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 2,947 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 |
|---|---|---|---|---|---|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
45,422
shares
|
$11.1 Million
2.22% of portfolio
|
Q2 2025
Added 1070.37%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
45,415
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
45,100
shares
|
$11.1 Million
6.37% of portfolio
|
Q1 2023
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
45,013
shares
|
$11 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
44,909
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
Added 184.2%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
44,764
shares
|
$11 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
44,740
shares
|
$11 Million
0.28% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
44,652
shares
|
$10.9 Million
0.19% of portfolio
|
Q2 2025
Added 72.33%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
44,345
shares
|
$10.9 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
44,192
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
44,164
shares
|
$10.8 Million
0.23% of portfolio
|
Q2 2025
Added 41.38%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
44,148
shares
|
$10.8 Million
0.19% of portfolio
|
Q2 2025
Added 29.81%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
43,836
shares
|
$10.7 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
43,164
shares
|
$10.6 Million
1.28% of portfolio
|
Q3 2025
Added 361.84%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
43,130
shares
|
$10.6 Million
3.32% of portfolio
|
Q2 2025
Added 1038.9%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
43,000
shares
|
$10.5 Million
3.6% of portfolio
|
Q2 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
42,603
shares
|
$10.4 Million
0.16% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
42,245
shares
|
$10.4 Million
0.67% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
42,201
shares
|
$10.3 Million
0.85% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
41,524
shares
|
$10.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
41,506
shares
|
$10.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
41,296
shares
|
$10.1 Million
0.17% of portfolio
|
Q2 2025
Added 206.33%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
41,230
shares
|
$10.1 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
41,220
shares
|
$10.1 Million
5.72% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
41,135
shares
|
$10.1 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.38%
|