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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,693
shares
|
$593,321
0.07% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
2,676
shares
|
$589,576
0.02% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,671
shares
|
$588,474
0.08% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
2,669
shares
|
$588,034
0.07% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,669
shares
|
$588,034
0.12% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
2,652
shares
|
$584,288
0.06% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,651
shares
|
$584,068
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
2,650
shares
|
$583,848
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
2,650
shares
|
$583,848
0.49% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
2,645
shares
|
$582,746
0.35% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
2,643
shares
|
$582,305
0.02% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
2,631
shares
|
$579,661
0.27% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
2,606
shares
|
$574,153
0.41% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
2,604
shares
|
$573,713
0.01% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
2,600
shares
|
$572,832
0.12% of portfolio
|
Q3 2022
Reduced 3.7%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$572,832
0.01% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
2,597
shares
|
$572,171
0.33% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
2,593
shares
|
$571,289
0.47% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
2,587
shares
|
$569,967
0.04% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
2,587
shares
|
$569,967
0.06% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,583
shares
|
$569,086
0.05% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
2,582
shares
|
$568,866
0.12% of portfolio
|
Q2 2025
Reduced 47.72%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
2,579
shares
|
$568,205
0.01% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
2,573
shares
|
$566,883
0.24% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
2,572
shares
|
$566,663
0.28% of portfolio
|
Q1 2025
Added 0.23%
|