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 2,883 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
17,795
shares
|
$4.03 Million
2.66% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
17,732
shares
|
$4.01 Million
2.51% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
17,616
shares
|
$3.98 Million
0.09% of portfolio
|
Q1 2025
Added 83.77%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
17,601
shares
|
$3.98 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,573
shares
|
$3.98 Million
1.9% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,564
shares
|
$3.97 Million
0.02% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
17,508
shares
|
$3.96 Million
0.13% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jul 11, 2025 Q2 2025 |
17,475
shares
|
$3.95 Million
2.46% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
17,459
shares
|
$3.95 Million
0.87% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,386
shares
|
$3.93 Million
0.01% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,356
shares
|
$3.93 Million
0.27% of portfolio
|
Q4 2022
Added 304.47%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
17,250
shares
|
$3.9 Million
0.34% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
17,233
shares
|
$3.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
17,198
shares
|
$3.89 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
17,189
shares
|
$3.89 Million
0.24% of portfolio
|
Q1 2025
Added 101.44%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
17,074
shares
|
$3.86 Million
0.8% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,068
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2024
Reduced 99.32%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
17,021
shares
|
$3.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
16,942
shares
|
$3.83 Million
0.61% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
16,913
shares
|
$3.83 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
16,882
shares
|
$3.82 Million
1.5% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
16,838
shares
|
$3.81 Million
1.24% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Deep Currents Investment Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,832
shares
|
$3.81 Million
3.85% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,803
shares
|
$3.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,733
shares
|
$3.79 Million
0.04% of portfolio
|
Q2 2022
Reduced 9.28%
|