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 |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
11,779
shares
|
$2.3 Million
0.95% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,751
shares
|
$2.29 Million
0.24% of portfolio
|
Q2 2022
Reduced 2.55%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
11,703
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
11,694
shares
|
$2.28 Million
1.75% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
11,625
shares
|
$2.27 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Strategic Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
11,620
shares
|
$2.26 Million
0.93% of portfolio
|
Q3 2024
Reduced 51.32%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
11,573
shares
|
$2.26 Million
2.64% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
11,551
shares
|
$2.25 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,523
shares
|
$2.25 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,495
shares
|
$2.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
11,459
shares
|
$2.23 Million
0.04% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,449
shares
|
$2.23 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
11,378
shares
|
$2.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.22%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
11,366
shares
|
$2.21 Million
0.63% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
11,357
shares
|
$2.21 Million
1.17% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
11,338
shares
|
$2.21 Million
1.24% of portfolio
|
Q4 2024
Added 43.34%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
11,334
shares
|
$2.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.12%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,304
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
11,272
shares
|
$2.2 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
11,181
shares
|
$2.18 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
11,172
shares
|
$2.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
11,156
shares
|
$2.17 Million
1.03% of portfolio
|
Q1 2025
Added 45.83%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
11,058
shares
|
$2.15 Million
0.43% of portfolio
|
Q1 2025
Reduced 30.24%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
11,050
shares
|
$2.15 Million
0.23% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
11,011
shares
|
$2.15 Million
3.16% of portfolio
|
Q1 2025
Reduced 74.33%
|