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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
12,179
shares
|
$2.68 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,169
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
12,150
shares
|
$2.68 Million
0.43% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
12,095
shares
|
$2.66 Million
0.1% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
12,083
shares
|
$2.66 Million
0.34% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,078
shares
|
$2.66 Million
0.88% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,060
shares
|
$2.66 Million
0.11% of portfolio
|
Q2 2023
Added 3.8%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
12,030
shares
|
$2.65 Million
0.02% of portfolio
|
Q2 2025
Added 473.68%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
12,027
shares
|
$2.65 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
11,989
shares
|
$2.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
11,924
shares
|
$2.63 Million
0.06% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
11,914
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 58.88%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
11,904
shares
|
$2.62 Million
0.94% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
11,874
shares
|
$2.62 Million
0.28% of portfolio
|
Q2 2025
Added 52.7%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
11,847
shares
|
$2.61 Million
1.2% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
11,801
shares
|
$2.6 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,751
shares
|
$2.59 Million
0.24% of portfolio
|
Q2 2022
Reduced 2.55%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
11,745
shares
|
$2.59 Million
0.1% of portfolio
|
Q2 2025
Added 94.94%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,722
shares
|
$2.58 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,523
shares
|
$2.54 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
11,519
shares
|
$2.54 Million
0.17% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
11,503
shares
|
$2.53 Million
0.1% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
11,479
shares
|
$2.53 Million
1.73% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,449
shares
|
$2.52 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
11,446
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2025
Added 15.08%
|