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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
62,515
shares
|
$15.3 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
|
$15.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
61,743
shares
|
$15.1 Million
1.15% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
61,694
shares
|
$15.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
61,641
shares
|
$15.1 Million
0.03% of portfolio
|
Q2 2025
Added 1132.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
61,159
shares
|
$15 Million
0.26% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
60,951
shares
|
$14.9 Million
1.22% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
60,176
shares
|
$14.7 Million
1.25% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
60,044
shares
|
$14.7 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
59,480
shares
|
$14.6 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
59,232
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Added 38.9%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
59,188
shares
|
$14.5 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
58,862
shares
|
$14.4 Million
6.86% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Surience Private Wealth LLC
|
Oct 09, 2025 Q3 2025 |
58,082
shares
|
$14.2 Million
13.55% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
57,832
shares
|
$14.2 Million
0.84% of portfolio
|
Q2 2025
Added 33.16%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
57,711
shares
|
$14.1 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
57,631
shares
|
$14.1 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 10, 2025 Q2 2025 |
57,597
shares
|
$14.1 Million
4.76% of portfolio
|
Q2 2025
Reduced 36.33%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,435
shares
|
$14.1 Million
2.35% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
57,363
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Greenfield Ftc, Inc.
|
Oct 17, 2025 Q3 2025 |
57,262
shares
|
$14 Million
2.73% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
56,965
shares
|
$14 Million
2.2% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
56,139
shares
|
$13.8 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
55,967
shares
|
$13.7 Million
6.81% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
55,660
shares
|
$13.6 Million
3.01% of portfolio
|
Q4 2024
New holding
|