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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
21,426
shares
|
$4.18 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
21,313
shares
|
$4.15 Million
6.29% of portfolio
|
Q1 2025
Added 739.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
21,198
shares
|
$4.13 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
21,138
shares
|
$4.12 Million
1.6% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,133
shares
|
$4.12 Million
0.45% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Sabby Management, LLC
Upper Saddle River, NJ |
May 15, 2025 Q1 2025 |
21,118
shares
|
$4.12 Million
33.63% of portfolio
|
Q1 2025
Added 165.97%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
21,077
shares
|
$4.11 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
21,008
shares
|
$4.09 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,007
shares
|
$4.09 Million
0.14% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,987
shares
|
$4.09 Million
0.15% of portfolio
|
Q3 2022
Reduced 24.17%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
20,961
shares
|
$4.08 Million
0.31% of portfolio
|
Q1 2025
Added 122.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
20,961
shares
|
$4.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
20,914
shares
|
$4.08 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
20,901
shares
|
$4.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Azora Capital LP
Miami, FL |
May 15, 2025 Q1 2025 |
20,861
shares
|
$4.06 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
20,832
shares
|
$4.06 Million
0.33% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
20,701
shares
|
$4.03 Million
0.32% of portfolio
|
Q3 2022
Added 1.76%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
May 14, 2025 Q1 2025 |
20,700
shares
|
$4.03 Million
13.63% of portfolio
|
Q1 2025
Reduced 59.25%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
20,615
shares
|
$4.02 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,612
shares
|
$4.02 Million
0.15% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
20,528
shares
|
$4 Million
0.86% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
20,513
shares
|
$4 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
20,437
shares
|
$3.98 Million
1.41% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
20,399
shares
|
$3.97 Million
0.15% of portfolio
|
Q1 2025
Added 31.39%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
20,355
shares
|
$3.97 Million
0.14% of portfolio
|
Q1 2025
Added 157.04%
|