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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
1,618
shares
|
$315,283
0.1% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
1,614
shares
|
$314,504
0.22% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
1,614
shares
|
$314,504
0.2% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
1,612
shares
|
$314,114
0.13% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Harrington Investments, Inc
|
Apr 11, 2025 Q1 2025 |
1,610
shares
|
$313,724
0.19% of portfolio
|
Q2 2024
Reduced 15.71%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
1,607
shares
|
$313,140
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
1,606
shares
|
$312,945
0.03% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,606
shares
|
$312,945
0.09% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,605
shares
|
$312,750
0.09% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
1,603
shares
|
$312,360
0.02% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,601
shares
|
$311,970
0.16% of portfolio
|
Q1 2025
Reduced 40.86%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,601
shares
|
$311,970
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
1,599
shares
|
$311,581
0.12% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
1,589
shares
|
$309,632
0.1% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,584
shares
|
$308,658
0.07% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
1,584
shares
|
$308,658
0.11% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,584
shares
|
$308,658
0.18% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
1,582
shares
|
$308,268
0.02% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
1,581
shares
|
$308,073
0.07% of portfolio
|
Q1 2025
Added 44.78%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
1,578
shares
|
$307,489
0.03% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
1,575
shares
|
$306,904
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,575
shares
|
$306,904
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
1,574
shares
|
$306,709
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,571
shares
|
$306,125
0.05% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,571
shares
|
$306,125
0.22% of portfolio
|
Q2 2022
Added 0.19%
|