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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
550
shares
|
$121,176
0.0% of portfolio
|
Q2 2025
Reduced 61.88%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
550
shares
|
$121,176
0.0% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
547
shares
|
$120,515
0.05% of portfolio
|
Q2 2025
Reduced 50.81%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
546
shares
|
$120,294
0.02% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
546
shares
|
$120,294
0.04% of portfolio
|
Q2 2024
Added 56.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
544
shares
|
$119,854
0.07% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
544
shares
|
$119,854
0.06% of portfolio
|
Q2 2025
Added 2372.73%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
543
shares
|
$119,633
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
533
shares
|
$117,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
530
shares
|
$116,769
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
528
shares
|
$116,328
0.01% of portfolio
|
Q2 2024
Added 3671.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
525
shares
|
$115,668
0.08% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
521
shares
|
$114,786
0.02% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
514
shares
|
$113,244
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
513
shares
|
$113,024
0.06% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
509
shares
|
$112,142
0.05% of portfolio
|
Q2 2025
Reduced 37.16%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
502
shares
|
$110,600
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$110,160
0.03% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
500
shares
|
$110,160
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
499
shares
|
$109,939
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
496
shares
|
$109,278
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
494
shares
|
$108,838
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
492
shares
|
$108,397
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
488
shares
|
$107,516
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
484
shares
|
$106,634
0.33% of portfolio
|
Q1 2025
Added 89.8%
|