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 |
---|---|---|---|---|---|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
46,949
shares
|
$10.2 Million
0.21% of portfolio
|
Q4 2022
Reduced 3.33%
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
46,862
shares
|
$10.2 Million
0.33% of portfolio
|
Q1 2025
Added 0.04%
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
46,134
shares
|
$10.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.68%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
46,041
shares
|
$10 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
45,887
shares
|
$10 Million
0.08% of portfolio
|
Q1 2025
Added 4.22%
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
45,625
shares
|
$9.95 Million
0.75% of portfolio
|
Q1 2025
Reduced 73.24%
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
45,433
shares
|
$9.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
45,219
shares
|
$9.86 Million
4.64% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
45,100
shares
|
$9.83 Million
6.37% of portfolio
|
Q1 2023
New holding
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
45,013
shares
|
$9.81 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
44,926
shares
|
$9.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
44,700
shares
|
$9.75 Million
0.14% of portfolio
|
Q1 2025
Added 20.37%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
44,051
shares
|
$9.6 Million
1.13% of portfolio
|
Q1 2025
Added 13.38%
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
43,988
shares
|
$9.59 Million
4.91% of portfolio
|
Q1 2025
Added 0.55%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
43,941
shares
|
$9.58 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
43,919
shares
|
$9.57 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
43,836
shares
|
$9.56 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
43,442
shares
|
$9.47 Million
0.64% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
43,429
shares
|
$9.47 Million
0.56% of portfolio
|
Q1 2025
Added 6.1%
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
43,070
shares
|
$9.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
43,008
shares
|
$9.38 Million
0.39% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
42,505
shares
|
$9.27 Million
1.17% of portfolio
|
Q1 2025
Added 135.42%
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
42,413
shares
|
$9.25 Million
0.22% of portfolio
|
Q1 2025
Added 6.03%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
41,958
shares
|
$9.15 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
May 12, 2025 Q1 2025 |
41,900
shares
|
$9.13 Million
6.04% of portfolio
|
Q1 2025
Added 3.93%
|