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 2,937 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 |
|---|---|---|---|---|---|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 07, 2025 Q2 2025 |
141,987
shares
|
$34.8 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
141,113
shares
|
$34.6 Million
0.8% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
140,489
shares
|
$34.4 Million
1.19% of portfolio
|
Q2 2025
Reduced 20.89%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
140,235
shares
|
$34.4 Million
0.7% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
138,354
shares
|
$33.9 Million
8.0% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
136,352
shares
|
$33.4 Million
0.68% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
135,511
shares
|
$33.2 Million
0.07% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Aug 13, 2025 Q2 2025 |
134,089
shares
|
$32.9 Million
8.65% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
131,771
shares
|
$32.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 35.93%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
130,083
shares
|
$31.9 Million
2.78% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
127,938
shares
|
$31.4 Million
14.65% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
127,536
shares
|
$31.3 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
|
$30.8 Million
9.9% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
125,181
shares
|
$30.7 Million
0.02% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
122,314
shares
|
$30 Million
10.52% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
121,461
shares
|
$29.8 Million
8.44% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
120,898
shares
|
$29.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
119,666
shares
|
$29.3 Million
3.48% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
118,075
shares
|
$28.9 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
117,069
shares
|
$28.7 Million
8.84% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
116,615
shares
|
$28.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
115,238
shares
|
$28.2 Million
5.28% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
114,498
shares
|
$28.1 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
113,837
shares
|
$27.9 Million
0.21% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
113,196
shares
|
$27.7 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.86%
|