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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
18,777
shares
|
$4.14 Million
0.42% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
18,773
shares
|
$4.14 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
18,732
shares
|
$4.13 Million
0.32% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
18,589
shares
|
$4.1 Million
2.11% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
18,512
shares
|
$4.08 Million
0.07% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
18,467
shares
|
$4.07 Million
1.79% of portfolio
|
Q2 2025
Added 32.92%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
18,452
shares
|
$4.07 Million
0.0% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
18,389
shares
|
$4.05 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
18,266
shares
|
$4.02 Million
0.73% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
18,254
shares
|
$4.02 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
18,226
shares
|
$4.02 Million
0.62% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
18,137
shares
|
$4 Million
0.12% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
18,058
shares
|
$3.98 Million
1.25% of portfolio
|
Q2 2025
Added 270.04%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
18,051
shares
|
$3.98 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
18,017
shares
|
$3.97 Million
2.41% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
17,994
shares
|
$3.96 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
17,989
shares
|
$3.96 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
17,962
shares
|
$3.96 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
17,947
shares
|
$3.95 Million
1.08% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
17,923
shares
|
$3.95 Million
1.93% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
17,916
shares
|
$3.95 Million
2.43% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
17,769
shares
|
$3.91 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
17,741
shares
|
$3.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
17,596
shares
|
$3.88 Million
2.57% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,573
shares
|
$3.87 Million
1.9% of portfolio
|
Q2 2022
Reduced 1.26%
|