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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,141
shares
|
$254,751
0.05% of portfolio
|
Q1 2025
Added 715.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,140
shares
|
$254,527
0.09% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
1,138
shares
|
$254,081
0.02% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
1,138
shares
|
$254,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
1,134
shares
|
$253,188
0.05% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,133
shares
|
$252,964
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
1,132
shares
|
$252,741
4.39% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,131
shares
|
$252,518
0.23% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,130
shares
|
$252,295
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,129
shares
|
$252,071
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
1,127
shares
|
$251,625
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
1,127
shares
|
$251,625
0.19% of portfolio
|
Q1 2025
Reduced 78.43%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,123
shares
|
$250,732
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
1,123
shares
|
$250,732
0.02% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,121
shares
|
$250,285
0.09% of portfolio
|
Q1 2025
Reduced 34.86%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
1,120
shares
|
$250,062
0.24% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,118
shares
|
$249,615
0.04% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
1,117
shares
|
$249,392
0.05% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
1,115
shares
|
$248,946
0.05% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,113
shares
|
$248,499
0.04% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,112
shares
|
$248,276
0.08% of portfolio
|
Q1 2025
Added 134.11%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
1,111
shares
|
$248,052
0.07% of portfolio
|
Q2 2025
Reduced 43.37%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1,104
shares
|
$246,490
0.17% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,103
shares
|
$246,266
0.02% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$245,597
0.14% of portfolio
|
Q4 2024
New holding
|