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 2,905 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
14,244
shares
|
$2.77 Million
0.89% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
14,229
shares
|
$2.76 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,207
shares
|
$2.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,181
shares
|
$2.75 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
14,118
shares
|
$2.74 Million
0.3% of portfolio
|
Q4 2024
Reduced 95.39%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
14,100
shares
|
$2.74 Million
0.4% of portfolio
|
Q4 2024
Added 344.94%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
14,086
shares
|
$2.73 Million
0.22% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
14,061
shares
|
$2.73 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
14,048
shares
|
$2.73 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,040
shares
|
$2.73 Million
0.03% of portfolio
|
Q4 2024
Added 39.56%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,946
shares
|
$2.71 Million
0.05% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
13,923
shares
|
$2.7 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
13,893
shares
|
$2.7 Million
1.35% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
13,873
shares
|
$2.69 Million
0.25% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
13,822
shares
|
$2.68 Million
0.28% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,787
shares
|
$2.68 Million
0.19% of portfolio
|
Q3 2022
Reduced 2.39%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
13,746
shares
|
$2.67 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
13,714
shares
|
$2.66 Million
1.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
13,712
shares
|
$2.66 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
13,655
shares
|
$2.65 Million
0.44% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
13,616
shares
|
$2.64 Million
0.79% of portfolio
|
Q4 2024
Added 50.12%
|
|
|
Maso Capital Partners LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
13,600
shares
|
$2.64 Million
3.94% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
13,529
shares
|
$2.63 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
13,512
shares
|
$2.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
13,461
shares
|
$2.61 Million
0.18% of portfolio
|
Q4 2024
Added 4.1%
|