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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
157,769
shares
|
$31.6 Million
1.17% of portfolio
|
Q4 2024
Reduced 45.96%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
150,053
shares
|
$30.1 Million
7.2% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
145,167
shares
|
$29.1 Million
0.47% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Reinhart Partners, Inc.
|
Jan 13, 2025 Q4 2024 |
144,731
shares
|
$29 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144,222
shares
|
$28.9 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
144,222
shares
|
$28.9 Million
9.67% of portfolio
|
Q4 2022
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
144,027
shares
|
$28.9 Million
0.08% of portfolio
|
Q4 2024
Added 2476.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
142,195
shares
|
$28.5 Million
0.03% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
141,832
shares
|
$28.4 Million
0.26% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
141,528
shares
|
$28.4 Million
2.96% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
139,672
shares
|
$28 Million
2.17% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
139,315
shares
|
$27.9 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
138,906
shares
|
$27.8 Million
11.49% of portfolio
|
Q4 2024
Reduced 32.73%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
136,260
shares
|
$27.3 Million
0.07% of portfolio
|
Q4 2024
Added 237.34%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
135,198
shares
|
$27.1 Million
0.74% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
134,978
shares
|
$27.1 Million
3.83% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
134,306
shares
|
$26.9 Million
7.98% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Feb 13, 2025 Q4 2024 |
134,089
shares
|
$26.9 Million
11.75% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
132,701
shares
|
$26.6 Million
0.83% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
131,378
shares
|
$26.3 Million
5.5% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
129,519
shares
|
$26 Million
0.12% of portfolio
|
Q4 2024
Reduced 36.19%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
127,938
shares
|
$25.6 Million
14.65% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
127,462
shares
|
$25.5 Million
3.61% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
127,153
shares
|
$25.5 Million
3.22% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
125,682
shares
|
$25.2 Million
27.31% of portfolio
|
Q4 2024
New holding
|