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 2,860 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
6,993
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
6,977
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
6,957
shares
|
$1.46 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
6,942
shares
|
$1.45 Million
0.45% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
6,941
shares
|
$1.45 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,933
shares
|
$1.45 Million
0.16% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
6,910
shares
|
$1.45 Million
0.59% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,908
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,892
shares
|
$1.44 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
6,891
shares
|
$1.44 Million
0.26% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
6,860
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,848
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
6,844
shares
|
$1.43 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
6,836
shares
|
$1.43 Million
0.41% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
6,828
shares
|
$1.43 Million
0.66% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
6,800
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
6,798
shares
|
$1.42 Million
0.44% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,778
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 95.29%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
6,774
shares
|
$1.42 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
6,768
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Reduced 60.47%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
6,766
shares
|
$1.42 Million
1.46% of portfolio
|
Q1 2025
Reduced 87.74%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
6,758
shares
|
$1.41 Million
0.1% of portfolio
|
Q1 2025
Added 101.55%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
6,711
shares
|
$1.4 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
6,711
shares
|
$1.4 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
6,707
shares
|
$1.4 Million
0.12% of portfolio
|
Q1 2025
Added 4.52%
|