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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
3,105
shares
|
$684,093
0.12% of portfolio
|
Q2 2025
Reduced 83.54%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
3,105
shares
|
$684,093
0.19% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
3,097
shares
|
$682,331
0.25% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,091
shares
|
$681,009
0.36% of portfolio
|
Q1 2025
Reduced 76.5%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
3,090
shares
|
$680,788
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
3,089
shares
|
$680,568
0.12% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
3,085
shares
|
$679,687
0.17% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
3,082
shares
|
$679,026
0.05% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
3,082
shares
|
$679,026
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,081
shares
|
$678,805
0.23% of portfolio
|
Q1 2024
Reduced 56.4%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
3,078
shares
|
$678,144
0.47% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
3,075
shares
|
$677,484
0.08% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
3,067
shares
|
$675,721
0.44% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,064
shares
|
$675,060
0.08% of portfolio
|
Q2 2025
Reduced 54.66%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
3,058
shares
|
$673,738
0.1% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,057
shares
|
$673,518
0.18% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 08, 2025 Q2 2025 |
3,054
shares
|
$672,857
0.3% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
3,048
shares
|
$671,535
0.17% of portfolio
|
Q2 2025
Reduced 77.65%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
3,047
shares
|
$671,315
0.25% of portfolio
|
Q1 2025
Reduced 31.27%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,038
shares
|
$669,332
0.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
3,032
shares
|
$668,010
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,026
shares
|
$666,688
0.29% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,025
shares
|
$666,468
0.06% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
3,024
shares
|
$666,247
0.01% of portfolio
|
Q2 2025
Reduced 36.91%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,012
shares
|
$663,603
0.09% of portfolio
|
Q2 2025
Added 7.0%
|