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 2,937 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
56
shares
|
$13,723
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
55
shares
|
$13,478
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
51
shares
|
$12,498
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
51
shares
|
$12,498
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$12,253
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
50
shares
|
$12,253
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
50
shares
|
$12,253
0.0% of portfolio
|
Q4 2024
Reduced 76.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
50
shares
|
$12,253
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
49
shares
|
$12,007
0.0% of portfolio
|
Q1 2025
Reduced 69.18%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
48
shares
|
$11,762
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
40
shares
|
$9,802
0.01% of portfolio
|
Q3 2025
Reduced 21.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
40
shares
|
$9,802
0.02% of portfolio
|
Q3 2025
Reduced 99.01%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
40
shares
|
$9,802
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
39
shares
|
$9,557
0.0% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
39
shares
|
$9,557
0.0% of portfolio
|
Q2 2025
Reduced 93.84%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
38
shares
|
$9,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
37
shares
|
$9,067
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
35
shares
|
$8,577
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
30
shares
|
$7,351
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
30
shares
|
$7,351
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
30
shares
|
$7,351
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
30
shares
|
$7,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
30
shares
|
$7,351
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
29
shares
|
$7,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
29
shares
|
$7,106
0.0% of portfolio
|
Q1 2024
New holding
|