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 |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,128
shares
|
$654,408
0.52% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,128
shares
|
$654,408
0.04% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
3,121
shares
|
$652,944
0.13% of portfolio
|
Q1 2025
Reduced 94.8%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
3,119
shares
|
$652,525
0.51% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,118
shares
|
$652,316
0.16% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
3,114
shares
|
$651,479
0.12% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
3,113
shares
|
$651,270
0.22% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,093
shares
|
$647,086
0.12% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
3,092
shares
|
$646,877
0.41% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
3,091
shares
|
$646,668
0.37% of portfolio
|
Q1 2025
Reduced 76.5%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
3,090
shares
|
$646,458
0.05% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
3,090
shares
|
$646,458
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
3,089
shares
|
$646,249
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
3,085
shares
|
$645,412
0.17% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,083
shares
|
$644,994
0.12% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
3,082
shares
|
$644,785
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,081
shares
|
$644,576
0.18% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,081
shares
|
$644,576
0.22% of portfolio
|
Q1 2024
Reduced 56.4%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
3,079
shares
|
$644,157
0.41% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
3,075
shares
|
$643,320
0.19% of portfolio
|
Q1 2025
Added 43.36%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,068
shares
|
$641,856
0.04% of portfolio
|
Q1 2025
Added 104.81%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Apr 17, 2025 Q1 2025 |
3,065
shares
|
$641,228
0.76% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,061
shares
|
$640,391
0.26% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,057
shares
|
$639,554
0.18% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
3,050
shares
|
$638,090
0.01% of portfolio
|
Q1 2025
Reduced 3.17%
|