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 |
|---|---|---|---|---|---|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,760
shares
|
$387,763
0.28% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
1,758
shares
|
$387,322
0.3% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
1,758
shares
|
$387,322
0.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,756
shares
|
$386,881
0.04% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
1,751
shares
|
$385,780
0.15% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
1,751
shares
|
$385,780
0.04% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
1,736
shares
|
$382,475
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
1,735
shares
|
$382,255
0.05% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,734
shares
|
$382,034
0.12% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,732
shares
|
$381,594
0.23% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,730
shares
|
$381,153
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
1,727
shares
|
$380,492
0.21% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
1,716
shares
|
$378,069
0.07% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
1,714
shares
|
$377,628
0.07% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,714
shares
|
$377,628
0.05% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,710
shares
|
$376,747
0.12% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,706
shares
|
$375,865
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
1,700
shares
|
$374,544
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
1,699
shares
|
$374,323
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
1,698
shares
|
$374,103
0.09% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,696
shares
|
$373,662
0.06% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,695
shares
|
$373,442
0.05% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
1,695
shares
|
$373,442
0.09% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
1,694
shares
|
$373,222
0.07% of portfolio
|
Q1 2025
Reduced 71.08%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,694
shares
|
$373,222
0.22% of portfolio
|
Q1 2025
Added 0.3%
|