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 |
|---|---|---|---|---|---|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
47,548
shares
|
$9.27 Million
8.94% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,129
shares
|
$9.18 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
46,949
shares
|
$9.15 Million
0.21% of portfolio
|
Q4 2022
Reduced 3.33%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
46,862
shares
|
$9.13 Million
0.33% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
46,245
shares
|
$9.01 Million
0.67% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
46,041
shares
|
$8.97 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
45,887
shares
|
$8.94 Million
0.08% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
45,681
shares
|
$8.9 Million
0.88% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
45,625
shares
|
$8.89 Million
0.75% of portfolio
|
Q1 2025
Reduced 73.24%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
45,433
shares
|
$8.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Platt Investment Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
45,327
shares
|
$8.83 Million
9.01% of portfolio
|
Q1 2025
Reduced 38.12%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
45,219
shares
|
$8.81 Million
4.64% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
45,100
shares
|
$8.79 Million
6.37% of portfolio
|
Q1 2023
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
45,013
shares
|
$8.77 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
44,926
shares
|
$8.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Nepc LLC
Boston, MA |
May 15, 2025 Q1 2025 |
44,764
shares
|
$8.72 Million
0.25% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
44,700
shares
|
$8.71 Million
0.14% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
44,431
shares
|
$8.66 Million
2.96% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
44,139
shares
|
$8.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
44,051
shares
|
$8.58 Million
1.13% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
43,988
shares
|
$8.57 Million
4.91% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
43,836
shares
|
$8.54 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
43,442
shares
|
$8.47 Million
0.64% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
43,429
shares
|
$8.46 Million
0.56% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
43,300
shares
|
$8.44 Million
0.07% of portfolio
|
Q1 2025
Added 7.15%
|