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 |
|---|---|---|---|---|---|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,956
shares
|
$381,146
0.75% of portfolio
|
Q1 2023
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,954
shares
|
$380,756
0.24% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
1,950
shares
|
$379,977
0.14% of portfolio
|
Q4 2024
Reduced 38.04%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,950
shares
|
$379,977
0.23% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
1,947
shares
|
$379,392
0.13% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
1,945
shares
|
$379,002
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,941
shares
|
$378,223
0.06% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,940
shares
|
$378,028
0.0% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
1,938
shares
|
$377,638
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
1,938
shares
|
$377,638
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
1,931
shares
|
$376,274
0.04% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,928
shares
|
$375,690
0.06% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
1,923
shares
|
$374,715
0.12% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
1,919
shares
|
$373,936
0.34% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,919
shares
|
$373,936
0.21% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,912
shares
|
$372,572
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
1,905
shares
|
$371,208
0.28% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
1,895
shares
|
$369,259
0.0% of portfolio
|
Q4 2024
Added 1894.74%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
1,894
shares
|
$369,064
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
1,894
shares
|
$369,064
0.11% of portfolio
|
Q1 2025
Reduced 96.96%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,891
shares
|
$368,480
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,886
shares
|
$367,505
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$366,921
0.12% of portfolio
|
Q2 2022
Added 14.19%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
1,881
shares
|
$366,531
0.05% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
1,876
shares
|
$365,557
0.26% of portfolio
|
Q1 2025
Reduced 32.25%
|