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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
35,760
shares
|
$6.97 Million
0.31% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
35,642
shares
|
$6.95 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
35,576
shares
|
$6.93 Million
0.52% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,480
shares
|
$6.91 Million
0.37% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
35,285
shares
|
$6.88 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
35,244
shares
|
$6.87 Million
0.92% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
35,244
shares
|
$6.87 Million
0.24% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
34,938
shares
|
$6.81 Million
4.0% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
34,790
shares
|
$6.78 Million
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
34,466
shares
|
$6.72 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
34,102
shares
|
$6.65 Million
2.0% of portfolio
|
Q1 2025
Reduced 50.34%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
34,010
shares
|
$6.63 Million
0.23% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
33,931
shares
|
$6.61 Million
0.25% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
33,800
shares
|
$6.59 Million
0.12% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
33,668
shares
|
$6.56 Million
1.38% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
33,578
shares
|
$6.54 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
33,503
shares
|
$6.53 Million
0.64% of portfolio
|
Q1 2025
Added 200.58%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
33,442
shares
|
$6.52 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
33,410
shares
|
$6.51 Million
4.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
33,404
shares
|
$6.51 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
33,381
shares
|
$6.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Apr 24, 2025 Q1 2025 |
33,345
shares
|
$6.5 Million
6.17% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
33,281
shares
|
$6.49 Million
3.04% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
33,254
shares
|
$6.48 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,926
shares
|
$6.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 45.72%
|