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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,741
shares
|
$2.87 Million
0.12% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
14,633
shares
|
$2.85 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
14,604
shares
|
$2.85 Million
3.07% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
14,528
shares
|
$2.83 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
14,464
shares
|
$2.82 Million
0.14% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
14,413
shares
|
$2.81 Million
0.21% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
14,404
shares
|
$2.81 Million
0.38% of portfolio
|
Q3 2022
Reduced 25.27%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,404
shares
|
$2.81 Million
0.99% of portfolio
|
Q1 2024
Reduced 85.07%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
14,342
shares
|
$2.79 Million
0.24% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
14,294
shares
|
$2.79 Million
1.47% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
14,267
shares
|
$2.78 Million
0.99% of portfolio
|
Q4 2024
Added 281.88%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
14,244
shares
|
$2.78 Million
0.89% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
14,229
shares
|
$2.77 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,207
shares
|
$2.77 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,181
shares
|
$2.76 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
14,149
shares
|
$2.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
14,121
shares
|
$2.75 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
14,070
shares
|
$2.74 Million
0.01% of portfolio
|
Q1 2025
Added 1776.0%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
14,061
shares
|
$2.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
14,049
shares
|
$2.74 Million
0.23% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
14,048
shares
|
$2.74 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
14,015
shares
|
$2.73 Million
0.87% of portfolio
|
Q1 2025
Added 29.79%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
13,999
shares
|
$2.73 Million
0.81% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,946
shares
|
$2.72 Million
0.05% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
13,902
shares
|
$2.71 Million
2.01% of portfolio
|
Q1 2025
Reduced 17.55%
|