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 3,021 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,925,317
shares
|
$457 Million
0.16% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,672,712
shares
|
$397 Million
0.5% of portfolio
|
Q3 2025
Added 135.52%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
1,507,119
shares
|
$358 Million
8.71% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,507,119
shares
|
$358 Million
7.46% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 06, 2025 Q3 2025 |
1,458,061
shares
|
$346 Million
3.12% of portfolio
|
Q3 2025
Added 926.9%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
1,456,521
shares
|
$346 Million
1.75% of portfolio
|
Q3 2025
Added 71.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,417,207
shares
|
$337 Million
0.08% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,370,202
shares
|
$325 Million
0.63% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,363,817
shares
|
$324 Million
0.46% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,180,679
shares
|
$280 Million
0.05% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,082,827
shares
|
$257 Million
0.33% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,058,459
shares
|
$251 Million
0.54% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,017,868
shares
|
$242 Million
0.17% of portfolio
|
Q3 2025
Reduced 78.86%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
932,000
shares
|
$221 Million
1.72% of portfolio
|
Q3 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
921,612
shares
|
$219 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
916,552
shares
|
$218 Million
1.12% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
902,038
shares
|
$214 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,716
shares
|
$214 Million
0.12% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
897,594
shares
|
$213 Million
0.3% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
893,233
shares
|
$212 Million
1.01% of portfolio
|
Q2 2023
Reduced 80.18%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
873,091
shares
|
$207 Million
0.1% of portfolio
|
Q3 2025
Added 1026.37%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
828,158
shares
|
$197 Million
4.89% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
799,292
shares
|
$190 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
716,893
shares
|
$170 Million
0.36% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
713,729
shares
|
$169 Million
0.48% of portfolio
|
Q2 2023
Reduced 0.93%
|
|