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 |
|---|---|---|---|---|---|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
62,911
shares
|
$13.2 Million
0.23% of portfolio
|
Q1 2025
Added 62.95%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
62,515
shares
|
$13.1 Million
1.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
62,193
shares
|
$13 Million
0.11% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
62,103
shares
|
$13 Million
0.11% of portfolio
|
Q1 2025
Reduced 64.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,827
shares
|
$12.9 Million
0.4% of portfolio
|
Q4 2024
Added 44.95%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
61,742
shares
|
$12.9 Million
1.39% of portfolio
|
Q3 2024
Reduced 90.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
61,433
shares
|
$12.9 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
61,120
shares
|
$12.8 Million
0.93% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
60,565
shares
|
$12.7 Million
0.34% of portfolio
|
Q1 2025
Reduced 31.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
60,360
shares
|
$12.6 Million
0.29% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
60,300
shares
|
$12.6 Million
1.78% of portfolio
|
Q1 2025
Reduced 68.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
60,197
shares
|
$12.6 Million
1.24% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
60,176
shares
|
$12.6 Million
1.25% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
60,161
shares
|
$12.6 Million
5.16% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
59,502
shares
|
$12.4 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
59,463
shares
|
$12.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
59,188
shares
|
$12.4 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
58,816
shares
|
$12.3 Million
1.49% of portfolio
|
Q1 2025
Reduced 56.43%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
58,765
shares
|
$12.3 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
58,527
shares
|
$12.2 Million
4.1% of portfolio
|
Q1 2025
Added 169.88%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
58,497
shares
|
$12.2 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
57,717
shares
|
$12.1 Million
1.09% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
May 15, 2025 Q1 2025 |
57,711
shares
|
$12.1 Million
5.08% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
57,631
shares
|
$12.1 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,435
shares
|
$12 Million
2.35% of portfolio
|
Q4 2022
Reduced 1.29%
|