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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
9,455
shares
|
$2.08 Million
0.11% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
9,447
shares
|
$2.08 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
9,445
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.38%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,444
shares
|
$2.08 Million
0.05% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
9,433
shares
|
$2.08 Million
0.14% of portfolio
|
Q2 2025
Added 54.92%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
9,431
shares
|
$2.08 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
9,416
shares
|
$2.07 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
9,346
shares
|
$2.06 Million
1.25% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
9,333
shares
|
$2.06 Million
0.71% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
9,303
shares
|
$2.05 Million
1.31% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
9,296
shares
|
$2.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
9,290
shares
|
$2.05 Million
0.37% of portfolio
|
Q2 2025
Reduced 67.81%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,258
shares
|
$2.04 Million
1.11% of portfolio
|
Q1 2025
Reduced 30.1%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
9,255
shares
|
$2.04 Million
0.4% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
9,250
shares
|
$2.04 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
9,196
shares
|
$2.03 Million
0.5% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
9,192
shares
|
$2.03 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
9,186
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
9,184
shares
|
$2.02 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
9,178
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,162
shares
|
$2.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 78.4%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
9,108
shares
|
$2.01 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,103
shares
|
$2.01 Million
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
9,084
shares
|
$2 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
9,083
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.41%
|