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 2,874 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $69.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
38,245
shares
|
$8.34 Million
4.44% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
38,110
shares
|
$8.31 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
37,888
shares
|
$8.26 Million
0.87% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
37,855
shares
|
$8.25 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
37,835
shares
|
$8.25 Million
0.98% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
37,700
shares
|
$8.22 Million
4.76% of portfolio
|
Q2 2023
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,587
shares
|
$8.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
37,319
shares
|
$8.14 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,261
shares
|
$8.12 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
37,177
shares
|
$8.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.7%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
36,889
shares
|
$8.04 Million
0.87% of portfolio
|
Q1 2025
Added 46.2%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
36,872
shares
|
$8.04 Million
0.74% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,842
shares
|
$8.03 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
36,683
shares
|
$8 Million
0.18% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
36,678
shares
|
$8 Million
0.79% of portfolio
|
Q4 2024
Reduced 41.0%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
36,561
shares
|
$7.97 Million
0.82% of portfolio
|
Q1 2025
Reduced 62.29%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
36,428
shares
|
$7.94 Million
0.29% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Politan Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
36,000
shares
|
$7.85 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,891
shares
|
$7.82 Million
0.25% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Gallo Partners, LP
Bloomfield, NJ |
May 15, 2025 Q1 2025 |
35,776
shares
|
$7.8 Million
4.75% of portfolio
|
Q1 2025
Added 143.03%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
35,760
shares
|
$7.8 Million
0.31% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
35,642
shares
|
$7.77 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
35,576
shares
|
$7.76 Million
0.52% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,480
shares
|
$7.73 Million
0.37% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
35,285
shares
|
$7.69 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.38%
|