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 3,023 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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
96,966
shares
|
$23 Million
0.1% of portfolio
|
Q3 2025
Added 78.22%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
96,890
shares
|
$23 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
96,069
shares
|
$22.8 Million
2.85% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
94,291
shares
|
$22.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
93,905
shares
|
$22.3 Million
2.57% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
93,526
shares
|
$22.2 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
92,260
shares
|
$21.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 54.36%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
92,204
shares
|
$21.9 Million
1.95% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
90,630
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 50.85%
|
|
|
Rovida Investment Management LTD
Grand Cayman, E9 |
Nov 12, 2025 Q3 2025 |
90,000
shares
|
$21.4 Million
2.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
89,735
shares
|
$21.3 Million
0.13% of portfolio
|
Q2 2025
Added 95.56%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
89,294
shares
|
$21.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 58.4%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
88,532
shares
|
$21 Million
9.91% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
88,436
shares
|
$21 Million
0.09% of portfolio
|
Q3 2025
Reduced 38.03%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
87,589
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
87,400
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
86,690
shares
|
$20.6 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
86,092
shares
|
$20.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 26.56%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
85,916
shares
|
$20.4 Million
0.73% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
85,438
shares
|
$20.3 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
85,000
shares
|
$20.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 71.11%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
84,625
shares
|
$20.1 Million
0.18% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
84,424
shares
|
$20 Million
3.66% of portfolio
|
Q2 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
84,277
shares
|
$20 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.65%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
84,195
shares
|
$20 Million
0.96% of portfolio
|
Q3 2025
Added 167.47%
|
|