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 |
|---|---|---|---|---|---|
|
No Street Gp LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
325,000
shares
|
$65.1 Million
5.44% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
324,487
shares
|
$65 Million
4.35% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
315,333
shares
|
$63.2 Million
10.96% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
311,480
shares
|
$62.4 Million
4.15% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
309,518
shares
|
$62 Million
1.02% of portfolio
|
Q3 2023
Reduced 7.87%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
306,517
shares
|
$61.4 Million
7.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
306,424
shares
|
$61.4 Million
0.07% of portfolio
|
Q4 2024
Added 312.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
306,230
shares
|
$61.4 Million
0.96% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
302,250
shares
|
$60.6 Million
0.27% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Apr 09, 2025 Q1 2025 |
301,544
shares
|
$60.4 Million
92.58% of portfolio
|
Q1 2025
New holding
|
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
292,989
shares
|
$58.7 Million
3.62% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
289,645
shares
|
$58.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 95.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
288,816
shares
|
$57.9 Million
0.18% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
288,388
shares
|
$57.8 Million
2.09% of portfolio
|
Q4 2024
Added 476.78%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
282,358
shares
|
$56.6 Million
4.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
282,167
shares
|
$56.6 Million
0.46% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
280,681
shares
|
$56.3 Million
2.37% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
271,160
shares
|
$54.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
267,275
shares
|
$53.6 Million
0.79% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
266,155
shares
|
$53.4 Million
2.85% of portfolio
|
Q4 2024
Added 43892.56%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
262,621
shares
|
$52.6 Million
0.06% of portfolio
|
Q4 2024
Added 31541.08%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
255,885
shares
|
$51.3 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
254,711
shares
|
$51.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
246,623
shares
|
$49.4 Million
4.84% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
245,788
shares
|
$49.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.08%
|