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 |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,584
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
6,581
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6,570
shares
|
$1.29 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
6,550
shares
|
$1.28 Million
1.01% of portfolio
|
Q4 2024
Reduced 38.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,533
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,528
shares
|
$1.28 Million
0.84% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,525
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2023
Reduced 65.48%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
6,523
shares
|
$1.28 Million
0.21% of portfolio
|
Q1 2025
Added 154.51%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,507
shares
|
$1.28 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
6,500
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2023
Reduced 6.94%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
6,489
shares
|
$1.27 Million
0.54% of portfolio
|
Q3 2022
Added 416.23%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
6,464
shares
|
$1.27 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,448
shares
|
$1.26 Million
0.17% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
6,442
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,436
shares
|
$1.26 Million
0.18% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
6,428
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
6,425
shares
|
$1.26 Million
0.83% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
6,406
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,362
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
6,338
shares
|
$1.24 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
6,306
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
6,296
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
6,280
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
6,275
shares
|
$1.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,271
shares
|
$1.23 Million
0.22% of portfolio
|
Q4 2024
Added 1.47%
|