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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,035
shares
|
$216,532
0.05% of portfolio
|
Q2 2024
Reduced 42.51%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
1,035
shares
|
$216,532
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
1,029
shares
|
$215,277
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,027
shares
|
$214,858
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
1,026
shares
|
$214,649
0.16% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,022
shares
|
$213,812
0.04% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,022
shares
|
$213,812
0.1% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$212,975
0.02% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
1,017
shares
|
$212,766
0.02% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
1,014
shares
|
$212,138
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,014
shares
|
$212,138
0.24% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
1,012
shares
|
$211,720
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,010
shares
|
$211,302
0.17% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,010
shares
|
$211,302
0.11% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
1,008
shares
|
$210,883
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
1,007
shares
|
$210,674
0.07% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,005
shares
|
$210,256
0.01% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,004
shares
|
$210,046
0.05% of portfolio
|
Q2 2024
Reduced 28.13%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
1,001
shares
|
$209,419
0.16% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$209,210
0.01% of portfolio
|
Q1 2025
Added 212.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
976
shares
|
$204,188
0.09% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
961
shares
|
$201,050
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
935
shares
|
$195,611
0.03% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
930
shares
|
$194,565
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
925
shares
|
$193,519
0.12% of portfolio
|
Q4 2024
Added 8.82%
|