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 2,890 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,681
shares
|
$370,357
0.14% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,681
shares
|
$370,357
0.02% of portfolio
|
Q2 2022
Added 13.73%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,681
shares
|
$370,357
0.05% of portfolio
|
Q2 2025
Added 50.36%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
1,674
shares
|
$368,815
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
1,672
shares
|
$368,375
0.3% of portfolio
|
Q2 2025
Reduced 75.29%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
1,667
shares
|
$367,273
0.02% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,665
shares
|
$366,832
0.18% of portfolio
|
Q4 2016
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
1,663
shares
|
$366,392
0.3% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
1,661
shares
|
$365,951
0.11% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,660
shares
|
$365,731
0.18% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,656
shares
|
$364,849
0.07% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,656
shares
|
$364,849
0.16% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,653
shares
|
$364,188
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
1,652
shares
|
$363,968
0.01% of portfolio
|
Q2 2025
Added 37.9%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
1,652
shares
|
$363,968
0.01% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
1,648
shares
|
$363,087
0.08% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,646
shares
|
$362,646
0.31% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
1,645
shares
|
$362,426
0.21% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
1,641
shares
|
$361,545
0.19% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
1,639
shares
|
$361,104
0.1% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,639
shares
|
$361,104
0.07% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,635
shares
|
$360,223
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,635
shares
|
$360,223
0.46% of portfolio
|
Q3 2023
Added 6.93%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
1,635
shares
|
$360,223
0.29% of portfolio
|
Q2 2025
Reduced 86.85%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,629
shares
|
$358,901
0.07% of portfolio
|
Q3 2024
New holding
|