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 |
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
148,098
shares
|
$28.9 Million
0.05% of portfolio
|
Q1 2025
Added 130.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
145,436
shares
|
$28.3 Million
3.43% of portfolio
|
Q1 2025
Added 2904.26%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144,222
shares
|
$28.1 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
144,222
shares
|
$28.1 Million
9.67% of portfolio
|
Q4 2022
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
140,615
shares
|
$27.4 Million
0.18% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
135,686
shares
|
$26.4 Million
0.71% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
135,357
shares
|
$26.4 Million
0.76% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
134,978
shares
|
$26.3 Million
3.83% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
134,755
shares
|
$26.3 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
134,306
shares
|
$26.2 Million
7.98% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2025 Q1 2025 |
134,089
shares
|
$26.1 Million
12.37% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
130,775
shares
|
$25.5 Million
7.39% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
127,938
shares
|
$24.9 Million
14.65% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
127,153
shares
|
$24.8 Million
3.22% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Compass Rose Asset Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
125,000
shares
|
$24.4 Million
7.8% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
122,346
shares
|
$23.8 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,314
shares
|
$23.8 Million
10.52% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Hbk Investments L P
Dallas, TX |
Feb 14, 2025 Q4 2024 |
122,167
shares
|
$23.8 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
122,152
shares
|
$23.8 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
121,901
shares
|
$23.8 Million
1.01% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
119,666
shares
|
$23.3 Million
3.68% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
119,173
shares
|
$23.2 Million
5.11% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
119,000
shares
|
$23.2 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
118,977
shares
|
$23.2 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
118,974
shares
|
$23.2 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.63%
|