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 2,905 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
10,269
shares
|
$1.99 Million
0.88% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
10,232
shares
|
$1.99 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
10,215
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
10,187
shares
|
$1.98 Million
2.88% of portfolio
|
Q1 2025
Reduced 76.56%
|
|
|
Southernsun Asset Management, LLC
Memphis, TN |
Feb 14, 2025 Q4 2024 |
10,186
shares
|
$1.98 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
10,156
shares
|
$1.97 Million
0.34% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
10,146
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
10,066
shares
|
$1.95 Million
0.23% of portfolio
|
Q4 2024
Reduced 27.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,052
shares
|
$1.95 Million
0.12% of portfolio
|
Q4 2024
Reduced 90.15%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,042
shares
|
$1.95 Million
0.58% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
10,007
shares
|
$1.94 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Feb 10, 2025 Q4 2024 |
10,007
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.21%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
10,000
shares
|
$1.94 Million
0.71% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Nixon Capital, LLC
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$1.94 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
9,979
shares
|
$1.94 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
9,930
shares
|
$1.93 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,916
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Reduced 41.13%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
9,906
shares
|
$1.92 Million
0.58% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
9,888
shares
|
$1.92 Million
1.07% of portfolio
|
Q1 2025
Added 21.22%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
9,884
shares
|
$1.92 Million
0.95% of portfolio
|
Q1 2025
Reduced 30.99%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
9,849
shares
|
$1.91 Million
0.57% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
9,846
shares
|
$1.91 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
9,804
shares
|
$1.9 Million
1.76% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
9,781
shares
|
$1.9 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,759
shares
|
$1.89 Million
0.04% of portfolio
|
Q1 2025
Added 11.42%
|