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 2,894 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $70.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
314,169
shares
|
$69.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
306,517
shares
|
$67.5 Million
7.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
300,518
shares
|
$66.2 Million
3.78% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
297,676
shares
|
$65.6 Million
0.07% of portfolio
|
Q1 2025
Added 80.38%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
295,735
shares
|
$65.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
283,440
shares
|
$62.4 Million
0.43% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
277,424
shares
|
$61.1 Million
0.67% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
272,686
shares
|
$60.1 Million
5.24% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
268,632
shares
|
$59.2 Million
0.18% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
267,810
shares
|
$59 Million
0.3% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
266,391
shares
|
$58.7 Million
8.19% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
263,655
shares
|
$58.1 Million
2.18% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
260,027
shares
|
$57.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
257,361
shares
|
$56.7 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
252,245
shares
|
$55.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
248,025
shares
|
$54.6 Million
0.81% of portfolio
|
Q2 2025
Reduced 44.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
240,582
shares
|
$53 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
|
$52.9 Million
6.87% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
238,581
shares
|
$52.6 Million
2.33% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
238,044
shares
|
$52.4 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
230,534
shares
|
$50.8 Million
0.11% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
228,513
shares
|
$50.3 Million
0.64% of portfolio
|
Q1 2025
Reduced 25.38%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
228,401
shares
|
$50.3 Million
2.92% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
225,300
shares
|
$49.6 Million
7.91% of portfolio
|
Q4 2024
Added 71.46%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
223,700
shares
|
$49.3 Million
4.87% of portfolio
|
Q4 2023
New holding
|