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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
2,297
shares
|
$447,593
0.01% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,289
shares
|
$446,034
0.07% of portfolio
|
Q1 2025
Reduced 51.4%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,286
shares
|
$445,449
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,284
shares
|
$445,060
0.11% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
2,277
shares
|
$443,696
0.16% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,276
shares
|
$443,501
0.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,270
shares
|
$442,332
0.01% of portfolio
|
Q4 2024
Added 65.57%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,260
shares
|
$440,383
0.1% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,258
shares
|
$439,993
0.06% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,258
shares
|
$439,993
0.02% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
2,255
shares
|
$439,409
0.07% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,254
shares
|
$439,214
0.17% of portfolio
|
Q1 2025
Added 18.76%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
2,250
shares
|
$438,435
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
2,238
shares
|
$436,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
2,237
shares
|
$435,901
0.19% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
2,236
shares
|
$435,706
0.25% of portfolio
|
Q1 2025
Reduced 35.78%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,227
shares
|
$433,953
0.1% of portfolio
|
Q1 2022
Added 7.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,226
shares
|
$433,758
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
2,224
shares
|
$433,368
0.05% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
2,223
shares
|
$433,173
0.02% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
2,222
shares
|
$432,978
0.02% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
2,203
shares
|
$429,276
0.33% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
2,192
shares
|
$427,133
0.01% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,188
shares
|
$426,353
0.16% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$425,379
0.31% of portfolio
|
Q4 2024
New holding
|