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 2,901 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 $57.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,937,378
shares
|
$376 Million
0.11% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
1,751,639
shares
|
$340 Million
8.52% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
1,723,000
shares
|
$334 Million
0.39% of portfolio
|
Q1 2023
Reduced 7.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,709,463
shares
|
$332 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,579,126
shares
|
$307 Million
7.49% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,507,332
shares
|
$293 Million
0.07% of portfolio
|
Q4 2024
Added 523.33%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,454,819
shares
|
$282 Million
0.51% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,411,328
shares
|
$274 Million
0.16% of portfolio
|
Q4 2024
Added 99.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,082,827
shares
|
$210 Million
0.33% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,079,970
shares
|
$210 Million
0.09% of portfolio
|
Q4 2024
Added 90.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,058,459
shares
|
$205 Million
0.54% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,037,241
shares
|
$201 Million
0.87% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
998,735
shares
|
$194 Million
0.03% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
907,548
shares
|
$176 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
902,588
shares
|
$175 Million
0.55% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,716
shares
|
$175 Million
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
893,233
shares
|
$173 Million
1.01% of portfolio
|
Q2 2023
Reduced 80.18%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
890,840
shares
|
$173 Million
5.43% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
866,569
shares
|
$168 Million
1.23% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
860,383
shares
|
$167 Million
0.12% of portfolio
|
Q4 2024
Reduced 32.93%
|
|
|
Durable Capital Partners LP
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
860,027
shares
|
$167 Million
1.65% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
844,413
shares
|
$164 Million
7.22% of portfolio
|
Q1 2025
Added 135.86%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
833,656
shares
|
$162 Million
0.24% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
59 North Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
833,096
shares
|
$162 Million
10.23% of portfolio
|
Q4 2024
Added 84.41%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
822,424
shares
|
$160 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.58%
|