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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,827
shares
|
$13.5 Million
0.4% of portfolio
|
Q4 2024
Added 44.95%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
61,742
shares
|
$13.5 Million
1.39% of portfolio
|
Q3 2024
Reduced 90.63%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
61,433
shares
|
$13.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
61,120
shares
|
$13.3 Million
0.93% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
60,565
shares
|
$13.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 31.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
60,360
shares
|
$13.2 Million
0.29% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
60,300
shares
|
$13.1 Million
1.78% of portfolio
|
Q1 2025
Reduced 68.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
60,197
shares
|
$13.1 Million
1.24% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
60,176
shares
|
$13.1 Million
1.25% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
60,044
shares
|
$13.1 Million
5.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
59,502
shares
|
$13 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
59,188
shares
|
$12.9 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
58,816
shares
|
$12.8 Million
1.49% of portfolio
|
Q1 2025
Reduced 56.43%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
58,765
shares
|
$12.8 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
58,527
shares
|
$12.8 Million
4.1% of portfolio
|
Q1 2025
Added 169.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
57,986
shares
|
$12.6 Million
0.3% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
57,717
shares
|
$12.6 Million
1.09% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
May 15, 2025 Q1 2025 |
57,711
shares
|
$12.6 Million
5.08% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
57,631
shares
|
$12.6 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,435
shares
|
$12.5 Million
2.35% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
57,363
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 54.47%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
57,317
shares
|
$12.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Greenfield Ftc, Inc.
|
Jul 10, 2025 Q2 2025 |
57,262
shares
|
$12.5 Million
2.62% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
56,906
shares
|
$12.4 Million
0.85% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
56,830
shares
|
$12.4 Million
6.1% of portfolio
|
Q2 2025
Reduced 14.67%
|