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 |
|---|---|---|---|---|---|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
10,763
shares
|
$2.37 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,761
shares
|
$2.37 Million
0.41% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
10,730
shares
|
$2.36 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
10,681
shares
|
$2.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
10,618
shares
|
$2.34 Million
0.1% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
10,577
shares
|
$2.33 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
10,555
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
Added 62.09%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
10,552
shares
|
$2.32 Million
0.44% of portfolio
|
Q2 2025
Added 46.7%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
10,522
shares
|
$2.32 Million
0.31% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
10,502
shares
|
$2.31 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
10,493
shares
|
$2.31 Million
0.66% of portfolio
|
Q2 2025
Added 72.47%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
10,472
shares
|
$2.31 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
10,462
shares
|
$2.3 Million
0.85% of portfolio
|
Q2 2025
Reduced 37.87%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
10,460
shares
|
$2.3 Million
2.57% of portfolio
|
Q4 2021
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
10,457
shares
|
$2.3 Million
0.14% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,392
shares
|
$2.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
10,345
shares
|
$2.28 Million
2.36% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,342
shares
|
$2.28 Million
0.55% of portfolio
|
Q2 2025
Added 63.28%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
10,338
shares
|
$2.28 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,318
shares
|
$2.27 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
10,276
shares
|
$2.26 Million
0.42% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
10,239
shares
|
$2.26 Million
1.37% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,224
shares
|
$2.25 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
10,221
shares
|
$2.25 Million
1.04% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
10,162
shares
|
$2.24 Million
2.09% of portfolio
|
Q2 2025
Added 6.83%
|