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 |
|---|---|---|---|---|---|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,866
shares
|
$558,468
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
2,864
shares
|
$558,079
0.2% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
2,862
shares
|
$557,689
0.06% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,861
shares
|
$557,494
0.04% of portfolio
|
Q4 2024
Added 265.86%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
2,861
shares
|
$557,494
0.21% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
2,859
shares
|
$557,104
0.2% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,856
shares
|
$556,520
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
2,855
shares
|
$556,325
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,851
shares
|
$555,545
0.35% of portfolio
|
Q1 2025
Added 72.89%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
2,847
shares
|
$554,766
0.04% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,845
shares
|
$554,376
0.08% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,845
shares
|
$554,376
0.16% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
2,841
shares
|
$553,597
0.26% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
2,837
shares
|
$552,817
0.08% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,831
shares
|
$551,648
0.06% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,815
shares
|
$548,530
0.09% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
2,814
shares
|
$548,336
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,808
shares
|
$547,166
0.2% of portfolio
|
Q1 2025
Reduced 62.37%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
2,800
shares
|
$545,608
0.1% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,800
shares
|
$545,608
0.13% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Feb 04, 2025 Q4 2024 |
2,800
shares
|
$545,608
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
2,794
shares
|
$544,438
0.09% of portfolio
|
Q4 2024
Reduced 95.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,791
shares
|
$543,854
0.03% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
2,786
shares
|
$542,879
0.07% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,786
shares
|
$542,879
0.01% of portfolio
|
Q4 2024
Added 0.18%
|