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 2,902 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $67.6 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
|
$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%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
61,641
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2025
Added 1132.08%
|
|
|
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%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
60,299
shares
|
$13.3 Million
2.29% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
60,176
shares
|
$13.3 Million
1.25% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
60,044
shares
|
$13.2 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
59,480
shares
|
$13.1 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
59,188
shares
|
$13 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
57,986
shares
|
$12.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
57,832
shares
|
$12.7 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
|
$12.7 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
57,631
shares
|
$12.7 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,435
shares
|
$12.7 Million
2.35% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
57,363
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Greenfield Ftc, Inc.
|
Jul 10, 2025 Q2 2025 |
57,262
shares
|
$12.6 Million
2.62% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
56,830
shares
|
$12.5 Million
6.1% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
56,019
shares
|
$12.3 Million
0.75% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
55,967
shares
|
$12.3 Million
6.81% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
55,660
shares
|
$12.3 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
55,530
shares
|
$12.2 Million
0.36% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
55,521
shares
|
$12.2 Million
2.05% of portfolio
|
Q1 2025
Added 0.95%
|