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 2,957 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 $60.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
751,800
shares
|
$151 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
751,319
shares
|
$151 Million
0.05% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
738,671
shares
|
$148 Million
0.36% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
737,763
shares
|
$148 Million
0.14% of portfolio
|
Q4 2024
Reduced 99.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
732,734
shares
|
$147 Million
2.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
722,894
shares
|
$145 Million
0.22% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
713,729
shares
|
$143 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
710,187
shares
|
$142 Million
11.29% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
708,805
shares
|
$142 Million
0.27% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
702,984
shares
|
$141 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
685,294
shares
|
$137 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
657,998
shares
|
$132 Million
0.16% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
633,928
shares
|
$127 Million
5.96% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
629,431
shares
|
$126 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
623,612
shares
|
$125 Million
13.44% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
596,858
shares
|
$120 Million
0.97% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
593,418
shares
|
$119 Million
0.13% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
589,455
shares
|
$118 Million
1.44% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
582,800
shares
|
$117 Million
0.26% of portfolio
|
Q4 2024
Reduced 34.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
575,086
shares
|
$115 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
546,009
shares
|
$109 Million
0.26% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
539,463
shares
|
$108 Million
0.23% of portfolio
|
Q4 2024
Added 2567.57%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
529,808
shares
|
$106 Million
0.35% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Broadwood Capital Inc
New York, NY |
Feb 13, 2025 Q4 2024 |
519,920
shares
|
$104 Million
9.08% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
482,819
shares
|
$96.8 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.85%
|