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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,908
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,892
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
6,891
shares
|
$1.35 Million
0.26% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
6,860
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,848
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
6,836
shares
|
$1.34 Million
0.41% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
6,829
shares
|
$1.34 Million
0.54% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
6,824
shares
|
$1.34 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,805
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 96.71%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
6,798
shares
|
$1.33 Million
0.44% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
6,774
shares
|
$1.33 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
6,771
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 46.06%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
6,766
shares
|
$1.33 Million
1.46% of portfolio
|
Q1 2025
Reduced 87.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
6,745
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
6,711
shares
|
$1.32 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
6,711
shares
|
$1.32 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
6,707
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,688
shares
|
$1.31 Million
1.16% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
6,679
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Added 81.64%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,662
shares
|
$1.31 Million
0.57% of portfolio
|
Q4 2024
Added 53.22%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
6,618
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Added 35.17%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
6,603
shares
|
$1.29 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
6,592
shares
|
$1.29 Million
0.27% of portfolio
|
Q1 2025
Reduced 32.96%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
6,591
shares
|
$1.29 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
6,591
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Added 0.06%
|