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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,848
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,841
shares
|
$1.07 Million
0.42% of portfolio
|
Q2 2023
Added 13.29%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
4,835
shares
|
$1.07 Million
0.34% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,834
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
4,827
shares
|
$1.06 Million
0.2% of portfolio
|
Q2 2025
Reduced 30.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
4,808
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,806
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
4,805
shares
|
$1.06 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,800
shares
|
$1.06 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
4,788
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
4,755
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
4,755
shares
|
$1.05 Million
0.63% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
4,752
shares
|
$1.05 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,751
shares
|
$1.05 Million
0.3% of portfolio
|
Q2 2025
Reduced 90.7%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
4,747
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
4,743
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,730
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Added 271.86%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,725
shares
|
$1.04 Million
0.49% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
4,718
shares
|
$1.04 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
4,673
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
4,655
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
4,652
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 52.45%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
4,640
shares
|
$1.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,634
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,628
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2021
Reduced 1.07%
|