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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,326
shares
|
$732,784
0.17% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
3,317
shares
|
$730,801
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,313
shares
|
$729,920
0.09% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,309
shares
|
$729,038
0.42% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
3,308
shares
|
$728,818
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,306
shares
|
$728,377
0.49% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,301
shares
|
$727,276
0.09% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
3,300
shares
|
$727,056
0.43% of portfolio
|
Q2 2023
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
3,295
shares
|
$725,954
0.03% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
3,288
shares
|
$724,412
0.08% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
3,283
shares
|
$723,310
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
3,278
shares
|
$722,208
0.15% of portfolio
|
Q1 2025
Added 96.29%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,277
shares
|
$721,988
0.05% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,275
shares
|
$721,548
0.11% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
3,269
shares
|
$720,226
0.33% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
3,268
shares
|
$720,005
0.12% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,266
shares
|
$719,565
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
3,263
shares
|
$718,904
0.02% of portfolio
|
Q2 2025
Added 75.52%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,260
shares
|
$718,243
0.25% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,249
shares
|
$715,819
0.05% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
3,246
shares
|
$715,158
0.05% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3,245
shares
|
$714,938
0.03% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
3,220
shares
|
$709,430
0.18% of portfolio
|
Q2 2024
Added 62.58%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
3,215
shares
|
$708,328
0.35% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,212
shares
|
$707,667
0.09% of portfolio
|
Q2 2025
Added 65.48%
|