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 |
|---|---|---|---|---|---|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,212
shares
|
$267,027
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
1,212
shares
|
$267,027
0.06% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,211
shares
|
$266,807
0.06% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,211
shares
|
$266,807
0.0% of portfolio
|
Q1 2024
Added 19.43%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,211
shares
|
$266,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
1,207
shares
|
$265,926
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,205
shares
|
$265,485
0.18% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,204
shares
|
$265,265
0.04% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
1,204
shares
|
$265,265
0.22% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
1,203
shares
|
$265,044
0.57% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,202
shares
|
$264,824
0.05% of portfolio
|
Q2 2025
Reduced 41.76%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,200
shares
|
$264,384
0.08% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
1,199
shares
|
$264,163
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
1,199
shares
|
$264,163
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
1,199
shares
|
$264,163
0.06% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,195
shares
|
$263,282
0.99% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
1,193
shares
|
$262,841
0.04% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
1,189
shares
|
$261,960
0.25% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
1,182
shares
|
$260,418
0.06% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,180
shares
|
$259,977
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
1,179
shares
|
$259,757
0.09% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,179
shares
|
$259,757
0.12% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,178
shares
|
$259,536
0.09% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
1,173
shares
|
$258,435
0.21% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
1,171
shares
|
$257,994
0.1% of portfolio
|
Q1 2025
Added 0.69%
|