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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,375
shares
|
$523,260
0.35% of portfolio
|
Q2 2025
Added 1025.59%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
2,368
shares
|
$521,717
0.08% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,355
shares
|
$518,853
0.18% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,355
shares
|
$518,853
0.03% of portfolio
|
Q2 2025
Reduced 26.89%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
2,346
shares
|
$516,870
0.31% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
2,340
shares
|
$515,548
0.1% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
2,329
shares
|
$513,125
0.26% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,321
shares
|
$511,362
0.22% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
2,318
shares
|
$510,701
0.04% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,312
shares
|
$509,379
0.06% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,311
shares
|
$509,159
0.09% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
2,308
shares
|
$508,498
0.08% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Aug 14, 2025 Q2 2025 |
2,300
shares
|
$506,736
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
2,280
shares
|
$502,329
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
2,277
shares
|
$501,668
0.15% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,276
shares
|
$501,448
0.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,275
shares
|
$501,228
0.05% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,258
shares
|
$497,482
0.02% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
2,256
shares
|
$497,041
0.03% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,245
shares
|
$494,618
0.05% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
2,238
shares
|
$493,076
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,234
shares
|
$492,194
0.07% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
2,234
shares
|
$492,194
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,227
shares
|
$490,652
0.1% of portfolio
|
Q1 2022
Added 7.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,226
shares
|
$490,432
0.03% of portfolio
|
Q3 2022
New holding
|