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 2,937 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
500
shares
|
$122,530
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
499
shares
|
$122,284
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
497
shares
|
$121,794
0.07% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
493
shares
|
$120,814
0.1% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
488
shares
|
$119,589
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
486
shares
|
$119,099
0.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
484
shares
|
$118,609
0.33% of portfolio
|
Q1 2025
Added 89.8%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
468
shares
|
$114,688
0.01% of portfolio
|
Q1 2022
Added 51.46%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$113,952
0.01% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
455
shares
|
$111,502
0.04% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
453
shares
|
$111,012
0.02% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$111,012
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
453
shares
|
$111,012
0.06% of portfolio
|
Q2 2025
Reduced 33.67%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
449
shares
|
$110,031
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$108,561
0.07% of portfolio
|
Q1 2024
Reduced 28.89%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
443
shares
|
$108,561
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
442
shares
|
$108,316
0.04% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
441
shares
|
$108,071
0.05% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
439
shares
|
$107,581
0.02% of portfolio
|
Q2 2025
Added 25.79%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
437
shares
|
$107,091
0.01% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
425
shares
|
$104,150
0.05% of portfolio
|
Q1 2022
Reduced 74.02%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
424
shares
|
$103,905
0.01% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
423
shares
|
$103,660
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
417
shares
|
$102,190
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
411
shares
|
$100,719
0.04% of portfolio
|
Q1 2023
New holding
|