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 2,827 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $69.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
38,860
shares
|
$8.77 Million
0.28% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
38,853
shares
|
$8.77 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
38,608
shares
|
$8.71 Million
0.26% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
38,512
shares
|
$8.69 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
38,434
shares
|
$8.67 Million
0.07% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
38,411
shares
|
$8.67 Million
4.48% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
38,367
shares
|
$8.66 Million
0.32% of portfolio
|
Q4 2024
Added 24.54%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,330
shares
|
$8.65 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
38,200
shares
|
$8.62 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
37,814
shares
|
$8.53 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
|
$8.52 Million
3.87% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
37,700
shares
|
$8.51 Million
4.76% of portfolio
|
Q2 2023
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
37,484
shares
|
$8.46 Million
5.96% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
37,318
shares
|
$8.42 Million
0.39% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,261
shares
|
$8.41 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
37,135
shares
|
$8.38 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
37,092
shares
|
$8.37 Million
0.92% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
36,941
shares
|
$8.34 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
|
$8.32 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
36,763
shares
|
$8.3 Million
0.7% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
36,719
shares
|
$8.29 Million
0.14% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Engine Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
36,444
shares
|
$8.23 Million
1.56% of portfolio
|
Q3 2024
Added 58.8%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 07, 2025 Q3 2024 |
36,328
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.26%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
36,277
shares
|
$8.19 Million
0.16% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
36,252
shares
|
$8.18 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.87%
|