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 |
|---|---|---|---|---|---|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
543
shares
|
$122,832
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
533
shares
|
$120,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
528
shares
|
$119,438
0.01% of portfolio
|
Q2 2024
Added 3671.43%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
527
shares
|
$119,212
0.03% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
522
shares
|
$118,081
0.08% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
521
shares
|
$117,855
0.02% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
517
shares
|
$116,950
0.08% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
514
shares
|
$116,271
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
514
shares
|
$116,271
0.01% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
513
shares
|
$116,045
0.06% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$113,105
0.03% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
500
shares
|
$113,105
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
500
shares
|
$113,105
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
500
shares
|
$113,105
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
496
shares
|
$112,200
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
494
shares
|
$111,747
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
492
shares
|
$111,295
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
486
shares
|
$109,938
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
484
shares
|
$109,485
0.33% of portfolio
|
Q1 2025
Added 89.8%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
468
shares
|
$105,866
0.01% of portfolio
|
Q1 2022
Added 51.46%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$105,187
0.01% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
455
shares
|
$102,925
0.04% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$102,473
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
449
shares
|
$101,568
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$100,211
0.07% of portfolio
|
Q1 2024
Reduced 28.89%
|