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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
74
shares
|
$14,419
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
70
shares
|
$13,640
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
67
shares
|
$13,055
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
66
shares
|
$12,860
0.0% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
64
shares
|
$12,471
0.0% of portfolio
|
Q1 2025
Reduced 68.16%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
61
shares
|
$11,886
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
60
shares
|
$11,691
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$11,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
60
shares
|
$11,691
0.0% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
60
shares
|
$11,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
59
shares
|
$11,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
56
shares
|
$10,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
52
shares
|
$10,132
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
51
shares
|
$9,937
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
51
shares
|
$9,937
0.01% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
50
shares
|
$9,743
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
50
shares
|
$9,743
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$9,743
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
50
shares
|
$9,743
0.0% of portfolio
|
Q4 2024
Reduced 76.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
50
shares
|
$9,743
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
50
shares
|
$9,743
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
49
shares
|
$9,548
0.0% of portfolio
|
Q1 2025
Reduced 69.18%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
48
shares
|
$9,353
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
45
shares
|
$8,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
45
shares
|
$8,768
0.0% of portfolio
|
Q1 2025
New holding
|