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 |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,451
shares
|
$319,684
0.11% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,449
shares
|
$319,243
0.03% of portfolio
|
Q2 2023
Reduced 28.69%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
1,449
shares
|
$319,243
0.21% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
1,447
shares
|
$318,803
0.11% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,445
shares
|
$318,362
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
1,440
shares
|
$317,260
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
1,438
shares
|
$316,820
0.12% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,435
shares
|
$316,159
0.12% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
1,432
shares
|
$315,498
0.14% of portfolio
|
Q4 2024
Reduced 64.33%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,429
shares
|
$314,837
0.2% of portfolio
|
Q1 2023
Reduced 2.32%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
1,425
shares
|
$313,956
0.06% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
1,425
shares
|
$313,956
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
1,422
shares
|
$313,295
0.03% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,420
shares
|
$312,854
0.01% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,418
shares
|
$312,413
0.05% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,416
shares
|
$311,973
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
1,415
shares
|
$311,752
0.04% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,413
shares
|
$311,312
0.01% of portfolio
|
Q2 2025
Added 160.22%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1,410
shares
|
$310,651
0.15% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,409
shares
|
$310,430
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,408
shares
|
$310,210
0.05% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,408
shares
|
$310,210
0.06% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,407
shares
|
$309,990
0.15% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,403
shares
|
$309,108
0.13% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,403
shares
|
$309,108
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|