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 |
|---|---|---|---|---|---|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
8,663
shares
|
$1.91 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,660
shares
|
$1.91 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.15%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
8,597
shares
|
$1.89 Million
0.2% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,596
shares
|
$1.89 Million
0.26% of portfolio
|
Q2 2023
Added 248.72%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
8,589
shares
|
$1.89 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
8,587
shares
|
$1.89 Million
0.17% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
8,542
shares
|
$1.88 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,529
shares
|
$1.88 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
8,512
shares
|
$1.88 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,500
shares
|
$1.87 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,498
shares
|
$1.87 Million
0.54% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
8,493
shares
|
$1.87 Million
0.84% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
8,487
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Added 48.53%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
8,473
shares
|
$1.87 Million
0.63% of portfolio
|
Q1 2025
Reduced 83.04%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
8,468
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 61.55%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,437
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Added 62.25%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
8,424
shares
|
$1.86 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,406
shares
|
$1.85 Million
0.17% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
8,365
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
8,334
shares
|
$1.84 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
8,323
shares
|
$1.83 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
8,282
shares
|
$1.82 Million
0.21% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
8,280
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
8,274
shares
|
$1.82 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
8,270
shares
|
$1.82 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.99%
|