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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,562
shares
|
$564,459
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
2,555
shares
|
$562,917
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,549
shares
|
$561,595
0.01% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
2,548
shares
|
$561,375
0.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,534
shares
|
$558,290
0.03% of portfolio
|
Q3 2022
Reduced 11.98%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
2,528
shares
|
$556,968
0.13% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
2,528
shares
|
$556,968
0.46% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
2,527
shares
|
$556,748
0.04% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
2,524
shares
|
$556,087
0.12% of portfolio
|
Q2 2025
Reduced 44.13%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
2,523
shares
|
$555,867
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
2,521
shares
|
$555,426
0.25% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
2,517
shares
|
$554,545
0.08% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,512
shares
|
$553,443
0.11% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
2,509
shares
|
$552,782
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
2,506
shares
|
$552,121
0.26% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
2,494
shares
|
$549,478
0.08% of portfolio
|
Q2 2025
Reduced 22.16%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
2,492
shares
|
$549,037
0.04% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
2,489
shares
|
$548,376
0.13% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,488
shares
|
$548,156
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,488
shares
|
$548,156
0.04% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,487
shares
|
$547,935
0.32% of portfolio
|
Q2 2022
Reduced 25.29%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,487
shares
|
$547,935
0.38% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,484
shares
|
$547,274
0.0% of portfolio
|
Q2 2025
Added 32.98%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
2,482
shares
|
$546,834
0.2% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,479
shares
|
$546,173
0.04% of portfolio
|
Q2 2025
Reduced 3.88%
|