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 |
|---|---|---|---|---|---|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
10,078
shares
|
$2.22 Million
0.97% of portfolio
|
Q2 2025
Reduced 37.19%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
10,063
shares
|
$2.22 Million
1.08% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
10,054
shares
|
$2.22 Million
1.13% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
10,000
shares
|
$2.2 Million
0.8% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
9,995
shares
|
$2.2 Million
0.68% of portfolio
|
Q2 2025
Reduced 82.92%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
9,976
shares
|
$2.2 Million
0.73% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
9,962
shares
|
$2.19 Million
1.18% of portfolio
|
Q2 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
9,947
shares
|
$2.19 Million
0.49% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,895
shares
|
$2.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
9,884
shares
|
$2.18 Million
0.95% of portfolio
|
Q1 2025
Reduced 30.99%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
9,827
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
9,823
shares
|
$2.16 Million
1.88% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
9,804
shares
|
$2.16 Million
1.38% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
9,734
shares
|
$2.14 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
9,734
shares
|
$2.14 Million
0.97% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
9,711
shares
|
$2.14 Million
0.76% of portfolio
|
Q2 2025
Added 50.21%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
9,676
shares
|
$2.13 Million
0.49% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
9,662
shares
|
$2.13 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
9,638
shares
|
$2.12 Million
1.26% of portfolio
|
Q4 2022
Added 1.72%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
9,624
shares
|
$2.12 Million
2.71% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
9,580
shares
|
$2.11 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,565
shares
|
$2.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 57.47%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
9,547
shares
|
$2.1 Million
0.67% of portfolio
|
Q2 2025
Added 347.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
9,466
shares
|
$2.09 Million
0.16% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
9,458
shares
|
$2.08 Million
0.37% of portfolio
|
Q1 2025
Reduced 64.52%
|