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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
22,309
shares
|
$4.92 Million
4.53% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,307
shares
|
$4.91 Million
0.1% of portfolio
|
Q3 2022
Added 141.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
22,243
shares
|
$4.9 Million
0.11% of portfolio
|
Q2 2025
Added 35.12%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
22,200
shares
|
$4.89 Million
2.2% of portfolio
|
Q1 2023
Reduced 67.01%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
22,178
shares
|
$4.89 Million
0.6% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
22,152
shares
|
$4.88 Million
0.05% of portfolio
|
Q2 2025
Added 89.28%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
22,130
shares
|
$4.88 Million
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
22,122
shares
|
$4.87 Million
1.27% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
22,121
shares
|
$4.87 Million
0.31% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
21,954
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
21,908
shares
|
$4.83 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Aug 13, 2025 Q2 2025 |
21,777
shares
|
$4.8 Million
11.75% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
21,703
shares
|
$4.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
21,573
shares
|
$4.75 Million
0.38% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
21,547
shares
|
$4.75 Million
1.55% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
21,547
shares
|
$4.75 Million
0.49% of portfolio
|
Q2 2025
Reduced 95.4%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
21,522
shares
|
$4.74 Million
2.17% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,518
shares
|
$4.74 Million
0.13% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
21,514
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
21,502
shares
|
$4.74 Million
0.11% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,463
shares
|
$4.73 Million
0.45% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
21,386
shares
|
$4.71 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
21,323
shares
|
$4.7 Million
1.27% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
21,265
shares
|
$4.69 Million
0.41% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
21,259
shares
|
$4.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.48%
|