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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
228,513
shares
|
$49.8 Million
0.64% of portfolio
|
Q1 2025
Reduced 25.38%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
225,300
shares
|
$49.1 Million
7.91% of portfolio
|
Q4 2024
Added 71.46%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
223,700
shares
|
$48.8 Million
4.87% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
221,311
shares
|
$48.2 Million
0.43% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
218,504
shares
|
$47.6 Million
1.89% of portfolio
|
Q1 2025
Added 13711.88%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
216,800
shares
|
$47.3 Million
3.16% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Q Global Advisors, LLC
Fort Worth, TX |
May 14, 2025 Q1 2025 |
214,780
shares
|
$46.8 Million
34.84% of portfolio
|
Q1 2025
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
214,193
shares
|
$46.7 Million
4.66% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
208,901
shares
|
$45.5 Million
5.83% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
208,558
shares
|
$45.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
205,681
shares
|
$44.8 Million
0.08% of portfolio
|
Q1 2025
Added 111.45%
|
|
|
Hbk Investments L P
Dallas, TX |
May 15, 2025 Q1 2025 |
204,886
shares
|
$44.7 Million
1.49% of portfolio
|
Q1 2025
Added 67.71%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
201,449
shares
|
$43.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
201,232
shares
|
$43.9 Million
6.53% of portfolio
|
Q3 2022
Reduced 6.19%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
200,383
shares
|
$43.7 Million
0.28% of portfolio
|
Q1 2025
Added 190.83%
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
200,248
shares
|
$43.7 Million
0.05% of portfolio
|
Q1 2025
Added 918.45%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
199,097
shares
|
$43.4 Million
1.44% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
196,878
shares
|
$42.9 Million
0.11% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
195,868
shares
|
$42.7 Million
0.08% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
194,755
shares
|
$42.5 Million
0.46% of portfolio
|
Q1 2025
Reduced 66.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
194,415
shares
|
$42.4 Million
0.28% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
188,017
shares
|
$41 Million
0.24% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
184,825
shares
|
$40.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
182,372
shares
|
$39.8 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
182,294
shares
|
$39.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.17%
|