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 2,912 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $66.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
55,502
shares
|
$12.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 43.89%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
55,455
shares
|
$12.2 Million
6.03% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
55,046
shares
|
$12.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
54,948
shares
|
$12.1 Million
0.83% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
54,495
shares
|
$12 Million
1.51% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
54,407
shares
|
$12 Million
0.05% of portfolio
|
Q2 2025
Reduced 94.75%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
54,255
shares
|
$12 Million
1.0% of portfolio
|
Q2 2025
Added 1257.73%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
54,069
shares
|
$11.9 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
54,045
shares
|
$11.9 Million
2.64% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
53,981
shares
|
$11.9 Million
0.06% of portfolio
|
Q2 2025
Added 17.25%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
53,525
shares
|
$11.8 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
52,898
shares
|
$11.7 Million
1.33% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
52,530
shares
|
$11.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
52,459
shares
|
$11.6 Million
3.67% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
52,198
shares
|
$11.5 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
51,987
shares
|
$11.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
51,967
shares
|
$11.4 Million
2.1% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
51,610
shares
|
$11.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
51,495
shares
|
$11.3 Million
7.16% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
51,310
shares
|
$11.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
51,300
shares
|
$11.3 Million
0.19% of portfolio
|
Q2 2025
Added 28400.0%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
50,939
shares
|
$11.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
50,594
shares
|
$11.1 Million
1.26% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
50,573
shares
|
$11.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 51.74%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
50,522
shares
|
$11.1 Million
5.37% of portfolio
|
Q3 2024
Added 21.76%
|