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 |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
7,737
shares
|
$1.51 Million
0.36% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
7,717
shares
|
$1.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
7,709
shares
|
$1.5 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
7,686
shares
|
$1.5 Million
0.94% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
7,672
shares
|
$1.49 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,669
shares
|
$1.49 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
7,662
shares
|
$1.49 Million
0.18% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
7,628
shares
|
$1.49 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,623
shares
|
$1.49 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Morangie Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,602
shares
|
$1.48 Million
1.47% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
7,595
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 73.38%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
7,579
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 78.04%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,559
shares
|
$1.47 Million
1.23% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
7,558
shares
|
$1.47 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
7,551
shares
|
$1.47 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
7,537
shares
|
$1.47 Million
1.93% of portfolio
|
Q4 2022
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
7,519
shares
|
$1.47 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,515
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
7,500
shares
|
$1.46 Million
0.28% of portfolio
|
Q3 2024
Added 6421.74%
|
|
|
Corvex Management LP
New York, NY |
May 15, 2025 Q1 2025 |
7,500
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
7,484
shares
|
$1.46 Million
0.39% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
7,467
shares
|
$1.46 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
7,464
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,461
shares
|
$1.45 Million
0.83% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,446
shares
|
$1.45 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.38%
|