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 2,662 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,724,386
shares
|
$397 Million
0.1% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
1,723,000
shares
|
$397 Million
0.39% of portfolio
|
Q1 2023
Reduced 7.02%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,520,945
shares
|
$350 Million
0.06% of portfolio
|
Q3 2024
Added 48.5%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,496,192
shares
|
$345 Million
8.66% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,496,192
shares
|
$345 Million
7.49% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,401,967
shares
|
$323 Million
0.49% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,282,831
shares
|
$295 Million
0.17% of portfolio
|
Q3 2024
Reduced 67.14%
|
|
|
Durable Capital Partners LP
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
1,181,911
shares
|
$272 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,082,827
shares
|
$249 Million
0.33% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,058,459
shares
|
$244 Million
0.54% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
987,188
shares
|
$227 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
935,377
shares
|
$215 Million
0.93% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
914,767
shares
|
$211 Million
5.47% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,716
shares
|
$207 Million
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
893,233
shares
|
$206 Million
1.01% of portfolio
|
Q2 2023
Reduced 80.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
889,883
shares
|
$205 Million
0.39% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
886,725
shares
|
$204 Million
0.05% of portfolio
|
Q3 2024
Reduced 67.7%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
846,177
shares
|
$195 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
827,198
shares
|
$191 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
826,090
shares
|
$190 Million
0.5% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
762,825
shares
|
$176 Million
0.22% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
735,613
shares
|
$169 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
731,293
shares
|
$168 Million
1.73% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
713,729
shares
|
$164 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
709,265
shares
|
$163 Million
12.41% of portfolio
|
Q3 2024
Added 1.8%
|