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 2,858 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 $62.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
165
shares
|
$32,151
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
162
shares
|
$31,567
0.02% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
159
shares
|
$30,982
0.03% of portfolio
|
Q1 2025
Reduced 29.33%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
150
shares
|
$29,229
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
150
shares
|
$29,229
0.02% of portfolio
|
Q2 2022
Added 114.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
150
shares
|
$29,229
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
150
shares
|
$29,229
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
147
shares
|
$28,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
146
shares
|
$28,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
146
shares
|
$28,449
0.03% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
144
shares
|
$28,059
0.01% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
144
shares
|
$28,059
0.03% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
143
shares
|
$27,864
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
141
shares
|
$27,475
0.01% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
140
shares
|
$27,280
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
138
shares
|
$26,890
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
133
shares
|
$25,916
0.02% of portfolio
|
Q1 2024
Added 786.67%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
131
shares
|
$25,526
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
124
shares
|
$24,162
0.02% of portfolio
|
Q1 2025
Reduced 36.41%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
123
shares
|
$23,967
0.02% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
122
shares
|
$23,772
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
122
shares
|
$23,772
0.01% of portfolio
|
Q1 2025
Added 662.5%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
119
shares
|
$23,188
0.01% of portfolio
|
Q4 2024
Added 891.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
117
shares
|
$22,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
117
shares
|
$22,798
0.01% of portfolio
|
Q1 2024
Reduced 61.64%
|