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 2,902 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $67.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
6,415
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Reduced 51.47%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
6,362
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,351
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 99.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,348
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6,343
shares
|
$1.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,315
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
6,297
shares
|
$1.39 Million
0.41% of portfolio
|
Q2 2025
Reduced 55.86%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
6,288
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
6,287
shares
|
$1.39 Million
0.46% of portfolio
|
Q2 2025
Reduced 27.93%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
6,263
shares
|
$1.38 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
6,254
shares
|
$1.38 Million
0.34% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,250
shares
|
$1.38 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,247
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
6,237
shares
|
$1.37 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,231
shares
|
$1.37 Million
0.41% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
6,224
shares
|
$1.37 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 14, 2025 Q2 2025 |
6,220
shares
|
$1.37 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
6,206
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,203
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
6,202
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
6,201
shares
|
$1.37 Million
0.57% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
6,196
shares
|
$1.37 Million
0.82% of portfolio
|
Q2 2025
Reduced 40.22%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
6,194
shares
|
$1.36 Million
0.51% of portfolio
|
Q2 2025
Added 157.44%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
6,189
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
6,171
shares
|
$1.36 Million
0.77% of portfolio
|
Q2 2025
Added 336.11%
|