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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,375
shares
|
$657,652
0.22% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,370
shares
|
$656,678
0.03% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,357
shares
|
$654,145
0.2% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,357
shares
|
$654,145
0.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,355
shares
|
$653,755
0.13% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
3,353
shares
|
$653,365
0.1% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,351
shares
|
$652,975
0.12% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,345
shares
|
$651,806
0.12% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
3,338
shares
|
$650,442
0.05% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,335
shares
|
$649,858
0.04% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,333
shares
|
$649,468
0.04% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
3,320
shares
|
$646,935
0.01% of portfolio
|
Q1 2025
Reduced 54.33%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
3,317
shares
|
$646,350
0.69% of portfolio
|
Q4 2024
Added 25.08%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,313
shares
|
$645,571
0.09% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
3,309
shares
|
$644,791
0.09% of portfolio
|
Q1 2025
Added 163.88%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
3,306
shares
|
$644,207
0.22% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,306
shares
|
$644,207
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
3,304
shares
|
$643,817
0.49% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,301
shares
|
$643,232
0.09% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,300
shares
|
$643,038
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
3,300
shares
|
$643,038
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
3,297
shares
|
$642,453
0.25% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
3,275
shares
|
$638,166
0.11% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,272
shares
|
$637,581
0.0% of portfolio
|
Q3 2024
Reduced 16.81%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
3,266
shares
|
$636,412
0.22% of portfolio
|
Q4 2024
Added 98.42%
|