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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
181,110
shares
|
$39.5 Million
0.03% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
180,579
shares
|
$39.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
179,063
shares
|
$39 Million
0.12% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
178,894
shares
|
$39 Million
0.62% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
178,347
shares
|
$38.9 Million
3.74% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
177,589
shares
|
$38.7 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
|
$38 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
|
$37.5 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
|
$37.2 Million
0.03% of portfolio
|
Q1 2025
Added 66.85%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
170,187
shares
|
$37.1 Million
20.73% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
169,196
shares
|
$36.9 Million
0.05% of portfolio
|
Q1 2025
Added 595.31%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
168,122
shares
|
$36.7 Million
8.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
165,933
shares
|
$36.2 Million
0.87% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
162,564
shares
|
$35.4 Million
1.06% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
156,780
shares
|
$34.2 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
153,111
shares
|
$33.4 Million
0.47% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
152,972
shares
|
$33.3 Million
2.15% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
152,012
shares
|
$33.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
150,091
shares
|
$32.7 Million
0.25% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
150,053
shares
|
$32.7 Million
7.2% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
150,050
shares
|
$32.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 60.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
148,098
shares
|
$32.3 Million
0.05% of portfolio
|
Q1 2025
Added 130.09%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144,222
shares
|
$31.4 Million
9.39% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
144,222
shares
|
$31.4 Million
9.67% of portfolio
|
Q4 2022
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
140,615
shares
|
$30.7 Million
0.18% of portfolio
|
Q1 2025
Added 0.93%
|