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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,048
shares
|
$228,474
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
1,046
shares
|
$228,038
0.04% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,046
shares
|
$228,038
0.04% of portfolio
|
Q1 2025
Reduced 36.37%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,042
shares
|
$227,166
0.07% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,038
shares
|
$226,294
0.13% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
1,036
shares
|
$225,858
0.02% of portfolio
|
Q4 2023
Reduced 19.44%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,035
shares
|
$225,640
0.05% of portfolio
|
Q2 2024
Reduced 42.51%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
1,035
shares
|
$225,640
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
1,029
shares
|
$224,332
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,027
shares
|
$223,896
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,022
shares
|
$222,806
0.1% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$221,934
0.02% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
1,017
shares
|
$221,716
0.02% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,014
shares
|
$221,062
0.23% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
1,012
shares
|
$220,626
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,010
shares
|
$220,190
0.17% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,010
shares
|
$220,190
0.11% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
1,008
shares
|
$219,754
0.08% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
1,008
shares
|
$219,754
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,005
shares
|
$219,100
0.01% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,004
shares
|
$218,882
0.05% of portfolio
|
Q2 2024
Reduced 28.13%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,001
shares
|
$218,228
0.04% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$218,010
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
999
shares
|
$217,791
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
997
shares
|
$217,355
0.07% of portfolio
|
Q2 2025
New holding
|