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 |
|---|---|---|---|---|---|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
117
shares
|
$25,777
0.01% of portfolio
|
Q1 2024
Reduced 61.64%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
117
shares
|
$25,777
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
114
shares
|
$25,116
0.01% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
109
shares
|
$24,014
0.01% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
107
shares
|
$23,574
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
107
shares
|
$23,574
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
105
shares
|
$23,133
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
104
shares
|
$22,913
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
104
shares
|
$22,913
0.01% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$22,032
0.01% of portfolio
|
Q2 2024
Reduced 67.85%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
100
shares
|
$22,032
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$22,032
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$22,032
0.0% of portfolio
|
Q2 2025
Reduced 85.25%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
100
shares
|
$22,032
0.01% of portfolio
|
Q1 2025
Reduced 31.51%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
100
shares
|
$22,032
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
100
shares
|
$22,032
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
94
shares
|
$20,710
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
89
shares
|
$19,608
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
88
shares
|
$19,388
0.01% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
84
shares
|
$18,506
0.01% of portfolio
|
Q2 2025
Reduced 77.17%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
83
shares
|
$18,286
0.01% of portfolio
|
Q1 2025
Reduced 67.7%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
82
shares
|
$18,066
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$17,625
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
78
shares
|
$17,184
0.02% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
75
shares
|
$16,524
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|