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 |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
9,741
shares
|
$1.89 Million
0.81% of portfolio
|
Q4 2023
New holding
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
9,704
shares
|
$1.88 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
9,682
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Feb 12, 2025 Q4 2024 |
9,680
shares
|
$1.88 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
9,639
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
Added 49.4%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
9,638
shares
|
$1.87 Million
1.32% of portfolio
|
Q4 2022
Added 1.72%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
9,603
shares
|
$1.86 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
9,603
shares
|
$1.86 Million
0.72% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
9,595
shares
|
$1.86 Million
1.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,586
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Reduced 24.97%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,582
shares
|
$1.86 Million
0.2% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,553
shares
|
$1.85 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
9,458
shares
|
$1.84 Million
0.39% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,444
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,437
shares
|
$1.83 Million
1.5% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
9,416
shares
|
$1.83 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,383
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
9,378
shares
|
$1.82 Million
1.37% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
9,350
shares
|
$1.82 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
9,346
shares
|
$1.81 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,342
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 95.79%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
9,337
shares
|
$1.81 Million
0.88% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
9,332
shares
|
$1.81 Million
0.67% of portfolio
|
Q4 2024
Reduced 58.94%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
9,330
shares
|
$1.81 Million
0.34% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
9,303
shares
|
$1.81 Million
1.31% of portfolio
|
Q3 2023
Reduced 0.11%
|