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 |
|---|---|---|---|---|---|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
3,008
shares
|
$662,722
0.21% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
3,003
shares
|
$661,620
0.48% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
3,002
shares
|
$661,400
0.11% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
3,001
shares
|
$661,180
0.55% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Defender Capital, Llc.
|
Jul 25, 2025 Q2 2025 |
3,000
shares
|
$660,960
0.25% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$660,960
0.56% of portfolio
|
Q2 2025
Added 118.02%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$660,960
0.32% of portfolio
|
Q1 2025
Reduced 72.09%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,997
shares
|
$660,299
0.05% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,995
shares
|
$659,858
0.51% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,995
shares
|
$659,858
0.22% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
2,994
shares
|
$659,638
0.16% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,993
shares
|
$659,417
0.51% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,991
shares
|
$658,977
0.37% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
2,988
shares
|
$658,316
0.06% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
2,987
shares
|
$658,095
0.4% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,986
shares
|
$657,875
7.21% of portfolio
|
Q2 2020
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,985
shares
|
$657,655
0.24% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
2,983
shares
|
$657,214
0.27% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
2,979
shares
|
$656,333
0.52% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,977
shares
|
$655,892
0.07% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,969
shares
|
$654,130
0.28% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,967
shares
|
$653,689
0.27% of portfolio
|
Q2 2025
Added 86.96%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,965
shares
|
$653,248
0.03% of portfolio
|
Q3 2022
Reduced 26.5%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
2,961
shares
|
$652,367
0.6% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,960
shares
|
$652,147
0.26% of portfolio
|
Q1 2025
Reduced 1.63%
|