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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
4,614
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 54.16%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,613
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 64.87%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
4,601
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
4,600
shares
|
$1.01 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
4,598
shares
|
$1.01 Million
0.31% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,595
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 51.73%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
4,589
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Reduced 62.47%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
4,580
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
4,579
shares
|
$1.01 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,534
shares
|
$998,930
0.36% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
4,511
shares
|
$993,863
0.06% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
4,490
shares
|
$989,236
0.26% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
4,481
shares
|
$987,253
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,476
shares
|
$986,152
0.09% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
4,474
shares
|
$985,711
0.18% of portfolio
|
Q2 2025
Reduced 27.0%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
4,466
shares
|
$983,949
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
4,463
shares
|
$983,288
0.11% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,444
shares
|
$979,102
0.21% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
4,443
shares
|
$978,881
0.3% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
4,417
shares
|
$973,153
0.36% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
4,417
shares
|
$973,153
0.11% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
4,410
shares
|
$971,611
0.41% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
4,406
shares
|
$970,729
0.21% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
4,401
shares
|
$969,628
0.21% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
4,399
shares
|
$969,187
0.29% of portfolio
|
Q2 2025
Added 4.86%
|