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 |
|---|---|---|---|---|---|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
24,377
shares
|
$4.75 Million
0.98% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
24,289
shares
|
$4.73 Million
0.28% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,284
shares
|
$4.73 Million
0.5% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
24,233
shares
|
$4.72 Million
0.41% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
24,176
shares
|
$4.71 Million
3.22% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
23,982
shares
|
$4.67 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
23,891
shares
|
$4.66 Million
3.01% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
23,752
shares
|
$4.63 Million
0.11% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
23,728
shares
|
$4.62 Million
2.01% of portfolio
|
Q2 2022
Added 8.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
23,712
shares
|
$4.62 Million
0.12% of portfolio
|
Q1 2025
Added 86.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
23,696
shares
|
$4.62 Million
0.03% of portfolio
|
Q1 2025
Added 68.77%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
23,587
shares
|
$4.6 Million
1.3% of portfolio
|
Q3 2023
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
23,547
shares
|
$4.59 Million
0.08% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
23,381
shares
|
$4.56 Million
1.05% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
23,353
shares
|
$4.55 Million
0.26% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
23,283
shares
|
$4.54 Million
0.04% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
23,279
shares
|
$4.54 Million
2.96% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
23,212
shares
|
$4.52 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
23,202
shares
|
$4.52 Million
0.01% of portfolio
|
Q1 2025
Added 73.86%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
23,125
shares
|
$4.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 78.22%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,110
shares
|
$4.5 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.84%
|
|
|
Mount Capital LTD
|
May 15, 2025 Q1 2025 |
23,100
shares
|
$4.5 Million
1.49% of portfolio
|
Q3 2023
Reduced 68.67%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
23,077
shares
|
$4.5 Million
0.49% of portfolio
|
Q1 2025
Added 77.58%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
22,800
shares
|
$4.44 Million
4.29% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
22,799
shares
|
$4.44 Million
0.74% of portfolio
|
Q4 2024
New holding
|