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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
946
shares
|
$208,422
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
945
shares
|
$208,202
0.03% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Cortland Associates Inc
|
Jul 23, 2025 Q2 2025 |
943
shares
|
$207,761
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
939
shares
|
$206,880
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
935
shares
|
$205,999
0.03% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
930
shares
|
$204,897
0.15% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
927
shares
|
$204,236
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
927
shares
|
$204,236
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
925
shares
|
$203,796
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
925
shares
|
$203,796
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
924
shares
|
$203,575
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
922
shares
|
$203,135
0.18% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
921
shares
|
$202,914
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$202,694
0.07% of portfolio
|
Q3 2024
Added 82.9%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
919
shares
|
$202,474
0.11% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
918
shares
|
$202,253
0.12% of portfolio
|
Q2 2025
Added 646.34%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
913
shares
|
$201,152
0.03% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
908
shares
|
$200,050
0.01% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
873
shares
|
$192,339
0.05% of portfolio
|
Q2 2025
Reduced 96.52%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
869
shares
|
$191,458
0.03% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
865
shares
|
$190,576
0.02% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
855
shares
|
$188,373
0.01% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
853
shares
|
$187,932
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
843
shares
|
$185,729
0.09% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
839
shares
|
$184,848
0.07% of portfolio
|
Q2 2025
New holding
|