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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
32,082
shares
|
$7.07 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Helios Capital Management Pte. LTD
|
Aug 06, 2025 Q2 2025 |
32,000
shares
|
$7.05 Million
5.92% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
31,965
shares
|
$7.04 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
31,960
shares
|
$7.04 Million
1.17% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
31,960
shares
|
$7.04 Million
1.93% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
31,823
shares
|
$7.01 Million
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
31,652
shares
|
$6.97 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
31,595
shares
|
$6.96 Million
1.63% of portfolio
|
Q2 2024
Added 15.65%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
31,205
shares
|
$6.88 Million
0.39% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
31,136
shares
|
$6.86 Million
2.16% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
31,094
shares
|
$6.85 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
31,087
shares
|
$6.85 Million
1.57% of portfolio
|
Q2 2025
Added 751.47%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
31,087
shares
|
$6.85 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
30,934
shares
|
$6.82 Million
0.23% of portfolio
|
Q1 2023
Added 5.18%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
30,897
shares
|
$6.81 Million
3.86% of portfolio
|
Q2 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
30,839
shares
|
$6.79 Million
0.17% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
30,828
shares
|
$6.79 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
30,823
shares
|
$6.79 Million
11.27% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
30,646
shares
|
$6.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
30,611
shares
|
$6.74 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
30,556
shares
|
$6.73 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
30,478
shares
|
$6.71 Million
6.4% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
30,421
shares
|
$6.7 Million
3.29% of portfolio
|
Q2 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
30,398
shares
|
$6.7 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
30,397
shares
|
$6.7 Million
0.01% of portfolio
|
Q3 2022
Reduced 10.46%
|