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 2,912 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $66.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
50,467
shares
|
$11.1 Million
0.67% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
50,397
shares
|
$11.1 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
50,324
shares
|
$11.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
50,067
shares
|
$11 Million
0.75% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
49,644
shares
|
$10.9 Million
3.83% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
49,571
shares
|
$10.9 Million
0.1% of portfolio
|
Q2 2025
Added 78.85%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
49,369
shares
|
$10.9 Million
1.37% of portfolio
|
Q2 2025
Reduced 76.37%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
49,329
shares
|
$10.9 Million
4.87% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
49,172
shares
|
$10.8 Million
2.85% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
48,804
shares
|
$10.8 Million
0.95% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
48,120
shares
|
$10.6 Million
9.12% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
47,894
shares
|
$10.6 Million
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
47,860
shares
|
$10.5 Million
0.24% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,129
shares
|
$10.4 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
46,949
shares
|
$10.3 Million
0.21% of portfolio
|
Q4 2022
Reduced 3.33%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
46,877
shares
|
$10.3 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Deep Currents Investment Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
46,522
shares
|
$10.2 Million
11.44% of portfolio
|
Q2 2025
Added 176.39%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
46,458
shares
|
$10.2 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
46,182
shares
|
$10.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 42.27%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
46,134
shares
|
$10.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.68%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
45,776
shares
|
$10.1 Million
5.12% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
45,658
shares
|
$10.1 Million
0.46% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
45,422
shares
|
$10 Million
2.22% of portfolio
|
Q2 2025
Added 1070.37%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
45,415
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
45,100
shares
|
$9.94 Million
6.37% of portfolio
|
Q1 2023
New holding
|