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 |
|---|---|---|---|---|---|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
7,628
shares
|
$1.5 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,623
shares
|
$1.49 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Parametrica Management LTD
|
Feb 11, 2025 Q4 2024 |
7,600
shares
|
$1.49 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
7,595
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 73.38%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
7,568
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2024
Added 76.16%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,561
shares
|
$1.48 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
7,556
shares
|
$1.48 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
7,537
shares
|
$1.48 Million
1.93% of portfolio
|
Q4 2022
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
7,535
shares
|
$1.48 Million
0.79% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,523
shares
|
$1.48 Million
0.85% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,515
shares
|
$1.47 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
7,500
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2024
Added 6421.74%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
7,473
shares
|
$1.47 Million
0.43% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
7,469
shares
|
$1.46 Million
0.19% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
7,464
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,461
shares
|
$1.46 Million
0.83% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,446
shares
|
$1.46 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
7,439
shares
|
$1.46 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,436
shares
|
$1.46 Million
0.13% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
7,425
shares
|
$1.46 Million
1.2% of portfolio
|
Q4 2024
Reduced 34.54%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
7,420
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,353
shares
|
$1.44 Million
0.83% of portfolio
|
Q1 2025
Added 35.49%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
7,341
shares
|
$1.44 Million
0.31% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
7,329
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
7,328
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.04%
|