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 $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
38,200
shares
|
$7.66 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
37,835
shares
|
$7.58 Million
6.93% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
37,814
shares
|
$7.58 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
37,746
shares
|
$7.57 Million
3.87% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
37,700
shares
|
$7.56 Million
4.76% of portfolio
|
Q2 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
37,318
shares
|
$7.48 Million
0.39% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,261
shares
|
$7.47 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Mar 04, 2025 Q4 2024 |
37,147
shares
|
$7.45 Million
5.36% of portfolio
|
Q4 2024
Added 162.49%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
37,135
shares
|
$7.44 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
37,092
shares
|
$7.44 Million
0.92% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
36,941
shares
|
$7.4 Million
0.19% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,842
shares
|
$7.38 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
36,811
shares
|
$7.38 Million
0.54% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
36,763
shares
|
$7.37 Million
0.7% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
36,719
shares
|
$7.36 Million
0.14% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
36,678
shares
|
$7.35 Million
0.79% of portfolio
|
Q4 2024
Reduced 41.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
36,252
shares
|
$7.27 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
36,246
shares
|
$7.27 Million
4.77% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
36,236
shares
|
$7.26 Million
2.73% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
36,214
shares
|
$7.26 Million
0.36% of portfolio
|
Q4 2024
Added 5148.41%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,891
shares
|
$7.19 Million
0.25% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,480
shares
|
$7.11 Million
0.37% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
35,409
shares
|
$7.1 Million
0.55% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
35,100
shares
|
$7.04 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
35,076
shares
|
$7.03 Million
0.95% of portfolio
|
Q4 2024
Added 1.05%
|