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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
216,800
shares
|
$47.8 Million
3.16% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Q Global Advisors, LLC
Fort Worth, TX |
May 14, 2025 Q1 2025 |
214,780
shares
|
$47.3 Million
34.84% of portfolio
|
Q1 2025
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
214,193
shares
|
$47.2 Million
4.66% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
212,634
shares
|
$46.8 Million
1.31% of portfolio
|
Q2 2025
Reduced 74.82%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
208,558
shares
|
$45.9 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
207,224
shares
|
$45.7 Million
0.07% of portfolio
|
Q2 2025
Added 39.92%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
205,681
shares
|
$45.3 Million
0.08% of portfolio
|
Q1 2025
Added 111.45%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
202,256
shares
|
$44.6 Million
1.44% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
201,232
shares
|
$44.3 Million
6.53% of portfolio
|
Q3 2022
Reduced 6.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
198,970
shares
|
$43.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
196,878
shares
|
$43.4 Million
0.11% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
195,868
shares
|
$43.2 Million
0.08% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
194,755
shares
|
$42.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 66.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
194,415
shares
|
$42.8 Million
0.28% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
192,597
shares
|
$42.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
192,431
shares
|
$42.4 Million
0.24% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
190,164
shares
|
$41.9 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
184,395
shares
|
$40.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
184,170
shares
|
$40.6 Million
0.05% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
183,081
shares
|
$40.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
182,372
shares
|
$40.2 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
182,294
shares
|
$40.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
179,063
shares
|
$39.5 Million
0.12% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
178,894
shares
|
$39.4 Million
0.62% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
178,347
shares
|
$39.3 Million
3.74% of portfolio
|
Q2 2025
Added 0.19%
|