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 |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,212
shares
|
$707,667
0.09% of portfolio
|
Q2 2025
Added 65.48%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,209
shares
|
$707,006
0.08% of portfolio
|
Q1 2022
Reduced 13.04%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,209
shares
|
$707,006
0.06% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
3,206
shares
|
$706,345
0.07% of portfolio
|
Q2 2025
Reduced 70.84%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,205
shares
|
$706,125
0.05% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
3,205
shares
|
$706,125
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
3,203
shares
|
$705,684
0.76% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,201
shares
|
$705,244
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
3,198
shares
|
$704,583
0.01% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
3,187
shares
|
$702,159
0.24% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,186
shares
|
$701,939
0.09% of portfolio
|
Q2 2024
Added 59.7%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
3,185
shares
|
$701,719
0.09% of portfolio
|
Q1 2021
Reduced 7.89%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,167
shares
|
$697,753
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
3,164
shares
|
$697,092
0.33% of portfolio
|
Q2 2025
Added 122.5%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
3,161
shares
|
$696,431
0.44% of portfolio
|
Q2 2025
Added 80.73%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
3,158
shares
|
$695,770
0.12% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,156
shares
|
$695,329
0.24% of portfolio
|
Q2 2025
Added 125.11%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,136
shares
|
$690,923
0.43% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
3,131
shares
|
$689,821
0.14% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
3,131
shares
|
$689,821
0.1% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,129
shares
|
$689,381
0.3% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
3,129
shares
|
$689,381
0.13% of portfolio
|
Q2 2025
Reduced 90.71%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,128
shares
|
$689,160
0.52% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
3,114
shares
|
$686,076
0.12% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
3,110
shares
|
$685,195
0.34% of portfolio
|
Q2 2025
Reduced 3.12%
|