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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
48
shares
|
$10,042
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
45
shares
|
$9,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
45
shares
|
$9,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
38
shares
|
$7,949
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
37
shares
|
$7,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
35
shares
|
$7,322
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
30
shares
|
$6,276
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
30
shares
|
$6,276
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
30
shares
|
$6,276
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
30
shares
|
$6,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
30
shares
|
$6,276
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
29
shares
|
$6,067
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
29
shares
|
$6,067
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
25
shares
|
$5,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$4,811
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
23
shares
|
$4,811
0.0% of portfolio
|
Q1 2025
Added 187.5%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
22
shares
|
$4,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
22
shares
|
$4,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
20
shares
|
$4,184
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
15
shares
|
$3,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
15
shares
|
$3,138
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
13
shares
|
$2,719
0.0% of portfolio
|
Q1 2023
Reduced 98.24%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
11
shares
|
$2,301
0.0% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
11
shares
|
$2,301
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
11
shares
|
$2,301
0.0% of portfolio
|
Q1 2025
New holding
|