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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
81,732
shares
|
$20 Million
0.19% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
80,877
shares
|
$19.8 Million
0.06% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
80,184
shares
|
$19.6 Million
0.38% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
79,873
shares
|
$19.6 Million
10.21% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
79,580
shares
|
$19.5 Million
12.11% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
79,312
shares
|
$19.4 Million
8.65% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
78,090
shares
|
$19.1 Million
0.51% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
77,528
shares
|
$19 Million
0.56% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
77,514
shares
|
$19 Million
0.01% of portfolio
|
Q2 2025
Reduced 90.37%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
76,046
shares
|
$18.6 Million
1.35% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
75,772
shares
|
$18.6 Million
1.48% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
74,932
shares
|
$18.4 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
74,035
shares
|
$18.1 Million
9.85% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
73,468
shares
|
$18 Million
0.03% of portfolio
|
Q2 2025
Added 39.76%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
73,314
shares
|
$18 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
73,134
shares
|
$17.9 Million
2.33% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
73,032
shares
|
$17.9 Million
0.51% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
72,750
shares
|
$17.8 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
72,711
shares
|
$17.8 Million
0.39% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
72,561
shares
|
$17.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
72,285
shares
|
$17.7 Million
3.22% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
72,257
shares
|
$17.7 Million
1.59% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
72,167
shares
|
$17.7 Million
1.07% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
72,074
shares
|
$17.7 Million
0.19% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
72,070
shares
|
$17.7 Million
9.64% of portfolio
|
Q3 2025
Reduced 2.14%
|