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 2,860 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
324,386
shares
|
$67.9 Million
2.54% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
323,203
shares
|
$67.6 Million
0.17% of portfolio
|
Q1 2025
Added 26.89%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
316,564
shares
|
$66.2 Million
0.12% of portfolio
|
Q1 2025
Added 171.21%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
315,970
shares
|
$66.1 Million
9.59% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
312,100
shares
|
$65.3 Million
0.12% of portfolio
|
Q1 2025
Added 539.93%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
306,517
shares
|
$64.1 Million
7.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Apr 09, 2025 Q1 2025 |
301,544
shares
|
$63.1 Million
92.58% of portfolio
|
Q1 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
297,676
shares
|
$62.3 Million
0.07% of portfolio
|
Q1 2025
Added 80.38%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
295,735
shares
|
$61.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
294,836
shares
|
$61.7 Million
3.72% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
292,989
shares
|
$61.3 Million
3.62% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
289,849
shares
|
$60.6 Million
0.16% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
278,269
shares
|
$58.2 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
278,162
shares
|
$58.2 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
277,424
shares
|
$58 Million
0.67% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
268,329
shares
|
$56.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
267,810
shares
|
$56 Million
0.3% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
266,778
shares
|
$55.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
258,068
shares
|
$54 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
246,623
shares
|
$51.6 Million
4.84% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
241,293
shares
|
$50.5 Million
2.32% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
240,582
shares
|
$50.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
240,109
shares
|
$50.2 Million
6.87% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
239,159
shares
|
$50 Million
1.78% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
236,944
shares
|
$49.6 Million
0.28% of portfolio
|
Q1 2025
Added 94.56%
|