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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
12,960
shares
|
$2.53 Million
0.17% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
12,944
shares
|
$2.52 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
12,847
shares
|
$2.5 Million
0.34% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
12,844
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,843
shares
|
$2.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
12,843
shares
|
$2.5 Million
1.22% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
12,817
shares
|
$2.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 75.16%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
12,816
shares
|
$2.5 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
12,815
shares
|
$2.5 Million
2.42% of portfolio
|
Q1 2025
Added 24.38%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
12,800
shares
|
$2.49 Million
0.14% of portfolio
|
Q1 2025
Reduced 97.16%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
12,762
shares
|
$2.49 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
12,746
shares
|
$2.48 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
12,667
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 287.13%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
12,662
shares
|
$2.47 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
12,630
shares
|
$2.46 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
12,607
shares
|
$2.46 Million
0.46% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
12,597
shares
|
$2.45 Million
2.79% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
12,556
shares
|
$2.45 Million
0.94% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,539
shares
|
$2.44 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,535
shares
|
$2.44 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
12,514
shares
|
$2.44 Million
0.12% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
12,473
shares
|
$2.43 Million
0.34% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
12,447
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
12,437
shares
|
$2.42 Million
1.71% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
12,437
shares
|
$2.42 Million
2.41% of portfolio
|
Q1 2025
Reduced 15.77%
|