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 2,890 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $71.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,138
shares
|
$4.33 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
19,133
shares
|
$4.33 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
18,935
shares
|
$4.28 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
18,905
shares
|
$4.28 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
18,829
shares
|
$4.26 Million
1.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
18,820
shares
|
$4.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 75.6%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
18,784
shares
|
$4.25 Million
0.24% of portfolio
|
Q2 2025
Added 44.94%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
18,777
shares
|
$4.25 Million
0.42% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
18,724
shares
|
$4.24 Million
0.47% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
18,600
shares
|
$4.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.28%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
18,589
shares
|
$4.21 Million
2.11% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
18,508
shares
|
$4.19 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,406
shares
|
$4.16 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
18,389
shares
|
$4.16 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
18,254
shares
|
$4.13 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
18,226
shares
|
$4.12 Million
0.62% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
18,106
shares
|
$4.1 Million
3.05% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
18,099
shares
|
$4.09 Million
0.21% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
18,017
shares
|
$4.08 Million
2.41% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
17,989
shares
|
$4.07 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
17,947
shares
|
$4.06 Million
1.08% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
17,925
shares
|
$4.05 Million
3.52% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
17,923
shares
|
$4.05 Million
1.93% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
17,856
shares
|
$4.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
17,846
shares
|
$4.04 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.62%
|