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 |
|---|---|---|---|---|---|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
2,015,990
shares
|
$494 Million
1.4% of portfolio
|
Q2 2025
Added 38.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,862,830
shares
|
$457 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
1,851,003
shares
|
$454 Million
0.59% of portfolio
|
Q2 2025
Added 255.71%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
1,651,777
shares
|
$405 Million
8.58% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,651,777
shares
|
$405 Million
7.29% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
1,592,108
shares
|
$390 Million
9.46% of portfolio
|
Q2 2025
Added 58.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,567,229
shares
|
$384 Million
0.1% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,464,049
shares
|
$359 Million
1.79% of portfolio
|
Q2 2025
Reduced 59.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,391,838
shares
|
$341 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,365,276
shares
|
$335 Million
0.62% of portfolio
|
Q2 2025
Reduced 43.53%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,203,829
shares
|
$295 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,155,437
shares
|
$283 Million
0.13% of portfolio
|
Q2 2025
Reduced 52.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,082,827
shares
|
$265 Million
0.33% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,058,459
shares
|
$259 Million
0.54% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
59 North Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
963,347
shares
|
$236 Million
7.96% of portfolio
|
Q2 2025
Reduced 44.35%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
955,946
shares
|
$234 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
934,166
shares
|
$229 Million
0.8% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
933,568
shares
|
$229 Million
0.07% of portfolio
|
Q2 2025
Added 66.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
916,552
shares
|
$225 Million
1.12% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,716
shares
|
$221 Million
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
893,233
shares
|
$219 Million
1.01% of portfolio
|
Q2 2023
Reduced 80.18%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
860,330
shares
|
$211 Million
2.35% of portfolio
|
Q2 2025
Added 603.19%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
854,875
shares
|
$209 Million
0.26% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
849,018
shares
|
$208 Million
1.66% of portfolio
|
Q2 2025
Added 50.15%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
838,266
shares
|
$205 Million
4.76% of portfolio
|
Q2 2025
Reduced 3.53%
|