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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
22,732
shares
|
$4.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
22,729
shares
|
$4.43 Million
2.05% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
22,691
shares
|
$4.42 Million
0.5% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
22,500
shares
|
$4.38 Million
0.24% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
22,492
shares
|
$4.38 Million
0.36% of portfolio
|
Q1 2025
Added 111.67%
|
|
|
Albar Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
22,425
shares
|
$4.37 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
22,424
shares
|
$4.37 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
22,368
shares
|
$4.36 Million
0.19% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
22,345
shares
|
$4.35 Million
0.52% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
22,337
shares
|
$4.35 Million
3.63% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
22,309
shares
|
$4.35 Million
4.53% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
22,309
shares
|
$4.35 Million
2.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,307
shares
|
$4.35 Million
0.1% of portfolio
|
Q3 2022
Added 141.63%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
22,200
shares
|
$4.33 Million
2.2% of portfolio
|
Q1 2023
Reduced 67.01%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
22,112
shares
|
$4.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
22,026
shares
|
$4.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 49.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
21,975
shares
|
$4.28 Million
0.2% of portfolio
|
Q1 2025
Added 47.64%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
21,958
shares
|
$4.28 Million
0.2% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
21,812
shares
|
$4.25 Million
1.25% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
21,769
shares
|
$4.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
21,757
shares
|
$4.24 Million
2.45% of portfolio
|
Q1 2025
Added 7250.34%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
21,609
shares
|
$4.21 Million
0.27% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,502
shares
|
$4.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
21,490
shares
|
$4.19 Million
2.1% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
21,469
shares
|
$4.18 Million
2.12% of portfolio
|
Q1 2025
Added 8.37%
|