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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
10,996
shares
|
$2.14 Million
0.22% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,980
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Added 66.87%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
10,937
shares
|
$2.13 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,918
shares
|
$2.13 Million
0.52% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
10,910
shares
|
$2.13 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
10,900
shares
|
$2.12 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
10,883
shares
|
$2.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
10,844
shares
|
$2.11 Million
0.16% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,837
shares
|
$2.11 Million
1.24% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
10,825
shares
|
$2.11 Million
1.47% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
10,823
shares
|
$2.11 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
10,822
shares
|
$2.11 Million
0.23% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
10,763
shares
|
$2.1 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
10,752
shares
|
$2.1 Million
0.65% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
10,751
shares
|
$2.09 Million
0.32% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Apr 25, 2025 Q1 2025 |
10,747
shares
|
$2.09 Million
0.79% of portfolio
|
Q1 2025
Reduced 94.01%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
10,728
shares
|
$2.09 Million
0.03% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
10,715
shares
|
$2.09 Million
0.25% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
10,712
shares
|
$2.09 Million
0.2% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
10,658
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
10,570
shares
|
$2.06 Million
2.55% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
10,546
shares
|
$2.05 Million
0.32% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
10,533
shares
|
$2.05 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
10,523
shares
|
$2.05 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.19%
|