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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
1,873
shares
|
$364,972
0.04% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
1,863
shares
|
$363,024
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,862
shares
|
$362,829
0.02% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,862
shares
|
$362,829
0.19% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,861
shares
|
$362,634
0.03% of portfolio
|
Q1 2025
Reduced 46.4%
|
|
|
D. Scott Neal, Inc.
|
Apr 11, 2025 Q1 2025 |
1,860
shares
|
$362,439
0.21% of portfolio
|
Q4 2021
Reduced 15.76%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
1,860
shares
|
$362,439
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,852
shares
|
$360,880
0.03% of portfolio
|
Q4 2024
Reduced 17.62%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
1,851
shares
|
$360,685
0.05% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
1,851
shares
|
$360,685
0.23% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,843
shares
|
$359,126
0.1% of portfolio
|
Q4 2024
Added 65.44%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,842
shares
|
$358,932
0.27% of portfolio
|
Q3 2022
Added 11.37%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,841
shares
|
$358,737
0.33% of portfolio
|
Q2 2022
Added 16636.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,838
shares
|
$358,152
0.2% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,837
shares
|
$357,957
0.14% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
1,837
shares
|
$357,957
0.01% of portfolio
|
Q1 2025
Reduced 72.52%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
1,835
shares
|
$357,568
0.29% of portfolio
|
Q1 2025
Reduced 95.34%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,833
shares
|
$357,178
0.06% of portfolio
|
Q4 2024
Reduced 83.96%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,825
shares
|
$355,619
0.18% of portfolio
|
Q1 2025
Added 37.11%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,823
shares
|
$355,229
0.25% of portfolio
|
Q1 2025
Reduced 47.58%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
1,820
shares
|
$354,645
0.3% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,817
shares
|
$354,060
0.08% of portfolio
|
Q3 2022
Added 121.32%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,816
shares
|
$353,865
0.14% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,815
shares
|
$353,670
0.13% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,814
shares
|
$353,476
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|