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 2,874 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $69.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
56,019
shares
|
$12.2 Million
0.75% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
55,942
shares
|
$12.2 Million
0.1% of portfolio
|
Q1 2025
Added 0.46%
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
55,660
shares
|
$12.1 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
55,521
shares
|
$12.1 Million
2.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
55,487
shares
|
$12.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
55,455
shares
|
$12.1 Million
6.03% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
55,230
shares
|
$12 Million
6.24% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
54,688
shares
|
$11.9 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
54,350
shares
|
$11.8 Million
1.37% of portfolio
|
Q1 2025
Added 2.43%
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
54,069
shares
|
$11.8 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
54,045
shares
|
$11.8 Million
2.64% of portfolio
|
Q4 2023
Added 1.75%
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
53,525
shares
|
$11.7 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
53,205
shares
|
$11.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
53,161
shares
|
$11.6 Million
0.55% of portfolio
|
Q1 2025
Added 0.21%
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
53,127
shares
|
$11.6 Million
1.44% of portfolio
|
Q1 2025
Added 5.82%
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
52,568
shares
|
$11.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 90.26%
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
52,198
shares
|
$11.4 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
52,021
shares
|
$11.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 37.02%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
51,495
shares
|
$11.2 Million
7.16% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
51,470
shares
|
$11.2 Million
3.61% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
51,468
shares
|
$11.2 Million
2.03% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
51,147
shares
|
$11.2 Million
2.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
51,061
shares
|
$11.1 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
50,939
shares
|
$11.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
50,875
shares
|
$11.1 Million
0.79% of portfolio
|
Q1 2025
Added 18.41%
|