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 |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
1,627
shares
|
$358,460
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
1,619
shares
|
$356,698
0.17% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
1,616
shares
|
$356,037
0.01% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,615
shares
|
$355,816
0.14% of portfolio
|
Q2 2025
Reduced 49.95%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
1,614
shares
|
$355,596
0.1% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
1,614
shares
|
$355,596
0.15% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
1,610
shares
|
$354,715
0.19% of portfolio
|
Q2 2024
Reduced 15.71%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,606
shares
|
$353,833
0.1% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,605
shares
|
$353,613
0.09% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
1,605
shares
|
$353,613
0.19% of portfolio
|
Q2 2025
Added 77.54%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
1,601
shares
|
$352,732
0.21% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
1,600
shares
|
$352,512
0.03% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
1,600
shares
|
$352,512
0.02% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
1,599
shares
|
$352,291
0.12% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
1,596
shares
|
$351,630
0.0% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,596
shares
|
$351,630
0.35% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,594
shares
|
$351,190
0.11% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
1,593
shares
|
$350,969
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
1,592
shares
|
$350,749
0.04% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
1,587
shares
|
$349,647
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,586
shares
|
$349,427
0.18% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
1,585
shares
|
$349,207
0.01% of portfolio
|
Q2 2025
Reduced 51.75%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,584
shares
|
$348,986
0.07% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,584
shares
|
$348,986
0.18% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
1,581
shares
|
$348,325
0.06% of portfolio
|
Q1 2025
Added 44.78%
|