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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
234
shares
|
$57,344
0.04% of portfolio
|
Q2 2025
Reduced 57.3%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
230
shares
|
$56,363
0.02% of portfolio
|
Q2 2025
Reduced 27.22%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
227
shares
|
$55,628
0.02% of portfolio
|
Q3 2022
Reduced 14.66%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
226
shares
|
$55,383
0.01% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
220
shares
|
$53,913
0.02% of portfolio
|
Q1 2024
Added 1.38%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
220
shares
|
$53,913
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
219
shares
|
$53,668
0.06% of portfolio
|
Q3 2025
Reduced 76.17%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
217
shares
|
$53,178
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
216
shares
|
$52,932
0.01% of portfolio
|
Q3 2025
Reduced 71.2%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
216
shares
|
$52,932
0.02% of portfolio
|
Q1 2024
Added 1250.0%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
215
shares
|
$52,687
0.0% of portfolio
|
Q1 2025
Reduced 41.1%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
211
shares
|
$51,707
0.01% of portfolio
|
Q1 2025
Reduced 70.2%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
209
shares
|
$51,217
0.01% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
208
shares
|
$50,972
0.03% of portfolio
|
Q2 2025
Added 67.74%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
207
shares
|
$50,727
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
205
shares
|
$50,237
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
201
shares
|
$49,257
0.01% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
200
shares
|
$49,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
199
shares
|
$48,766
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
198
shares
|
$48,521
0.04% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
195
shares
|
$47,786
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
194
shares
|
$47,541
0.02% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
194
shares
|
$47,541
0.02% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
192
shares
|
$47,051
0.0% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
192
shares
|
$47,051
0.04% of portfolio
|
Q2 2025
Reduced 4.48%
|