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 |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
45,013
shares
|
$9.92 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
|
$9.89 Million
0.01% of portfolio
|
Q2 2025
Added 184.2%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
44,764
shares
|
$9.86 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
44,652
shares
|
$9.84 Million
0.19% of portfolio
|
Q2 2025
Added 72.33%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
44,345
shares
|
$9.77 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
44,164
shares
|
$9.73 Million
0.23% of portfolio
|
Q2 2025
Added 41.38%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
44,148
shares
|
$9.73 Million
0.19% of portfolio
|
Q2 2025
Added 29.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
43,941
shares
|
$9.68 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
43,919
shares
|
$9.68 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
43,836
shares
|
$9.66 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
43,130
shares
|
$9.5 Million
3.32% of portfolio
|
Q2 2025
Added 1038.9%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
43,070
shares
|
$9.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
43,000
shares
|
$9.47 Million
3.6% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
42,644
shares
|
$9.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
42,505
shares
|
$9.36 Million
1.17% of portfolio
|
Q1 2025
Added 135.42%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
42,275
shares
|
$9.31 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
42,245
shares
|
$9.31 Million
0.67% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
42,194
shares
|
$9.3 Million
0.36% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
41,752
shares
|
$9.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 27.16%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
41,571
shares
|
$9.16 Million
0.79% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
41,555
shares
|
$9.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 86.69%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
41,296
shares
|
$9.1 Million
0.17% of portfolio
|
Q2 2025
Added 206.33%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
41,220
shares
|
$9.08 Million
5.72% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
41,188
shares
|
$9.07 Million
0.22% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40,942
shares
|
$9.02 Million
1.15% of portfolio
|
Q2 2025
Reduced 13.93%
|