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 |
|---|---|---|---|---|---|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
11,400
shares
|
$2.51 Million
0.19% of portfolio
|
Q2 2025
Reduced 77.2%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
11,388
shares
|
$2.51 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
11,383
shares
|
$2.51 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
11,366
shares
|
$2.5 Million
0.07% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
11,314
shares
|
$2.49 Million
1.97% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
11,211
shares
|
$2.47 Million
0.11% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
11,172
shares
|
$2.46 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
11,156
shares
|
$2.46 Million
0.77% of portfolio
|
Q1 2025
Added 45.83%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
11,153
shares
|
$2.46 Million
2.49% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,142
shares
|
$2.45 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
11,130
shares
|
$2.45 Million
1.25% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
11,084
shares
|
$2.44 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
11,011
shares
|
$2.43 Million
3.16% of portfolio
|
Q1 2025
Reduced 74.33%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,980
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 66.87%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
10,937
shares
|
$2.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
10,922
shares
|
$2.41 Million
0.95% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,918
shares
|
$2.41 Million
0.52% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
10,903
shares
|
$2.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
10,864
shares
|
$2.39 Million
0.43% of portfolio
|
Q2 2025
Reduced 41.8%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
10,861
shares
|
$2.39 Million
0.14% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
10,847
shares
|
$2.39 Million
0.25% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,837
shares
|
$2.39 Million
1.24% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
10,822
shares
|
$2.38 Million
0.22% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
10,785
shares
|
$2.38 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
10,776
shares
|
$2.37 Million
0.75% of portfolio
|
Q2 2025
Added 0.27%
|