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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,477
shares
|
$545,732
0.21% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
2,477
shares
|
$545,732
0.14% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,475
shares
|
$545,292
0.13% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,470
shares
|
$544,190
0.04% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,468
shares
|
$543,749
0.06% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
2,466
shares
|
$543,309
0.04% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,463
shares
|
$542,648
0.52% of portfolio
|
Q2 2025
Added 702.28%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
2,459
shares
|
$541,766
0.03% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,458
shares
|
$541,546
0.19% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
2,450
shares
|
$539,784
0.19% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
2,450
shares
|
$539,784
0.47% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
2,446
shares
|
$538,902
0.1% of portfolio
|
Q2 2025
Reduced 95.25%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
2,445
shares
|
$538,682
0.26% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,443
shares
|
$538,241
0.05% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
2,442
shares
|
$538,021
0.05% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,433
shares
|
$536,038
0.17% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,431
shares
|
$535,597
0.06% of portfolio
|
Q2 2022
Added 45.57%
|
|
|
Neumeier Poma Investment Counsel LLC
|
May 12, 2025 Q1 2025 |
2,425
shares
|
$534,276
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
2,409
shares
|
$530,750
0.07% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
2,407
shares
|
$530,310
0.01% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
2,389
shares
|
$526,344
0.14% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
2,387
shares
|
$525,903
0.05% of portfolio
|
Q2 2025
Reduced 78.4%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,383
shares
|
$525,022
0.26% of portfolio
|
Q1 2024
Added 23.92%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,378
shares
|
$523,920
0.1% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
2,378
shares
|
$523,920
0.86% of portfolio
|
Q2 2025
Added 72.07%
|