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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,407
shares
|
$3.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,385
shares
|
$3.61 Million
0.78% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
16,336
shares
|
$3.6 Million
1.92% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
16,320
shares
|
$3.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.66%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
16,305
shares
|
$3.59 Million
0.06% of portfolio
|
Q2 2025
Added 42.29%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
16,272
shares
|
$3.59 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
16,252
shares
|
$3.58 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
16,250
shares
|
$3.58 Million
2.78% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
16,239
shares
|
$3.58 Million
1.4% of portfolio
|
Q2 2025
Reduced 22.53%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,239
shares
|
$3.58 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
16,212
shares
|
$3.57 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
16,133
shares
|
$3.55 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
16,119
shares
|
$3.55 Million
2.8% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
16,063
shares
|
$3.54 Million
0.06% of portfolio
|
Q2 2025
Reduced 51.21%
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
16,000
shares
|
$3.53 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
15,989
shares
|
$3.52 Million
0.47% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
15,966
shares
|
$3.52 Million
2.59% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
15,943
shares
|
$3.51 Million
2.18% of portfolio
|
Q2 2025
Reduced 35.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,933
shares
|
$3.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
15,889
shares
|
$3.5 Million
0.89% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,853
shares
|
$3.49 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
15,808
shares
|
$3.48 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
15,711
shares
|
$3.46 Million
0.45% of portfolio
|
Q2 2025
Added 18.13%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
15,692
shares
|
$3.46 Million
0.23% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 25, 2025 Q2 2025 |
15,547
shares
|
$3.43 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.71%
|