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 |
|---|---|---|---|---|---|
|
De Burlo Group Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
190,600
shares
|
$38.2 Million
5.69% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
183,884
shares
|
$36.9 Million
0.08% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
183,567
shares
|
$36.8 Million
0.23% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
183,372
shares
|
$36.8 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Mar 25, 2025 Q4 2024 |
179,408
shares
|
$36 Million
14.14% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
178,014
shares
|
$35.7 Million
3.87% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
177,971
shares
|
$35.7 Million
5.19% of portfolio
|
Q4 2024
Added 3804.59%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
177,293
shares
|
$35.5 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
176,914
shares
|
$35.5 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
174,645
shares
|
$35 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
172,950
shares
|
$34.7 Million
0.35% of portfolio
|
Q4 2024
Added 27.68%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
172,779
shares
|
$34.6 Million
37.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
172,130
shares
|
$34.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Rokos Capital Management LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
171,280
shares
|
$34.3 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
170,490
shares
|
$34.2 Million
3.17% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
168,061
shares
|
$33.7 Million
0.54% of portfolio
|
Q4 2024
Added 88.83%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
167,197
shares
|
$33.5 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
166,866
shares
|
$33.4 Million
8.06% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
166,428
shares
|
$33.4 Million
0.58% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
165,933
shares
|
$33.3 Million
0.87% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
165,024
shares
|
$33.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
161,951
shares
|
$32.5 Million
0.16% of portfolio
|
Q4 2024
Added 70.27%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
160,061
shares
|
$32.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
159,582
shares
|
$32 Million
0.11% of portfolio
|
Q4 2024
Added 32.08%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
158,804
shares
|
$31.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 17.11%
|