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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,083
shares
|
$1.56 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
7,075
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
7,061
shares
|
$1.56 Million
0.26% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
7,050
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,039
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.51%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,012
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
6,993
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Aug 14, 2025 Q2 2025 |
6,987
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
6,977
shares
|
$1.54 Million
0.29% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
6,971
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
6,967
shares
|
$1.53 Million
0.79% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
6,963
shares
|
$1.53 Million
1.15% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
6,961
shares
|
$1.53 Million
0.67% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
6,944
shares
|
$1.53 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,908
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
6,894
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
6,891
shares
|
$1.52 Million
0.27% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,884
shares
|
$1.52 Million
0.74% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
6,868
shares
|
$1.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
6,853
shares
|
$1.51 Million
0.66% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
6,836
shares
|
$1.51 Million
0.39% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
6,798
shares
|
$1.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
6,768
shares
|
$1.49 Million
0.13% of portfolio
|
Q1 2025
Reduced 60.47%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
6,762
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
6,749
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.95%
|