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 |
|---|---|---|---|---|---|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
4,129
shares
|
$909,701
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Savior LLC
|
Jul 14, 2025 Q2 2025 |
4,128
shares
|
$909,480
4.82% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
4,126
shares
|
$909,040
0.27% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,112
shares
|
$905,955
0.08% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
4,111
shares
|
$905,735
0.96% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$905,515
0.96% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
4,078
shares
|
$898,464
0.76% of portfolio
|
Q2 2025
Reduced 50.1%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
4,076
shares
|
$898,024
0.7% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,066
shares
|
$895,821
0.58% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
4,063
shares
|
$895,160
0.09% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,059
shares
|
$894,278
0.06% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,051
shares
|
$892,516
0.12% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,047
shares
|
$891,635
0.52% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
4,041
shares
|
$890,313
0.53% of portfolio
|
Q2 2025
Added 118.31%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
4,028
shares
|
$887,448
0.18% of portfolio
|
Q2 2025
Reduced 32.7%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
4,023
shares
|
$886,347
0.32% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,015
shares
|
$884,584
0.11% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
4,000
shares
|
$881,280
0.35% of portfolio
|
Q1 2020
Reduced 30.94%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$881,280
0.03% of portfolio
|
Q2 2025
Reduced 68.75%
|
|
|
Carlson Capital L P
Dallas, TX |
Aug 12, 2025 Q2 2025 |
4,000
shares
|
$881,280
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,992
shares
|
$879,517
0.1% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,979
shares
|
$876,653
0.02% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,968
shares
|
$874,229
0.05% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,964
shares
|
$873,348
0.06% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,949
shares
|
$870,043
0.16% of portfolio
|
Q1 2025
Reduced 0.55%
|