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 |
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
117,436
shares
|
$22.9 Million
0.16% of portfolio
|
Q4 2024
Reduced 38.68%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
116,721
shares
|
$22.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 44.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
114,498
shares
|
$22.3 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Marshall & Sullivan Inc
|
Apr 09, 2025 Q1 2025 |
113,524
shares
|
$22.1 Million
12.53% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
112,127
shares
|
$21.8 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
111,902
shares
|
$21.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
110,992
shares
|
$21.6 Million
0.5% of portfolio
|
Q4 2024
Reduced 69.7%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
110,127
shares
|
$21.5 Million
3.05% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
109,946
shares
|
$21.4 Million
1.34% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
108,991
shares
|
$21.2 Million
1.02% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
108,593
shares
|
$21.2 Million
9.07% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
108,389
shares
|
$21.1 Million
8.21% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
107,435
shares
|
$20.9 Million
13.18% of portfolio
|
Q2 2022
Added 1.64%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
106,641
shares
|
$20.8 Million
0.03% of portfolio
|
Q4 2024
Added 1070.72%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
106,250
shares
|
$20.7 Million
16.43% of portfolio
|
Q1 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
106,066
shares
|
$20.7 Million
5.76% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
105,657
shares
|
$20.6 Million
4.11% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
105,397
shares
|
$20.5 Million
1.77% of portfolio
|
Q4 2023
Added 32.45%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
105,122
shares
|
$20.5 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
105,113
shares
|
$20.5 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
104,797
shares
|
$20.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
103,822
shares
|
$20.2 Million
4.12% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
103,418
shares
|
$20.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
102,539
shares
|
$20 Million
2.8% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
102,365
shares
|
$19.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 62.2%
|