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 2,865 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
7
shares
|
$1,364
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$1,169
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5
shares
|
$974
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
May 14, 2025 Q1 2025 |
5
shares
|
$974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4
shares
|
$779
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
2
shares
|
$389
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
1
shares
|
$194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$194
0.01% of portfolio
|
Q1 2025
Reduced 98.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|