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 |
|---|---|---|---|---|---|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
5,260
shares
|
$1.16 Million
0.55% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,240
shares
|
$1.15 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
5,233
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,225
shares
|
$1.15 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
5,218
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,208
shares
|
$1.15 Million
0.36% of portfolio
|
Q4 2021
Reduced 6.01%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
5,189
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2025
Added 182.78%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,184
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Added 332.36%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
5,173
shares
|
$1.14 Million
0.89% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
5,172
shares
|
$1.14 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,169
shares
|
$1.14 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
5,169
shares
|
$1.14 Million
0.4% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
5,165
shares
|
$1.14 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,160
shares
|
$1.14 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,148
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
5,148
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Added 298.14%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,147
shares
|
$1.13 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,138
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
5,131
shares
|
$1.13 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,092
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
5,085
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
5,083
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
5,064
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
5,053
shares
|
$1.11 Million
0.39% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
5,038
shares
|
$1.11 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.22%
|