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 2,876 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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
324,386
shares
|
$70.7 Million
2.54% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
323,203
shares
|
$70.5 Million
0.17% of portfolio
|
Q1 2025
Added 26.89%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
316,564
shares
|
$69 Million
0.12% of portfolio
|
Q1 2025
Added 171.21%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
312,100
shares
|
$68 Million
0.12% of portfolio
|
Q1 2025
Added 539.93%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
306,517
shares
|
$66.8 Million
7.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
297,676
shares
|
$64.9 Million
0.07% of portfolio
|
Q1 2025
Added 80.38%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
295,735
shares
|
$64.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
294,836
shares
|
$64.3 Million
3.72% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
278,269
shares
|
$60.7 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
278,162
shares
|
$60.6 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
277,424
shares
|
$60.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
272,686
shares
|
$59.4 Million
5.24% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
268,329
shares
|
$58.5 Million
0.02% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
267,810
shares
|
$58.4 Million
0.3% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
266,778
shares
|
$58.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
266,391
shares
|
$58.1 Million
8.19% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
258,068
shares
|
$56.3 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
252,245
shares
|
$55 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
241,293
shares
|
$52.6 Million
2.32% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
240,582
shares
|
$52.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
240,109
shares
|
$52.3 Million
6.87% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
239,159
shares
|
$52.1 Million
1.78% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
236,944
shares
|
$51.7 Million
0.28% of portfolio
|
Q1 2025
Added 94.56%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
231,388
shares
|
$50.4 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
230,534
shares
|
$50.3 Million
0.11% of portfolio
|
Q1 2025
Added 19.53%
|