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 |
|---|---|---|---|---|---|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
2,126
shares
|
$468,400
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
2,126
shares
|
$468,400
0.18% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,125
shares
|
$468,180
0.01% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
2,122
shares
|
$467,519
0.11% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,120
shares
|
$467,078
0.23% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,120
shares
|
$467,078
0.16% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
2,116
shares
|
$466,197
0.15% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,113
shares
|
$465,536
0.05% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,113
shares
|
$465,536
0.17% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
2,107
shares
|
$464,214
0.31% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,106
shares
|
$463,993
0.01% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,104
shares
|
$463,553
0.14% of portfolio
|
Q2 2025
Reduced 78.32%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,104
shares
|
$463,553
0.05% of portfolio
|
Q1 2025
Reduced 91.97%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
2,100
shares
|
$462,672
0.83% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
2,097
shares
|
$462,011
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
2,091
shares
|
$460,689
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
2,082
shares
|
$458,706
0.25% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
2,072
shares
|
$456,503
0.35% of portfolio
|
Q2 2025
Reduced 33.57%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,070
shares
|
$456,062
0.07% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
2,070
shares
|
$456,062
0.31% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
2,060
shares
|
$453,859
0.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,059
shares
|
$453,638
0.04% of portfolio
|
Q3 2022
Reduced 8.81%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,058
shares
|
$453,418
0.08% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,056
shares
|
$452,977
0.11% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,054
shares
|
$452,537
0.04% of portfolio
|
Q2 2025
Added 15.26%
|