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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
117
shares
|
$22,798
0.01% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
117
shares
|
$22,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
110
shares
|
$21,434
0.02% of portfolio
|
Q4 2024
Reduced 45.81%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
107
shares
|
$20,850
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
107
shares
|
$20,850
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
104
shares
|
$20,265
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$19,486
0.01% of portfolio
|
Q2 2024
Reduced 67.85%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$19,486
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
100
shares
|
$19,486
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$19,486
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
100
shares
|
$19,486
0.01% of portfolio
|
Q1 2025
Reduced 31.51%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
100
shares
|
$19,486
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
100
shares
|
$19,486
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
99
shares
|
$19,291
0.01% of portfolio
|
Q1 2024
Added 518.75%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
98
shares
|
$19,096
0.01% of portfolio
|
Q1 2025
Reduced 75.74%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
94
shares
|
$18,316
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
91
shares
|
$17,732
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
89
shares
|
$17,342
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
88
shares
|
$17,147
0.01% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
84
shares
|
$16,368
0.01% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
83
shares
|
$16,173
0.01% of portfolio
|
Q1 2025
Reduced 67.7%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
82
shares
|
$15,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
82
shares
|
$15,978
0.01% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$15,588
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
78
shares
|
$15,199
0.02% of portfolio
|
Q4 2023
Reduced 33.9%
|