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 2,906 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 $58.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,303
shares
|
$1.81 Million
0.23% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
9,294
shares
|
$1.8 Million
0.1% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
9,282
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
9,235
shares
|
$1.79 Million
0.71% of portfolio
|
Q2 2024
Added 24.36%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
9,213
shares
|
$1.79 Million
0.08% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
9,210
shares
|
$1.79 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
9,199
shares
|
$1.79 Million
0.38% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
9,196
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 81.02%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,190
shares
|
$1.78 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,165
shares
|
$1.78 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
9,139
shares
|
$1.77 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,118
shares
|
$1.77 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
9,112
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,103
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
9,097
shares
|
$1.77 Million
0.15% of portfolio
|
Q1 2025
Added 139.39%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
9,095
shares
|
$1.77 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
9,049
shares
|
$1.76 Million
0.59% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
9,042
shares
|
$1.76 Million
0.12% of portfolio
|
Q1 2025
Added 187.87%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,033
shares
|
$1.75 Million
0.41% of portfolio
|
Q2 2023
Reduced 3.06%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,934
shares
|
$1.73 Million
0.84% of portfolio
|
Q4 2024
Added 444.42%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
8,858
shares
|
$1.72 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
8,850
shares
|
$1.72 Million
0.79% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
8,842
shares
|
$1.72 Million
0.48% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
8,824
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Added 37.4%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
8,821
shares
|
$1.71 Million
0.09% of portfolio
|
Q1 2025
Added 0.47%
|