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 Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
16,838
shares
|
$3.28 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
|
$3.28 Million
3.85% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,803
shares
|
$3.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
16,797
shares
|
$3.27 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,733
shares
|
$3.26 Million
0.04% of portfolio
|
Q2 2022
Reduced 9.28%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
16,717
shares
|
$3.26 Million
0.03% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
16,665
shares
|
$3.25 Million
0.07% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
16,609
shares
|
$3.24 Million
0.99% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,600
shares
|
$3.23 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
16,596
shares
|
$3.23 Million
5.22% of portfolio
|
Q3 2022
Reduced 94.22%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
16,487
shares
|
$3.21 Million
1.02% of portfolio
|
Q1 2025
Reduced 27.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
16,462
shares
|
$3.21 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
16,458
shares
|
$3.21 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
16,422
shares
|
$3.2 Million
0.29% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,407
shares
|
$3.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
16,397
shares
|
$3.2 Million
1.09% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,385
shares
|
$3.19 Million
0.78% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
16,375
shares
|
$3.19 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
16,293
shares
|
$3.17 Million
1.21% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
16,242
shares
|
$3.16 Million
0.12% of portfolio
|
Q1 2025
Added 37.04%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,239
shares
|
$3.16 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
16,117
shares
|
$3.14 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
16,044
shares
|
$3.13 Million
1.55% of portfolio
|
Q1 2025
Reduced 34.36%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
16,000
shares
|
$3.12 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
15,883
shares
|
$3.09 Million
2.46% of portfolio
|
Q1 2025
Reduced 1.38%
|