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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
594
shares
|
$132,622
0.07% of portfolio
|
Q2 2025
Added 33.18%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
590
shares
|
$131,729
0.0% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
582
shares
|
$129,943
0.04% of portfolio
|
Q2 2020
Added 1064.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
579
shares
|
$129,273
0.11% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
574
shares
|
$128,156
0.07% of portfolio
|
Q1 2025
Added 73.94%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
572
shares
|
$127,710
0.05% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
558
shares
|
$124,584
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
556
shares
|
$124,138
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
556
shares
|
$124,138
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
553
shares
|
$123,468
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
548
shares
|
$122,351
0.11% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
547
shares
|
$122,128
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
546
shares
|
$121,905
0.02% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
546
shares
|
$121,905
0.04% of portfolio
|
Q2 2024
Added 56.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
544
shares
|
$121,458
0.07% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
543
shares
|
$121,235
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
543
shares
|
$121,235
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
533
shares
|
$119,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
528
shares
|
$117,886
0.01% of portfolio
|
Q2 2024
Added 3671.43%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
527
shares
|
$117,663
0.03% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
522
shares
|
$116,546
0.08% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
521
shares
|
$116,323
0.02% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
517
shares
|
$115,430
0.08% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
514
shares
|
$114,760
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
514
shares
|
$114,760
0.01% of portfolio
|
Q1 2025
Reduced 7.05%
|