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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,823
shares
|
$401,643
0.18% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
1,823
shares
|
$401,643
0.26% of portfolio
|
Q1 2025
Reduced 47.58%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,817
shares
|
$400,321
0.08% of portfolio
|
Q3 2022
Added 121.32%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,815
shares
|
$399,880
0.13% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
1,815
shares
|
$399,880
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
1,811
shares
|
$398,999
0.24% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,811
shares
|
$398,999
0.02% of portfolio
|
Q2 2025
Added 78.6%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,811
shares
|
$398,999
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
1,808
shares
|
$398,338
0.32% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
1,801
shares
|
$396,796
0.18% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
1,801
shares
|
$396,796
0.33% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,800
shares
|
$396,576
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,798
shares
|
$396,135
0.04% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,794
shares
|
$395,254
0.08% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
1,792
shares
|
$394,813
0.25% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
1,790
shares
|
$394,372
0.02% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,785
shares
|
$393,271
0.04% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
1,784
shares
|
$393,050
0.3% of portfolio
|
Q2 2025
Added 68.46%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,780
shares
|
$392,169
0.1% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,775
shares
|
$391,068
0.06% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,773
shares
|
$390,627
0.04% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,768
shares
|
$389,525
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,765
shares
|
$388,864
0.27% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,764
shares
|
$388,644
0.03% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,761
shares
|
$387,983
0.14% of portfolio
|
Q2 2025
Added 0.17%
|