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 |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
5,038
shares
|
$1.11 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
5,035
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
5,031
shares
|
$1.11 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
5,027
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
5,025
shares
|
$1.11 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,017
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2022
Reduced 21.54%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
5,016
shares
|
$1.11 Million
0.22% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
5,007
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 100.84%
|
|
|
Corvex Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Galilei Investment Office LLP
London, X0 |
Jul 28, 2025 Q2 2025 |
5,000
shares
|
$1.1 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,997
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
4,996
shares
|
$1.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
4,991
shares
|
$1.1 Million
0.7% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,985
shares
|
$1.1 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
4,973
shares
|
$1.1 Million
0.4% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
4,969
shares
|
$1.09 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
4,944
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
4,939
shares
|
$1.09 Million
0.82% of portfolio
|
Q2 2025
Added 138.02%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
4,935
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
4,914
shares
|
$1.08 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,911
shares
|
$1.08 Million
0.82% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
4,911
shares
|
$1.08 Million
0.9% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
4,871
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,860
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
4,855
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 18.47%
|