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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,435
shares
|
$11.2 Million
2.35% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
57,363
shares
|
$11.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
57,317
shares
|
$11.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Greenfield Ftc, Inc.
|
Apr 08, 2025 Q1 2025 |
57,262
shares
|
$11.2 Million
2.66% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
57,092
shares
|
$11.1 Million
6.87% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
57,028
shares
|
$11.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
56,906
shares
|
$11.1 Million
0.85% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
56,323
shares
|
$11 Million
0.25% of portfolio
|
Q1 2025
Reduced 51.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
55,942
shares
|
$10.9 Million
0.1% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
55,660
shares
|
$10.8 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
55,521
shares
|
$10.8 Million
2.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
55,487
shares
|
$10.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
55,230
shares
|
$10.8 Million
6.24% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
54,688
shares
|
$10.7 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
54,350
shares
|
$10.6 Million
1.37% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
54,045
shares
|
$10.5 Million
2.64% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
53,917
shares
|
$10.5 Million
1.73% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
53,205
shares
|
$10.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
53,161
shares
|
$10.4 Million
0.55% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
53,127
shares
|
$10.4 Million
1.44% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
52,568
shares
|
$10.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 90.26%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
52,314
shares
|
$10.2 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
52,021
shares
|
$10.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 37.02%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
51,495
shares
|
$10 Million
7.16% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
51,470
shares
|
$10 Million
3.61% of portfolio
|
Q1 2025
Reduced 2.15%
|