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 |
|---|---|---|---|---|---|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
10,493
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.06%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
10,476
shares
|
$2.04 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
10,460
shares
|
$2.04 Million
2.57% of portfolio
|
Q4 2021
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
10,455
shares
|
$2.04 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,419
shares
|
$2.03 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
10,372
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
10,365
shares
|
$2.02 Million
1.43% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
May 12, 2025 Q1 2025 |
10,362
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
10,345
shares
|
$2.02 Million
2.36% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,340
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
10,338
shares
|
$2.01 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,336
shares
|
$2.01 Million
0.18% of portfolio
|
Q1 2025
Added 103260.0%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
10,274
shares
|
$2 Million
0.73% of portfolio
|
Q1 2025
Reduced 71.65%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,264
shares
|
$2 Million
0.63% of portfolio
|
Q1 2025
Reduced 32.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
10,255
shares
|
$2 Million
0.05% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
10,252
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
10,232
shares
|
$1.99 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
10,195
shares
|
$1.99 Million
0.1% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
10,187
shares
|
$1.99 Million
2.88% of portfolio
|
Q1 2025
Reduced 76.56%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
10,007
shares
|
$1.95 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
10,000
shares
|
$1.95 Million
0.71% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
9,979
shares
|
$1.94 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
9,976
shares
|
$1.94 Million
0.82% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
9,947
shares
|
$1.94 Million
0.49% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
9,946
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.97%
|