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 |
|---|---|---|---|---|---|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,246
shares
|
$274,518
0.05% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
1,245
shares
|
$274,298
0.28% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
1,244
shares
|
$274,078
0.02% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
1,240
shares
|
$273,196
0.12% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
1,239
shares
|
$272,976
0.13% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
1,238
shares
|
$272,756
0.05% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,233
shares
|
$271,654
0.03% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
1,231
shares
|
$271,213
1.15% of portfolio
|
Q1 2025
Reduced 52.12%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
1,229
shares
|
$270,773
0.12% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
1,228
shares
|
$270,552
0.12% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
1,228
shares
|
$270,552
0.18% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
1,225
shares
|
$269,892
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
1,225
shares
|
$269,892
0.06% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,225
shares
|
$269,892
0.05% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,225
shares
|
$269,892
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
1,223
shares
|
$269,451
0.08% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
1,222
shares
|
$269,231
0.05% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,221
shares
|
$269,010
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,218
shares
|
$268,349
0.02% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,216
shares
|
$267,909
0.1% of portfolio
|
Q4 2023
Reduced 20.47%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Aug 13, 2025 Q2 2025 |
1,213
shares
|
$267,248
0.07% of portfolio
|
Q1 2024
Reduced 29.84%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
1,213
shares
|
$267,248
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,212
shares
|
$267,027
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
1,212
shares
|
$267,027
0.06% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,211
shares
|
$266,807
0.06% of portfolio
|
Q2 2025
Reduced 9.49%
|