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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
72,016
shares
|
$17.6 Million
0.44% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
71,666
shares
|
$17.6 Million
0.62% of portfolio
|
Q2 2025
Added 2916.25%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,235
shares
|
$17.5 Million
0.14% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
69,875
shares
|
$17.1 Million
0.39% of portfolio
|
Q4 2023
Added 29.07%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
69,713
shares
|
$17.1 Million
1.03% of portfolio
|
Q3 2023
Added 1.06%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
69,490
shares
|
$17 Million
7.99% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
68,496
shares
|
$16.8 Million
1.59% of portfolio
|
Q4 2023
Added 12.73%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
68,358
shares
|
$16.8 Million
9.91% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
67,512
shares
|
$16.5 Million
0.05% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
67,241
shares
|
$16.5 Million
0.4% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
67,005
shares
|
$16.4 Million
1.9% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
66,225
shares
|
$16.2 Million
1.67% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
65,995
shares
|
$16.2 Million
1.58% of portfolio
|
Q2 2024
Added 2142.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
65,847
shares
|
$16.1 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
64,742
shares
|
$15.9 Million
0.1% of portfolio
|
Q2 2025
Added 35.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
64,596
shares
|
$15.8 Million
0.77% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
64,568
shares
|
$15.8 Million
2.67% of portfolio
|
Q1 2023
Added 5.5%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
64,393
shares
|
$15.8 Million
2.17% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
64,040
shares
|
$15.7 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
63,871
shares
|
$15.7 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
63,422
shares
|
$15.5 Million
0.31% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
63,361
shares
|
$15.5 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
62,968
shares
|
$15.4 Million
1.6% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
62,782
shares
|
$15.4 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
62,737
shares
|
$15.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.54%
|