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 |
|---|---|---|---|---|---|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
26,530
shares
|
$5.85 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Engine Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,444
shares
|
$5.83 Million
1.61% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
26,373
shares
|
$5.81 Million
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
26,296
shares
|
$5.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 86.88%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
26,197
shares
|
$5.77 Million
0.78% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,022
shares
|
$5.73 Million
0.5% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
25,944
shares
|
$5.72 Million
0.45% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
25,903
shares
|
$5.71 Million
1.73% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
25,833
shares
|
$5.69 Million
1.85% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
25,727
shares
|
$5.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
25,683
shares
|
$5.66 Million
0.13% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
25,676
shares
|
$5.66 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Immersion Capital LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
25,500
shares
|
$5.62 Million
8.77% of portfolio
|
Q2 2025
New holding
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
25,483
shares
|
$5.61 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
25,449
shares
|
$5.61 Million
1.01% of portfolio
|
Q2 2025
Added 130.14%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,402
shares
|
$5.6 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
25,079
shares
|
$5.53 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
25,025
shares
|
$5.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 48.25%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
25,000
shares
|
$5.51 Million
0.0% of portfolio
|
Q2 2025
Added 34.41%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$5.51 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
24,838
shares
|
$5.47 Million
0.05% of portfolio
|
Q2 2025
Added 44.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
24,620
shares
|
$5.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
24,601
shares
|
$5.42 Million
0.72% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
24,395
shares
|
$5.37 Million
1.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,284
shares
|
$5.35 Million
0.5% of portfolio
|
Q4 2022
Reduced 6.64%
|