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 2,865 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
97,879
shares
|
$19.1 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2025 Q1 2025 |
96,221
shares
|
$18.7 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
95,861
shares
|
$18.7 Million
0.44% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
94,651
shares
|
$18.4 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
94,510
shares
|
$18.4 Million
0.38% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
93,983
shares
|
$18.3 Million
2.36% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
93,971
shares
|
$18.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
93,546
shares
|
$18.2 Million
0.2% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
91,263
shares
|
$17.8 Million
1.74% of portfolio
|
Q1 2025
Reduced 35.52%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
90,468
shares
|
$17.6 Million
7.66% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Rovida Investment Management LTD
Grand Cayman, E9 |
May 12, 2025 Q1 2025 |
90,000
shares
|
$17.5 Million
5.38% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
89,175
shares
|
$17.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.56%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
87,783
shares
|
$17.1 Million
9.59% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
85,857
shares
|
$16.7 Million
1.7% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
85,848
shares
|
$16.7 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
85,014
shares
|
$16.6 Million
1.46% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Glenview Trust CO
Louisville, KY |
May 15, 2025 Q1 2025 |
84,541
shares
|
$16.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
84,424
shares
|
$16.5 Million
3.66% of portfolio
|
Q2 2023
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
83,569
shares
|
$16.3 Million
0.71% of portfolio
|
Q1 2025
Added 29.8%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
83,409
shares
|
$16.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.6%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
82,527
shares
|
$16.1 Million
8.18% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
80,743
shares
|
$15.7 Million
0.18% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
80,059
shares
|
$15.6 Million
0.02% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
80,000
shares
|
$15.6 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
79,541
shares
|
$15.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.31%
|