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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
30,214
shares
|
$6.66 Million
0.01% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
30,162
shares
|
$6.65 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
30,085
shares
|
$6.63 Million
0.32% of portfolio
|
Q2 2025
Reduced 22.65%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
29,988
shares
|
$6.61 Million
0.11% of portfolio
|
Q2 2025
Added 207.29%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
29,897
shares
|
$6.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 92.62%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
29,763
shares
|
$6.56 Million
0.06% of portfolio
|
Q2 2025
Added 141.43%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
29,731
shares
|
$6.55 Million
1.04% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
29,718
shares
|
$6.55 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
29,705
shares
|
$6.54 Million
2.68% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Aug 14, 2025 Q2 2025 |
29,681
shares
|
$6.54 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
29,488
shares
|
$6.5 Million
4.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
29,459
shares
|
$6.49 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Aug 14, 2025 Q2 2025 |
29,319
shares
|
$6.46 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
29,303
shares
|
$6.46 Million
1.95% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
29,296
shares
|
$6.45 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
29,115
shares
|
$6.41 Million
0.11% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
29,016
shares
|
$6.39 Million
0.97% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
28,878
shares
|
$6.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
28,825
shares
|
$6.35 Million
0.22% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
28,824
shares
|
$6.35 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
28,799
shares
|
$6.34 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
28,750
shares
|
$6.33 Million
1.36% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
28,546
shares
|
$6.29 Million
0.73% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
28,536
shares
|
$6.29 Million
0.09% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
28,453
shares
|
$6.27 Million
0.19% of portfolio
|
Q2 2025
Reduced 53.68%
|