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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
6,165
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,149
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 73.67%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
6,132
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
6,111
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
6,111
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
6,075
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,069
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 61.39%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
6,069
shares
|
$1.34 Million
0.93% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
6,049
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Shay Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,016
shares
|
$1.33 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,997
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
5,976
shares
|
$1.32 Million
0.6% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
5,972
shares
|
$1.32 Million
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
5,969
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,957
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
5,943
shares
|
$1.31 Million
0.52% of portfolio
|
Q2 2025
Added 44.07%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
5,932
shares
|
$1.31 Million
0.68% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
5,919
shares
|
$1.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
5,909
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,909
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,896
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
5,892
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
5,889
shares
|
$1.3 Million
0.32% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,883
shares
|
$1.3 Million
1.22% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
5,881
shares
|
$1.3 Million
0.73% of portfolio
|
Q2 2025
Added 3.59%
|