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 |
|---|---|---|---|---|---|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
2,423
shares
|
$472,145
0.25% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
2,420
shares
|
$471,561
0.03% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
2,420
shares
|
$471,561
0.49% of portfolio
|
Q4 2024
Reduced 46.75%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
2,406
shares
|
$468,833
0.21% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$467,664
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
2,397
shares
|
$467,079
0.24% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,391
shares
|
$465,910
0.25% of portfolio
|
Q4 2024
Reduced 24.74%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,386
shares
|
$464,935
0.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
2,384
shares
|
$464,546
0.06% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,383
shares
|
$464,351
0.04% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,383
shares
|
$464,351
0.26% of portfolio
|
Q1 2024
Added 23.92%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,378
shares
|
$463,377
0.1% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
2,376
shares
|
$462,987
0.05% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
2,358
shares
|
$459,479
0.01% of portfolio
|
Q1 2025
Reduced 95.42%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,348
shares
|
$457,531
0.21% of portfolio
|
Q2 2024
Reduced 26.44%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,348
shares
|
$457,531
0.27% of portfolio
|
Q1 2025
Reduced 78.22%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,346
shares
|
$457,141
0.19% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,329
shares
|
$453,828
0.02% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
2,329
shares
|
$453,828
0.04% of portfolio
|
Q3 2024
Added 95.06%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
2,322
shares
|
$452,464
0.02% of portfolio
|
Q1 2025
Reduced 25.31%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
2,319
shares
|
$451,880
0.2% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
2,313
shares
|
$450,711
0.09% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,313
shares
|
$450,711
0.01% of portfolio
|
Q4 2024
Added 79.16%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
2,311
shares
|
$450,321
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
2,309
shares
|
$449,931
0.08% of portfolio
|
Q1 2025
Reduced 4.39%
|