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 2,902 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $67.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
5,843
shares
|
$1.29 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
5,837
shares
|
$1.29 Million
0.11% of portfolio
|
Q2 2025
Reduced 30.03%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,815
shares
|
$1.28 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
5,814
shares
|
$1.28 Million
0.26% of portfolio
|
Q2 2025
Added 122.16%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
5,803
shares
|
$1.28 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
5,795
shares
|
$1.28 Million
0.65% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,781
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 66.84%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,774
shares
|
$1.27 Million
1.48% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,759
shares
|
$1.27 Million
0.28% of portfolio
|
Q2 2025
Added 36.73%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
5,717
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
5,695
shares
|
$1.25 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
5,688
shares
|
$1.25 Million
1.13% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
5,679
shares
|
$1.25 Million
0.44% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
5,656
shares
|
$1.25 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,654
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
5,643
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
5,642
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
5,630
shares
|
$1.24 Million
0.84% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,613
shares
|
$1.24 Million
0.33% of portfolio
|
Q2 2025
Added 27.28%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,595
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
5,581
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
5,580
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,566
shares
|
$1.23 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
5,554
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 135.54%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
5,549
shares
|
$1.22 Million
0.23% of portfolio
|
Q1 2025
Added 0.11%
|