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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
5,289
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,262
shares
|
$1.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
5,255
shares
|
$1.03 Million
0.49% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
5,247
shares
|
$1.03 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,246
shares
|
$1.03 Million
1.38% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,240
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
5,240
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
5,238
shares
|
$1.03 Million
0.43% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
5,237
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
5,226
shares
|
$1.02 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,225
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
5,216
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,208
shares
|
$1.02 Million
0.36% of portfolio
|
Q4 2021
Reduced 6.01%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
5,194
shares
|
$1.02 Million
0.45% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,187
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Feb 03, 2025 Q4 2024 |
5,176
shares
|
$1.01 Million
1.24% of portfolio
|
Q4 2024
Reduced 54.98%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
5,157
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
5,130
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,113
shares
|
$1 Million
0.17% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,106
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,106
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,103
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.96%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
5,096
shares
|
$999,274
0.54% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
5,092
shares
|
$998,490
0.06% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
5,079
shares
|
$995,941
0.39% of portfolio
|
Q4 2024
Added 1.99%
|