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 |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,523
shares
|
$335,547
0.09% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,522
shares
|
$335,327
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
1,519
shares
|
$334,666
0.07% of portfolio
|
Q2 2025
Reduced 39.84%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,516
shares
|
$334,005
0.03% of portfolio
|
Q1 2023
Reduced 17.92%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
1,511
shares
|
$332,903
0.1% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
1,511
shares
|
$332,903
0.24% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
1,509
shares
|
$332,462
0.09% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
1,507
shares
|
$332,022
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,505
shares
|
$331,581
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,504
shares
|
$331,361
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
1,502
shares
|
$330,920
0.02% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
1,502
shares
|
$330,920
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
1,499
shares
|
$330,259
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,499
shares
|
$330,259
0.03% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
1,494
shares
|
$329,158
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,488
shares
|
$327,836
0.05% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
1,486
shares
|
$327,395
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,481
shares
|
$326,293
0.09% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,474
shares
|
$324,751
0.22% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
1,470
shares
|
$323,870
0.05% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
1,469
shares
|
$323,650
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,468
shares
|
$323,429
0.09% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,467
shares
|
$323,209
0.08% of portfolio
|
Q2 2025
Added 18237.5%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
1,464
shares
|
$322,548
0.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
1,461
shares
|
$321,887
0.08% of portfolio
|
Q1 2025
Reduced 17.88%
|