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 |
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
180,579
shares
|
$35.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
179,063
shares
|
$34.9 Million
0.12% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
178,014
shares
|
$34.7 Million
3.87% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
177,971
shares
|
$34.7 Million
5.19% of portfolio
|
Q4 2024
Added 3804.59%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
177,589
shares
|
$34.6 Million
1.47% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
174,645
shares
|
$34 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
174,157
shares
|
$33.9 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Rokos Capital Management LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
171,280
shares
|
$33.4 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
169,196
shares
|
$33 Million
0.05% of portfolio
|
Q1 2025
Added 595.31%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
168,838
shares
|
$32.9 Million
22.79% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
166,866
shares
|
$32.5 Million
8.06% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
166,428
shares
|
$32.4 Million
0.58% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
165,933
shares
|
$32.3 Million
0.87% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
165,024
shares
|
$32.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
161,951
shares
|
$31.6 Million
0.16% of portfolio
|
Q4 2024
Added 70.27%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
160,061
shares
|
$31.2 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
158,804
shares
|
$30.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
157,769
shares
|
$30.7 Million
1.17% of portfolio
|
Q4 2024
Reduced 45.96%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
156,809
shares
|
$30.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
156,780
shares
|
$30.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
153,111
shares
|
$29.8 Million
0.47% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
152,972
shares
|
$29.8 Million
2.15% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
150,091
shares
|
$29.2 Million
0.25% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
150,053
shares
|
$29.2 Million
7.2% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
150,050
shares
|
$29.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 60.33%
|