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 |
|---|---|---|---|---|---|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,874
shares
|
$955,742
0.13% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,848
shares
|
$950,644
0.07% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
4,847
shares
|
$950,448
0.13% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,841
shares
|
$949,271
0.42% of portfolio
|
Q2 2023
Added 13.29%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
4,830
shares
|
$947,114
0.28% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,818
shares
|
$944,761
0.7% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
4,818
shares
|
$944,761
0.31% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
4,794
shares
|
$940,055
0.53% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
4,790
shares
|
$939,271
0.62% of portfolio
|
Q4 2024
Added 49.22%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
4,773
shares
|
$935,937
0.2% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
4,772
shares
|
$935,741
0.29% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
4,770
shares
|
$935,349
0.28% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
4,755
shares
|
$932,407
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
4,747
shares
|
$930,839
0.13% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
4,743
shares
|
$930,054
0.08% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,718
shares
|
$925,152
0.15% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
4,718
shares
|
$925,152
0.63% of portfolio
|
Q1 2024
Added 66.6%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
4,704
shares
|
$922,407
0.7% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,688
shares
|
$919,269
0.37% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
4,674
shares
|
$916,524
0.34% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,667
shares
|
$915,152
0.24% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
4,667
shares
|
$915,152
0.08% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,667
shares
|
$915,152
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
4,640
shares
|
$909,857
0.18% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
4,639
shares
|
$909,661
1.09% of portfolio
|
Q4 2024
New holding
|