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 2,937 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
97,345
shares
|
$23.9 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
94,834
shares
|
$23.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
94,548
shares
|
$23.2 Million
0.42% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
93,987
shares
|
$23 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
93,971
shares
|
$23 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
93,905
shares
|
$23 Million
2.57% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
93,868
shares
|
$23 Million
0.16% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
92,204
shares
|
$22.6 Million
1.95% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Rovida Advisors Inc.
Newark, NJ |
Aug 08, 2025 Q2 2025 |
90,000
shares
|
$22.1 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
|
$22.1 Million
3.59% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
89,735
shares
|
$22 Million
0.13% of portfolio
|
Q2 2025
Added 95.56%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
88,532
shares
|
$21.7 Million
9.91% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Reinhart Partners, Inc.
|
Jul 09, 2025 Q2 2025 |
88,411
shares
|
$21.7 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
87,157
shares
|
$21.4 Million
2.42% of portfolio
|
Q2 2025
Reduced 63.7%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
86,880
shares
|
$21.3 Million
0.61% of portfolio
|
Q2 2025
Added 27.81%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
86,303
shares
|
$21.1 Million
0.16% of portfolio
|
Q3 2025
Added 74.1%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
85,916
shares
|
$21.1 Million
0.73% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Blackstone Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
85,889
shares
|
$21 Million
0.09% of portfolio
|
Q2 2025
Added 4011.49%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
85,438
shares
|
$20.9 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
84,424
shares
|
$20.7 Million
3.66% of portfolio
|
Q2 2023
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
83,830
shares
|
$20.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
83,388
shares
|
$20.4 Million
8.18% of portfolio
|
Q3 2025
Added 462.07%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
82,777
shares
|
$20.3 Million
0.03% of portfolio
|
Q2 2025
Added 488.32%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
82,487
shares
|
$20.2 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
81,891
shares
|
$20.1 Million
3.49% of portfolio
|
Q3 2025
Reduced 3.93%
|