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 2,883 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
68,825
shares
|
$15.4 Million
1.05% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
68,496
shares
|
$15.3 Million
1.59% of portfolio
|
Q4 2023
Added 12.73%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
68,358
shares
|
$15.3 Million
9.91% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
67,978
shares
|
$15.2 Million
0.48% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
67,782
shares
|
$15.1 Million
1.45% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
67,512
shares
|
$15.1 Million
0.05% of portfolio
|
Q3 2022
Reduced 10.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
67,241
shares
|
$15 Million
0.4% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
May 12, 2025 Q1 2025 |
67,000
shares
|
$15 Million
3.42% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
66,611
shares
|
$14.9 Million
0.4% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
66,134
shares
|
$14.8 Million
1.59% of portfolio
|
Q2 2025
Reduced 54.53%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
65,995
shares
|
$14.7 Million
1.58% of portfolio
|
Q2 2024
Added 2142.44%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
65,810
shares
|
$14.7 Million
0.35% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
65,300
shares
|
$14.6 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
64,815
shares
|
$14.5 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
64,739
shares
|
$14.5 Million
0.8% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
64,715
shares
|
$14.4 Million
0.26% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
64,568
shares
|
$14.4 Million
2.67% of portfolio
|
Q1 2023
Added 5.5%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
64,152
shares
|
$14.3 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
64,094
shares
|
$14.3 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
63,997
shares
|
$14.3 Million
3.55% of portfolio
|
Q1 2025
Added 2591.21%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
62,911
shares
|
$14 Million
0.23% of portfolio
|
Q1 2025
Added 62.95%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
62,515
shares
|
$14 Million
1.55% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
62,193
shares
|
$13.9 Million
0.11% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
62,103
shares
|
$13.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 64.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,827
shares
|
$13.8 Million
0.4% of portfolio
|
Q4 2024
Added 44.95%
|