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 |
|---|---|---|---|---|---|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,633
shares
|
$3.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
14,606
shares
|
$3.22 Million
0.07% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
14,558
shares
|
$3.21 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
14,530
shares
|
$3.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
14,452
shares
|
$3.18 Million
1.97% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
14,443
shares
|
$3.18 Million
0.9% of portfolio
|
Q2 2025
Added 1164.71%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
14,428
shares
|
$3.18 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
14,404
shares
|
$3.17 Million
0.38% of portfolio
|
Q3 2022
Reduced 25.27%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,404
shares
|
$3.17 Million
0.99% of portfolio
|
Q1 2024
Reduced 85.07%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
14,404
shares
|
$3.17 Million
2.06% of portfolio
|
Q2 2025
Added 53.59%
|
|
|
Strategic Investment Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,390
shares
|
$3.17 Million
1.72% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
14,350
shares
|
$3.16 Million
2.03% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,335
shares
|
$3.16 Million
0.23% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
14,330
shares
|
$3.16 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
14,308
shares
|
$3.15 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,283
shares
|
$3.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 76.0%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
14,237
shares
|
$3.14 Million
0.71% of portfolio
|
Q2 2025
Reduced 16.62%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
14,223
shares
|
$3.13 Million
0.82% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,181
shares
|
$3.12 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
14,160
shares
|
$3.12 Million
1.63% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
14,139
shares
|
$3.12 Million
1.37% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
14,094
shares
|
$3.11 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
14,055
shares
|
$3.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
14,028
shares
|
$3.09 Million
2.84% of portfolio
|
Q2 2025
Added 127427.27%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
14,023
shares
|
$3.09 Million
2.41% of portfolio
|
Q2 2025
Added 12.75%
|