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 2,890 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
93,546
shares
|
$20.6 Million
0.2% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
91,768
shares
|
$20.2 Million
1.84% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
91,544
shares
|
$20.2 Million
2.45% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
90,468
shares
|
$19.9 Million
7.66% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Rovida Advisors Inc.
Newark, NJ |
Aug 08, 2025 Q2 2025 |
90,000
shares
|
$19.8 Million
4.9% of portfolio
|
Q2 2025
Added 78.93%
|
|
|
Rovida Investment Management LTD
Grand Cayman, E9 |
Aug 08, 2025 Q2 2025 |
90,000
shares
|
$19.8 Million
3.59% of portfolio
|
Q4 2024
New holding
|
|
|
Reinhart Partners, Inc.
|
Jul 09, 2025 Q2 2025 |
88,411
shares
|
$19.5 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
87,408
shares
|
$19.3 Million
9.48% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
87,157
shares
|
$19.2 Million
2.42% of portfolio
|
Q2 2025
Reduced 63.7%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
86,880
shares
|
$19.1 Million
0.61% of portfolio
|
Q2 2025
Added 27.81%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
85,757
shares
|
$18.9 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
85,237
shares
|
$18.8 Million
3.42% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
84,424
shares
|
$18.6 Million
3.66% of portfolio
|
Q2 2023
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
84,190
shares
|
$18.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
83,830
shares
|
$18.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
82,777
shares
|
$18.2 Million
0.03% of portfolio
|
Q2 2025
Added 488.32%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
82,272
shares
|
$18.1 Million
8.36% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
81,732
shares
|
$18 Million
0.19% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
80,184
shares
|
$17.7 Million
0.38% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
80,000
shares
|
$17.6 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
79,873
shares
|
$17.6 Million
10.21% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
79,743
shares
|
$17.6 Million
9.93% of portfolio
|
Q2 2025
New holding
|
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
79,277
shares
|
$17.5 Million
2.28% of portfolio
|
Q1 2025
Added 33.51%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
78,994
shares
|
$17.4 Million
11.5% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
78,090
shares
|
$17.2 Million
0.51% of portfolio
|
Q2 2025
Added 5.78%
|