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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
3,815
shares
|
$748,083
0.04% of portfolio
|
Q4 2024
Reduced 73.18%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,814
shares
|
$747,887
0.33% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
3,812
shares
|
$747,495
0.32% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,792
shares
|
$743,573
0.07% of portfolio
|
Q4 2024
Reduced 59.47%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,789
shares
|
$742,985
0.11% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
3,785
shares
|
$742,200
0.45% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,777
shares
|
$740,631
0.02% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
3,775
shares
|
$740,239
0.29% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
3,775
shares
|
$740,239
0.22% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
3,763
shares
|
$737,886
0.37% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
3,757
shares
|
$736,710
0.27% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
3,756
shares
|
$736,514
0.37% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,748
shares
|
$734,945
0.13% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
3,744
shares
|
$734,160
0.34% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
3,741
shares
|
$733,572
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,739
shares
|
$733,180
0.09% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,727
shares
|
$730,827
0.07% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
3,718
shares
|
$729,062
0.34% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
3,711
shares
|
$727,689
0.04% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,710
shares
|
$727,493
0.06% of portfolio
|
Q4 2024
Added 294.26%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,681
shares
|
$721,807
0.05% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
3,676
shares
|
$720,826
0.16% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,669
shares
|
$719,454
0.16% of portfolio
|
Q1 2022
Reduced 4.63%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,664
shares
|
$718,473
0.15% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
3,661
shares
|
$717,885
0.39% of portfolio
|
Q1 2025
Reduced 9.18%
|