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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
37,311
shares
|
$8.22 Million
0.82% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,261
shares
|
$8.21 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
37,177
shares
|
$8.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.7%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
37,101
shares
|
$8.17 Million
1.53% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
37,043
shares
|
$8.16 Million
0.42% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
37,004
shares
|
$8.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
37,000
shares
|
$8.15 Million
1.06% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
36,872
shares
|
$8.12 Million
0.74% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,842
shares
|
$8.12 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
36,683
shares
|
$8.08 Million
0.18% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
36,449
shares
|
$8.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
36,354
shares
|
$8.01 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
36,173
shares
|
$7.97 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,891
shares
|
$7.91 Million
0.25% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
35,782
shares
|
$7.88 Million
0.32% of portfolio
|
Q2 2025
Reduced 67.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
35,642
shares
|
$7.85 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
35,610
shares
|
$7.85 Million
0.25% of portfolio
|
Q2 2025
Reduced 28.41%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
35,523
shares
|
$7.83 Million
0.22% of portfolio
|
Q2 2025
Added 34.28%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,480
shares
|
$7.82 Million
0.37% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
35,465
shares
|
$7.81 Million
0.44% of portfolio
|
Q2 2025
Added 28.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,455
shares
|
$7.81 Million
0.08% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
35,449
shares
|
$7.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
35,285
shares
|
$7.77 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
35,203
shares
|
$7.76 Million
0.88% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
35,137
shares
|
$7.74 Million
1.86% of portfolio
|
Q2 2025
Added 3.04%
|