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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,864
shares
|
$9 Million
0.29% of portfolio
|
Q2 2020
Added 7.84%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
40,796
shares
|
$8.99 Million
1.03% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
40,739
shares
|
$8.98 Million
0.37% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
40,729
shares
|
$8.97 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
40,671
shares
|
$8.96 Million
0.33% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
40,584
shares
|
$8.94 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
40,545
shares
|
$8.93 Million
1.28% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
40,376
shares
|
$8.9 Million
0.06% of portfolio
|
Q2 2025
Added 339.06%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
40,335
shares
|
$8.89 Million
0.07% of portfolio
|
Q2 2025
Added 493.16%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
40,006
shares
|
$8.81 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Harvey Partners, LLC
Tarrytown, NY |
Aug 14, 2025 Q2 2025 |
40,000
shares
|
$8.81 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,712
shares
|
$8.75 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
39,660
shares
|
$8.74 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
39,472
shares
|
$8.7 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
39,449
shares
|
$8.69 Million
2.47% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
39,231
shares
|
$8.64 Million
2.93% of portfolio
|
Q2 2025
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
39,189
shares
|
$8.63 Million
3.43% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
38,755
shares
|
$8.54 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
38,388
shares
|
$8.46 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
38,269
shares
|
$8.43 Million
0.91% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
38,245
shares
|
$8.43 Million
4.44% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
38,126
shares
|
$8.4 Million
0.91% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
37,925
shares
|
$8.36 Million
3.84% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
37,916
shares
|
$8.35 Million
0.13% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
37,700
shares
|
$8.31 Million
4.76% of portfolio
|
Q2 2023
New holding
|