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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,205
shares
|
$824,558
0.07% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,194
shares
|
$822,401
0.15% of portfolio
|
Q1 2025
Added 223.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
4,192
shares
|
$822,009
0.24% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
4,188
shares
|
$821,224
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,186
shares
|
$820,832
0.41% of portfolio
|
Q3 2021
Reduced 0.1%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,181
shares
|
$819,852
0.08% of portfolio
|
Q2 2024
Added 19.22%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
4,176
shares
|
$818,871
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,174
shares
|
$818,479
0.74% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,160
shares
|
$815,734
0.43% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
4,160
shares
|
$815,734
0.48% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
4,155
shares
|
$814,753
0.22% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,152
shares
|
$814,165
0.2% of portfolio
|
Q2 2022
Reduced 70.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
4,151
shares
|
$813,969
0.99% of portfolio
|
Q2 2024
Reduced 22.84%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
4,147
shares
|
$813,185
0.28% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,145
shares
|
$812,793
0.08% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
4,132
shares
|
$810,243
0.1% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,131
shares
|
$810,047
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
4,129
shares
|
$809,655
0.24% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
4,125
shares
|
$808,871
0.35% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
4,125
shares
|
$808,871
0.14% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
4,111
shares
|
$806,125
0.59% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$805,929
0.96% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
4,098
shares
|
$803,576
0.27% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,066
shares
|
$797,301
0.58% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
4,063
shares
|
$796,713
0.12% of portfolio
|
Q4 2024
Added 19.22%
|