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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
1,880
shares
|
$414,201
0.06% of portfolio
|
Q2 2025
Reduced 58.17%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,877
shares
|
$413,540
0.17% of portfolio
|
Q2 2025
Reduced 59.49%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,876
shares
|
$413,320
0.3% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
1,875
shares
|
$413,100
0.22% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
1,871
shares
|
$412,218
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,865
shares
|
$410,896
0.05% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
1,864
shares
|
$410,676
0.3% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
1,863
shares
|
$410,456
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,863
shares
|
$410,456
0.01% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,862
shares
|
$410,235
0.02% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
1,860
shares
|
$409,795
0.2% of portfolio
|
Q4 2021
Reduced 15.76%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
1,858
shares
|
$409,354
0.1% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,856
shares
|
$408,913
0.05% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
1,854
shares
|
$408,473
0.56% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
1,850
shares
|
$407,592
0.13% of portfolio
|
Q2 2025
Reduced 35.41%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,848
shares
|
$407,151
0.06% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,848
shares
|
$407,151
0.03% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,842
shares
|
$405,829
0.27% of portfolio
|
Q3 2022
Added 11.37%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,841
shares
|
$405,609
0.33% of portfolio
|
Q2 2022
Added 16636.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,838
shares
|
$404,948
0.2% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,837
shares
|
$404,727
0.14% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,831
shares
|
$403,405
0.29% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,825
shares
|
$402,084
0.18% of portfolio
|
Q1 2025
Added 37.11%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,824
shares
|
$401,863
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
1,824
shares
|
$401,863
0.02% of portfolio
|
Q2 2025
Reduced 9.3%
|