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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,938
shares
|
$867,620
0.02% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,937
shares
|
$867,399
0.15% of portfolio
|
Q3 2024
Added 563.91%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,918
shares
|
$863,213
0.16% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,916
shares
|
$862,773
0.19% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,910
shares
|
$861,451
0.37% of portfolio
|
Q4 2024
Added 584.76%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
3,900
shares
|
$859,248
0.02% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
3,900
shares
|
$859,248
0.6% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
3,894
shares
|
$857,926
0.38% of portfolio
|
Q2 2025
Added 84.55%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
3,890
shares
|
$857,044
0.36% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
3,887
shares
|
$856,383
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
3,884
shares
|
$855,722
0.25% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
3,876
shares
|
$853,960
0.36% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
3,871
shares
|
$852,858
0.05% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
3,868
shares
|
$852,197
0.26% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
3,860
shares
|
$850,435
0.33% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,848
shares
|
$847,791
0.12% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,842
shares
|
$846,469
0.71% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
3,833
shares
|
$844,486
0.02% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
3,820
shares
|
$841,622
0.71% of portfolio
|
Q1 2025
Added 57.85%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
3,820
shares
|
$841,622
0.41% of portfolio
|
Q2 2025
Added 62.69%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,820
shares
|
$841,622
0.22% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
3,798
shares
|
$836,775
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
3,778
shares
|
$832,368
0.23% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
3,777
shares
|
$832,148
0.02% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
3,775
shares
|
$831,708
0.27% of portfolio
|
Q1 2024
Reduced 2.68%
|