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 2,906 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 $58.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sabby Management, LLC
Upper Saddle River, NJ |
Feb 14, 2025 Q4 2024 |
7,940
shares
|
$1.54 Million
18.17% of portfolio
|
Q4 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
7,919
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Added 61.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,914
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2024
Reduced 40.26%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
7,901
shares
|
$1.53 Million
0.32% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
7,898
shares
|
$1.53 Million
0.32% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
7,898
shares
|
$1.53 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,855
shares
|
$1.52 Million
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
7,823
shares
|
$1.52 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
7,802
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 783.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
7,788
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
7,785
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
7,776
shares
|
$1.51 Million
0.18% of portfolio
|
Q1 2025
Added 51.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,771
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2023
Added 92.11%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
7,752
shares
|
$1.5 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
7,737
shares
|
$1.5 Million
0.36% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
7,736
shares
|
$1.5 Million
0.28% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
7,731
shares
|
$1.5 Million
0.57% of portfolio
|
Q4 2024
Added 54.59%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
7,717
shares
|
$1.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
7,716
shares
|
$1.5 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
7,709
shares
|
$1.5 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,700
shares
|
$1.49 Million
1.47% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
7,672
shares
|
$1.49 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,669
shares
|
$1.49 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
7,650
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
7,650
shares
|
$1.49 Million
0.81% of portfolio
|
Q4 2024
Added 13.33%
|