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 |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
7,796
shares
|
$1.72 Million
0.18% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
7,791
shares
|
$1.72 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
7,787
shares
|
$1.72 Million
0.47% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,775
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,771
shares
|
$1.71 Million
0.12% of portfolio
|
Q4 2023
Added 92.11%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
7,749
shares
|
$1.71 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
7,737
shares
|
$1.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
7,732
shares
|
$1.7 Million
0.67% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,731
shares
|
$1.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
7,701
shares
|
$1.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
7,655
shares
|
$1.69 Million
1.51% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
7,640
shares
|
$1.68 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
7,627
shares
|
$1.68 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
7,625
shares
|
$1.68 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,623
shares
|
$1.68 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,614
shares
|
$1.68 Million
0.82% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
7,570
shares
|
$1.67 Million
0.27% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,551
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,545
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
7,537
shares
|
$1.66 Million
1.88% of portfolio
|
Q4 2022
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,508
shares
|
$1.65 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
7,500
shares
|
$1.65 Million
0.25% of portfolio
|
Q3 2024
Added 6421.74%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
7,500
shares
|
$1.65 Million
0.39% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
7,468
shares
|
$1.65 Million
0.16% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
7,459
shares
|
$1.64 Million
0.18% of portfolio
|
Q2 2025
Added 173.83%
|