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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
21,245
shares
|
$4.68 Million
3.1% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
21,174
shares
|
$4.67 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,133
shares
|
$4.66 Million
0.45% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
21,118
shares
|
$4.65 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
21,091
shares
|
$4.65 Million
0.14% of portfolio
|
Q2 2025
Reduced 42.1%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
21,065
shares
|
$4.64 Million
3.5% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,027
shares
|
$4.63 Million
1.89% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
21,000
shares
|
$4.63 Million
0.05% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,987
shares
|
$4.62 Million
0.15% of portfolio
|
Q3 2022
Reduced 24.17%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
20,975
shares
|
$4.62 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
20,893
shares
|
$4.6 Million
1.28% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
20,878
shares
|
$4.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
20,755
shares
|
$4.57 Million
0.21% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
20,732
shares
|
$4.57 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
20,701
shares
|
$4.56 Million
0.32% of portfolio
|
Q3 2022
Added 1.76%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
20,683
shares
|
$4.56 Million
0.25% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,612
shares
|
$4.54 Million
0.15% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
20,533
shares
|
$4.52 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
20,393
shares
|
$4.49 Million
1.66% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
20,325
shares
|
$4.48 Million
0.19% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
20,307
shares
|
$4.47 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
20,243
shares
|
$4.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
20,237
shares
|
$4.46 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
20,207
shares
|
$4.45 Million
1.01% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,197
shares
|
$4.45 Million
1.52% of portfolio
|
Q1 2024
Added 16.75%
|