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 2,713 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $69.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
1,723,000
shares
|
$393 Million
0.39% of portfolio
|
Q1 2023
Reduced 7.02%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,520,945
shares
|
$347 Million
0.06% of portfolio
|
Q3 2024
Added 48.5%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,496,192
shares
|
$342 Million
8.66% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,496,192
shares
|
$342 Million
7.49% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,401,967
shares
|
$320 Million
0.49% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,282,831
shares
|
$293 Million
0.17% of portfolio
|
Q3 2024
Reduced 67.14%
|
|
|
Durable Capital Partners LP
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
1,181,911
shares
|
$270 Million
1.96% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,082,827
shares
|
$247 Million
0.33% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,058,459
shares
|
$242 Million
0.54% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
987,188
shares
|
$225 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
935,377
shares
|
$214 Million
0.93% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
914,767
shares
|
$209 Million
5.47% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,716
shares
|
$206 Million
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
893,233
shares
|
$204 Million
1.01% of portfolio
|
Q2 2023
Reduced 80.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
889,883
shares
|
$203 Million
0.39% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
886,725
shares
|
$202 Million
0.05% of portfolio
|
Q3 2024
Reduced 67.7%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
846,177
shares
|
$193 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
827,198
shares
|
$189 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
826,090
shares
|
$189 Million
0.5% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
762,825
shares
|
$174 Million
0.22% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
731,293
shares
|
$167 Million
1.89% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
714,873
shares
|
$163 Million
12.53% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
713,729
shares
|
$163 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.93%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
708,787
shares
|
$162 Million
0.08% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
702,984
shares
|
$160 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.44%
|