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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
26,157
shares
|
$5.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
26,145
shares
|
$5.09 Million
1.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
26,022
shares
|
$5.07 Million
0.53% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
25,911
shares
|
$5.05 Million
0.12% of portfolio
|
Q1 2025
Reduced 43.4%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
25,882
shares
|
$5.04 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
25,842
shares
|
$5.04 Million
1.42% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
25,728
shares
|
$5.01 Million
0.78% of portfolio
|
Q1 2025
Reduced 44.89%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
25,727
shares
|
$5.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
25,666
shares
|
$5 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
25,486
shares
|
$4.97 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
25,483
shares
|
$4.97 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,401
shares
|
$4.95 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
25,335
shares
|
$4.94 Million
0.07% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
25,308
shares
|
$4.93 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
25,234
shares
|
$4.92 Million
8.92% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
25,116
shares
|
$4.89 Million
0.86% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
25,111
shares
|
$4.89 Million
1.56% of portfolio
|
Q1 2025
Reduced 50.53%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
24,924
shares
|
$4.86 Million
0.13% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
24,836
shares
|
$4.84 Million
3.64% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
24,816
shares
|
$4.84 Million
1.31% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
24,807
shares
|
$4.83 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
24,786
shares
|
$4.83 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24,639
shares
|
$4.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
24,448
shares
|
$4.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 63.2%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
24,400
shares
|
$4.75 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.54%
|