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 |
|---|---|---|---|---|---|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
9,371
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
9,364
shares
|
$1.82 Million
0.62% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
9,346
shares
|
$1.82 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
9,333
shares
|
$1.82 Million
0.71% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
9,331
shares
|
$1.82 Million
0.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
9,330
shares
|
$1.82 Million
0.76% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
9,303
shares
|
$1.81 Million
1.31% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
9,300
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
9,289
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
9,282
shares
|
$1.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
9,259
shares
|
$1.8 Million
1.12% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,258
shares
|
$1.8 Million
1.11% of portfolio
|
Q1 2025
Reduced 30.1%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
9,235
shares
|
$1.8 Million
0.71% of portfolio
|
Q2 2024
Added 24.36%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
9,210
shares
|
$1.79 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
9,200
shares
|
$1.79 Million
0.09% of portfolio
|
Q1 2025
Added 196.77%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
9,199
shares
|
$1.79 Million
0.38% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
9,196
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 81.02%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
9,196
shares
|
$1.79 Million
0.5% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,190
shares
|
$1.79 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
9,188
shares
|
$1.79 Million
0.91% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
9,130
shares
|
$1.78 Million
0.4% of portfolio
|
Q1 2025
Reduced 76.96%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,103
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
9,097
shares
|
$1.77 Million
0.15% of portfolio
|
Q1 2025
Added 139.39%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
9,083
shares
|
$1.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
9,060
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.61%
|