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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
686
shares
|
$151,139
0.11% of portfolio
|
Q2 2025
Added 32.69%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
683
shares
|
$150,478
0.08% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
672
shares
|
$148,055
0.07% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
652
shares
|
$143,648
0.02% of portfolio
|
Q2 2025
Added 343.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
647
shares
|
$142,547
0.08% of portfolio
|
Q2 2024
Reduced 86.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
643
shares
|
$141,665
0.02% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
638
shares
|
$140,564
0.01% of portfolio
|
Q2 2025
Added 79.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
636
shares
|
$140,123
0.06% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
636
shares
|
$140,123
0.13% of portfolio
|
Q2 2025
Added 29.01%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
618
shares
|
$136,157
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
615
shares
|
$135,496
0.12% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
612
shares
|
$134,835
0.01% of portfolio
|
Q2 2025
Reduced 29.17%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
606
shares
|
$133,513
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
600
shares
|
$132,192
0.03% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
597
shares
|
$131,531
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
594
shares
|
$130,870
0.07% of portfolio
|
Q2 2025
Added 33.18%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
582
shares
|
$128,226
0.04% of portfolio
|
Q2 2020
Added 1064.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
579
shares
|
$127,565
0.11% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
579
shares
|
$127,565
0.03% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
572
shares
|
$126,023
0.05% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
572
shares
|
$126,023
0.01% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
558
shares
|
$122,938
0.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
558
shares
|
$122,938
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
556
shares
|
$122,497
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
553
shares
|
$121,836
0.1% of portfolio
|
Q4 2024
New holding
|