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 2,883 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,383
shares
|
$312,848
0.36% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
1,381
shares
|
$312,396
0.04% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
1,380
shares
|
$312,169
0.05% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jul 11, 2025 Q2 2025 |
1,377
shares
|
$311,491
0.1% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,377
shares
|
$311,491
0.06% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
1,377
shares
|
$311,491
0.09% of portfolio
|
Q4 2024
Reduced 59.3%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
1,376
shares
|
$311,264
0.28% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,369
shares
|
$309,681
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
1,369
shares
|
$309,681
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,368
shares
|
$309,455
0.12% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
1,362
shares
|
$308,098
0.07% of portfolio
|
Q2 2025
Reduced 33.4%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
1,360
shares
|
$307,645
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,353
shares
|
$306,062
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,349
shares
|
$305,157
0.11% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
1,345
shares
|
$304,252
0.15% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,338
shares
|
$302,668
0.07% of portfolio
|
Q1 2025
Added 35.02%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
1,335
shares
|
$301,990
0.06% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
1,335
shares
|
$301,990
0.23% of portfolio
|
Q2 2025
Reduced 92.6%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,334
shares
|
$301,764
0.09% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
1,332
shares
|
$301,311
0.01% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
1,332
shares
|
$301,311
0.13% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
1,329
shares
|
$300,633
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
1,325
shares
|
$299,728
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
1,324
shares
|
$299,502
0.32% of portfolio
|
Q3 2023
Added 0.61%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
1,324
shares
|
$299,502
0.09% of portfolio
|
Q1 2025
Reduced 0.75%
|