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 |
|---|---|---|---|---|---|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
18,820
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 75.6%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
18,799
shares
|
$3.66 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
18,787
shares
|
$3.66 Million
0.18% of portfolio
|
Q1 2025
Added 82.12%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
18,724
shares
|
$3.65 Million
0.47% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
18,695
shares
|
$3.64 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
18,688
shares
|
$3.64 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
18,668
shares
|
$3.64 Million
0.99% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
18,667
shares
|
$3.64 Million
0.65% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
18,600
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.28%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
18,508
shares
|
$3.61 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,406
shares
|
$3.59 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
18,302
shares
|
$3.57 Million
0.42% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
18,265
shares
|
$3.56 Million
1.51% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
18,254
shares
|
$3.56 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
18,220
shares
|
$3.55 Million
1.41% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
18,183
shares
|
$3.54 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
18,099
shares
|
$3.53 Million
0.21% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
18,029
shares
|
$3.51 Million
3.31% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
18,017
shares
|
$3.51 Million
2.41% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
17,925
shares
|
$3.49 Million
3.52% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
17,923
shares
|
$3.49 Million
1.93% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
17,856
shares
|
$3.48 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
17,846
shares
|
$3.48 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
17,828
shares
|
$3.47 Million
0.86% of portfolio
|
Q1 2025
Added 71.97%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
17,795
shares
|
$3.47 Million
2.66% of portfolio
|
Q1 2025
Reduced 2.55%
|