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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
26,265
shares
|
$5.86 Million
0.04% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
26,197
shares
|
$5.85 Million
0.78% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
26,157
shares
|
$5.84 Million
0.27% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
26,145
shares
|
$5.84 Million
1.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
26,022
shares
|
$5.81 Million
0.53% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
25,944
shares
|
$5.79 Million
0.45% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
25,911
shares
|
$5.79 Million
0.12% of portfolio
|
Q1 2025
Reduced 43.4%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
25,903
shares
|
$5.78 Million
1.73% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
25,833
shares
|
$5.77 Million
1.85% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
25,727
shares
|
$5.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
25,483
shares
|
$5.69 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,402
shares
|
$5.67 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
25,335
shares
|
$5.66 Million
0.07% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
25,308
shares
|
$5.65 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
25,116
shares
|
$5.61 Million
0.86% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
25,111
shares
|
$5.61 Million
1.56% of portfolio
|
Q1 2025
Reduced 50.53%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
24,924
shares
|
$5.56 Million
0.13% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
24,836
shares
|
$5.55 Million
3.64% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24,639
shares
|
$5.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
24,620
shares
|
$5.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
24,601
shares
|
$5.49 Million
0.72% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
24,448
shares
|
$5.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 63.2%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
24,400
shares
|
$5.45 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
24,377
shares
|
$5.44 Million
0.98% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
24,289
shares
|
$5.42 Million
0.28% of portfolio
|
Q1 2025
Added 9.86%
|