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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,783
shares
|
$542,295
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
2,781
shares
|
$541,905
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$541,321
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
2,768
shares
|
$539,372
0.15% of portfolio
|
Q4 2024
Added 32.38%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,766
shares
|
$538,982
0.02% of portfolio
|
Q4 2024
Added 31.34%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
2,765
shares
|
$538,787
0.07% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
2,760
shares
|
$537,813
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,750
shares
|
$535,865
0.02% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,732
shares
|
$532,357
0.13% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
2,732
shares
|
$532,357
0.24% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
2,729
shares
|
$531,772
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
2,729
shares
|
$531,772
0.07% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
2,716
shares
|
$529,239
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
2,715
shares
|
$529,044
0.33% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
2,706
shares
|
$527,291
0.06% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,704
shares
|
$526,901
0.03% of portfolio
|
Q4 2024
Added 79.07%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,701
shares
|
$526,316
0.12% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
2,693
shares
|
$524,757
0.09% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,693
shares
|
$524,757
0.02% of portfolio
|
Q4 2024
Added 151.21%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
2,693
shares
|
$524,757
0.37% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
2,690
shares
|
$524,173
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
2,686
shares
|
$523,393
0.06% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
2,681
shares
|
$522,419
0.1% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
2,679
shares
|
$522,029
0.1% of portfolio
|
Q4 2024
Added 0.11%
|