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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
2,983
shares
|
$581,267
0.4% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
2,982
shares
|
$581,072
0.19% of portfolio
|
Q4 2024
Added 71.87%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,965
shares
|
$577,759
0.03% of portfolio
|
Q3 2022
Reduced 26.5%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
2,964
shares
|
$577,565
0.06% of portfolio
|
Q4 2024
Added 27.76%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,963
shares
|
$577,370
0.55% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
2,956
shares
|
$576,006
0.1% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
2,955
shares
|
$575,811
0.09% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
2,950
shares
|
$574,837
0.01% of portfolio
|
Q1 2022
Added 742.86%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
2,944
shares
|
$573,667
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
2,930
shares
|
$570,939
0.18% of portfolio
|
Q4 2024
Added 28.73%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
2,925
shares
|
$569,965
0.2% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
2,925
shares
|
$569,965
0.11% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,920
shares
|
$568,991
0.04% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
2,912
shares
|
$567,432
0.05% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,907
shares
|
$566,458
0.1% of portfolio
|
Q1 2025
Reduced 32.61%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
2,899
shares
|
$564,899
0.28% of portfolio
|
Q4 2024
Reduced 59.38%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,896
shares
|
$564,314
0.35% of portfolio
|
Q1 2023
Reduced 14.55%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
2,894
shares
|
$563,924
0.32% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,890
shares
|
$563,145
0.05% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
2,890
shares
|
$563,145
0.16% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
2,888
shares
|
$562,755
0.07% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,885
shares
|
$562,171
0.09% of portfolio
|
Q3 2022
Added 60.28%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,881
shares
|
$561,391
0.53% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
2,880
shares
|
$561,196
0.18% of portfolio
|
Q4 2024
Added 92.0%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,873
shares
|
$559,832
0.61% of portfolio
|
Q4 2024
New holding
|