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 2,949 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $61.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
107,435
shares
|
$21.9 Million
13.18% of portfolio
|
Q2 2022
Added 1.64%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
107,161
shares
|
$21.8 Million
1.57% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
107,102
shares
|
$21.8 Million
9.02% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
106,829
shares
|
$21.8 Million
1.36% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
106,641
shares
|
$21.7 Million
0.03% of portfolio
|
Q4 2024
Added 1070.72%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
106,250
shares
|
$21.7 Million
16.43% of portfolio
|
Q1 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
106,190
shares
|
$21.6 Million
0.13% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
106,066
shares
|
$21.6 Million
5.76% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
105,397
shares
|
$21.5 Million
1.77% of portfolio
|
Q4 2023
Added 32.45%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
105,049
shares
|
$21.4 Million
1.17% of portfolio
|
Q4 2024
Reduced 20.45%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
104,156
shares
|
$21.2 Million
1.2% of portfolio
|
Q4 2024
Added 46.95%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
102,365
shares
|
$20.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 62.2%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
100,037
shares
|
$20.4 Million
8.62% of portfolio
|
Q4 2024
Added 21.48%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
99,253
shares
|
$20.2 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
99,185
shares
|
$20.2 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
97,879
shares
|
$19.9 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Nantahala Capital Management, LLC
New Canaan, CT |
Feb 14, 2025 Q4 2024 |
97,637
shares
|
$19.9 Million
1.08% of portfolio
|
Q4 2024
Added 4088.63%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
97,272
shares
|
$19.8 Million
0.04% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
96,954
shares
|
$19.8 Million
2.05% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
96,663
shares
|
$19.7 Million
1.43% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
96,064
shares
|
$19.6 Million
4.18% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
95,633
shares
|
$19.5 Million
7.02% of portfolio
|
Q4 2024
Added 756.16%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
94,936
shares
|
$19.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
94,235
shares
|
$19.2 Million
5.2% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
92,225
shares
|
$18.8 Million
3.22% of portfolio
|
Q4 2024
Added 13.69%
|