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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
2,097
shares
|
$408,621
0.03% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
2,096
shares
|
$408,426
0.12% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,093
shares
|
$407,841
0.23% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Tran Capital Management, L.P.
|
Apr 15, 2025 Q1 2025 |
2,090
shares
|
$407,257
0.07% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
2,088
shares
|
$406,867
0.27% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Washington Capital Management Inc
|
Apr 14, 2025 Q1 2025 |
2,075
shares
|
$404,334
0.35% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,075
shares
|
$404,334
0.05% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,073
shares
|
$403,944
0.19% of portfolio
|
Q4 2024
Added 71.46%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,064
shares
|
$402,191
0.08% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,059
shares
|
$401,216
0.04% of portfolio
|
Q3 2022
Reduced 8.81%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,058
shares
|
$401,021
0.08% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,057
shares
|
$400,827
0.05% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,054
shares
|
$400,242
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
2,053
shares
|
$400,047
0.26% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,052
shares
|
$399,852
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
2,049
shares
|
$399,268
0.21% of portfolio
|
Q4 2024
Added 59.83%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,047
shares
|
$398,878
0.03% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
2,045
shares
|
$398,488
0.32% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
2,045
shares
|
$398,488
0.12% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
2,038
shares
|
$397,124
0.21% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,035
shares
|
$396,540
0.02% of portfolio
|
Q2 2021
Added 17.09%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,031
shares
|
$395,760
0.07% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,029
shares
|
$395,370
0.21% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,028
shares
|
$395,176
0.08% of portfolio
|
Q2 2023
Added 2.53%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,026
shares
|
$394,786
0.18% of portfolio
|
Q2 2023
Reduced 0.39%
|