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 316 Million shares, which have been reported (via 13F filing form) to have a value of $71.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,425
shares
|
$322,349
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,423
shares
|
$321,896
0.03% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,422
shares
|
$321,670
0.03% of portfolio
|
Q1 2025
Added 52.9%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,422
shares
|
$321,670
0.14% of portfolio
|
Q1 2025
Reduced 43.88%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,420
shares
|
$321,218
0.01% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,418
shares
|
$320,765
0.05% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
1,416
shares
|
$320,313
0.16% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,416
shares
|
$320,313
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
1,415
shares
|
$320,087
0.04% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,415
shares
|
$320,087
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
1,412
shares
|
$319,408
0.23% of portfolio
|
Q1 2025
Added 48.63%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,409
shares
|
$318,729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,408
shares
|
$318,503
0.05% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,407
shares
|
$318,277
0.15% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
1,405
shares
|
$317,825
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,403
shares
|
$317,372
0.13% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
1,403
shares
|
$317,372
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,402
shares
|
$317,146
0.12% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,400
shares
|
$316,694
0.06% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,400
shares
|
$316,694
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,398
shares
|
$316,241
0.16% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,396
shares
|
$315,789
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,394
shares
|
$315,336
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,390
shares
|
$314,431
0.19% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
1,387
shares
|
$313,753
0.13% of portfolio
|
Q1 2025
Reduced 3.28%
|