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 |
|---|---|---|---|---|---|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
75
shares
|
$16,524
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
74
shares
|
$16,303
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
72
shares
|
$15,863
0.01% of portfolio
|
Q2 2025
Added 7100.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$15,422
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
67
shares
|
$14,761
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
64
shares
|
$14,100
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
64
shares
|
$14,100
0.0% of portfolio
|
Q1 2025
Reduced 68.16%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
63
shares
|
$13,880
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
61
shares
|
$13,439
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
60
shares
|
$13,219
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$13,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
60
shares
|
$13,219
0.0% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
60
shares
|
$13,219
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
57
shares
|
$12,558
0.0% of portfolio
|
Q2 2025
Reduced 85.31%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
57
shares
|
$12,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
56
shares
|
$12,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
51
shares
|
$11,236
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
51
shares
|
$11,236
0.01% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
51
shares
|
$11,236
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$11,016
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,016
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
50
shares
|
$11,016
0.0% of portfolio
|
Q4 2024
Reduced 76.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
50
shares
|
$11,016
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
49
shares
|
$10,795
0.0% of portfolio
|
Q1 2025
Reduced 69.18%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
49
shares
|
$10,795
0.01% of portfolio
|
Q2 2025
New holding
|