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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,327
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
7,253
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7,246
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,227
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,223
shares
|
$1.42 Million
1.53% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
7,187
shares
|
$1.41 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7,179
shares
|
$1.41 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
7,137
shares
|
$1.4 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
7,134
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
7,130
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,124
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,090
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 84.59%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
7,070
shares
|
$1.39 Million
0.78% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,068
shares
|
$1.39 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
7,053
shares
|
$1.38 Million
0.67% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
7,045
shares
|
$1.38 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,043
shares
|
$1.38 Million
0.28% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,030
shares
|
$1.38 Million
0.15% of portfolio
|
Q4 2024
Added 42.02%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
6,997
shares
|
$1.37 Million
0.61% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
6,993
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
6,977
shares
|
$1.37 Million
0.29% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
6,941
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,940
shares
|
$1.36 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
6,927
shares
|
$1.36 Million
0.54% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
6,910
shares
|
$1.35 Million
0.59% of portfolio
|
Q2 2024
Added 1.16%
|