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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
79,517
shares
|
$16.6 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
79,277
shares
|
$16.6 Million
2.28% of portfolio
|
Q1 2025
Added 33.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
76,798
shares
|
$16.1 Million
0.88% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
76,679
shares
|
$16 Million
9.82% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
76,573
shares
|
$16 Million
1.92% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
76,564
shares
|
$16 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
74,133
shares
|
$15.5 Million
9.35% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
73,875
shares
|
$15.5 Million
10.89% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
73,824
shares
|
$15.4 Million
0.52% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
73,786
shares
|
$15.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
73,642
shares
|
$15.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
73,161
shares
|
$15.3 Million
1.35% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
73,046
shares
|
$15.3 Million
8.38% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
72,936
shares
|
$15.3 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
72,711
shares
|
$15.2 Million
0.47% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
72,074
shares
|
$15.1 Million
0.19% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,235
shares
|
$14.9 Million
0.14% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
70,919
shares
|
$14.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Patton Fund Management, Inc.
|
Apr 17, 2025 Q1 2025 |
70,761
shares
|
$14.8 Million
3.47% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
70,514
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2025
Added 218.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
69,875
shares
|
$14.6 Million
0.39% of portfolio
|
Q4 2023
Added 29.07%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
69,713
shares
|
$14.6 Million
1.03% of portfolio
|
Q3 2023
Added 1.06%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
69,624
shares
|
$14.6 Million
0.16% of portfolio
|
Q1 2025
Added 60.87%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
69,503
shares
|
$14.5 Million
0.37% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
69,462
shares
|
$14.5 Million
0.44% of portfolio
|
Q1 2025
Added 2.9%
|