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 |
|---|---|---|---|---|---|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
15,802
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2025
Added 102.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
15,717
shares
|
$3.06 Million
0.08% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
15,692
shares
|
$3.06 Million
0.14% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Mandatum Life Insurance CO LTD
|
May 05, 2025 Q1 2025 |
15,604
shares
|
$3.04 Million
0.96% of portfolio
|
Q1 2025
Added 72.44%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
15,596
shares
|
$3.04 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
15,547
shares
|
$3.03 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,500
shares
|
$3.02 Million
2.77% of portfolio
|
Q3 2021
New holding
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
15,493
shares
|
$3.02 Million
2.17% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
15,416
shares
|
$3 Million
0.23% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
15,411
shares
|
$3 Million
1.86% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
15,405
shares
|
$3 Million
0.84% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
15,390
shares
|
$3 Million
0.8% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,367
shares
|
$2.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
15,299
shares
|
$2.98 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,283
shares
|
$2.98 Million
0.63% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
15,225
shares
|
$2.97 Million
0.44% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
15,201
shares
|
$2.96 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
15,163
shares
|
$2.95 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
15,053
shares
|
$2.93 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,036
shares
|
$2.93 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
14,919
shares
|
$2.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,864
shares
|
$2.9 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
14,798
shares
|
$2.88 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
14,792
shares
|
$2.88 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
14,782
shares
|
$2.88 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.99%
|