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 |
|---|---|---|---|---|---|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
42,413
shares
|
$8.87 Million
0.22% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
41,958
shares
|
$8.78 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
May 12, 2025 Q1 2025 |
41,900
shares
|
$8.77 Million
6.04% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
41,577
shares
|
$8.7 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
41,203
shares
|
$8.62 Million
0.13% of portfolio
|
Q1 2025
Added 60.95%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
40,875
shares
|
$8.55 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,864
shares
|
$8.55 Million
0.29% of portfolio
|
Q2 2020
Added 7.84%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
40,786
shares
|
$8.53 Million
0.13% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
40,376
shares
|
$8.45 Million
0.65% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
40,373
shares
|
$8.45 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,252
shares
|
$8.42 Million
0.24% of portfolio
|
Q1 2025
Reduced 56.19%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
40,006
shares
|
$8.37 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,000
shares
|
$8.37 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
39,990
shares
|
$8.37 Million
1.28% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,712
shares
|
$8.31 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
39,610
shares
|
$8.29 Million
1.97% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
39,449
shares
|
$8.25 Million
2.47% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
39,193
shares
|
$8.2 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
39,189
shares
|
$8.2 Million
3.43% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
38,965
shares
|
$8.15 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
38,948
shares
|
$8.15 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
38,897
shares
|
$8.14 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
38,810
shares
|
$8.12 Million
0.09% of portfolio
|
Q1 2025
Added 22.89%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
38,546
shares
|
$8.06 Million
3.73% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
38,388
shares
|
$8.03 Million
4.1% of portfolio
|
Q1 2025
Reduced 0.06%
|