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 |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
56
shares
|
$12,208
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
52
shares
|
$11,336
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
51
shares
|
$11,118
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
51
shares
|
$11,118
0.01% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
50
shares
|
$10,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
50
shares
|
$10,900
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$10,900
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
50
shares
|
$10,900
0.0% of portfolio
|
Q4 2024
Reduced 76.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
50
shares
|
$10,900
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
50
shares
|
$10,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
49
shares
|
$10,682
0.0% of portfolio
|
Q1 2025
Reduced 69.18%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
48
shares
|
$10,464
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
45
shares
|
$9,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
45
shares
|
$9,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
39
shares
|
$8,502
0.0% of portfolio
|
Q2 2025
Reduced 93.84%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
38
shares
|
$8,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
37
shares
|
$8,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
35
shares
|
$7,630
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
30
shares
|
$6,540
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
30
shares
|
$6,540
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
30
shares
|
$6,540
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
30
shares
|
$6,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
30
shares
|
$6,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
29
shares
|
$6,322
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
29
shares
|
$6,322
0.0% of portfolio
|
Q3 2024
Added 3.57%
|