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 2,954 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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
238,110
shares
|
$47.7 Million
1.87% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
237,040
shares
|
$47.5 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
236,491
shares
|
$47.4 Million
2.42% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
234,994
shares
|
$47.1 Million
7.07% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
233,267
shares
|
$46.8 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
230,795
shares
|
$46.3 Million
6.46% of portfolio
|
Q4 2024
Added 32.15%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
230,000
shares
|
$46.1 Million
0.21% of portfolio
|
Q4 2024
Added 72.1%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
225,300
shares
|
$45.2 Million
7.91% of portfolio
|
Q4 2024
Added 71.46%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
223,700
shares
|
$44.8 Million
4.87% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
219,224
shares
|
$43.9 Million
0.47% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
216,800
shares
|
$43.5 Million
3.16% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
214,153
shares
|
$42.9 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
210,045
shares
|
$42.1 Million
4.93% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
207,010
shares
|
$41.5 Million
0.25% of portfolio
|
Q4 2024
Added 27.63%
|
|
|
Johns Hopkins University
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
206,829
shares
|
$41.5 Million
1.72% of portfolio
|
Q4 2024
Reduced 24.67%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
206,500
shares
|
$41.4 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
205,284
shares
|
$41.1 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Apollo Management Holdings, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
203,557
shares
|
$40.8 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
202,943
shares
|
$40.7 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
201,232
shares
|
$40.3 Million
6.53% of portfolio
|
Q3 2022
Reduced 6.19%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
195,330
shares
|
$39.2 Million
1.59% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
194,556
shares
|
$39 Million
1.01% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
194,415
shares
|
$39 Million
0.28% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
192,859
shares
|
$38.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
190,608
shares
|
$38.2 Million
0.31% of portfolio
|
Q4 2024
Added 0.03%
|