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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,564
shares
|
$3.87 Million
0.02% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
17,489
shares
|
$3.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jul 11, 2025 Q2 2025 |
17,475
shares
|
$3.85 Million
2.46% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
17,459
shares
|
$3.85 Million
0.87% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
17,395
shares
|
$3.83 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
17,374
shares
|
$3.83 Million
0.07% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,356
shares
|
$3.82 Million
0.27% of portfolio
|
Q4 2022
Added 304.47%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
17,250
shares
|
$3.8 Million
0.34% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
17,218
shares
|
$3.79 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
17,189
shares
|
$3.79 Million
0.24% of portfolio
|
Q1 2025
Added 101.44%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
17,091
shares
|
$3.77 Million
2.22% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,068
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2024
Reduced 99.32%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
16,942
shares
|
$3.73 Million
0.61% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
16,913
shares
|
$3.73 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
16,865
shares
|
$3.72 Million
1.87% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,803
shares
|
$3.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,733
shares
|
$3.69 Million
0.04% of portfolio
|
Q2 2022
Reduced 9.28%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
16,644
shares
|
$3.67 Million
1.02% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
16,638
shares
|
$3.67 Million
0.14% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,600
shares
|
$3.66 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
16,596
shares
|
$3.66 Million
5.22% of portfolio
|
Q3 2022
Reduced 94.22%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
16,453
shares
|
$3.62 Million
1.51% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
16,446
shares
|
$3.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.88%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
16,445
shares
|
$3.62 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
16,410
shares
|
$3.62 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.77%
|