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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
2,956
shares
|
$651,265
0.07% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,943
shares
|
$648,401
0.05% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,942
shares
|
$648,181
0.05% of portfolio
|
Q2 2025
Added 28.47%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
2,937
shares
|
$647,079
0.05% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,936
shares
|
$646,859
0.01% of portfolio
|
Q2 2025
Reduced 41.36%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,935
shares
|
$646,639
0.06% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
2,934
shares
|
$646,418
0.03% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,926
shares
|
$644,656
0.04% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
2,925
shares
|
$644,436
0.21% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,920
shares
|
$643,334
0.04% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
2,916
shares
|
$642,453
0.32% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,910
shares
|
$641,131
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,904
shares
|
$639,809
0.03% of portfolio
|
Q2 2025
Reduced 42.97%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,896
shares
|
$638,046
0.35% of portfolio
|
Q1 2023
Reduced 14.55%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
2,893
shares
|
$637,385
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,890
shares
|
$636,724
0.05% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
2,890
shares
|
$636,724
0.16% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
2,889
shares
|
$636,504
0.15% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,888
shares
|
$636,284
0.01% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,885
shares
|
$635,623
0.09% of portfolio
|
Q3 2022
Added 60.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,884
shares
|
$635,402
0.02% of portfolio
|
Q2 2025
Reduced 29.17%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
2,877
shares
|
$633,860
0.18% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
2,868
shares
|
$631,877
0.28% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
2,866
shares
|
$631,437
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,859
shares
|
$629,894
0.2% of portfolio
|
Q1 2025
Reduced 0.35%
|