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 316 Million shares, which have been reported (via 13F filing form) to have a value of $71.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
50,594
shares
|
$11.4 Million
1.26% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
50,522
shares
|
$11.4 Million
5.37% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
50,397
shares
|
$11.4 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
50,350
shares
|
$11.4 Million
0.67% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Rovida Advisors Inc.
Newark, NJ |
May 12, 2025 Q1 2025 |
50,300
shares
|
$11.4 Million
7.52% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
50,244
shares
|
$11.4 Million
2.0% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
50,067
shares
|
$11.3 Million
0.75% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
50,000
shares
|
$11.3 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
49,571
shares
|
$11.2 Million
0.1% of portfolio
|
Q2 2025
Added 78.85%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
49,172
shares
|
$11.1 Million
2.85% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
48,804
shares
|
$11 Million
0.95% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
48,438
shares
|
$11 Million
0.32% of portfolio
|
Q1 2025
Added 308.41%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
48,358
shares
|
$10.9 Million
0.06% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
48,120
shares
|
$10.9 Million
9.12% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
48,064
shares
|
$10.9 Million
0.85% of portfolio
|
Q1 2025
Added 2153.35%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
47,971
shares
|
$10.9 Million
3.9% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
47,905
shares
|
$10.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
47,862
shares
|
$10.8 Million
1.4% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
47,860
shares
|
$10.8 Million
0.24% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
47,850
shares
|
$10.8 Million
0.12% of portfolio
|
Q1 2025
Added 2231.87%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
47,626
shares
|
$10.8 Million
0.07% of portfolio
|
Q1 2025
Added 100.37%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
47,571
shares
|
$10.8 Million
1.52% of portfolio
|
Q1 2025
Added 2495.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,129
shares
|
$10.7 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
46,949
shares
|
$10.6 Million
0.21% of portfolio
|
Q4 2022
Reduced 3.33%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
46,862
shares
|
$10.6 Million
0.33% of portfolio
|
Q1 2025
Added 0.04%
|