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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,126
shares
|
$248,080
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,123
shares
|
$247,419
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,123
shares
|
$247,419
0.2% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,121
shares
|
$246,978
0.09% of portfolio
|
Q1 2025
Reduced 34.86%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
1,120
shares
|
$246,758
0.24% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
1,117
shares
|
$246,097
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
1,114
shares
|
$245,436
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
1,114
shares
|
$245,436
0.03% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,113
shares
|
$245,216
0.04% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
1,111
shares
|
$244,775
0.07% of portfolio
|
Q2 2025
Reduced 43.37%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
1,105
shares
|
$243,453
0.02% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,104
shares
|
$243,233
0.1% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1,104
shares
|
$243,233
0.17% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,103
shares
|
$243,012
0.02% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
1,099
shares
|
$242,131
0.18% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$241,250
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,090
shares
|
$240,148
0.02% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,088
shares
|
$239,708
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
1,085
shares
|
$239,047
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
1,083
shares
|
$238,606
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
1,079
shares
|
$237,725
0.01% of portfolio
|
Q2 2025
Reduced 54.87%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
1,078
shares
|
$237,504
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
1,074
shares
|
$236,623
0.0% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
1,073
shares
|
$236,403
0.02% of portfolio
|
Q1 2025
Reduced 78.39%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
1,072
shares
|
$236,183
0.04% of portfolio
|
Q2 2025
New holding
|