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 |
|---|---|---|---|---|---|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
51,147
shares
|
$10.7 Million
2.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
51,061
shares
|
$10.7 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
50,939
shares
|
$10.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 21.56%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
50,875
shares
|
$10.6 Million
0.79% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
50,662
shares
|
$10.6 Million
6.89% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
50,522
shares
|
$10.6 Million
5.37% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
50,397
shares
|
$10.5 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
50,350
shares
|
$10.5 Million
0.67% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Rovida Advisors Inc.
Newark, NJ |
May 12, 2025 Q1 2025 |
50,300
shares
|
$10.5 Million
7.52% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
50,244
shares
|
$10.5 Million
2.0% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
50,029
shares
|
$10.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 88.96%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
50,000
shares
|
$10.5 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
49,744
shares
|
$10.4 Million
0.35% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
48,763
shares
|
$10.2 Million
2.82% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
48,438
shares
|
$10.1 Million
0.32% of portfolio
|
Q1 2025
Added 308.41%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
48,358
shares
|
$10.1 Million
0.06% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
48,064
shares
|
$10.1 Million
0.85% of portfolio
|
Q1 2025
Added 2153.35%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
47,971
shares
|
$10 Million
3.9% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
47,905
shares
|
$10 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
47,862
shares
|
$10 Million
1.4% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
47,860
shares
|
$10 Million
0.24% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
47,850
shares
|
$10 Million
0.12% of portfolio
|
Q1 2025
Added 2231.87%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
47,626
shares
|
$9.96 Million
0.07% of portfolio
|
Q1 2025
Added 100.37%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
47,571
shares
|
$9.95 Million
1.52% of portfolio
|
Q1 2025
Added 2495.25%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
47,548
shares
|
$9.95 Million
8.94% of portfolio
|
Q1 2025
Reduced 0.83%
|