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 |
|---|---|---|---|---|---|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
9,888
shares
|
$1.93 Million
1.07% of portfolio
|
Q1 2025
Added 21.22%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
9,887
shares
|
$1.93 Million
0.21% of portfolio
|
Q1 2025
Reduced 55.28%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
9,884
shares
|
$1.93 Million
0.95% of portfolio
|
Q1 2025
Reduced 30.99%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
9,846
shares
|
$1.92 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
9,804
shares
|
$1.91 Million
1.76% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
9,784
shares
|
$1.91 Million
0.07% of portfolio
|
Q1 2025
Added 29.28%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
9,766
shares
|
$1.9 Million
0.25% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,759
shares
|
$1.9 Million
0.04% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
9,704
shares
|
$1.89 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
9,665
shares
|
$1.88 Million
0.22% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
9,641
shares
|
$1.88 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
9,638
shares
|
$1.88 Million
1.26% of portfolio
|
Q4 2022
Added 1.72%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,604
shares
|
$1.87 Million
0.18% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
9,603
shares
|
$1.87 Million
0.72% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
9,595
shares
|
$1.87 Million
1.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
9,580
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
9,558
shares
|
$1.86 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
May 14, 2025 Q1 2025 |
9,519
shares
|
$1.85 Million
0.21% of portfolio
|
Q1 2025
Added 609.31%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
9,512
shares
|
$1.85 Million
1.91% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
9,491
shares
|
$1.85 Million
0.63% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
9,458
shares
|
$1.84 Million
0.39% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,444
shares
|
$1.84 Million
0.05% of portfolio
|
Q1 2024
Reduced 23.94%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
9,416
shares
|
$1.83 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
9,385
shares
|
$1.83 Million
0.65% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
9,378
shares
|
$1.83 Million
1.37% of portfolio
|
Q1 2025
Reduced 20.48%
|