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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
7,440
shares
|
$1.64 Million
0.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,436
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,432
shares
|
$1.64 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
7,420
shares
|
$1.63 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
7,371
shares
|
$1.62 Million
0.15% of portfolio
|
Q1 2025
Reduced 48.71%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
7,341
shares
|
$1.62 Million
0.3% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
7,338
shares
|
$1.62 Million
0.74% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,327
shares
|
$1.61 Million
0.11% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
7,300
shares
|
$1.61 Million
1.06% of portfolio
|
Q2 2025
Added 1360.0%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
7,295
shares
|
$1.61 Million
0.82% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
7,267
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.63%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
7,242
shares
|
$1.6 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7,238
shares
|
$1.59 Million
0.84% of portfolio
|
Q2 2025
Added 63.76%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
7,223
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2025
Added 265.72%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
7,192
shares
|
$1.58 Million
0.6% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
7,181
shares
|
$1.58 Million
0.75% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
7,179
shares
|
$1.58 Million
0.45% of portfolio
|
Q2 2025
Reduced 49.6%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
7,174
shares
|
$1.58 Million
0.47% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
7,158
shares
|
$1.58 Million
0.68% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
7,139
shares
|
$1.57 Million
0.21% of portfolio
|
Q2 2025
Added 279.53%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
7,125
shares
|
$1.57 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
7,122
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
7,111
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
7,103
shares
|
$1.56 Million
0.68% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
7,102
shares
|
$1.56 Million
1.41% of portfolio
|
Q2 2025
Added 0.2%
|