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 |
|---|---|---|---|---|---|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
1,035
shares
|
$228,031
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
1,033
shares
|
$227,590
0.12% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
1,032
shares
|
$227,370
0.17% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,027
shares
|
$226,268
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,026
shares
|
$226,048
0.02% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
1,023
shares
|
$225,387
0.0% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,022
shares
|
$225,167
0.1% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$224,285
0.02% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
1,017
shares
|
$224,065
0.02% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,017
shares
|
$224,065
0.07% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
1,017
shares
|
$224,065
0.14% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,015
shares
|
$223,624
0.04% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,014
shares
|
$223,404
0.23% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,011
shares
|
$222,743
0.0% of portfolio
|
Q2 2025
Reduced 56.94%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,010
shares
|
$222,523
0.17% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,010
shares
|
$222,523
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
1,010
shares
|
$222,523
0.03% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
1,008
shares
|
$222,082
0.08% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,005
shares
|
$221,421
0.01% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,004
shares
|
$221,201
0.05% of portfolio
|
Q2 2024
Reduced 28.13%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,001
shares
|
$220,540
0.04% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$220,320
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$220,320
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
999
shares
|
$220,099
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
997
shares
|
$219,659
0.07% of portfolio
|
Q2 2025
New holding
|