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 2,890 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
107,883
shares
|
$23.8 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
107,435
shares
|
$23.7 Million
13.18% of portfolio
|
Q2 2022
Added 1.64%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
106,250
shares
|
$23.4 Million
16.43% of portfolio
|
Q1 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
106,066
shares
|
$23.4 Million
5.76% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
105,756
shares
|
$23.3 Million
2.97% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
105,617
shares
|
$23.3 Million
0.71% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
105,397
shares
|
$23.2 Million
1.77% of portfolio
|
Q4 2023
Added 32.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
103,418
shares
|
$22.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
102,909
shares
|
$22.7 Million
0.06% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
102,692
shares
|
$22.6 Million
1.19% of portfolio
|
Q2 2025
Added 843.6%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
102,335
shares
|
$22.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.8%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
102,312
shares
|
$22.5 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
101,894
shares
|
$22.4 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
98,911
shares
|
$21.8 Million
0.16% of portfolio
|
Q1 2025
Added 71.02%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
97,914
shares
|
$21.6 Million
0.3% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
97,865
shares
|
$21.6 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
97,791
shares
|
$21.5 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2025 Q1 2025 |
96,221
shares
|
$21.2 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
94,834
shares
|
$20.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
94,651
shares
|
$20.9 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
94,548
shares
|
$20.8 Million
0.42% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
93,971
shares
|
$20.7 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
93,620
shares
|
$20.6 Million
0.81% of portfolio
|
Q2 2025
Added 12.03%
|