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 2,946 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
330
shares
|
$66,148
0.03% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
323
shares
|
$64,745
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
321
shares
|
$64,344
0.02% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
320
shares
|
$64,144
0.06% of portfolio
|
Q1 2025
Added 357.14%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
320
shares
|
$64,144
0.0% of portfolio
|
Q4 2023
Reduced 48.39%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
310
shares
|
$62,139
0.02% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
310
shares
|
$62,139
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
303
shares
|
$60,736
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
296
shares
|
$59,333
0.03% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
295
shares
|
$59,132
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
291
shares
|
$58,330
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
284
shares
|
$56,927
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
275
shares
|
$55,123
0.02% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
270
shares
|
$54,121
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
270
shares
|
$54,121
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
269
shares
|
$53,921
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
268
shares
|
$53,720
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
267
shares
|
$53,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
266
shares
|
$53,319
0.01% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
263
shares
|
$52,718
0.01% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
258
shares
|
$51,716
0.01% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
257
shares
|
$51,515
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
252
shares
|
$50,513
0.02% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$50,112
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
245
shares
|
$49,110
0.04% of portfolio
|
Q4 2024
New holding
|