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 |
|---|---|---|---|---|---|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
67,512
shares
|
$14.9 Million
0.05% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
67,241
shares
|
$14.8 Million
0.4% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
67,005
shares
|
$14.8 Million
1.9% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
May 12, 2025 Q1 2025 |
67,000
shares
|
$14.8 Million
3.42% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
66,611
shares
|
$14.7 Million
0.4% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
66,134
shares
|
$14.6 Million
1.59% of portfolio
|
Q2 2025
Reduced 54.53%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
65,995
shares
|
$14.5 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
|
$14.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
64,815
shares
|
$14.3 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
64,715
shares
|
$14.3 Million
0.26% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
64,596
shares
|
$14.2 Million
0.77% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
64,568
shares
|
$14.2 Million
2.67% of portfolio
|
Q1 2023
Added 5.5%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
64,094
shares
|
$14.1 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
63,871
shares
|
$14.1 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
63,422
shares
|
$14 Million
0.31% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
63,361
shares
|
$14 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
62,968
shares
|
$13.9 Million
1.6% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
62,911
shares
|
$13.9 Million
0.23% of portfolio
|
Q1 2025
Added 62.95%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
62,782
shares
|
$13.8 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
62,515
shares
|
$13.8 Million
1.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
62,122
shares
|
$13.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
61,745
shares
|
$13.6 Million
1.13% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
61,694
shares
|
$13.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
61,159
shares
|
$13.5 Million
0.26% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
60,951
shares
|
$13.4 Million
1.22% of portfolio
|
Q2 2025
Added 1.25%
|