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 316 Million shares, which have been reported (via 13F filing form) to have a value of $71.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
79,277
shares
|
$17.9 Million
2.28% of portfolio
|
Q1 2025
Added 33.51%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
78,994
shares
|
$17.9 Million
11.5% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
78,090
shares
|
$17.7 Million
0.51% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
76,798
shares
|
$17.4 Million
0.88% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
76,679
shares
|
$17.3 Million
9.82% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
76,573
shares
|
$17.3 Million
1.92% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
76,564
shares
|
$17.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
76,046
shares
|
$17.2 Million
1.35% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
75,993
shares
|
$17.2 Million
1.3% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
74,289
shares
|
$16.8 Million
9.42% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
74,161
shares
|
$16.8 Million
3.58% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
73,786
shares
|
$16.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
73,649
shares
|
$16.7 Million
8.83% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
72,974
shares
|
$16.5 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
72,936
shares
|
$16.5 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
72,711
shares
|
$16.4 Million
0.47% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
72,074
shares
|
$16.3 Million
0.19% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,235
shares
|
$16.1 Million
0.14% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
70,919
shares
|
$16 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
70,514
shares
|
$16 Million
0.02% of portfolio
|
Q1 2025
Added 218.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
69,875
shares
|
$15.8 Million
0.39% of portfolio
|
Q4 2023
Added 29.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
69,779
shares
|
$15.8 Million
0.48% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
69,713
shares
|
$15.8 Million
1.03% of portfolio
|
Q3 2023
Added 1.06%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
69,624
shares
|
$15.7 Million
0.16% of portfolio
|
Q1 2025
Added 60.87%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
69,490
shares
|
$15.7 Million
7.99% of portfolio
|
Q2 2025
Added 0.54%
|