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 2,954 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,386
shares
|
$7.94 Million
3.64% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
32,362
shares
|
$7.93 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
32,344
shares
|
$7.93 Million
3.8% of portfolio
|
Q3 2025
Reduced 29.34%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
32,195
shares
|
$7.89 Million
0.36% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
32,023
shares
|
$7.85 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Helios Capital Management Pte. LTD
|
Oct 27, 2025 Q3 2025 |
32,000
shares
|
$7.84 Million
5.79% of portfolio
|
Q2 2025
New holding
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
32,000
shares
|
$7.84 Million
0.66% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
31,823
shares
|
$7.8 Million
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
31,738
shares
|
$7.78 Million
1.99% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
31,685
shares
|
$7.76 Million
0.69% of portfolio
|
Q3 2025
Added 1026.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
31,652
shares
|
$7.76 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
31,595
shares
|
$7.74 Million
1.63% of portfolio
|
Q2 2024
Added 15.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
31,513
shares
|
$7.72 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
31,205
shares
|
$7.65 Million
0.39% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
31,136
shares
|
$7.63 Million
2.16% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
31,087
shares
|
$7.62 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
|
$7.62 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
30,934
shares
|
$7.58 Million
0.23% of portfolio
|
Q1 2023
Added 5.18%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
30,841
shares
|
$7.56 Million
1.09% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
30,839
shares
|
$7.56 Million
0.17% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
30,823
shares
|
$7.55 Million
11.27% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
30,802
shares
|
$7.55 Million
0.11% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
30,646
shares
|
$7.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
30,556
shares
|
$7.49 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
30,478
shares
|
$7.47 Million
6.4% of portfolio
|
Q1 2025
Reduced 1.21%
|