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 |
|---|---|---|---|---|---|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
1,581
shares
|
$348,325
0.06% of portfolio
|
Q1 2025
Added 44.78%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
1,578
shares
|
$347,664
0.26% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,576
shares
|
$347,224
0.2% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
1,575
shares
|
$347,004
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
1,574
shares
|
$346,783
0.11% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
1,574
shares
|
$346,783
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,571
shares
|
$346,122
0.22% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
1,571
shares
|
$346,122
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,569
shares
|
$345,682
0.09% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
1,569
shares
|
$345,682
0.06% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
1,560
shares
|
$343,699
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
1,554
shares
|
$342,377
0.02% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,552
shares
|
$341,936
0.03% of portfolio
|
Q1 2025
Added 40.07%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,549
shares
|
$341,275
0.0% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
1,544
shares
|
$340,174
0.06% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
1,544
shares
|
$340,174
0.21% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
1,541
shares
|
$339,513
0.01% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
1,538
shares
|
$338,852
0.13% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
1,536
shares
|
$338,411
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,535
shares
|
$338,191
0.26% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,535
shares
|
$338,191
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,535
shares
|
$338,191
0.13% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
1,534
shares
|
$337,970
0.08% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,534
shares
|
$337,970
0.03% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,523
shares
|
$335,547
0.09% of portfolio
|
Q2 2025
Added 8.17%
|