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 |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
3,589
shares
|
$790,728
0.01% of portfolio
|
Q2 2025
Reduced 43.83%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
3,589
shares
|
$790,728
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
3,587
shares
|
$790,287
0.02% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
3,577
shares
|
$788,084
0.05% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
3,570
shares
|
$786,542
0.25% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
3,570
shares
|
$786,542
0.5% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
3,564
shares
|
$785,220
0.03% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,564
shares
|
$785,220
0.12% of portfolio
|
Q3 2023
Reduced 15.26%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
3,561
shares
|
$784,559
0.24% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
3,558
shares
|
$783,898
0.28% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
3,545
shares
|
$781,034
0.36% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,545
shares
|
$781,034
0.14% of portfolio
|
Q3 2020
Reduced 3.96%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,541
shares
|
$780,153
0.26% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
3,536
shares
|
$779,051
0.22% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,535
shares
|
$778,831
0.04% of portfolio
|
Q2 2022
Added 28.22%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,523
shares
|
$776,187
0.21% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,514
shares
|
$774,204
0.06% of portfolio
|
Q2 2025
Reduced 47.57%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
3,504
shares
|
$772,001
0.38% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,476
shares
|
$765,832
0.22% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
3,466
shares
|
$763,629
0.27% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,465
shares
|
$763,408
0.53% of portfolio
|
Q3 2024
Reduced 81.69%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
3,463
shares
|
$762,968
0.61% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,462
shares
|
$762,747
0.25% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
3,459
shares
|
$762,086
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,458
shares
|
$761,866
0.02% of portfolio
|
Q2 2024
Reduced 30.35%
|