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 2,937 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
409
shares
|
$100,229
0.03% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
405
shares
|
$99,249
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
404
shares
|
$99,004
0.03% of portfolio
|
Q2 2025
Reduced 52.97%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
403
shares
|
$98,759
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$98,024
0.02% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
400
shares
|
$98,024
0.01% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
389
shares
|
$95,328
0.04% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
380
shares
|
$93,122
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
377
shares
|
$92,387
0.02% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
375
shares
|
$91,897
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
375
shares
|
$91,897
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
371
shares
|
$90,917
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
371
shares
|
$90,917
0.03% of portfolio
|
Q2 2025
Added 23.26%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
360
shares
|
$88,221
0.02% of portfolio
|
Q2 2025
Reduced 76.11%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
352
shares
|
$86,261
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
352
shares
|
$86,261
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
351
shares
|
$86,016
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
348
shares
|
$85,280
0.06% of portfolio
|
Q1 2025
Added 45.61%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
340
shares
|
$83,320
0.04% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
339
shares
|
$83,075
0.06% of portfolio
|
Q2 2025
Added 26.02%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
337
shares
|
$82,585
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
330
shares
|
$80,869
0.03% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
328
shares
|
$80,379
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
326
shares
|
$79,889
0.02% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
323
shares
|
$79,154
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|