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 2,883 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
94,510
shares
|
$21.1 Million
0.38% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
93,971
shares
|
$21 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
93,546
shares
|
$20.9 Million
0.2% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
91,768
shares
|
$20.5 Million
1.84% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
91,544
shares
|
$20.4 Million
2.45% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
90,468
shares
|
$20.2 Million
7.66% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Rovida Investment Management LTD
Grand Cayman, E9 |
May 12, 2025 Q1 2025 |
90,000
shares
|
$20.1 Million
5.38% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
89,175
shares
|
$19.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.56%
|
|
|
Reinhart Partners, Inc.
|
Jul 09, 2025 Q2 2025 |
88,411
shares
|
$19.7 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
87,408
shares
|
$19.5 Million
9.48% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
85,857
shares
|
$19.2 Million
1.7% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
85,848
shares
|
$19.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
85,237
shares
|
$19 Million
3.42% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
85,014
shares
|
$19 Million
1.46% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
84,424
shares
|
$18.8 Million
3.66% of portfolio
|
Q2 2023
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
84,190
shares
|
$18.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
83,569
shares
|
$18.7 Million
0.71% of portfolio
|
Q1 2025
Added 29.8%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
83,409
shares
|
$18.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.6%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
82,272
shares
|
$18.4 Million
8.36% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
80,743
shares
|
$18 Million
0.18% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
80,059
shares
|
$17.9 Million
0.02% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
80,000
shares
|
$17.9 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
79,743
shares
|
$17.8 Million
9.93% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
79,541
shares
|
$17.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
79,517
shares
|
$17.8 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.57%
|