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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
91,993
shares
|
$18.7 Million
0.51% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
91,875
shares
|
$18.7 Million
0.82% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
91,234
shares
|
$18.6 Million
0.25% of portfolio
|
Q4 2024
Added 87.81%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
90,767
shares
|
$18.5 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
90,267
shares
|
$18.4 Million
0.26% of portfolio
|
Q4 2024
Added 1473.97%
|
|
|
Rovida Investment Management LTD
Grand Cayman, E9 |
Feb 11, 2025 Q4 2024 |
90,000
shares
|
$18.3 Million
6.22% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
89,036
shares
|
$18.1 Million
2.35% of portfolio
|
Q4 2024
Added 201.86%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
88,827
shares
|
$18.1 Million
1.86% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
88,243
shares
|
$18 Million
0.69% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
87,732
shares
|
$17.9 Million
0.58% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
87,450
shares
|
$17.8 Million
10.2% of portfolio
|
Q4 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
87,167
shares
|
$17.8 Million
0.09% of portfolio
|
Q4 2024
Added 687.77%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
84,541
shares
|
$17.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
84,502
shares
|
$17.2 Million
7.17% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
84,424
shares
|
$17.2 Million
3.66% of portfolio
|
Q2 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
82,593
shares
|
$16.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 57.7%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
81,997
shares
|
$16.7 Million
8.61% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
81,422
shares
|
$16.6 Million
0.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
80,491
shares
|
$16.4 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
79,970
shares
|
$16.3 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
77,579
shares
|
$15.8 Million
0.19% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
77,359
shares
|
$15.8 Million
0.57% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
77,297
shares
|
$15.8 Million
0.16% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
77,124
shares
|
$15.7 Million
0.07% of portfolio
|
Q4 2024
Added 655.53%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
76,117
shares
|
$15.5 Million
0.24% of portfolio
|
Q4 2024
Added 11.82%
|