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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,181
shares
|
$424,989
0.06% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,177
shares
|
$424,210
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,171
shares
|
$423,041
0.05% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,165
shares
|
$421,871
0.1% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,162
shares
|
$421,287
0.35% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
2,160
shares
|
$420,897
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,156
shares
|
$420,118
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,154
shares
|
$419,728
0.36% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,151
shares
|
$419,143
0.02% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,145
shares
|
$417,974
0.15% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,138
shares
|
$416,610
0.26% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
2,138
shares
|
$416,610
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
2,135
shares
|
$416,026
0.15% of portfolio
|
Q1 2025
Reduced 68.74%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,133
shares
|
$415,636
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
2,128
shares
|
$414,662
0.13% of portfolio
|
Q4 2023
Reduced 40.79%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
2,126
shares
|
$414,272
0.31% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
2,122
shares
|
$413,492
0.21% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,121
shares
|
$413,298
0.08% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
2,119
shares
|
$412,908
0.03% of portfolio
|
Q1 2025
Added 22.2%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
2,118
shares
|
$412,713
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
2,114
shares
|
$411,934
0.12% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
2,110
shares
|
$411,154
0.21% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
2,103
shares
|
$409,790
0.16% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,100
shares
|
$409,206
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
2,100
shares
|
$409,206
0.83% of portfolio
|
Q4 2024
Added 0.57%
|