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 |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
100
shares
|
$24,506
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
100
shares
|
$24,506
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
95
shares
|
$23,280
0.01% of portfolio
|
Q3 2025
Added 313.04%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
94
shares
|
$23,035
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
91
shares
|
$22,300
0.01% of portfolio
|
Q2 2025
Reduced 99.54%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
89
shares
|
$21,810
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
88
shares
|
$21,565
0.01% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
83
shares
|
$20,339
0.01% of portfolio
|
Q1 2025
Reduced 67.7%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
82
shares
|
$20,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$19,604
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
78
shares
|
$19,114
0.02% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
77
shares
|
$18,869
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
75
shares
|
$18,379
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
74
shares
|
$18,134
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
73
shares
|
$17,889
0.0% of portfolio
|
Q3 2025
Reduced 94.82%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
72
shares
|
$17,644
0.01% of portfolio
|
Q2 2025
Added 7100.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
70
shares
|
$17,154
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
64
shares
|
$15,683
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
63
shares
|
$15,438
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
61
shares
|
$14,948
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
61
shares
|
$14,948
0.02% of portfolio
|
Q3 2025
Added 154.17%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
60
shares
|
$14,703
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
60
shares
|
$14,703
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
57
shares
|
$13,968
0.0% of portfolio
|
Q2 2025
Reduced 85.31%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
57
shares
|
$13,968
0.0% of portfolio
|
Q2 2025
New holding
|