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 2,860 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
1,198
shares
|
$250,633
0.01% of portfolio
|
Q1 2025
Reduced 96.96%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,195
shares
|
$250,005
0.99% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,190
shares
|
$248,959
0.08% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
1,186
shares
|
$248,123
0.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
1,182
shares
|
$247,286
0.06% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
1,182
shares
|
$247,286
0.06% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
1,181
shares
|
$247,077
0.05% of portfolio
|
Q1 2025
Reduced 87.7%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
1,180
shares
|
$246,867
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
1,171
shares
|
$244,984
0.1% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
1,171
shares
|
$244,984
0.1% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,164
shares
|
$243,520
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
1,161
shares
|
$242,892
0.07% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
1,160
shares
|
$242,683
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,155
shares
|
$241,637
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,151
shares
|
$240,800
0.04% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,151
shares
|
$240,800
0.02% of portfolio
|
Q1 2025
Reduced 66.33%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
1,150
shares
|
$240,591
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
1,149
shares
|
$240,382
0.02% of portfolio
|
Q1 2025
Reduced 64.14%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
1,145
shares
|
$239,545
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,145
shares
|
$239,545
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,144
shares
|
$239,336
0.11% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
1,143
shares
|
$239,127
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
1,142
shares
|
$238,917
0.06% of portfolio
|
Q1 2025
Reduced 90.25%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,141
shares
|
$238,708
0.06% of portfolio
|
Q1 2025
Added 715.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,140
shares
|
$238,499
0.09% of portfolio
|
Q3 2024
Reduced 3.31%
|