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 |
|---|---|---|---|---|---|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
5,550
shares
|
$1.09 Million
0.94% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,548
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2022
Added 370.57%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
5,543
shares
|
$1.09 Million
0.24% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
5,536
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
5,531
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
5,526
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
5,520
shares
|
$1.08 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
5,514
shares
|
$1.08 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
5,513
shares
|
$1.08 Million
1.1% of portfolio
|
Q1 2025
Added 88.03%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
5,509
shares
|
$1.08 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
5,494
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,472
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
5,465
shares
|
$1.07 Million
0.19% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,454
shares
|
$1.07 Million
0.57% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
5,454
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,422
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2022
Reduced 3.61%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
5,421
shares
|
$1.06 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,400
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 93.39%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,391
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Added 205.44%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
5,376
shares
|
$1.05 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,356
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
5,332
shares
|
$1.05 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
5,322
shares
|
$1.04 Million
0.54% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Nine Masts Capital LTD
|
Feb 06, 2025 Q4 2024 |
5,300
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 70.92%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
5,300
shares
|
$1.04 Million
0.51% of portfolio
|
Q1 2025
Reduced 22.77%
|