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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
2,018
shares
|
$393,227
0.07% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,013
shares
|
$392,253
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
2,013
shares
|
$392,253
0.07% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
2,011
shares
|
$391,863
0.15% of portfolio
|
Q4 2022
Reduced 46.17%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
2,011
shares
|
$391,863
0.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
2,007
shares
|
$391,084
0.24% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,006
shares
|
$390,889
0.13% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
2,005
shares
|
$390,694
0.05% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
2,004
shares
|
$390,499
0.15% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
1,997
shares
|
$389,135
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,994
shares
|
$388,550
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
1,993
shares
|
$388,355
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
1,990
shares
|
$387,771
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
1,987
shares
|
$387,186
0.05% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
1,985
shares
|
$386,797
0.02% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
1,984
shares
|
$386,602
0.2% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
1,981
shares
|
$386,017
0.03% of portfolio
|
Q4 2024
Reduced 21.76%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,979
shares
|
$385,627
0.09% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,977
shares
|
$385,238
0.08% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
1,975
shares
|
$384,848
0.33% of portfolio
|
Q1 2022
Added 3.95%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
1,967
shares
|
$383,289
0.03% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
1,962
shares
|
$382,315
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
1,960
shares
|
$381,925
0.1% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,960
shares
|
$381,925
0.28% of portfolio
|
Q4 2024
Reduced 74.87%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,960
shares
|
$381,925
0.43% of portfolio
|
Q4 2023
New holding
|