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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
12,017
shares
|
$2.33 Million
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
12,015
shares
|
$2.33 Million
0.42% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,993
shares
|
$2.33 Million
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
11,962
shares
|
$2.32 Million
0.23% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
11,950
shares
|
$2.32 Million
1.13% of portfolio
|
Q4 2024
Reduced 69.71%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
11,899
shares
|
$2.31 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
11,894
shares
|
$2.31 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
11,892
shares
|
$2.31 Million
0.46% of portfolio
|
Q1 2025
Added 754.31%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
11,860
shares
|
$2.3 Million
0.09% of portfolio
|
Q4 2024
Added 1502.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
11,852
shares
|
$2.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
11,779
shares
|
$2.29 Million
0.95% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,751
shares
|
$2.28 Million
0.24% of portfolio
|
Q2 2022
Reduced 2.55%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
11,708
shares
|
$2.27 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,703
shares
|
$2.27 Million
0.03% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
11,694
shares
|
$2.27 Million
1.75% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
11,635
shares
|
$2.26 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Strategic Investment Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,620
shares
|
$2.26 Million
0.88% of portfolio
|
Q3 2024
Reduced 51.32%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,523
shares
|
$2.24 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$2.23 Million
0.42% of portfolio
|
Q4 2024
Added 5650.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,495
shares
|
$2.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,449
shares
|
$2.22 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
11,405
shares
|
$2.21 Million
0.7% of portfolio
|
Q4 2024
Added 874.79%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
11,366
shares
|
$2.21 Million
0.63% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
11,357
shares
|
$2.2 Million
1.17% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
11,340
shares
|
$2.2 Million
2.55% of portfolio
|
Q4 2024
Added 93.78%
|