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 2,874 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $69.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
180
shares
|
$39,241
0.0% of portfolio
|
Q1 2025
Reduced 98.18%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
177
shares
|
$38,587
0.03% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
175
shares
|
$38,151
0.0% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$37,497
0.01% of portfolio
|
Q1 2024
Reduced 29.51%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
171
shares
|
$37,279
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
170
shares
|
$37,061
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
168
shares
|
$36,625
0.0% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
168
shares
|
$36,625
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
166
shares
|
$36,189
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
165
shares
|
$35,971
0.0% of portfolio
|
Q3 2023
Reduced 23.26%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
165
shares
|
$35,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
162
shares
|
$35,317
0.02% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
159
shares
|
$34,663
0.03% of portfolio
|
Q1 2025
Reduced 29.33%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
150
shares
|
$32,701
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$32,701
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
150
shares
|
$32,701
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
150
shares
|
$32,701
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
146
shares
|
$31,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
146
shares
|
$31,829
0.03% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
144
shares
|
$31,393
0.01% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
144
shares
|
$31,393
0.03% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
143
shares
|
$31,175
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
141
shares
|
$30,739
0.01% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
141
shares
|
$30,739
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
140
shares
|
$30,521
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|