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 2,890 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
282
shares
|
$62,130
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
275
shares
|
$60,588
0.05% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
270
shares
|
$59,486
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
269
shares
|
$59,266
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
269
shares
|
$59,266
0.05% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
268
shares
|
$59,045
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
267
shares
|
$58,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
266
shares
|
$58,605
0.01% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
258
shares
|
$56,842
0.02% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$55,080
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
250
shares
|
$55,080
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
244
shares
|
$53,758
0.01% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
241
shares
|
$53,097
0.83% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
238
shares
|
$52,436
0.05% of portfolio
|
Q2 2025
Added 31.49%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
235
shares
|
$51,775
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
234
shares
|
$51,554
0.05% of portfolio
|
Q2 2024
Added 568.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
234
shares
|
$51,554
0.04% of portfolio
|
Q2 2025
Reduced 57.3%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
230
shares
|
$50,673
0.02% of portfolio
|
Q2 2025
Reduced 27.22%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
227
shares
|
$50,012
0.02% of portfolio
|
Q3 2022
Reduced 14.66%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
226
shares
|
$49,792
0.01% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
220
shares
|
$48,470
0.02% of portfolio
|
Q1 2024
Added 1.38%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
220
shares
|
$48,470
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
217
shares
|
$47,809
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
216
shares
|
$47,589
0.02% of portfolio
|
Q1 2024
Added 1250.0%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
215
shares
|
$47,368
0.0% of portfolio
|
Q1 2025
Reduced 41.1%
|