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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,189
shares
|
$4.45 Million
0.38% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
20,175
shares
|
$4.44 Million
2.62% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
20,168
shares
|
$4.44 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
20,068
shares
|
$4.42 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
19,987
shares
|
$4.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 35.57%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
19,906
shares
|
$4.39 Million
0.6% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
19,904
shares
|
$4.39 Million
1.13% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19,673
shares
|
$4.33 Million
0.18% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
19,544
shares
|
$4.31 Million
2.09% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
19,467
shares
|
$4.29 Million
0.54% of portfolio
|
Q2 2025
Added 56.07%
|
|
|
Politan Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
19,465
shares
|
$4.29 Million
0.3% of portfolio
|
Q2 2025
Reduced 45.93%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
19,457
shares
|
$4.29 Million
3.38% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
19,454
shares
|
$4.29 Million
0.79% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,418
shares
|
$4.28 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,357
shares
|
$4.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
19,325
shares
|
$4.26 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 08, 2025 Q2 2025 |
19,306
shares
|
$4.25 Million
7.2% of portfolio
|
Q2 2025
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
19,212
shares
|
$4.23 Million
1.1% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,138
shares
|
$4.22 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
19,113
shares
|
$4.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
19,031
shares
|
$4.19 Million
0.73% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
18,950
shares
|
$4.18 Million
0.05% of portfolio
|
Q2 2025
Added 33.38%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
18,905
shares
|
$4.17 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
18,829
shares
|
$4.15 Million
1.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
18,784
shares
|
$4.14 Million
0.24% of portfolio
|
Q2 2025
Added 44.94%
|