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 2,858 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $62.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
38,388
shares
|
$7.48 Million
4.1% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
38,110
shares
|
$7.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
37,888
shares
|
$7.38 Million
0.87% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
37,855
shares
|
$7.38 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
37,835
shares
|
$7.37 Million
0.98% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
37,746
shares
|
$7.36 Million
3.87% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
37,708
shares
|
$7.35 Million
4.53% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Lapides Asset Management, LLC
|
Aug 04, 2023 Q2 2023 |
37,700
shares
|
$7.35 Million
4.76% of portfolio
|
Q2 2023
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,587
shares
|
$7.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
37,319
shares
|
$7.27 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,261
shares
|
$7.26 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
37,177
shares
|
$7.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.7%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
36,928
shares
|
$7.2 Million
0.7% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
36,889
shares
|
$7.19 Million
0.87% of portfolio
|
Q1 2025
Added 46.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,842
shares
|
$7.18 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
36,811
shares
|
$7.17 Million
0.54% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
36,678
shares
|
$7.15 Million
0.79% of portfolio
|
Q4 2024
Reduced 41.0%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
36,604
shares
|
$7.13 Million
0.78% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
36,561
shares
|
$7.12 Million
0.82% of portfolio
|
Q1 2025
Reduced 62.29%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
36,441
shares
|
$7.1 Million
1.27% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
36,428
shares
|
$7.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Politan Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
36,000
shares
|
$7.01 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,891
shares
|
$6.99 Million
0.25% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
35,858
shares
|
$6.99 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Gallo Partners, LP
Bloomfield, NJ |
May 15, 2025 Q1 2025 |
35,776
shares
|
$6.97 Million
4.75% of portfolio
|
Q1 2025
Added 143.03%
|