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 |
|---|---|---|---|---|---|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2025 Q1 2025 |
134,089
shares
|
$29.5 Million
12.37% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
130,083
shares
|
$28.7 Million
2.78% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
128,389
shares
|
$28.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 55.67%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
127,938
shares
|
$28.2 Million
14.65% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
127,536
shares
|
$28.1 Million
7.17% of portfolio
|
Q2 2025
Added 99.28%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
125,710
shares
|
$27.7 Million
9.9% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
122,346
shares
|
$27 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,314
shares
|
$26.9 Million
10.52% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
122,152
shares
|
$26.9 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
121,901
shares
|
$26.9 Million
1.01% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
121,729
shares
|
$26.8 Million
0.03% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
121,461
shares
|
$26.8 Million
8.44% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
119,666
shares
|
$26.4 Million
3.48% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
118,518
shares
|
$26.1 Million
0.46% of portfolio
|
Q2 2025
Added 70.52%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
114,813
shares
|
$25.3 Million
5.07% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
114,498
shares
|
$25.2 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
113,251
shares
|
$25 Million
1.25% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
113,196
shares
|
$24.9 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
112,976
shares
|
$24.9 Million
0.21% of portfolio
|
Q2 2025
Added 1001.99%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
112,611
shares
|
$24.8 Million
8.36% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
112,163
shares
|
$24.7 Million
12.65% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
112,127
shares
|
$24.7 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
111,716
shares
|
$24.6 Million
4.2% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
111,306
shares
|
$24.5 Million
5.61% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
109,448
shares
|
$24.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.8%
|