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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
623
shares
|
$130,337
0.04% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
617
shares
|
$129,082
0.02% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
616
shares
|
$128,873
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
615
shares
|
$128,664
0.12% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
609
shares
|
$127,408
0.07% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
606
shares
|
$126,781
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
602
shares
|
$125,944
0.06% of portfolio
|
Q2 2024
Added 88.71%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
590
shares
|
$123,433
0.0% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
582
shares
|
$121,760
0.04% of portfolio
|
Q2 2020
Added 1064.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
581
shares
|
$121,551
0.11% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
580
shares
|
$121,341
0.04% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
576
shares
|
$120,504
0.11% of portfolio
|
Q3 2024
Reduced 34.25%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
574
shares
|
$120,086
0.07% of portfolio
|
Q1 2025
Added 73.94%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
558
shares
|
$116,739
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
556
shares
|
$116,320
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
556
shares
|
$116,320
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
553
shares
|
$115,693
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
548
shares
|
$114,647
0.11% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
547
shares
|
$114,437
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
546
shares
|
$114,228
0.02% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
546
shares
|
$114,228
0.08% of portfolio
|
Q4 2024
Reduced 23.31%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
546
shares
|
$114,228
0.04% of portfolio
|
Q2 2024
Added 56.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
544
shares
|
$113,810
0.07% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
543
shares
|
$113,601
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
543
shares
|
$113,601
0.08% of portfolio
|
Q4 2024
New holding
|