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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,400
shares
|
$308,448
0.06% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,400
shares
|
$308,448
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,396
shares
|
$307,566
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
1,395
shares
|
$307,346
0.16% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,394
shares
|
$307,126
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,393
shares
|
$306,905
0.13% of portfolio
|
Q2 2025
Added 21.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,392
shares
|
$306,685
0.03% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,390
shares
|
$306,244
0.19% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
1,386
shares
|
$305,363
0.29% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
1,385
shares
|
$305,143
1.13% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
1,384
shares
|
$304,922
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
1,381
shares
|
$304,261
0.04% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
1,380
shares
|
$304,041
0.11% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jul 11, 2025 Q2 2025 |
1,377
shares
|
$303,380
0.1% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
1,377
shares
|
$303,380
0.09% of portfolio
|
Q4 2024
Reduced 59.3%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,369
shares
|
$301,618
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,369
shares
|
$301,618
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
1,362
shares
|
$300,075
0.07% of portfolio
|
Q2 2025
Reduced 33.4%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
1,360
shares
|
$299,635
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
1,359
shares
|
$299,414
0.04% of portfolio
|
Q2 2025
Reduced 63.74%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
1,355
shares
|
$298,533
0.07% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,353
shares
|
$298,092
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
1,353
shares
|
$298,092
0.05% of portfolio
|
Q2 2025
Reduced 1.96%
|