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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
922
shares
|
$208,565
0.18% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
921
shares
|
$208,339
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$208,113
0.07% of portfolio
|
Q3 2024
Added 82.9%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
919
shares
|
$207,886
0.08% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
908
shares
|
$205,398
0.01% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
904
shares
|
$204,493
0.02% of portfolio
|
Q1 2025
Reduced 73.64%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
904
shares
|
$204,493
0.1% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
901
shares
|
$203,815
0.0% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
890
shares
|
$201,326
0.14% of portfolio
|
Q1 2025
Reduced 36.92%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
869
shares
|
$196,576
0.03% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
864
shares
|
$195,445
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
859
shares
|
$194,314
0.06% of portfolio
|
Q4 2023
Added 56.47%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
855
shares
|
$193,409
0.01% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
843
shares
|
$190,695
0.09% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
837
shares
|
$189,337
0.06% of portfolio
|
Q1 2025
Reduced 45.61%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
820
shares
|
$185,492
0.04% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
820
shares
|
$185,492
0.03% of portfolio
|
Q1 2025
Added 38.51%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
818
shares
|
$185,039
0.0% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
810
shares
|
$183,230
0.08% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
807
shares
|
$182,551
0.04% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
807
shares
|
$182,551
0.07% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
806
shares
|
$182,325
0.07% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
805
shares
|
$182,099
0.05% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
800
shares
|
$180,968
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
786
shares
|
$177,801
0.14% of portfolio
|
Q4 2021
New holding
|