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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
1,170
shares
|
$257,774
0.1% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
1,170
shares
|
$257,774
0.13% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,170
shares
|
$257,774
0.07% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,164
shares
|
$256,452
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
1,161
shares
|
$255,791
0.06% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
1,160
shares
|
$255,571
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,155
shares
|
$254,469
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
1,150
shares
|
$253,368
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
1,150
shares
|
$253,368
0.03% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$253,368
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,148
shares
|
$252,927
0.1% of portfolio
|
Q2 2025
Reduced 72.63%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
1,146
shares
|
$252,486
0.01% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
1,145
shares
|
$252,266
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,142
shares
|
$251,605
0.16% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,141
shares
|
$251,385
0.04% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,141
shares
|
$251,385
0.05% of portfolio
|
Q1 2025
Added 715.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,140
shares
|
$251,164
0.09% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
1,138
shares
|
$250,724
0.02% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,136
shares
|
$250,283
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
1,132
shares
|
$249,402
3.7% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,130
shares
|
$248,961
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,129
shares
|
$248,741
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,127
shares
|
$248,300
0.02% of portfolio
|
Q2 2025
Reduced 55.06%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
1,127
shares
|
$248,300
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
1,127
shares
|
$248,300
0.22% of portfolio
|
Q1 2025
Reduced 78.43%
|