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 332 Million shares, which have been reported (via 13F filing form) to have a value of $64.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,899,541
shares
|
$370 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
1,751,639
shares
|
$341 Million
8.52% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,751,639
shares
|
$341 Million
7.23% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,560,491
shares
|
$304 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,520,553
shares
|
$296 Million
0.09% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,411,328
shares
|
$275 Million
0.16% of portfolio
|
Q4 2024
Added 99.12%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,306,687
shares
|
$255 Million
0.43% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
1,205,533
shares
|
$235 Million
0.83% of portfolio
|
Q1 2025
Added 424.14%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
1,197,502
shares
|
$233 Million
3.33% of portfolio
|
Q1 2025
Added 286.89%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
1,098,512
shares
|
$214 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,082,827
shares
|
$211 Million
0.33% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,079,970
shares
|
$210 Million
0.09% of portfolio
|
Q4 2024
Added 90.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,058,459
shares
|
$206 Million
0.54% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,037,241
shares
|
$202 Million
0.87% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
998,735
shares
|
$195 Million
0.03% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
989,544
shares
|
$193 Million
0.33% of portfolio
|
Q1 2025
Added 194.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
923,407
shares
|
$180 Million
0.48% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
907,548
shares
|
$177 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,716
shares
|
$176 Million
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
900,068
shares
|
$175 Million
1.12% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
893,233
shares
|
$174 Million
1.01% of portfolio
|
Q2 2023
Reduced 80.18%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
868,950
shares
|
$169 Million
4.87% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Durable Capital Partners LP
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
860,027
shares
|
$168 Million
1.65% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
844,413
shares
|
$165 Million
7.22% of portfolio
|
Q1 2025
Added 135.86%
|
|
|
59 North Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
833,096
shares
|
$162 Million
10.23% of portfolio
|
Q4 2024
Added 84.41%
|