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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
20,319
shares
|
$3.96 Million
3.43% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
20,310
shares
|
$3.96 Million
1.18% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
20,218
shares
|
$3.94 Million
2.53% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
20,216
shares
|
$3.94 Million
2.64% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,197
shares
|
$3.94 Million
1.52% of portfolio
|
Q1 2024
Added 16.75%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
20,137
shares
|
$3.92 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
20,116
shares
|
$3.92 Million
2.26% of portfolio
|
Q1 2025
Reduced 40.56%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
20,000
shares
|
$3.9 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
19,829
shares
|
$3.86 Million
0.12% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
19,816
shares
|
$3.86 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
19,757
shares
|
$3.85 Million
0.34% of portfolio
|
Q1 2025
Reduced 46.26%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
19,753
shares
|
$3.85 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
19,702
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
19,700
shares
|
$3.84 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19,673
shares
|
$3.83 Million
0.18% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
19,585
shares
|
$3.82 Million
1.1% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
19,573
shares
|
$3.81 Million
0.4% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
19,385
shares
|
$3.78 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,357
shares
|
$3.77 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
19,352
shares
|
$3.77 Million
0.27% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
19,212
shares
|
$3.74 Million
1.35% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
19,198
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
19,133
shares
|
$3.73 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
18,935
shares
|
$3.69 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
18,863
shares
|
$3.68 Million
0.9% of portfolio
|
Q1 2025
Reduced 20.39%
|