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 3,031 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $67.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
53,888
shares
|
$12.8 Million
2.8% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
53,683
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 47.54%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
53,555
shares
|
$12.7 Million
5.98% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
52,937
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
52,434
shares
|
$12.5 Million
4.27% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
52,306
shares
|
$12.4 Million
2.14% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
52,188
shares
|
$12.4 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
51,885
shares
|
$12.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
51,848
shares
|
$12.3 Million
8.45% of portfolio
|
Q3 2025
Added 2286.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
51,708
shares
|
$12.3 Million
0.29% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
51,525
shares
|
$12.2 Million
1.75% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Engine Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
51,444
shares
|
$12.2 Million
1.76% of portfolio
|
Q3 2025
Added 94.54%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
51,129
shares
|
$12.1 Million
0.22% of portfolio
|
Q3 2025
Added 14.51%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
50,697
shares
|
$12 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
50,691
shares
|
$12 Million
0.71% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Latigo Investments, LLC
|
Nov 13, 2025 Q3 2025 |
50,522
shares
|
$12 Million
6.16% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
50,397
shares
|
$12 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Rovida Advisors Inc.
Newark, NJ |
Nov 12, 2025 Q3 2025 |
50,300
shares
|
$11.9 Million
10.5% of portfolio
|
Q3 2025
Reduced 44.11%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
50,228
shares
|
$11.9 Million
0.23% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
50,025
shares
|
$11.9 Million
0.53% of portfolio
|
Q3 2025
Added 278.26%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
49,755
shares
|
$11.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 23.15%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
49,505
shares
|
$11.8 Million
1.44% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
49,242
shares
|
$11.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
49,071
shares
|
$11.7 Million
5.1% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
48,611
shares
|
$11.5 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|