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 |
|---|---|---|---|---|---|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
993
shares
|
$216,483
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
973
shares
|
$212,123
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
973
shares
|
$212,123
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
966
shares
|
$210,597
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
964
shares
|
$210,161
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
961
shares
|
$209,507
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
958
shares
|
$208,853
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
948
shares
|
$206,673
0.08% of portfolio
|
Q2 2025
Reduced 89.9%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
948
shares
|
$206,673
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
947
shares
|
$206,455
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
945
shares
|
$206,019
0.03% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
935
shares
|
$203,839
0.03% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
930
shares
|
$202,749
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
927
shares
|
$202,095
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
925
shares
|
$201,659
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
924
shares
|
$201,441
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
922
shares
|
$201,005
0.18% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
921
shares
|
$200,787
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$200,569
0.07% of portfolio
|
Q3 2024
Added 82.9%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
919
shares
|
$200,351
0.08% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
908
shares
|
$197,953
0.01% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
904
shares
|
$197,081
0.02% of portfolio
|
Q1 2025
Reduced 73.64%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
904
shares
|
$197,081
0.1% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
901
shares
|
$196,427
0.0% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
890
shares
|
$194,028
0.14% of portfolio
|
Q1 2025
Reduced 36.92%
|