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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,051
shares
|
$451,876
0.02% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
2,051
shares
|
$451,876
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,047
shares
|
$450,995
0.03% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
2,046
shares
|
$450,774
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
2,038
shares
|
$449,012
0.32% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
2,037
shares
|
$448,791
0.09% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,035
shares
|
$448,351
0.02% of portfolio
|
Q2 2021
Added 17.09%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
2,031
shares
|
$447,469
0.07% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,028
shares
|
$446,808
0.08% of portfolio
|
Q2 2023
Added 2.53%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
2,026
shares
|
$446,368
0.17% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,023
shares
|
$445,707
0.21% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,015
shares
|
$443,944
0.06% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,014
shares
|
$443,724
0.02% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
2,011
shares
|
$443,063
0.12% of portfolio
|
Q4 2022
Reduced 46.17%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,006
shares
|
$441,961
0.13% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Sabby Management, LLC
Upper Saddle River, NJ |
Aug 14, 2025 Q2 2025 |
2,004
shares
|
$441,521
10.94% of portfolio
|
Q2 2025
Reduced 90.51%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$440,640
0.1% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,994
shares
|
$439,318
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,990
shares
|
$438,436
0.23% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,987
shares
|
$437,775
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
1,984
shares
|
$437,114
0.05% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,979
shares
|
$436,013
0.08% of portfolio
|
Q2 2025
Added 43.72%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,977
shares
|
$435,572
0.08% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
1,975
shares
|
$435,132
0.33% of portfolio
|
Q1 2022
Added 3.95%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,971
shares
|
$434,250
0.02% of portfolio
|
Q2 2025
Reduced 15.12%
|