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 |
|---|---|---|---|---|---|
|
Marshall & Sullivan Inc
|
Apr 09, 2025 Q1 2025 |
113,524
shares
|
$23.8 Million
12.53% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
113,251
shares
|
$23.7 Million
1.25% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
112,127
shares
|
$23.5 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
111,902
shares
|
$23.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
111,306
shares
|
$23.3 Million
5.61% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
110,127
shares
|
$23 Million
3.05% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
109,448
shares
|
$22.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
108,991
shares
|
$22.8 Million
1.02% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
108,593
shares
|
$22.7 Million
9.07% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
108,389
shares
|
$22.7 Million
8.21% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
107,435
shares
|
$22.5 Million
13.18% of portfolio
|
Q2 2022
Added 1.64%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
106,250
shares
|
$22.2 Million
16.43% of portfolio
|
Q1 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
106,066
shares
|
$22.2 Million
5.76% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
105,657
shares
|
$22.1 Million
4.11% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
105,397
shares
|
$22.1 Million
1.77% of portfolio
|
Q4 2023
Added 32.45%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
105,122
shares
|
$22 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
105,113
shares
|
$22 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
104,797
shares
|
$21.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
103,822
shares
|
$21.7 Million
4.12% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
103,418
shares
|
$21.6 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
102,539
shares
|
$21.5 Million
2.8% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
101,231
shares
|
$21.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
98,911
shares
|
$20.7 Million
0.16% of portfolio
|
Q1 2025
Added 71.02%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
98,391
shares
|
$20.6 Million
1.28% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
98,319
shares
|
$20.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.94%
|