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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,368
shares
|
$6.25 Million
0.03% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
28,356
shares
|
$6.25 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
28,235
shares
|
$6.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 30.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
28,093
shares
|
$6.19 Million
0.12% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
28,082
shares
|
$6.19 Million
0.43% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
27,877
shares
|
$6.14 Million
0.45% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
27,861
shares
|
$6.14 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
27,842
shares
|
$6.13 Million
3.49% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
27,749
shares
|
$6.11 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
27,738
shares
|
$6.11 Million
0.08% of portfolio
|
Q2 2025
Added 27.42%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
27,684
shares
|
$6.1 Million
1.14% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
27,612
shares
|
$6.08 Million
0.26% of portfolio
|
Q2 2025
Added 59.28%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
27,510
shares
|
$6.06 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
27,503
shares
|
$6.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.25%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
27,023
shares
|
$5.95 Million
2.48% of portfolio
|
Q4 2022
Reduced 12.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
27,002
shares
|
$5.95 Million
0.1% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
27,000
shares
|
$5.95 Million
0.63% of portfolio
|
Q3 2016
Closed
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
26,747
shares
|
$5.89 Million
3.71% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Verger Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
26,716
shares
|
$5.89 Million
2.27% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
26,689
shares
|
$5.88 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26,646
shares
|
$5.87 Million
0.12% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
26,645
shares
|
$5.87 Million
4.16% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
26,614
shares
|
$5.86 Million
1.68% of portfolio
|
Q2 2025
Reduced 40.1%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
26,597
shares
|
$5.86 Million
0.37% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
26,595
shares
|
$5.86 Million
0.24% of portfolio
|
Q2 2025
Reduced 57.73%
|