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 |
|---|---|---|---|---|---|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
1,812
shares
|
$353,086
0.11% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
1,811
shares
|
$352,891
0.25% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,810
shares
|
$352,696
0.08% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,809
shares
|
$352,501
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
1,808
shares
|
$352,306
0.34% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
1,802
shares
|
$351,137
0.02% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,800
shares
|
$350,748
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,795
shares
|
$349,773
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
1,793
shares
|
$349,383
0.29% of portfolio
|
Q1 2025
Reduced 71.98%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,792
shares
|
$349,189
0.12% of portfolio
|
Q1 2025
Reduced 42.14%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,791
shares
|
$348,994
0.38% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
1,785
shares
|
$347,825
0.07% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
1,784
shares
|
$347,630
0.04% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,780
shares
|
$346,850
0.1% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,777
shares
|
$346,266
0.04% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
1,775
shares
|
$345,876
0.09% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,773
shares
|
$345,486
0.04% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
1,771
shares
|
$345,097
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,765
shares
|
$343,927
0.27% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
1,765
shares
|
$343,927
0.17% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
1,765
shares
|
$343,927
0.11% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,764
shares
|
$343,733
0.08% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
1,762
shares
|
$343,343
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,758
shares
|
$342,563
0.14% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
1,752
shares
|
$341,394
0.01% of portfolio
|
Q4 2024
Reduced 7.25%
|