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 2,954 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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
50,573
shares
|
$12.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 51.74%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
50,522
shares
|
$12.4 Million
5.37% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
50,397
shares
|
$12.4 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
50,355
shares
|
$12.3 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
50,324
shares
|
$12.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
50,067
shares
|
$12.3 Million
0.75% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
49,644
shares
|
$12.2 Million
3.83% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
49,505
shares
|
$12.1 Million
1.44% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
49,329
shares
|
$12.1 Million
4.87% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
48,975
shares
|
$12 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
47,895
shares
|
$11.7 Million
2.44% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
47,894
shares
|
$11.7 Million
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
47,860
shares
|
$11.7 Million
0.24% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
47,560
shares
|
$11.7 Million
0.98% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
47,496
shares
|
$11.6 Million
9.87% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
47,397
shares
|
$11.6 Million
1.46% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,129
shares
|
$11.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
47,061
shares
|
$11.5 Million
6.58% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
46,949
shares
|
$11.5 Million
0.21% of portfolio
|
Q4 2022
Reduced 3.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
46,884
shares
|
$11.5 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
46,877
shares
|
$11.5 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
|
$11.4 Million
11.44% of portfolio
|
Q2 2025
Added 176.39%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
46,242
shares
|
$11.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
46,182
shares
|
$11.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 42.27%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
45,658
shares
|
$11.2 Million
0.46% of portfolio
|
Q2 2025
Reduced 14.11%
|