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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,500
shares
|
$1.66 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
8,476
shares
|
$1.65 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
8,473
shares
|
$1.65 Million
0.71% of portfolio
|
Q1 2025
Reduced 83.04%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
8,467
shares
|
$1.65 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
8,400
shares
|
$1.64 Million
0.45% of portfolio
|
Q1 2025
Added 26.03%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
8,395
shares
|
$1.64 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
8,393
shares
|
$1.64 Million
1.27% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
8,374
shares
|
$1.63 Million
0.19% of portfolio
|
Q1 2025
Reduced 52.16%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
8,358
shares
|
$1.63 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
8,342
shares
|
$1.63 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,332
shares
|
$1.62 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
8,323
shares
|
$1.62 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
8,305
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 97.29%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Apr 30, 2025 Q1 2025 |
8,281
shares
|
$1.61 Million
1.66% of portfolio
|
Q1 2025
Added 55.31%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
8,270
shares
|
$1.61 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
8,265
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
8,257
shares
|
$1.61 Million
0.12% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
8,213
shares
|
$1.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
8,213
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
8,190
shares
|
$1.6 Million
0.46% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
8,173
shares
|
$1.59 Million
1.78% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,102
shares
|
$1.58 Million
0.62% of portfolio
|
Q3 2022
Added 2.03%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
8,082
shares
|
$1.57 Million
0.33% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
8,077
shares
|
$1.57 Million
0.91% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
8,063
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|