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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
20,319
shares
|
$4.6 Million
3.43% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
20,310
shares
|
$4.59 Million
1.18% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
20,243
shares
|
$4.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
20,218
shares
|
$4.57 Million
2.53% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
20,207
shares
|
$4.57 Million
1.01% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,197
shares
|
$4.57 Million
1.52% of portfolio
|
Q1 2024
Added 16.75%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
20,175
shares
|
$4.56 Million
2.62% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
20,137
shares
|
$4.56 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
20,116
shares
|
$4.55 Million
2.26% of portfolio
|
Q1 2025
Reduced 40.56%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
20,000
shares
|
$4.52 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
19,906
shares
|
$4.5 Million
0.6% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
19,904
shares
|
$4.5 Million
1.13% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
19,829
shares
|
$4.49 Million
0.12% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
19,702
shares
|
$4.46 Million
0.01% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
19,700
shares
|
$4.46 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19,673
shares
|
$4.45 Million
0.18% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
19,573
shares
|
$4.43 Million
0.4% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
19,467
shares
|
$4.4 Million
0.54% of portfolio
|
Q2 2025
Added 56.07%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
19,454
shares
|
$4.4 Million
0.79% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,418
shares
|
$4.39 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,357
shares
|
$4.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
19,352
shares
|
$4.38 Million
0.27% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
19,212
shares
|
$4.35 Million
1.1% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
19,198
shares
|
$4.34 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,138
shares
|
$4.33 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.13%
|