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 2,860 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
210
shares
|
$43,934
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
209
shares
|
$43,724
0.01% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
206
shares
|
$43,097
0.01% of portfolio
|
Q2 2024
Reduced 51.42%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
201
shares
|
$42,051
0.04% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
200
shares
|
$41,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
198
shares
|
$41,423
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
May 05, 2025 Q1 2025 |
196
shares
|
$41,005
0.45% of portfolio
|
Q1 2025
Added 569.9%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
195
shares
|
$40,795
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
195
shares
|
$40,795
0.0% of portfolio
|
Q1 2025
Reduced 89.71%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
194
shares
|
$40,586
0.02% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
191
shares
|
$39,959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
187
shares
|
$39,122
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
186
shares
|
$38,913
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
185
shares
|
$38,703
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
181
shares
|
$37,867
0.0% of portfolio
|
Q1 2025
Added 18000.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
181
shares
|
$37,867
0.04% of portfolio
|
Q1 2025
Reduced 89.23%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
180
shares
|
$37,657
0.0% of portfolio
|
Q1 2025
Reduced 98.18%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
177
shares
|
$37,030
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
175
shares
|
$36,611
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$35,984
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
172
shares
|
$35,984
0.01% of portfolio
|
Q4 2024
Reduced 56.68%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
171
shares
|
$35,774
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
170
shares
|
$35,565
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
168
shares
|
$35,147
0.0% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
168
shares
|
$35,147
0.03% of portfolio
|
Q1 2025
Added 0.6%
|