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 |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
178,347
shares
|
$39.3 Million
3.74% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
175,320
shares
|
$38.6 Million
1.3% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
174,531
shares
|
$38.5 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
171,937
shares
|
$37.9 Million
0.43% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
170,800
shares
|
$37.6 Million
0.03% of portfolio
|
Q1 2025
Added 66.85%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
170,187
shares
|
$37.5 Million
20.73% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
168,122
shares
|
$37 Million
8.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
165,933
shares
|
$36.6 Million
0.87% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
162,564
shares
|
$35.8 Million
1.06% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
161,850
shares
|
$35.7 Million
0.13% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
161,281
shares
|
$35.5 Million
2.21% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
151,866
shares
|
$33.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
150,053
shares
|
$33.1 Million
7.2% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
150,014
shares
|
$33.1 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
149,797
shares
|
$33 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144,222
shares
|
$31.8 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
144,222
shares
|
$31.8 Million
9.67% of portfolio
|
Q4 2022
New holding
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 07, 2025 Q2 2025 |
141,987
shares
|
$31.3 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
141,113
shares
|
$31.1 Million
0.8% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
140,489
shares
|
$31 Million
1.19% of portfolio
|
Q2 2025
Reduced 20.89%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
140,235
shares
|
$30.9 Million
0.7% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
139,315
shares
|
$30.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
138,354
shares
|
$30.5 Million
8.0% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
137,613
shares
|
$30.3 Million
0.83% of portfolio
|
Q1 2025
Added 23.98%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
136,352
shares
|
$30 Million
0.68% of portfolio
|
Q2 2025
Added 1.19%
|