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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,539
shares
|
$2.43 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,535
shares
|
$2.43 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
12,514
shares
|
$2.43 Million
0.12% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
12,473
shares
|
$2.42 Million
0.34% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
12,447
shares
|
$2.42 Million
0.06% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
12,437
shares
|
$2.41 Million
2.41% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,398
shares
|
$2.41 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
12,391
shares
|
$2.41 Million
0.38% of portfolio
|
Q4 2024
Added 38.69%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
12,344
shares
|
$2.4 Million
0.15% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
12,323
shares
|
$2.39 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
12,300
shares
|
$2.39 Million
1.56% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,292
shares
|
$2.39 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
12,248
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Added 35.94%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
12,215
shares
|
$2.37 Million
0.19% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
12,211
shares
|
$2.37 Million
1.98% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,199
shares
|
$2.37 Million
0.06% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
12,179
shares
|
$2.36 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,169
shares
|
$2.36 Million
0.06% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
12,145
shares
|
$2.36 Million
0.78% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
12,125
shares
|
$2.35 Million
0.39% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
12,124
shares
|
$2.35 Million
0.12% of portfolio
|
Q1 2025
Added 34.31%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
12,101
shares
|
$2.35 Million
0.18% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
12,073
shares
|
$2.34 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,060
shares
|
$2.34 Million
0.11% of portfolio
|
Q2 2023
Added 3.8%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
12,045
shares
|
$2.34 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.24%
|