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 |
|---|---|---|---|---|---|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
125,011
shares
|
$25.1 Million
3.87% of portfolio
|
Q4 2024
Added 20.31%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
124,950
shares
|
$25 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
124,747
shares
|
$25 Million
7.58% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
123,190
shares
|
$24.7 Million
0.23% of portfolio
|
Q4 2024
Added 140.16%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,314
shares
|
$24.5 Million
10.52% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
122,191
shares
|
$24.5 Million
0.5% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Hbk Investments L P
Dallas, TX |
Feb 14, 2025 Q4 2024 |
122,167
shares
|
$24.5 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
121,787
shares
|
$24.4 Million
0.27% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
119,000
shares
|
$23.9 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
118,977
shares
|
$23.8 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
117,436
shares
|
$23.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 38.68%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
116,721
shares
|
$23.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 44.41%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
116,709
shares
|
$23.4 Million
5.46% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
116,043
shares
|
$23.3 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
115,140
shares
|
$23.1 Million
0.51% of portfolio
|
Q4 2024
Reduced 70.87%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
115,011
shares
|
$23.1 Million
0.98% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
114,498
shares
|
$23 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Marshall & Sullivan Inc
|
Apr 09, 2025 Q1 2025 |
113,524
shares
|
$22.8 Million
12.53% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
113,170
shares
|
$22.7 Million
4.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
112,540
shares
|
$22.6 Million
0.31% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
111,247
shares
|
$22.3 Million
2.13% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
110,992
shares
|
$22.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 69.7%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
110,143
shares
|
$22.1 Million
0.63% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
109,946
shares
|
$22 Million
1.34% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
108,367
shares
|
$21.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 15.17%
|