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 2,950 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $61.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
68,809
shares
|
$14 Million
1.41% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
68,705
shares
|
$14 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
68,669
shares
|
$14 Million
3.59% of portfolio
|
Q4 2024
Added 490.96%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
68,558
shares
|
$14 Million
8.09% of portfolio
|
Q4 2024
Added 350.06%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
68,496
shares
|
$14 Million
1.59% of portfolio
|
Q4 2023
Added 12.73%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
68,451
shares
|
$13.9 Million
3.0% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
68,358
shares
|
$13.9 Million
9.91% of portfolio
|
Q4 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
68,116
shares
|
$13.9 Million
2.16% of portfolio
|
Q4 2024
Reduced 50.28%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
67,699
shares
|
$13.8 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
67,512
shares
|
$13.8 Million
0.05% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
67,506
shares
|
$13.8 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
67,473
shares
|
$13.8 Million
0.59% of portfolio
|
Q4 2024
Reduced 35.11%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
67,273
shares
|
$13.7 Million
8.6% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
67,241
shares
|
$13.7 Million
0.4% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Feb 12, 2025 Q4 2024 |
67,000
shares
|
$13.7 Million
3.7% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
66,443
shares
|
$13.5 Million
0.04% of portfolio
|
Q4 2024
Added 118.32%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
66,300
shares
|
$13.5 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
65,995
shares
|
$13.4 Million
1.58% of portfolio
|
Q2 2024
Added 2142.44%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
65,714
shares
|
$13.4 Million
0.38% of portfolio
|
Q4 2024
Added 69.29%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
65,443
shares
|
$13.3 Million
1.54% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
64,995
shares
|
$13.2 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
64,939
shares
|
$13.2 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
64,801
shares
|
$13.2 Million
2.31% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
64,568
shares
|
$13.2 Million
2.67% of portfolio
|
Q1 2023
Added 5.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
64,406
shares
|
$13.1 Million
0.62% of portfolio
|
Q4 2024
Reduced 11.66%
|