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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
2,848
shares
|
$627,471
0.13% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
2,843
shares
|
$626,369
0.02% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
2,837
shares
|
$625,047
0.14% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,831
shares
|
$623,725
0.06% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
2,828
shares
|
$623,064
0.16% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
2,813
shares
|
$619,760
0.06% of portfolio
|
Q2 2025
Reduced 86.03%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
2,812
shares
|
$619,539
0.22% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,808
shares
|
$618,658
0.02% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
2,803
shares
|
$617,556
0.04% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,787
shares
|
$614,031
0.09% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
2,783
shares
|
$613,150
0.33% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,782
shares
|
$612,930
0.17% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,782
shares
|
$612,930
0.28% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
2,780
shares
|
$612,489
0.68% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$612,048
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
2,776
shares
|
$611,608
0.08% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,772
shares
|
$610,727
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
2,732
shares
|
$601,914
0.12% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
2,732
shares
|
$601,914
0.24% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
2,730
shares
|
$601,473
0.41% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
2,729
shares
|
$601,253
0.05% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,701
shares
|
$595,084
0.13% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
2,701
shares
|
$595,084
0.49% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
2,694
shares
|
$593,542
0.24% of portfolio
|
Q2 2025
Added 68.27%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
2,693
shares
|
$593,321
0.21% of portfolio
|
Q2 2025
New holding
|