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 |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
34,907
shares
|
$7.69 Million
2.2% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
34,891
shares
|
$7.69 Million
0.25% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
34,840
shares
|
$7.68 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
34,674
shares
|
$7.64 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
34,669
shares
|
$7.64 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
34,417
shares
|
$7.58 Million
3.12% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
34,340
shares
|
$7.57 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
34,258
shares
|
$7.55 Million
1.5% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,934
shares
|
$7.48 Million
0.22% of portfolio
|
Q2 2025
Added 61.54%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
33,926
shares
|
$7.47 Million
0.28% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
33,621
shares
|
$7.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 35.37%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
33,565
shares
|
$7.4 Million
3.83% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
33,530
shares
|
$7.39 Million
0.19% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
33,323
shares
|
$7.34 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
33,128
shares
|
$7.3 Million
0.29% of portfolio
|
Q2 2025
Added 152.5%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
33,039
shares
|
$7.28 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
33,010
shares
|
$7.27 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
32,965
shares
|
$7.26 Million
0.23% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
32,939
shares
|
$7.26 Million
6.04% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
32,716
shares
|
$7.21 Million
4.8% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
32,611
shares
|
$7.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
32,423
shares
|
$7.14 Million
5.39% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,386
shares
|
$7.14 Million
3.64% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
32,362
shares
|
$7.13 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
32,195
shares
|
$7.09 Million
0.36% of portfolio
|
Q2 2025
Added 1.51%
|