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 |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
99
shares
|
$21,582
0.01% of portfolio
|
Q1 2024
Added 518.75%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
98
shares
|
$21,364
0.01% of portfolio
|
Q1 2025
Reduced 75.74%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
94
shares
|
$20,492
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
91
shares
|
$19,838
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
89
shares
|
$19,402
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
88
shares
|
$19,184
0.01% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
84
shares
|
$18,312
0.01% of portfolio
|
Q2 2025
Reduced 77.17%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
84
shares
|
$18,312
0.01% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
83
shares
|
$18,094
0.01% of portfolio
|
Q1 2025
Reduced 67.7%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
82
shares
|
$17,876
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
82
shares
|
$17,876
0.01% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$17,440
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
78
shares
|
$17,004
0.02% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
74
shares
|
$16,132
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
70
shares
|
$15,260
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
67
shares
|
$14,606
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
66
shares
|
$14,388
0.0% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
64
shares
|
$13,952
0.0% of portfolio
|
Q1 2025
Reduced 68.16%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
61
shares
|
$13,298
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
60
shares
|
$13,080
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$13,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
60
shares
|
$13,080
0.0% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
60
shares
|
$13,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
59
shares
|
$12,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
57
shares
|
$12,426
0.0% of portfolio
|
Q2 2025
Reduced 85.31%
|