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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,750
shares
|
$341,005
0.02% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
1,750
shares
|
$341,005
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
1,749
shares
|
$340,810
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
1,749
shares
|
$340,810
0.27% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,747
shares
|
$340,420
0.05% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,742
shares
|
$339,446
0.06% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
1,740
shares
|
$339,056
0.14% of portfolio
|
Q4 2024
Reduced 41.12%
|
|
|
Professional Advisory Services Inc
|
Apr 14, 2025 Q1 2025 |
1,735
shares
|
$338,082
0.05% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
1,735
shares
|
$338,082
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,732
shares
|
$337,497
0.24% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,731
shares
|
$337,302
0.01% of portfolio
|
Q4 2024
Reduced 76.27%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
1,728
shares
|
$336,718
0.21% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,721
shares
|
$335,354
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
1,718
shares
|
$334,769
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
1,716
shares
|
$334,379
0.06% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
1,712
shares
|
$333,600
0.02% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
1,707
shares
|
$332,626
0.31% of portfolio
|
Q1 2025
Reduced 30.01%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,706
shares
|
$332,431
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
1,704
shares
|
$332,041
0.1% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
1,702
shares
|
$331,651
0.1% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,701
shares
|
$331,456
0.07% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
1,700
shares
|
$331,262
0.03% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
1,697
shares
|
$330,677
0.17% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
1,694
shares
|
$330,092
0.07% of portfolio
|
Q1 2025
Reduced 71.08%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,694
shares
|
$330,092
0.22% of portfolio
|
Q1 2025
Added 0.3%
|