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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,066
shares
|
$993,391
0.74% of portfolio
|
Q1 2024
Reduced 97.26%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
5,038
shares
|
$987,901
0.36% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
5,020
shares
|
$984,371
0.02% of portfolio
|
Q4 2024
Reduced 36.62%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,017
shares
|
$983,783
0.16% of portfolio
|
Q1 2022
Reduced 21.54%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
5,011
shares
|
$982,606
0.42% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
5,004
shares
|
$981,234
0.88% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Galilei Investment Office LLP
London, X0 |
Apr 23, 2025 Q4 2024 |
5,000
shares
|
$980,450
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,997
shares
|
$979,861
0.09% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,980
shares
|
$976,528
0.13% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
4,975
shares
|
$975,547
0.44% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
4,970
shares
|
$974,567
0.1% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
4,942
shares
|
$969,076
0.14% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
4,939
shares
|
$968,488
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
4,927
shares
|
$966,135
0.7% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
4,924
shares
|
$965,547
0.42% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,922
shares
|
$965,154
0.04% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
4,914
shares
|
$963,586
0.0% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
4,913
shares
|
$963,390
0.18% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,911
shares
|
$962,997
0.16% of portfolio
|
Q2 2023
Added 16.85%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,911
shares
|
$962,997
0.82% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
4,905
shares
|
$961,821
0.94% of portfolio
|
Q1 2025
Reduced 75.61%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,898
shares
|
$960,448
0.88% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
4,895
shares
|
$959,860
0.49% of portfolio
|
Q4 2024
Added 113.1%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
4,889
shares
|
$958,684
0.13% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,888
shares
|
$958,487
0.73% of portfolio
|
Q4 2024
Added 144.4%
|