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 2,902 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $67.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$5,067
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
23
shares
|
$5,067
0.0% of portfolio
|
Q1 2025
Added 187.5%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
22
shares
|
$4,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
22
shares
|
$4,847
0.0% of portfolio
|
Q2 2025
Reduced 96.39%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
20
shares
|
$4,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
16
shares
|
$3,525
0.0% of portfolio
|
Q2 2025
Reduced 99.61%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
15
shares
|
$3,304
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$3,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
13
shares
|
$2,864
0.0% of portfolio
|
Q1 2023
Reduced 98.24%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$2,423
0.0% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
11
shares
|
$2,423
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
10
shares
|
$2,203
0.0% of portfolio
|
Q2 2025
Reduced 98.26%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
7
shares
|
$1,542
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
6
shares
|
$1,321
0.0% of portfolio
|
Q2 2025
Reduced 99.64%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
6
shares
|
$1,321
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
6
shares
|
$1,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5
shares
|
$1,101
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
5
shares
|
$1,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
4
shares
|
$881
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3
shares
|
$660
0.0% of portfolio
|
Q2 2025
Reduced 97.48%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2
shares
|
$440
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|