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 2,761 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $69.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
702,984
shares
|
$159 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
701,584
shares
|
$159 Million
0.23% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
694,333
shares
|
$157 Million
0.05% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
693,406
shares
|
$157 Million
0.35% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
686,581
shares
|
$155 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
670,807
shares
|
$152 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
647,993
shares
|
$147 Million
12.67% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
643,719
shares
|
$146 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
641,523
shares
|
$145 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
635,043
shares
|
$144 Million
5.92% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
624,221
shares
|
$141 Million
1.02% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
620,866
shares
|
$141 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
611,062
shares
|
$138 Million
0.08% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
600,156
shares
|
$136 Million
0.14% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
596,858
shares
|
$135 Million
0.97% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
589,455
shares
|
$133 Million
1.44% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
571,383
shares
|
$129 Million
0.22% of portfolio
|
Q3 2024
Reduced 44.53%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
568,271
shares
|
$129 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
560,710
shares
|
$127 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
527,601
shares
|
$119 Million
0.26% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Broadwood Capital Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
519,920
shares
|
$118 Million
8.91% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
508,663
shares
|
$115 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Knighthead Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
500,000
shares
|
$113 Million
8.56% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
494,286
shares
|
$112 Million
0.33% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
490,066
shares
|
$111 Million
0.42% of portfolio
|
Q3 2024
Added 1.6%
|