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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
76,046
shares
|
$16.8 Million
1.35% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
75,993
shares
|
$16.7 Million
1.3% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
75,772
shares
|
$16.7 Million
1.48% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
75,168
shares
|
$16.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
74,289
shares
|
$16.4 Million
9.42% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
74,161
shares
|
$16.3 Million
3.58% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
73,649
shares
|
$16.2 Million
8.83% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
73,468
shares
|
$16.2 Million
0.03% of portfolio
|
Q2 2025
Added 39.76%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
73,314
shares
|
$16.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
73,134
shares
|
$16.1 Million
2.33% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
72,974
shares
|
$16.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
72,750
shares
|
$16 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
72,711
shares
|
$16 Million
0.47% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
72,561
shares
|
$16 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
72,167
shares
|
$15.9 Million
1.07% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
72,074
shares
|
$15.9 Million
0.19% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,235
shares
|
$15.7 Million
0.14% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
70,919
shares
|
$15.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
69,875
shares
|
$15.4 Million
0.39% of portfolio
|
Q4 2023
Added 29.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
69,779
shares
|
$15.4 Million
0.48% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
69,713
shares
|
$15.4 Million
1.03% of portfolio
|
Q3 2023
Added 1.06%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
69,490
shares
|
$15.3 Million
7.99% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
69,110
shares
|
$15.2 Million
1.49% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
68,496
shares
|
$15.1 Million
1.59% of portfolio
|
Q4 2023
Added 12.73%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
68,358
shares
|
$15.1 Million
9.91% of portfolio
|
Q4 2024
New holding
|