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 |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
4,380
shares
|
$858,874
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,378
shares
|
$858,482
0.48% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
4,374
shares
|
$857,697
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4,371
shares
|
$857,109
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
4,368
shares
|
$856,521
0.94% of portfolio
|
Q1 2025
Added 59.77%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
4,366
shares
|
$856,128
0.25% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
4,360
shares
|
$854,952
0.69% of portfolio
|
Q4 2024
Reduced 41.7%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,358
shares
|
$854,560
0.58% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
4,358
shares
|
$854,560
0.34% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,355
shares
|
$853,971
0.2% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
4,349
shares
|
$852,795
0.3% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,346
shares
|
$852,207
0.29% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,344
shares
|
$851,814
0.2% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
4,337
shares
|
$850,442
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,329
shares
|
$848,873
0.28% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,328
shares
|
$848,677
0.34% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
4,320
shares
|
$847,108
0.31% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
4,314
shares
|
$845,932
0.17% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,311
shares
|
$845,343
0.07% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
4,309
shares
|
$844,951
0.24% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
4,290
shares
|
$841,226
0.41% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,288
shares
|
$840,833
0.41% of portfolio
|
Q4 2023
Reduced 67.63%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
4,281
shares
|
$839,461
0.23% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
4,252
shares
|
$833,774
0.2% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
4,251
shares
|
$833,578
0.62% of portfolio
|
Q4 2024
New holding
|