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 2,865 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
186,366
shares
|
$36.3 Million
0.08% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
184,825
shares
|
$36 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
182,294
shares
|
$35.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
181,110
shares
|
$35.3 Million
0.03% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
180,579
shares
|
$35.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
179,063
shares
|
$34.9 Million
0.12% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
178,014
shares
|
$34.7 Million
3.87% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
177,589
shares
|
$34.6 Million
1.47% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
174,157
shares
|
$33.9 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
171,937
shares
|
$33.5 Million
0.43% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
170,800
shares
|
$33.3 Million
0.03% of portfolio
|
Q1 2025
Added 66.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
169,196
shares
|
$33 Million
0.05% of portfolio
|
Q1 2025
Added 595.31%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
168,838
shares
|
$32.9 Million
22.79% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
166,866
shares
|
$32.5 Million
8.06% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
165,933
shares
|
$32.3 Million
0.87% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
162,564
shares
|
$31.7 Million
1.06% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
156,809
shares
|
$30.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
156,780
shares
|
$30.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
153,111
shares
|
$29.8 Million
0.47% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
152,972
shares
|
$29.8 Million
2.15% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
152,012
shares
|
$29.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
150,091
shares
|
$29.2 Million
0.25% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
150,053
shares
|
$29.2 Million
7.2% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
150,050
shares
|
$29.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 60.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
148,098
shares
|
$28.9 Million
0.05% of portfolio
|
Q1 2025
Added 130.09%
|