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 |
|---|---|---|---|---|---|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
358
shares
|
$78,874
0.02% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
352
shares
|
$77,552
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
351
shares
|
$77,332
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
348
shares
|
$76,671
0.06% of portfolio
|
Q1 2025
Added 45.61%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
337
shares
|
$74,247
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
335
shares
|
$73,807
0.02% of portfolio
|
Q2 2025
Reduced 36.43%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
331
shares
|
$72,925
0.02% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
330
shares
|
$72,705
0.03% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
327
shares
|
$72,044
0.02% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
325
shares
|
$71,604
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
323
shares
|
$71,163
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
321
shares
|
$70,722
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
319
shares
|
$70,282
0.02% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
317
shares
|
$69,841
0.01% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
307
shares
|
$67,638
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
307
shares
|
$67,638
0.06% of portfolio
|
Q1 2025
Reduced 99.19%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
303
shares
|
$66,756
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
302
shares
|
$66,536
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
301
shares
|
$66,316
0.02% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
300
shares
|
$66,096
0.03% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
297
shares
|
$65,435
0.02% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
296
shares
|
$65,214
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
291
shares
|
$64,113
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
284
shares
|
$62,570
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
282
shares
|
$62,130
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|