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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
32,190
shares
|
$7.02 Million
2.96% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
32,140
shares
|
$7.01 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
32,131
shares
|
$7 Million
0.39% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
32,101
shares
|
$7 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
32,015
shares
|
$6.98 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
31,965
shares
|
$6.97 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
31,960
shares
|
$6.97 Million
1.17% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
31,784
shares
|
$6.93 Million
4.59% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
31,716
shares
|
$6.91 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
31,595
shares
|
$6.89 Million
1.63% of portfolio
|
Q2 2024
Added 15.65%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
31,440
shares
|
$6.85 Million
0.69% of portfolio
|
Q1 2025
Reduced 58.57%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
31,284
shares
|
$6.82 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
31,237
shares
|
$6.81 Million
0.17% of portfolio
|
Q1 2025
Reduced 34.84%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
31,136
shares
|
$6.79 Million
2.16% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
31,087
shares
|
$6.78 Million
1.57% of portfolio
|
Q2 2025
Added 751.47%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
31,087
shares
|
$6.78 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
31,019
shares
|
$6.76 Million
0.2% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
31,018
shares
|
$6.76 Million
0.03% of portfolio
|
Q1 2025
Added 38.23%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
30,934
shares
|
$6.74 Million
0.23% of portfolio
|
Q1 2023
Added 5.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
30,896
shares
|
$6.74 Million
0.08% of portfolio
|
Q1 2025
Added 261.61%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
30,895
shares
|
$6.74 Million
1.3% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
30,828
shares
|
$6.72 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
30,718
shares
|
$6.7 Million
0.31% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
30,611
shares
|
$6.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
30,581
shares
|
$6.67 Million
0.77% of portfolio
|
Q1 2025
Reduced 7.48%
|