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 2,876 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 |
|---|---|---|---|---|---|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
29
shares
|
$6,322
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
29
shares
|
$6,322
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
25
shares
|
$5,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$5,014
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
23
shares
|
$5,014
0.0% of portfolio
|
Q1 2025
Added 187.5%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
22
shares
|
$4,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
22
shares
|
$4,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
20
shares
|
$4,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
16
shares
|
$3,488
0.0% of portfolio
|
Q2 2025
Reduced 99.61%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
15
shares
|
$3,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
15
shares
|
$3,270
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
13
shares
|
$2,834
0.0% of portfolio
|
Q1 2023
Reduced 98.24%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$2,398
0.0% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
11
shares
|
$2,398
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
11
shares
|
$2,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
10
shares
|
$2,180
0.0% of portfolio
|
Q2 2025
Reduced 98.26%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
7
shares
|
$1,526
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$1,308
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
6
shares
|
$1,308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5
shares
|
$1,090
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
5
shares
|
$1,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4
shares
|
$872
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3
shares
|
$654
0.0% of portfolio
|
Q2 2025
Reduced 97.48%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
2
shares
|
$436
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$218
0.01% of portfolio
|
Q1 2025
Reduced 98.61%
|