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 2,890 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
1,305
shares
|
$287,517
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
1,305
shares
|
$287,517
0.12% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
1,303
shares
|
$287,076
0.04% of portfolio
|
Q2 2025
Reduced 35.43%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,301
shares
|
$286,636
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
1,301
shares
|
$286,636
0.2% of portfolio
|
Q2 2024
Reduced 29.06%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
1,300
shares
|
$286,416
0.08% of portfolio
|
Q1 2025
Reduced 38.91%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
1,294
shares
|
$285,094
0.26% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
1,293
shares
|
$284,873
0.04% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
1,289
shares
|
$283,992
0.12% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,286
shares
|
$283,331
0.03% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,283
shares
|
$282,670
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,282
shares
|
$282,450
0.2% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
1,276
shares
|
$281,128
0.19% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
1,273
shares
|
$280,467
0.13% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,272
shares
|
$280,247
0.0% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
1,270
shares
|
$279,806
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
1,265
shares
|
$278,704
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
1,259
shares
|
$277,382
0.07% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,258
shares
|
$277,162
0.03% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
1,258
shares
|
$277,162
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,257
shares
|
$276,942
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
1,257
shares
|
$276,942
0.09% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
1,253
shares
|
$276,060
0.13% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,251
shares
|
$275,620
0.0% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,251
shares
|
$275,620
0.03% of portfolio
|
Q1 2025
Added 0.48%
|