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 2,860 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,949
shares
|
$826,170
0.16% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
3,947
shares
|
$825,751
0.49% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,937
shares
|
$823,659
0.15% of portfolio
|
Q3 2024
Added 563.91%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,937
shares
|
$823,659
0.1% of portfolio
|
Q1 2025
Added 98.14%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
3,920
shares
|
$820,103
0.37% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
3,918
shares
|
$819,684
0.16% of portfolio
|
Q4 2023
Added 5.07%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,910
shares
|
$818,011
0.37% of portfolio
|
Q4 2024
Added 584.76%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
3,900
shares
|
$815,919
0.61% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
3,881
shares
|
$811,944
0.57% of portfolio
|
Q1 2025
Reduced 94.34%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
3,859
shares
|
$807,341
0.35% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
3,851
shares
|
$805,667
0.6% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,850
shares
|
$805,458
0.12% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
3,832
shares
|
$801,692
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
3,825
shares
|
$800,228
0.02% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
3,820
shares
|
$799,182
0.71% of portfolio
|
Q1 2025
Added 57.85%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
3,812
shares
|
$797,508
0.32% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
3,791
shares
|
$793,115
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,789
shares
|
$792,696
0.11% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Alpine Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,787
shares
|
$792,278
0.29% of portfolio
|
Q1 2025
Reduced 90.2%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
3,784
shares
|
$791,650
0.34% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,777
shares
|
$790,186
0.01% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
3,775
shares
|
$789,767
0.29% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
3,775
shares
|
$789,767
0.22% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
3,763
shares
|
$787,257
0.37% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
3,755
shares
|
$785,583
0.85% of portfolio
|
Q1 2025
Reduced 2.19%
|