Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 2,948 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
59,188
shares
|
$12.2 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
59,095
shares
|
$12.2 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
58,936
shares
|
$12.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
58,556
shares
|
$12.1 Million
0.41% of portfolio
|
Q4 2024
Added 104.47%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
58,252
shares
|
$12 Million
7.45% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
58,085
shares
|
$12 Million
0.22% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
57,871
shares
|
$11.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
57,835
shares
|
$11.9 Million
0.13% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
57,763
shares
|
$11.9 Million
0.34% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
57,711
shares
|
$11.9 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
57,631
shares
|
$11.9 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,435
shares
|
$11.9 Million
2.35% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
57,363
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
57,341
shares
|
$11.8 Million
0.74% of portfolio
|
Q4 2024
Reduced 59.03%
|
|
|
Greenfield Ftc, Inc.
|
Jan 27, 2025 Q4 2024 |
57,262
shares
|
$11.8 Million
2.46% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
56,340
shares
|
$11.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
56,314
shares
|
$11.6 Million
1.18% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
55,686
shares
|
$11.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
55,660
shares
|
$11.5 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
55,195
shares
|
$11.4 Million
13.25% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
55,000
shares
|
$11.4 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Myda Advisors LLC
Inwood, NY |
Feb 13, 2025 Q4 2024 |
55,000
shares
|
$11.4 Million
3.34% of portfolio
|
Q4 2024
Added 292.86%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
54,998
shares
|
$11.3 Million
2.44% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
54,901
shares
|
$11.3 Million
14.1% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
54,520
shares
|
$11.3 Million
0.77% of portfolio
|
Q4 2024
Added 7.65%
|