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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
13,431
shares
|
$2.61 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
13,359
shares
|
$2.59 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,279
shares
|
$2.58 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
13,245
shares
|
$2.57 Million
1.67% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
13,219
shares
|
$2.57 Million
0.22% of portfolio
|
Q1 2025
Reduced 48.71%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Feb 11, 2025 Q4 2024 |
13,188
shares
|
$2.56 Million
1.67% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
13,170
shares
|
$2.56 Million
0.53% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
13,079
shares
|
$2.54 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
13,074
shares
|
$2.54 Million
0.84% of portfolio
|
Q1 2025
Reduced 86.33%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
13,059
shares
|
$2.54 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
13,036
shares
|
$2.53 Million
0.46% of portfolio
|
Q4 2024
Added 352.48%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
13,010
shares
|
$2.53 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
12,995
shares
|
$2.52 Million
0.3% of portfolio
|
Q4 2024
Reduced 39.87%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
12,980
shares
|
$2.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
12,944
shares
|
$2.51 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
12,937
shares
|
$2.51 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,860
shares
|
$2.5 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
12,847
shares
|
$2.49 Million
0.34% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,843
shares
|
$2.49 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
12,843
shares
|
$2.49 Million
1.22% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
12,823
shares
|
$2.49 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
12,762
shares
|
$2.48 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
12,630
shares
|
$2.45 Million
0.15% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
12,571
shares
|
$2.44 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
12,556
shares
|
$2.44 Million
0.94% of portfolio
|
Q1 2025
Added 16.66%
|