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 |
|---|---|---|---|---|---|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
4,264
shares
|
$939,444
0.46% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
4,262
shares
|
$939,003
0.42% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
4,252
shares
|
$936,800
0.21% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
4,246
shares
|
$935,478
0.3% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,237
shares
|
$933,495
0.32% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
4,234
shares
|
$932,834
0.42% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,231
shares
|
$932,173
0.04% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
4,229
shares
|
$931,733
0.52% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
4,213
shares
|
$928,208
0.08% of portfolio
|
Q2 2025
Reduced 93.18%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,209
shares
|
$927,326
0.14% of portfolio
|
Q2 2025
Reduced 32.85%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
4,206
shares
|
$926,665
0.05% of portfolio
|
Q2 2025
Added 100.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,188
shares
|
$922,700
0.05% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,186
shares
|
$922,259
0.41% of portfolio
|
Q3 2021
Reduced 0.1%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
4,179
shares
|
$920,717
0.08% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
4,178
shares
|
$920,496
0.31% of portfolio
|
Q2 2025
Added 239.12%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
4,176
shares
|
$920,056
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,174
shares
|
$919,615
0.19% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,173
shares
|
$919,395
0.16% of portfolio
|
Q1 2025
Added 35.05%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
4,155
shares
|
$915,429
0.22% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,154
shares
|
$915,209
0.74% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,152
shares
|
$914,768
0.2% of portfolio
|
Q2 2022
Reduced 70.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
4,151
shares
|
$914,548
0.99% of portfolio
|
Q2 2024
Reduced 22.84%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
4,148
shares
|
$913,887
0.05% of portfolio
|
Q2 2025
Reduced 55.12%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
4,141
shares
|
$912,345
0.58% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
4,131
shares
|
$910,141
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|