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 |
|---|---|---|---|---|---|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
8,045
shares
|
$1.57 Million
0.57% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
8,030
shares
|
$1.56 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
8,013
shares
|
$1.56 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
8,000
shares
|
$1.56 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,998
shares
|
$1.56 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
7,988
shares
|
$1.56 Million
0.53% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
7,959
shares
|
$1.55 Million
0.22% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,952
shares
|
$1.55 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
7,951
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
7,946
shares
|
$1.55 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
7,918
shares
|
$1.54 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,914
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2024
Reduced 40.26%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
7,898
shares
|
$1.54 Million
0.32% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
7,898
shares
|
$1.54 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,855
shares
|
$1.53 Million
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
7,833
shares
|
$1.53 Million
1.35% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
7,828
shares
|
$1.53 Million
0.1% of portfolio
|
Q1 2025
Reduced 38.02%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
7,811
shares
|
$1.52 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
7,793
shares
|
$1.52 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
7,785
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
7,776
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
Added 51.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,771
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2023
Added 92.11%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
7,762
shares
|
$1.51 Million
0.53% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
7,761
shares
|
$1.51 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
7,756
shares
|
$1.51 Million
0.31% of portfolio
|
Q1 2025
Added 105.46%
|