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 |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
4,398
shares
|
$968,967
0.18% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
4,397
shares
|
$968,747
0.0% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
4,369
shares
|
$962,578
0.23% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,361
shares
|
$960,815
0.05% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
4,361
shares
|
$960,815
0.11% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,357
shares
|
$959,934
0.17% of portfolio
|
Q1 2025
Added 90.76%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,355
shares
|
$959,493
0.2% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
4,355
shares
|
$959,493
0.14% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
4,352
shares
|
$958,832
0.34% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
4,350
shares
|
$958,392
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
4,346
shares
|
$957,510
0.29% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
4,340
shares
|
$956,188
0.01% of portfolio
|
Q2 2025
Added 31.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,328
shares
|
$953,544
0.34% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,322
shares
|
$952,223
0.08% of portfolio
|
Q2 2025
Added 21.71%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,321
shares
|
$952,002
0.3% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
4,309
shares
|
$949,358
0.24% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
4,303
shares
|
$948,036
0.0% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
4,301
shares
|
$947,596
0.38% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
4,289
shares
|
$944,952
0.14% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
4,289
shares
|
$944,952
0.21% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,288
shares
|
$944,732
0.41% of portfolio
|
Q4 2023
Reduced 67.63%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
4,283
shares
|
$943,630
0.48% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
4,282
shares
|
$943,410
0.78% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,278
shares
|
$942,528
0.03% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
4,267
shares
|
$940,105
0.63% of portfolio
|
Q2 2025
Reduced 1.36%
|