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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
8,265
shares
|
$1.82 Million
0.05% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
8,256
shares
|
$1.82 Million
0.33% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
8,213
shares
|
$1.81 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,199
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,171
shares
|
$1.8 Million
0.19% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,126
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Reduced 31.41%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
8,126
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2025
Added 44.18%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,102
shares
|
$1.79 Million
0.62% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
8,082
shares
|
$1.78 Million
0.33% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,076
shares
|
$1.78 Million
0.2% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,065
shares
|
$1.78 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
8,063
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8,046
shares
|
$1.77 Million
0.24% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
8,045
shares
|
$1.77 Million
0.58% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
8,030
shares
|
$1.77 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
7,999
shares
|
$1.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
7,980
shares
|
$1.76 Million
0.31% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,974
shares
|
$1.76 Million
0.64% of portfolio
|
Q2 2025
Added 339.1%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
7,961
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
7,960
shares
|
$1.75 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,927
shares
|
$1.75 Million
0.89% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,914
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2024
Reduced 40.26%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
7,898
shares
|
$1.74 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,844
shares
|
$1.73 Million
0.65% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
7,833
shares
|
$1.73 Million
1.35% of portfolio
|
Q1 2025
Added 1.73%
|