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 |
|---|---|---|---|---|---|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$99,804
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
449
shares
|
$98,923
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$97,601
0.07% of portfolio
|
Q1 2024
Reduced 28.89%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
443
shares
|
$97,601
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
442
shares
|
$97,381
0.04% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
441
shares
|
$97,161
0.05% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
439
shares
|
$96,720
0.02% of portfolio
|
Q2 2025
Added 25.79%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
437
shares
|
$96,279
0.01% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
425
shares
|
$93,636
0.05% of portfolio
|
Q1 2022
Reduced 74.02%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
424
shares
|
$93,415
0.01% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
423
shares
|
$93,195
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
423
shares
|
$93,195
0.05% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
417
shares
|
$91,873
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
411
shares
|
$90,551
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
409
shares
|
$90,110
0.03% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
405
shares
|
$89,229
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
404
shares
|
$89,009
0.03% of portfolio
|
Q2 2025
Reduced 52.97%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$88,128
0.02% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
400
shares
|
$88,128
0.01% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
389
shares
|
$85,704
0.04% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
380
shares
|
$83,721
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
377
shares
|
$83,060
0.02% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
375
shares
|
$82,620
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
375
shares
|
$82,620
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
371
shares
|
$81,738
0.02% of portfolio
|
Q2 2025
New holding
|