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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,971
shares
|
$434,250
0.08% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,971
shares
|
$434,250
0.05% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
1,965
shares
|
$432,928
0.05% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,964
shares
|
$432,708
0.19% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,964
shares
|
$432,708
0.04% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,960
shares
|
$431,827
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,956
shares
|
$430,945
0.75% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
1,955
shares
|
$430,725
0.08% of portfolio
|
Q2 2025
Reduced 53.54%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,954
shares
|
$430,505
0.24% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
1,954
shares
|
$430,505
0.21% of portfolio
|
Q2 2025
Added 37.99%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
1,942
shares
|
$427,861
0.17% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
1,942
shares
|
$427,861
0.26% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
1,936
shares
|
$426,539
3.4% of portfolio
|
Q2 2025
Reduced 40.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,932
shares
|
$425,658
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
1,923
shares
|
$423,675
0.25% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,919
shares
|
$422,794
0.03% of portfolio
|
Q2 2025
Added 23.49%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,909
shares
|
$420,590
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
1,906
shares
|
$419,929
0.13% of portfolio
|
Q2 2025
Added 35.66%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
1,905
shares
|
$419,709
0.25% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
1,902
shares
|
$419,048
0.19% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,898
shares
|
$418,167
0.34% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,897
shares
|
$417,947
0.06% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
1,896
shares
|
$417,726
0.06% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,886
shares
|
$415,523
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$414,862
0.12% of portfolio
|
Q2 2022
Added 14.19%
|