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 2,946 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
19,880
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2023
Reduced 24.25%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
19,877
shares
|
$3.98 Million
0.25% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
19,865
shares
|
$3.98 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
19,816
shares
|
$3.97 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
19,810
shares
|
$3.97 Million
2.04% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
19,753
shares
|
$3.96 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
19,700
shares
|
$3.95 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19,673
shares
|
$3.94 Million
0.18% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
19,664
shares
|
$3.94 Million
1.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
19,662
shares
|
$3.94 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
19,437
shares
|
$3.9 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
19,427
shares
|
$3.89 Million
5.63% of portfolio
|
Q4 2024
Reduced 61.42%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,357
shares
|
$3.88 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
19,212
shares
|
$3.85 Million
1.5% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,162
shares
|
$3.84 Million
0.47% of portfolio
|
Q2 2023
Reduced 2.49%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
19,044
shares
|
$3.82 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
18,939
shares
|
$3.8 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,899
shares
|
$3.79 Million
0.12% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
18,863
shares
|
$3.78 Million
0.9% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
18,768
shares
|
$3.76 Million
0.29% of portfolio
|
Q4 2024
Reduced 17.75%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
18,728
shares
|
$3.75 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
18,561
shares
|
$3.72 Million
0.27% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
18,511
shares
|
$3.71 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
18,484
shares
|
$3.71 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,469
shares
|
$3.7 Million
0.13% of portfolio
|
Q4 2024
Added 15.1%
|