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 2,894 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $70.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
48
shares
|
$10,575
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
45
shares
|
$9,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
40
shares
|
$8,812
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
39
shares
|
$8,592
0.0% of portfolio
|
Q2 2025
Reduced 93.84%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
38
shares
|
$8,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
35
shares
|
$7,711
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
30
shares
|
$6,609
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
30
shares
|
$6,609
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
30
shares
|
$6,609
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
30
shares
|
$6,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
29
shares
|
$6,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
29
shares
|
$6,389
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
29
shares
|
$6,389
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
24
shares
|
$5,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
24
shares
|
$5,287
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$5,067
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
23
shares
|
$5,067
0.0% of portfolio
|
Q1 2025
Added 187.5%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
22
shares
|
$4,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
22
shares
|
$4,847
0.0% of portfolio
|
Q2 2025
Reduced 96.39%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
20
shares
|
$4,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
16
shares
|
$3,525
0.0% of portfolio
|
Q2 2025
Reduced 99.61%
|