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 |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,715
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
6,701
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,693
shares
|
$1.47 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
6,682
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
6,651
shares
|
$1.47 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,638
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Added 281.06%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
6,630
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Added 98.62%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
6,589
shares
|
$1.45 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
6,580
shares
|
$1.45 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
6,570
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6,570
shares
|
$1.45 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,560
shares
|
$1.45 Million
0.58% of portfolio
|
Q2 2025
Added 84.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
6,558
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
6,529
shares
|
$1.44 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,525
shares
|
$1.44 Million
0.23% of portfolio
|
Q1 2023
Reduced 65.48%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
6,523
shares
|
$1.44 Million
0.17% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
6,511
shares
|
$1.43 Million
0.42% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
6,503
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
6,502
shares
|
$1.43 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
6,500
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2023
Reduced 6.94%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
6,489
shares
|
$1.43 Million
0.54% of portfolio
|
Q3 2022
Added 416.23%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
6,478
shares
|
$1.43 Million
1.18% of portfolio
|
Q2 2025
Added 35.95%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
6,437
shares
|
$1.42 Million
0.35% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
6,428
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
6,422
shares
|
$1.41 Million
1.19% of portfolio
|
Q2 2025
New holding
|