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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
844,413
shares
|
$165 Million
7.22% of portfolio
|
Q1 2025
Added 135.86%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
824,111
shares
|
$161 Million
0.67% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
820,110
shares
|
$160 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
810,400
shares
|
$158 Million
3.98% of portfolio
|
Q1 2025
Added 797.78%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
804,618
shares
|
$157 Million
0.09% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
803,526
shares
|
$157 Million
0.04% of portfolio
|
Q1 2025
Reduced 46.69%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
742,299
shares
|
$145 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
713,729
shares
|
$139 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
710,187
shares
|
$138 Million
11.29% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
709,872
shares
|
$138 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
690,353
shares
|
$135 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
689,848
shares
|
$134 Million
0.45% of portfolio
|
Q1 2025
Added 51.89%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
673,200
shares
|
$131 Million
0.52% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
643,941
shares
|
$125 Million
5.31% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
640,124
shares
|
$125 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
625,692
shares
|
$122 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
603,746
shares
|
$118 Million
0.11% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
601,114
shares
|
$117 Million
0.23% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
599,850
shares
|
$117 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
596,858
shares
|
$116 Million
0.97% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
578,874
shares
|
$113 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
577,512
shares
|
$113 Million
1.52% of portfolio
|
Q1 2025
Reduced 21.18%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
574,053
shares
|
$112 Million
3.15% of portfolio
|
Q1 2025
Added 124.34%
|