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 2,883 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
28,356
shares
|
$6.33 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
28,338
shares
|
$6.33 Million
0.24% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
28,285
shares
|
$6.32 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
28,093
shares
|
$6.27 Million
0.12% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
28,087
shares
|
$6.27 Million
0.29% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
28,062
shares
|
$6.27 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
28,011
shares
|
$6.25 Million
4.63% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
27,861
shares
|
$6.22 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
27,641
shares
|
$6.17 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
27,612
shares
|
$6.16 Million
0.26% of portfolio
|
Q2 2025
Added 59.28%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
27,510
shares
|
$6.14 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,378
shares
|
$6.11 Million
0.42% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
27,149
shares
|
$6.06 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
27,115
shares
|
$6.05 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
27,023
shares
|
$6.03 Million
2.48% of portfolio
|
Q4 2022
Reduced 12.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
27,002
shares
|
$6.03 Million
0.1% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
27,000
shares
|
$6.03 Million
0.61% of portfolio
|
Q3 2016
Closed
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
26,747
shares
|
$5.97 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
26,747
shares
|
$5.97 Million
3.71% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Verger Capital Management LLC
|
May 14, 2025 Q1 2025 |
26,682
shares
|
$5.96 Million
2.34% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26,646
shares
|
$5.95 Million
0.12% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
26,615
shares
|
$5.94 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
26,614
shares
|
$5.94 Million
1.68% of portfolio
|
Q2 2025
Reduced 40.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
26,454
shares
|
$5.91 Million
0.17% of portfolio
|
Q1 2025
Added 16.91%
|
|
|
Engine Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
26,444
shares
|
$5.9 Million
1.27% of portfolio
|
Q4 2024
Reduced 27.44%
|