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 2,954 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 |
|---|---|---|---|---|---|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
11
shares
|
$2,695
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
10
shares
|
$2,450
0.0% of portfolio
|
Q2 2025
Reduced 98.26%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
8
shares
|
$1,960
0.0% of portfolio
|
Q3 2025
Reduced 94.33%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
7
shares
|
$1,715
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
6
shares
|
$1,470
0.0% of portfolio
|
Q2 2025
Reduced 99.64%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
6
shares
|
$1,470
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
6
shares
|
$1,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
6
shares
|
$1,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5
shares
|
$1,225
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
5
shares
|
$1,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3
shares
|
$735
0.0% of portfolio
|
Q2 2025
Reduced 97.48%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2
shares
|
$490
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2
shares
|
$490
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|