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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
211
shares
|
$46,487
0.01% of portfolio
|
Q1 2025
Reduced 70.2%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
209
shares
|
$46,046
0.01% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
208
shares
|
$45,826
0.03% of portfolio
|
Q2 2025
Added 67.74%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
207
shares
|
$45,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
205
shares
|
$45,165
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
201
shares
|
$44,284
0.01% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
200
shares
|
$44,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
198
shares
|
$43,623
0.03% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
198
shares
|
$43,623
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
195
shares
|
$42,962
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
194
shares
|
$42,742
0.02% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
194
shares
|
$42,742
0.02% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
192
shares
|
$42,301
0.0% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
192
shares
|
$42,301
0.04% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
190
shares
|
$41,860
0.01% of portfolio
|
Q2 2025
Added 93.88%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
187
shares
|
$41,199
0.01% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
185
shares
|
$40,759
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
181
shares
|
$39,877
0.0% of portfolio
|
Q1 2025
Added 18000.0%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
177
shares
|
$38,996
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
176
shares
|
$38,776
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
175
shares
|
$38,556
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$37,895
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
171
shares
|
$37,674
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
170
shares
|
$37,454
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
168
shares
|
$37,013
0.03% of portfolio
|
Q1 2025
Added 0.6%
|