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 |
|---|---|---|---|---|---|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
11,338
shares
|
$2.2 Million
1.39% of portfolio
|
Q4 2024
Added 43.34%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
11,298
shares
|
$2.19 Million
1.94% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
11,294
shares
|
$2.19 Million
0.36% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
11,246
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
11,244
shares
|
$2.18 Million
0.31% of portfolio
|
Q4 2024
Added 786.05%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
11,181
shares
|
$2.17 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
11,140
shares
|
$2.16 Million
0.16% of portfolio
|
Q4 2024
Added 30.48%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
10,996
shares
|
$2.13 Million
0.24% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
10,989
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,980
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Added 66.87%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
10,974
shares
|
$2.13 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
10,937
shares
|
$2.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
10,929
shares
|
$2.12 Million
1.12% of portfolio
|
Q4 2024
Reduced 55.07%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
10,910
shares
|
$2.12 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,848
shares
|
$2.11 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
10,844
shares
|
$2.11 Million
0.16% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,837
shares
|
$2.1 Million
1.24% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
10,833
shares
|
$2.1 Million
0.1% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
10,822
shares
|
$2.1 Million
0.23% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
10,798
shares
|
$2.1 Million
0.71% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
10,763
shares
|
$2.09 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
10,750
shares
|
$2.09 Million
0.54% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
10,750
shares
|
$2.09 Million
1.34% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Apr 25, 2025 Q1 2025 |
10,747
shares
|
$2.09 Million
0.79% of portfolio
|
Q1 2025
Reduced 94.01%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
10,728
shares
|
$2.08 Million
0.03% of portfolio
|
Q1 2025
Added 8.04%
|