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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
32,754
shares
|
$6.38 Million
0.29% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Apr 21, 2025 Q1 2025 |
32,701
shares
|
$6.37 Million
5.45% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
32,140
shares
|
$6.26 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
32,131
shares
|
$6.26 Million
0.39% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
32,127
shares
|
$6.26 Million
0.21% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
32,109
shares
|
$6.26 Million
0.09% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
32,101
shares
|
$6.26 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
32,015
shares
|
$6.24 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
31,868
shares
|
$6.21 Million
0.06% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
31,868
shares
|
$6.21 Million
2.06% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
31,784
shares
|
$6.19 Million
4.59% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
31,716
shares
|
$6.18 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
31,595
shares
|
$6.16 Million
1.63% of portfolio
|
Q2 2024
Added 15.65%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
31,572
shares
|
$6.15 Million
0.17% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
31,440
shares
|
$6.13 Million
0.69% of portfolio
|
Q1 2025
Reduced 58.57%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
31,284
shares
|
$6.1 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
31,237
shares
|
$6.09 Million
0.17% of portfolio
|
Q1 2025
Reduced 34.84%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
31,188
shares
|
$6.08 Million
1.5% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
31,136
shares
|
$6.07 Million
2.16% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
31,019
shares
|
$6.04 Million
0.2% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
31,018
shares
|
$6.04 Million
0.03% of portfolio
|
Q1 2025
Added 38.23%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
30,934
shares
|
$6.03 Million
0.23% of portfolio
|
Q1 2023
Added 5.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
30,896
shares
|
$6.02 Million
0.08% of portfolio
|
Q1 2025
Added 261.61%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
30,895
shares
|
$6.02 Million
1.3% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
30,718
shares
|
$5.99 Million
0.31% of portfolio
|
Q1 2025
Added 6.2%
|