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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
13,893
shares
|
$2.71 Million
1.35% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,800
shares
|
$2.69 Million
0.81% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
13,794
shares
|
$2.69 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,787
shares
|
$2.69 Million
0.19% of portfolio
|
Q3 2022
Reduced 2.39%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
13,746
shares
|
$2.68 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
13,637
shares
|
$2.66 Million
0.76% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
13,637
shares
|
$2.66 Million
1.96% of portfolio
|
Q1 2025
Added 30.11%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
13,626
shares
|
$2.66 Million
0.05% of portfolio
|
Q1 2025
Added 154.41%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
13,597
shares
|
$2.65 Million
0.17% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
13,587
shares
|
$2.65 Million
1.01% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
13,584
shares
|
$2.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
13,570
shares
|
$2.64 Million
0.47% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
13,511
shares
|
$2.63 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
13,481
shares
|
$2.63 Million
0.07% of portfolio
|
Q1 2025
Reduced 52.2%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
13,431
shares
|
$2.62 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
13,300
shares
|
$2.59 Million
0.41% of portfolio
|
Q1 2025
Reduced 34.18%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,279
shares
|
$2.59 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
13,240
shares
|
$2.58 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
13,219
shares
|
$2.58 Million
0.22% of portfolio
|
Q1 2025
Reduced 48.71%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,132
shares
|
$2.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 83.01%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
13,120
shares
|
$2.56 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
13,074
shares
|
$2.55 Million
0.84% of portfolio
|
Q1 2025
Reduced 86.33%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
13,059
shares
|
$2.54 Million
0.34% of portfolio
|
Q1 2025
Reduced 92.66%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
13,058
shares
|
$2.54 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
12,991
shares
|
$2.53 Million
0.1% of portfolio
|
Q1 2025
New holding
|