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 2,860 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144,222
shares
|
$30.2 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
144,222
shares
|
$30.2 Million
9.67% of portfolio
|
Q4 2022
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
140,615
shares
|
$29.4 Million
0.18% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
137,613
shares
|
$28.8 Million
0.83% of portfolio
|
Q1 2025
Added 23.98%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
135,686
shares
|
$28.4 Million
0.71% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
135,357
shares
|
$28.3 Million
0.76% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
135,349
shares
|
$28.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
134,755
shares
|
$28.2 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2025 Q1 2025 |
134,089
shares
|
$28.1 Million
12.37% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
130,775
shares
|
$27.4 Million
7.39% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
128,389
shares
|
$26.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 55.67%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
127,938
shares
|
$26.8 Million
14.65% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
127,133
shares
|
$26.6 Million
2.93% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Compass Rose Asset Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
125,000
shares
|
$26.2 Million
7.8% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
122,346
shares
|
$25.6 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,314
shares
|
$25.6 Million
10.52% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
122,152
shares
|
$25.6 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
121,901
shares
|
$25.5 Million
1.01% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
121,729
shares
|
$25.5 Million
0.03% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
119,666
shares
|
$25 Million
3.68% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
119,173
shares
|
$24.9 Million
5.11% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
118,974
shares
|
$24.9 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
116,171
shares
|
$24.3 Million
9.08% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
115,082
shares
|
$24.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
114,498
shares
|
$24 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.09%
|