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 |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,222
shares
|
$489,551
0.03% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
2,222
shares
|
$489,551
0.19% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
2,220
shares
|
$489,110
0.08% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
2,213
shares
|
$487,568
0.2% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
2,211
shares
|
$487,127
0.2% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
2,203
shares
|
$485,364
0.24% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
2,201
shares
|
$484,924
0.21% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
2,199
shares
|
$484,483
0.02% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,196
shares
|
$483,822
0.03% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,188
shares
|
$482,060
0.16% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
2,175
shares
|
$479,196
0.05% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
2,173
shares
|
$478,755
0.45% of portfolio
|
Q1 2025
Reduced 98.27%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,171
shares
|
$478,314
0.05% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
2,169
shares
|
$477,874
0.29% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,167
shares
|
$477,433
0.11% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,165
shares
|
$476,992
0.1% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,165
shares
|
$476,992
0.12% of portfolio
|
Q2 2025
Added 53.0%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
2,158
shares
|
$475,450
0.45% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
2,145
shares
|
$472,586
0.13% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
2,140
shares
|
$471,484
0.02% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
2,138
shares
|
$471,044
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
2,136
shares
|
$470,603
0.0% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,131
shares
|
$469,501
0.06% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
2,128
shares
|
$468,840
0.23% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,126
shares
|
$468,400
0.18% of portfolio
|
Q4 2024
Reduced 10.3%
|