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 2,912 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $66.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
14,016
shares
|
$3.09 Million
0.75% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
13,931
shares
|
$3.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
13,909
shares
|
$3.06 Million
2.31% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
13,873
shares
|
$3.06 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
13,857
shares
|
$3.05 Million
0.34% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,821
shares
|
$3.05 Million
0.17% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
13,794
shares
|
$3.04 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,787
shares
|
$3.04 Million
0.19% of portfolio
|
Q3 2022
Reduced 2.39%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
13,760
shares
|
$3.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
13,728
shares
|
$3.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,601
shares
|
$3 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
13,593
shares
|
$2.99 Million
0.43% of portfolio
|
Q2 2025
Reduced 46.29%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
13,523
shares
|
$2.98 Million
0.12% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
13,522
shares
|
$2.98 Million
0.39% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
13,487
shares
|
$2.97 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
13,422
shares
|
$2.96 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
13,397
shares
|
$2.95 Million
0.44% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
13,382
shares
|
$2.95 Million
0.25% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,279
shares
|
$2.93 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
13,264
shares
|
$2.92 Million
1.27% of portfolio
|
Q1 2025
Added 1348.03%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
13,247
shares
|
$2.92 Million
0.72% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
13,225
shares
|
$2.91 Million
0.12% of portfolio
|
Q2 2025
Added 83.68%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
13,189
shares
|
$2.91 Million
0.07% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
13,076
shares
|
$2.88 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
13,040
shares
|
$2.87 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.77%
|