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 2,858 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $62.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
30,581
shares
|
$5.96 Million
0.77% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
30,539
shares
|
$5.95 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
30,525
shares
|
$5.95 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
30,478
shares
|
$5.94 Million
5.9% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
30,438
shares
|
$5.93 Million
1.9% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
30,397
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2022
Reduced 10.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
29,937
shares
|
$5.83 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
29,894
shares
|
$5.83 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
29,759
shares
|
$5.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
29,705
shares
|
$5.79 Million
2.61% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Feb 13, 2025 Q4 2024 |
29,681
shares
|
$5.78 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Weiss Asset Management LP
Boston, MA |
May 15, 2025 Q1 2025 |
29,611
shares
|
$5.77 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
29,520
shares
|
$5.75 Million
3.04% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
29,360
shares
|
$5.72 Million
0.38% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
29,296
shares
|
$5.71 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
29,176
shares
|
$5.69 Million
0.0% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
29,154
shares
|
$5.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Nantahala Capital Management, LLC
New Canaan, CT |
May 15, 2025 Q1 2025 |
29,151
shares
|
$5.68 Million
0.26% of portfolio
|
Q1 2025
Reduced 70.14%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
29,123
shares
|
$5.67 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
29,006
shares
|
$5.65 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
28,972
shares
|
$5.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 66.76%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
28,858
shares
|
$5.62 Million
0.33% of portfolio
|
Q1 2025
Added 309.62%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
28,825
shares
|
$5.62 Million
0.22% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
28,785
shares
|
$5.61 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
28,536
shares
|
$5.56 Million
0.09% of portfolio
|
Q4 2023
Added 7.36%
|