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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
1,068
shares
|
$235,301
0.08% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
1,067
shares
|
$235,081
0.18% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,066
shares
|
$234,861
0.09% of portfolio
|
Q2 2025
Reduced 65.17%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
1,064
shares
|
$234,420
0.06% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
1,062
shares
|
$233,979
0.14% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
1,061
shares
|
$233,759
0.06% of portfolio
|
Q2 2025
Added 230.53%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
1,059
shares
|
$233,318
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
1,058
shares
|
$233,098
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
1,058
shares
|
$233,098
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,054
shares
|
$232,217
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,053
shares
|
$231,996
0.09% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
1,053
shares
|
$231,996
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,052
shares
|
$231,776
0.01% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
1,051
shares
|
$231,556
0.17% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,050
shares
|
$231,336
0.04% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,050
shares
|
$231,336
0.02% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
1,050
shares
|
$231,336
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,049
shares
|
$231,115
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,048
shares
|
$230,895
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
1,046
shares
|
$230,454
0.04% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
1,046
shares
|
$230,454
0.04% of portfolio
|
Q1 2025
Reduced 36.37%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
1,045
shares
|
$230,234
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
1,041
shares
|
$229,353
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,038
shares
|
$228,692
0.13% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
1,036
shares
|
$228,251
0.02% of portfolio
|
Q4 2023
Reduced 19.44%
|