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 2,874 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $69.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
138
shares
|
$30,085
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
136
shares
|
$29,649
0.01% of portfolio
|
Q2 2025
Reduced 42.37%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
133
shares
|
$28,995
0.02% of portfolio
|
Q1 2024
Added 786.67%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
131
shares
|
$28,559
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
131
shares
|
$28,559
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
124
shares
|
$27,033
0.02% of portfolio
|
Q1 2025
Reduced 36.41%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
123
shares
|
$26,815
0.02% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
122
shares
|
$26,597
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
122
shares
|
$26,597
0.01% of portfolio
|
Q1 2025
Added 662.5%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
117
shares
|
$25,507
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
117
shares
|
$25,507
0.01% of portfolio
|
Q1 2024
Reduced 61.64%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
117
shares
|
$25,507
0.01% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
117
shares
|
$25,507
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
110
shares
|
$23,981
0.02% of portfolio
|
Q4 2024
Reduced 45.81%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
109
shares
|
$23,763
0.01% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
107
shares
|
$23,327
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
107
shares
|
$23,327
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
104
shares
|
$22,673
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$21,801
0.01% of portfolio
|
Q2 2024
Reduced 67.85%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$21,801
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
100
shares
|
$21,801
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$21,801
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
100
shares
|
$21,801
0.01% of portfolio
|
Q1 2025
Reduced 31.51%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
100
shares
|
$21,801
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
100
shares
|
$21,801
0.02% of portfolio
|
Q3 2024
New holding
|