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 3,023 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $67.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
141,877
shares
|
$33.7 Million
1.3% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
141,721
shares
|
$33.7 Million
0.03% of portfolio
|
Q3 2025
Added 8779.76%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
141,113
shares
|
$33.5 Million
0.8% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
139,295
shares
|
$33.1 Million
8.25% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
137,580
shares
|
$32.7 Million
0.33% of portfolio
|
Q3 2025
Reduced 29.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
137,492
shares
|
$32.7 Million
0.72% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Starboard Value LP
New York, NY |
Nov 14, 2025 Q3 2025 |
137,000
shares
|
$32.5 Million
0.73% of portfolio
|
Q3 2025
Reduced 59.71%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
134,329
shares
|
$31.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 26.51%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
133,304
shares
|
$31.7 Million
2.81% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
127,938
shares
|
$30.4 Million
14.65% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
127,083
shares
|
$30.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 84.15%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
125,323
shares
|
$29.8 Million
9.86% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
122,870
shares
|
$29.2 Million
0.31% of portfolio
|
Q3 2025
Added 7832.21%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,314
shares
|
$29 Million
10.52% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2025 Q3 2025 |
121,345
shares
|
$28.8 Million
8.6% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
120,898
shares
|
$28.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
119,955
shares
|
$28.5 Million
1.11% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
119,666
shares
|
$28.4 Million
3.58% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
119,244
shares
|
$28.3 Million
0.22% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
119,034
shares
|
$28.3 Million
0.46% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
117,069
shares
|
$27.8 Million
8.84% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
116,615
shares
|
$27.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
115,238
shares
|
$27.4 Million
5.28% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
114,498
shares
|
$27.2 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
113,066
shares
|
$26.9 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.05%
|
|