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 309 Million shares, which have been reported (via 13F filing form) to have a value of $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
166
shares
|
$36,573
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
165
shares
|
$36,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
162
shares
|
$35,691
0.02% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
160
shares
|
$35,251
0.01% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
159
shares
|
$35,030
0.03% of portfolio
|
Q1 2025
Reduced 29.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
156
shares
|
$34,369
0.02% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
150
shares
|
$33,048
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$33,048
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
150
shares
|
$33,048
0.0% of portfolio
|
Q2 2025
Reduced 99.25%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
150
shares
|
$33,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
150
shares
|
$33,048
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
146
shares
|
$32,166
0.03% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
144
shares
|
$31,726
0.01% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
143
shares
|
$31,505
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
141
shares
|
$31,065
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
140
shares
|
$30,844
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
138
shares
|
$30,404
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
136
shares
|
$29,963
0.01% of portfolio
|
Q2 2025
Reduced 42.37%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
135
shares
|
$29,743
0.03% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
133
shares
|
$29,302
0.02% of portfolio
|
Q1 2024
Added 786.67%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
131
shares
|
$28,861
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
131
shares
|
$28,861
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
129
shares
|
$28,421
0.03% of portfolio
|
Q2 2025
Reduced 62.06%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
126
shares
|
$27,760
0.02% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
120
shares
|
$26,438
0.01% of portfolio
|
Q2 2025
New holding
|