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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
704
shares
|
$153,479
0.02% of portfolio
|
Q1 2025
Reduced 20.18%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
699
shares
|
$152,388
0.09% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
698
shares
|
$152,170
0.07% of portfolio
|
Q1 2020
Reduced 8.52%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
695
shares
|
$151,516
0.1% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
691
shares
|
$150,644
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
691
shares
|
$150,644
0.11% of portfolio
|
Q1 2025
Reduced 69.32%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
689
shares
|
$150,208
0.03% of portfolio
|
Q2 2024
Added 59.86%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
683
shares
|
$148,900
0.08% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
678
shares
|
$147,810
0.03% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
672
shares
|
$146,502
0.07% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
652
shares
|
$142,142
0.02% of portfolio
|
Q2 2025
Added 343.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
647
shares
|
$141,052
0.08% of portfolio
|
Q2 2024
Reduced 86.24%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
638
shares
|
$139,090
0.01% of portfolio
|
Q2 2025
Added 79.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
636
shares
|
$138,654
0.06% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
636
shares
|
$138,654
0.13% of portfolio
|
Q2 2025
Added 29.01%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
623
shares
|
$135,820
0.04% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
618
shares
|
$134,730
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
617
shares
|
$134,512
0.02% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
615
shares
|
$134,076
0.12% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
609
shares
|
$132,768
0.07% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
606
shares
|
$132,114
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
597
shares
|
$130,151
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
594
shares
|
$129,497
0.07% of portfolio
|
Q2 2025
Added 33.18%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
590
shares
|
$128,625
0.0% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
582
shares
|
$126,881
0.04% of portfolio
|
Q2 2020
Added 1064.0%
|