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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
13,022
shares
|
$2.87 Million
1.6% of portfolio
|
Q2 2025
Reduced 45.49%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
12,982
shares
|
$2.86 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
12,967
shares
|
$2.86 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,839
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Added 686.22%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
12,762
shares
|
$2.81 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
12,725
shares
|
$2.8 Million
0.67% of portfolio
|
Q2 2025
Reduced 59.2%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,704
shares
|
$2.8 Million
2.43% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
12,700
shares
|
$2.8 Million
0.97% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
12,672
shares
|
$2.79 Million
1.1% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
12,646
shares
|
$2.79 Million
0.22% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
12,630
shares
|
$2.78 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
12,552
shares
|
$2.77 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
12,544
shares
|
$2.76 Million
1.39% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
12,518
shares
|
$2.76 Million
0.32% of portfolio
|
Q2 2025
Added 278.3%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
12,472
shares
|
$2.75 Million
2.51% of portfolio
|
Q2 2025
Added 163.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
12,444
shares
|
$2.74 Million
0.34% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
12,405
shares
|
$2.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
12,330
shares
|
$2.72 Million
0.51% of portfolio
|
Q2 2025
Added 34.04%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
12,315
shares
|
$2.71 Million
1.83% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
12,301
shares
|
$2.71 Million
0.34% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
12,248
shares
|
$2.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,239
shares
|
$2.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
12,231
shares
|
$2.69 Million
0.06% of portfolio
|
Q2 2025
Added 516.17%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
12,221
shares
|
$2.69 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
12,181
shares
|
$2.68 Million
0.87% of portfolio
|
Q2 2025
New holding
|