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 2,576 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $63 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Natixis
Paris, I0 |
May 13, 2024 Q1 2024 |
2,100,100
shares
|
$432 Million
2.32% of portfolio
|
Q1 2024
New holding
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
2,064,651
shares
|
$425 Million
0.29% of portfolio
|
Q1 2024
Added 35.89%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,925,806
shares
|
$396 Million
0.96% of portfolio
|
Q1 2024
Added 28.21%
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2024 Q1 2024 |
1,723,000
shares
|
$355 Million
0.39% of portfolio
|
Q1 2023
Reduced 7.02%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
1,557,609
shares
|
$321 Million
0.11% of portfolio
|
Q1 2024
Reduced 45.44%
|
|
Rokos Capital Management LLP
London, X0 |
May 17, 2024 Q1 2024 |
1,547,584
shares
|
$318 Million
1.72% of portfolio
|
Q1 2024
Reduced 56.13%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,532,731
shares
|
$315 Million
0.09% of portfolio
|
Q1 2024
Added 15.92%
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
1,461,619
shares
|
$301 Million
8.51% of portfolio
|
Q1 2024
Added 10.7%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 24, 2024 Q1 2024 |
1,461,619
shares
|
$301 Million
7.46% of portfolio
|
Q1 2024
Added 10.7%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
1,435,269
shares
|
$295 Million
0.1% of portfolio
|
Q1 2024
Added 2.24%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
1,411,459
shares
|
$290 Million
0.45% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
1,114,425
shares
|
$229 Million
0.5% of portfolio
|
Q1 2024
Added 0.42%
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 12, 2024 Q1 2024 |
1,070,500
shares
|
$220 Million
2.64% of portfolio
|
Q1 2024
Reduced 29.04%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,058,459
shares
|
$218 Million
0.54% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
59 North Capital Management, LP
New York, NY |
May 15, 2024 Q1 2024 |
1,046,318
shares
|
$215 Million
14.26% of portfolio
|
Q1 2024
Added 116.11%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
1,028,009
shares
|
$212 Million
0.85% of portfolio
|
Q1 2024
Added 1.32%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
917,980
shares
|
$189 Million
0.91% of portfolio
|
Q1 2024
Added 0.04%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
899,802
shares
|
$185 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
893,233
shares
|
$184 Million
1.01% of portfolio
|
Q2 2023
Reduced 80.18%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
888,075
shares
|
$183 Million
5.45% of portfolio
|
Q1 2024
Added 0.96%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
869,932
shares
|
$179 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
846,865
shares
|
$174 Million
0.74% of portfolio
|
Q1 2024
Added 1.59%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
826,965
shares
|
$170 Million
1.57% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
798,232
shares
|
$164 Million
0.25% of portfolio
|
Q1 2024
Added 2.61%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
790,880
shares
|
$163 Million
0.4% of portfolio
|
Q1 2024
Added 659.12%
|