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 3,022 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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
306,517
shares
|
$72.8 Million
7.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
303,453
shares
|
$72.1 Million
4.11% of portfolio
|
Q3 2025
Added 32.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
299,793
shares
|
$71.2 Million
0.11% of portfolio
|
Q3 2025
Added 44.67%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
296,480
shares
|
$70.4 Million
0.28% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Silver Point Capital L.P.
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
296,000
shares
|
$70.3 Million
5.33% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
293,379
shares
|
$69.7 Million
0.19% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
290,772
shares
|
$69.1 Million
0.17% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
287,563
shares
|
$68.3 Million
3.86% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
281,398
shares
|
$66.8 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
276,142
shares
|
$65.6 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
268,074
shares
|
$63.7 Million
0.9% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
267,952
shares
|
$63.6 Million
0.32% of portfolio
|
Q3 2025
Added 33.46%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
265,181
shares
|
$63 Million
8.48% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
258,704
shares
|
$61.4 Million
0.73% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
255,531
shares
|
$60.7 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
254,463
shares
|
$60.4 Million
5.05% of portfolio
|
Q4 2025
Reduced 10.73%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
245,524
shares
|
$58.3 Million
2.17% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
240,217
shares
|
$57 Million
2.69% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
238,407
shares
|
$56.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
238,180
shares
|
$56.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 66.73%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
235,602
shares
|
$56 Million
0.49% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
232,113
shares
|
$55.1 Million
0.46% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
231,690
shares
|
$55 Million
1.88% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
225,300
shares
|
$53.5 Million
7.91% of portfolio
|
Q4 2024
Added 71.46%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
224,142
shares
|
$53.2 Million
3.6% of portfolio
|
Q3 2025
Added 29431.23%
|
|