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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
997
shares
|
$219,659
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
993
shares
|
$218,777
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
991
shares
|
$218,337
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
985
shares
|
$217,015
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
979
shares
|
$215,693
0.13% of portfolio
|
Q2 2025
Added 70.56%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
978
shares
|
$215,472
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
977
shares
|
$215,252
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
973
shares
|
$214,371
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
973
shares
|
$214,371
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
971
shares
|
$213,930
0.1% of portfolio
|
Q2 2025
Reduced 63.28%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
970
shares
|
$213,710
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
967
shares
|
$213,049
0.02% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
966
shares
|
$212,829
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
965
shares
|
$212,608
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
964
shares
|
$212,388
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
961
shares
|
$211,727
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
959
shares
|
$211,286
0.05% of portfolio
|
Q2 2025
Reduced 43.72%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
958
shares
|
$211,066
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
958
shares
|
$211,066
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
951
shares
|
$209,524
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
950
shares
|
$209,304
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
949
shares
|
$209,083
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
948
shares
|
$208,863
0.08% of portfolio
|
Q2 2025
Reduced 89.9%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
948
shares
|
$208,863
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
947
shares
|
$208,643
0.13% of portfolio
|
Q2 2025
New holding
|