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 |
|---|---|---|---|---|---|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
113,120
shares
|
$27.7 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
112,976
shares
|
$27.7 Million
0.21% of portfolio
|
Q2 2025
Added 1001.99%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
112,021
shares
|
$27.5 Million
13.56% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
111,716
shares
|
$27.4 Million
4.2% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
109,615
shares
|
$26.9 Million
1.35% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
107,883
shares
|
$26.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
107,626
shares
|
$26.4 Million
2.03% of portfolio
|
Q2 2025
Reduced 93.26%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
107,435
shares
|
$26.3 Million
13.18% of portfolio
|
Q2 2022
Added 1.64%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
106,250
shares
|
$26 Million
16.43% of portfolio
|
Q1 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
106,113
shares
|
$26 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
106,066
shares
|
$26 Million
5.76% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
105,397
shares
|
$25.8 Million
1.77% of portfolio
|
Q4 2023
Added 32.45%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
103,604
shares
|
$25.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
103,087
shares
|
$25.3 Million
0.52% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
102,907
shares
|
$25.2 Million
5.14% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
102,335
shares
|
$25.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.8%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
102,312
shares
|
$25.1 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
101,894
shares
|
$25 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Weiss Asset Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
101,580
shares
|
$24.9 Million
0.33% of portfolio
|
Q2 2025
Added 243.05%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
101,439
shares
|
$24.9 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
100,754
shares
|
$24.7 Million
3.61% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
100,089
shares
|
$24.5 Million
6.97% of portfolio
|
Q3 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
98,682
shares
|
$24.2 Million
2.82% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
97,914
shares
|
$24 Million
0.3% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
97,791
shares
|
$24 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.61%
|