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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,181
shares
|
$619,849
0.22% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,167
shares
|
$617,121
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
3,158
shares
|
$615,367
0.12% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
3,158
shares
|
$615,367
0.42% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
3,150
shares
|
$613,809
0.01% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,149
shares
|
$613,614
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
3,148
shares
|
$613,419
0.69% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,138
shares
|
$611,470
0.02% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,136
shares
|
$611,080
0.43% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,129
shares
|
$609,716
0.3% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,128
shares
|
$609,522
0.04% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,122
shares
|
$608,352
0.11% of portfolio
|
Q4 2024
Added 110.38%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
3,116
shares
|
$607,183
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
3,113
shares
|
$606,599
0.22% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,107
shares
|
$605,430
0.35% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
3,100
shares
|
$604,066
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
3,092
shares
|
$602,507
0.41% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
3,091
shares
|
$602,312
0.37% of portfolio
|
Q1 2025
Reduced 76.5%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
3,090
shares
|
$602,117
0.05% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
3,090
shares
|
$602,117
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,090
shares
|
$602,117
0.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
3,089
shares
|
$601,922
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,087
shares
|
$601,532
0.09% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
3,085
shares
|
$601,143
0.18% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,084
shares
|
$600,948
0.13% of portfolio
|
Q4 2024
Reduced 1.28%
|