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 |
|---|---|---|---|---|---|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
12,398
shares
|
$2.42 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
12,328
shares
|
$2.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 41.22%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
12,306
shares
|
$2.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
12,300
shares
|
$2.4 Million
1.56% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
12,274
shares
|
$2.39 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,273
shares
|
$2.39 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
12,233
shares
|
$2.38 Million
0.08% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
12,215
shares
|
$2.38 Million
0.19% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
12,211
shares
|
$2.38 Million
1.98% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
12,205
shares
|
$2.38 Million
2.32% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
12,179
shares
|
$2.37 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,169
shares
|
$2.37 Million
0.06% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
12,124
shares
|
$2.36 Million
0.12% of portfolio
|
Q1 2025
Added 34.31%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
12,120
shares
|
$2.36 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
12,073
shares
|
$2.35 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,060
shares
|
$2.35 Million
0.11% of portfolio
|
Q2 2023
Added 3.8%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
12,045
shares
|
$2.35 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
12,012
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Added 31.83%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,993
shares
|
$2.34 Million
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
11,968
shares
|
$2.33 Million
0.86% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
11,962
shares
|
$2.33 Million
0.23% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
11,892
shares
|
$2.32 Million
0.46% of portfolio
|
Q1 2025
Added 754.31%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
11,847
shares
|
$2.31 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
11,816
shares
|
$2.3 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
11,796
shares
|
$2.3 Million
1.15% of portfolio
|
Q1 2025
Added 7.93%
|