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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
24,043
shares
|
$5.3 Million
0.07% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
23,991
shares
|
$5.29 Million
2.45% of portfolio
|
Q2 2025
Reduced 18.73%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
23,920
shares
|
$5.27 Million
0.78% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
23,920
shares
|
$5.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 69.93%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
23,853
shares
|
$5.26 Million
0.14% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
23,792
shares
|
$5.24 Million
0.01% of portfolio
|
Q2 2025
Added 45.01%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
23,728
shares
|
$5.23 Million
2.01% of portfolio
|
Q2 2022
Added 8.7%
|
|
|
Symmetry Investments LP
|
Aug 14, 2025 Q2 2025 |
23,718
shares
|
$5.23 Million
0.7% of portfolio
|
Q2 2025
Reduced 35.7%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
23,608
shares
|
$5.2 Million
1.43% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
23,587
shares
|
$5.2 Million
1.3% of portfolio
|
Q3 2023
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
23,520
shares
|
$5.18 Million
1.13% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
23,515
shares
|
$5.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
23,354
shares
|
$5.15 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
23,147
shares
|
$5.1 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,110
shares
|
$5.09 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.84%
|
|
|
Mount Capital LTD
|
Aug 13, 2025 Q2 2025 |
23,100
shares
|
$5.09 Million
1.61% of portfolio
|
Q3 2023
Reduced 68.67%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
22,866
shares
|
$5.04 Million
2.48% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
22,750
shares
|
$5.01 Million
0.24% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
22,617
shares
|
$4.98 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
22,560
shares
|
$4.97 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
22,515
shares
|
$4.96 Million
3.0% of portfolio
|
Q2 2025
Added 416.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
22,508
shares
|
$4.96 Million
0.2% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
22,448
shares
|
$4.95 Million
0.2% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
22,411
shares
|
$4.94 Million
4.4% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
22,337
shares
|
$4.92 Million
3.63% of portfolio
|
Q4 2024
Added 0.26%
|