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 |
|---|---|---|---|---|---|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,633
shares
|
$908,484
0.48% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
4,629
shares
|
$907,700
0.41% of portfolio
|
Q1 2025
Reduced 25.46%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,628
shares
|
$907,504
0.06% of portfolio
|
Q2 2021
Reduced 1.07%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
4,600
shares
|
$902,014
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
4,598
shares
|
$901,621
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
4,598
shares
|
$901,621
0.34% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
4,580
shares
|
$898,092
0.13% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,580
shares
|
$898,092
0.36% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
4,565
shares
|
$895,150
0.38% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,533
shares
|
$888,875
0.34% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
4,515
shares
|
$885,346
0.41% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
4,508
shares
|
$883,973
0.24% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
4,500
shares
|
$882,405
0.23% of portfolio
|
Q4 2024
Reduced 77.69%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
4,500
shares
|
$882,405
0.54% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,472
shares
|
$876,914
0.14% of portfolio
|
Q1 2024
Added 229.55%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,466
shares
|
$875,737
0.02% of portfolio
|
Q4 2024
Added 38.57%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
4,450
shares
|
$872,600
0.29% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
4,440
shares
|
$870,639
0.24% of portfolio
|
Q4 2024
Added 31.59%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
4,433
shares
|
$869,266
0.42% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
4,425
shares
|
$867,698
0.07% of portfolio
|
Q4 2024
Reduced 31.36%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
4,401
shares
|
$862,992
0.21% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
4,396
shares
|
$862,011
0.7% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
4,389
shares
|
$860,639
0.33% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
4,386
shares
|
$860,050
0.08% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
4,380
shares
|
$858,874
0.5% of portfolio
|
Q3 2024
New holding
|