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 2,902 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,083
shares
|
$600,753
0.12% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
3,082
shares
|
$600,558
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,081
shares
|
$600,363
0.18% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,081
shares
|
$600,363
0.23% of portfolio
|
Q1 2024
Reduced 56.4%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
3,079
shares
|
$599,973
0.41% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
3,075
shares
|
$599,194
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Apr 17, 2025 Q1 2025 |
3,065
shares
|
$597,245
0.76% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
3,052
shares
|
$594,712
0.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
3,040
shares
|
$592,374
0.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
3,038
shares
|
$591,984
0.42% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,037
shares
|
$591,789
0.29% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
3,026
shares
|
$589,646
0.13% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,026
shares
|
$589,646
0.29% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,025
shares
|
$589,451
0.4% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
3,020
shares
|
$588,477
0.23% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,015
shares
|
$587,502
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
3,009
shares
|
$586,333
0.3% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
3,003
shares
|
$585,164
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$584,580
0.25% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
2,997
shares
|
$583,995
0.15% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,995
shares
|
$583,605
0.51% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
2,993
shares
|
$583,215
0.48% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,991
shares
|
$582,826
0.06% of portfolio
|
Q4 2024
Added 126.08%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
2,986
shares
|
$581,851
0.18% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,986
shares
|
$581,851
7.21% of portfolio
|
Q2 2020
New holding
|