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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
28,463
shares
|
$5.55 Million
0.91% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
28,338
shares
|
$5.52 Million
0.24% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
28,285
shares
|
$5.51 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
28,087
shares
|
$5.47 Million
0.29% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
28,062
shares
|
$5.47 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
28,039
shares
|
$5.46 Million
1.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
28,011
shares
|
$5.46 Million
4.63% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
27,824
shares
|
$5.42 Million
0.24% of portfolio
|
Q1 2025
Reduced 52.48%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
27,717
shares
|
$5.4 Million
0.07% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
27,641
shares
|
$5.39 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,378
shares
|
$5.33 Million
0.42% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
27,149
shares
|
$5.29 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
27,115
shares
|
$5.28 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
27,023
shares
|
$5.27 Million
2.48% of portfolio
|
Q4 2022
Reduced 12.52%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
27,000
shares
|
$5.26 Million
0.61% of portfolio
|
Q3 2016
Closed
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
26,913
shares
|
$5.24 Million
0.1% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
26,747
shares
|
$5.21 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Verger Capital Management LLC
|
May 14, 2025 Q1 2025 |
26,682
shares
|
$5.2 Million
2.34% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
26,617
shares
|
$5.19 Million
1.0% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
26,615
shares
|
$5.19 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
26,454
shares
|
$5.15 Million
0.17% of portfolio
|
Q1 2025
Added 16.91%
|
|
|
Engine Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
26,444
shares
|
$5.15 Million
1.27% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
26,309
shares
|
$5.13 Million
3.77% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
26,265
shares
|
$5.12 Million
0.04% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
26,169
shares
|
$5.1 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.36%
|