairs & Power Growth Fund0.01%-3,475$530K
6David Katz - Matrix Asset Advisors0.06%Reduce -2.8%2,640$402K
Loading holder history for IWM