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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,033
shares
|
$1.76 Million
0.41% of portfolio
|
Q2 2023
Reduced 3.06%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,935
shares
|
$1.74 Million
0.76% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
8,913
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
8,842
shares
|
$1.72 Million
0.48% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
8,821
shares
|
$1.72 Million
0.09% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
8,786
shares
|
$1.71 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
8,760
shares
|
$1.71 Million
0.38% of portfolio
|
Q1 2025
Reduced 71.03%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
8,730
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.09%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8,723
shares
|
$1.7 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,719
shares
|
$1.7 Million
0.14% of portfolio
|
Q1 2025
Reduced 40.28%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
8,699
shares
|
$1.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
8,698
shares
|
$1.69 Million
1.04% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
8,686
shares
|
$1.69 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,661
shares
|
$1.69 Million
0.09% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,660
shares
|
$1.69 Million
0.15% of portfolio
|
Q4 2022
Reduced 4.15%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
8,645
shares
|
$1.68 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
8,633
shares
|
$1.68 Million
1.24% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
8,611
shares
|
$1.68 Million
1.77% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Ping Capital Management, Inc.
New York, NY |
May 05, 2025 Q1 2025 |
8,600
shares
|
$1.68 Million
0.64% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
8,598
shares
|
$1.68 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
8,596
shares
|
$1.68 Million
0.26% of portfolio
|
Q2 2023
Added 248.72%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
8,580
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
8,572
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 72.84%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,552
shares
|
$1.67 Million
0.12% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
8,535
shares
|
$1.66 Million
0.71% of portfolio
|
Q1 2025
Reduced 8.59%
|