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 2,938 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
183,081
shares
|
$44.9 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
182,789
shares
|
$44.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
182,372
shares
|
$44.7 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
181,488
shares
|
$44.5 Million
0.44% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
181,230
shares
|
$44.4 Million
4.01% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
178,894
shares
|
$43.8 Million
0.62% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
176,425
shares
|
$43.2 Million
1.08% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
175,320
shares
|
$43 Million
1.3% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
174,531
shares
|
$42.8 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
171,842
shares
|
$42.1 Million
0.07% of portfolio
|
Q3 2025
Added 313.53%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
170,000
shares
|
$41.7 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
169,844
shares
|
$41.6 Million
20.1% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
168,122
shares
|
$41.2 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
|
$40.7 Million
0.87% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
164,656
shares
|
$40.4 Million
1.03% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
161,850
shares
|
$39.7 Million
0.13% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
161,281
shares
|
$39.5 Million
2.21% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
151,866
shares
|
$37.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
151,080
shares
|
$37 Million
0.47% of portfolio
|
Q2 2025
Reduced 81.36%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
150,053
shares
|
$36.8 Million
7.2% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
150,014
shares
|
$36.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144,222
shares
|
$35.3 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
144,222
shares
|
$35.3 Million
9.67% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
142,744
shares
|
$35 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
142,713
shares
|
$35 Million
0.13% of portfolio
|
Q2 2025
Added 2005.53%
|