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 |
|---|---|---|---|---|---|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
9,080
shares
|
$2 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
9,063
shares
|
$2 Million
0.73% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,033
shares
|
$1.99 Million
0.41% of portfolio
|
Q2 2023
Reduced 3.06%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
8,995
shares
|
$1.98 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,986
shares
|
$1.98 Million
0.45% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,977
shares
|
$1.98 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Aug 14, 2025 Q2 2025 |
8,967
shares
|
$1.98 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
8,942
shares
|
$1.97 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
8,934
shares
|
$1.97 Million
1.07% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
8,894
shares
|
$1.96 Million
1.02% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,879
shares
|
$1.96 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,854
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
8,842
shares
|
$1.95 Million
0.49% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,819
shares
|
$1.94 Million
0.59% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
8,812
shares
|
$1.94 Million
0.1% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
8,802
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2025
Reduced 29.66%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
8,779
shares
|
$1.93 Million
0.36% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
8,769
shares
|
$1.93 Million
0.56% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,738
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
8,730
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.09%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,717
shares
|
$1.92 Million
1.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
8,696
shares
|
$1.92 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
8,668
shares
|
$1.91 Million
0.84% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
8,665
shares
|
$1.91 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
8,663
shares
|
$1.91 Million
2.47% of portfolio
|
Q2 2025
Reduced 31.23%
|