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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
806
shares
|
$177,577
0.07% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
805
shares
|
$177,357
0.05% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
805
shares
|
$177,357
0.04% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
799
shares
|
$176,035
0.0% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
786
shares
|
$173,171
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
776
shares
|
$170,968
0.03% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
774
shares
|
$170,527
0.02% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
May 15, 2025 Q1 2025 |
773
shares
|
$170,307
0.03% of portfolio
|
Q1 2025
Reduced 85.69%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
759
shares
|
$167,222
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
750
shares
|
$165,240
0.02% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
750
shares
|
$165,240
0.04% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
743
shares
|
$163,697
0.01% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
733
shares
|
$161,494
0.14% of portfolio
|
Q2 2025
Added 129.06%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
731
shares
|
$161,053
0.04% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
721
shares
|
$158,850
0.11% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
712
shares
|
$156,867
0.11% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
709
shares
|
$156,206
0.0% of portfolio
|
Q2 2025
Added 271.2%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
703
shares
|
$154,884
0.22% of portfolio
|
Q2 2025
Reduced 49.17%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
700
shares
|
$154,224
0.11% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
700
shares
|
$154,224
0.1% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
698
shares
|
$153,783
0.07% of portfolio
|
Q1 2020
Reduced 8.52%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
698
shares
|
$153,783
0.0% of portfolio
|
Q2 2025
Reduced 96.57%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
695
shares
|
$153,122
0.1% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
694
shares
|
$152,902
0.04% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
689
shares
|
$151,800
0.03% of portfolio
|
Q2 2024
Added 59.86%
|