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 |
|---|---|---|---|---|---|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
3,775
shares
|
$831,708
0.27% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,756
shares
|
$827,521
0.0% of portfolio
|
Q2 2025
Added 49.7%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
3,755
shares
|
$827,301
0.86% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,743
shares
|
$824,657
0.13% of portfolio
|
Q2 2025
Added 18.83%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,741
shares
|
$824,217
0.11% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,739
shares
|
$823,776
0.09% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,718
shares
|
$819,149
0.05% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
3,717
shares
|
$818,929
0.11% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
3,714
shares
|
$818,268
0.26% of portfolio
|
Q2 2025
Reduced 38.1%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,704
shares
|
$816,065
0.56% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
3,701
shares
|
$815,404
0.25% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Acuitas Investments, LLC
|
Jul 30, 2025 Q2 2025 |
3,700
shares
|
$815,184
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
3,697
shares
|
$814,523
0.32% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,676
shares
|
$809,896
0.16% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,669
shares
|
$808,354
0.16% of portfolio
|
Q1 2022
Reduced 4.63%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
3,669
shares
|
$808,354
0.22% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,664
shares
|
$807,252
0.15% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
3,660
shares
|
$806,371
0.05% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
3,655
shares
|
$805,269
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
3,647
shares
|
$803,507
0.06% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
3,644
shares
|
$802,846
0.7% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
3,628
shares
|
$799,320
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,628
shares
|
$799,320
0.06% of portfolio
|
Q2 2025
Added 52.69%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,622
shares
|
$797,999
0.39% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,618
shares
|
$797,117
0.13% of portfolio
|
Q2 2025
Added 0.06%
|