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 |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,458
shares
|
$761,866
0.02% of portfolio
|
Q2 2024
Reduced 30.35%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,457
shares
|
$761,646
0.12% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
3,442
shares
|
$758,341
0.15% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,441
shares
|
$758,121
0.6% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
3,431
shares
|
$755,917
0.1% of portfolio
|
Q2 2025
Added 16.11%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,430
shares
|
$755,697
0.35% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
3,426
shares
|
$754,816
0.28% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,425
shares
|
$754,596
0.74% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,418
shares
|
$753,053
0.04% of portfolio
|
Q2 2025
Added 111.64%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
3,409
shares
|
$751,070
0.18% of portfolio
|
Q2 2025
Added 61.26%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,406
shares
|
$750,409
0.12% of portfolio
|
Q2 2025
Reduced 37.68%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
3,400
shares
|
$749,088
0.19% of portfolio
|
Q4 2024
Reduced 70.33%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,396
shares
|
$748,206
0.1% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,383
shares
|
$745,342
0.45% of portfolio
|
Q1 2025
Reduced 30.79%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3,378
shares
|
$744,240
0.15% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
3,376
shares
|
$743,800
0.39% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
3,371
shares
|
$742,698
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
3,358
shares
|
$739,834
0.2% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,347
shares
|
$737,411
0.12% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,342
shares
|
$736,309
0.04% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
3,341
shares
|
$736,089
0.04% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
3,335
shares
|
$734,767
0.36% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,335
shares
|
$734,767
0.21% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
3,332
shares
|
$734,106
0.08% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
3,329
shares
|
$733,445
0.03% of portfolio
|
Q2 2025
Added 42.94%
|