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 2,865 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $64.7 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 |
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
306,517
shares
|
$59.7 Million
7.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
306,230
shares
|
$59.7 Million
0.96% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Apr 09, 2025 Q1 2025 |
301,544
shares
|
$58.8 Million
92.58% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
295,735
shares
|
$57.6 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
294,836
shares
|
$57.5 Million
3.72% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
292,989
shares
|
$57.1 Million
3.62% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
289,849
shares
|
$56.5 Million
0.16% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
289,645
shares
|
$56.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 95.68%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
288,388
shares
|
$56.2 Million
2.09% of portfolio
|
Q4 2024
Added 476.78%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
278,269
shares
|
$54.2 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
278,162
shares
|
$54.2 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
268,329
shares
|
$52.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
267,810
shares
|
$52.2 Million
0.3% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
266,778
shares
|
$52 Million
0.18% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
266,155
shares
|
$51.9 Million
2.85% of portfolio
|
Q4 2024
Added 43892.56%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
258,068
shares
|
$50.3 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
255,885
shares
|
$49.9 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
254,711
shares
|
$49.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
246,623
shares
|
$48.1 Million
4.84% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
241,293
shares
|
$47 Million
2.32% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
240,582
shares
|
$46.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
240,109
shares
|
$46.8 Million
6.87% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
239,159
shares
|
$46.6 Million
1.78% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
236,944
shares
|
$46.2 Million
0.28% of portfolio
|
Q1 2025
Added 94.56%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
231,388
shares
|
$45.1 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.38%
|