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 2,855 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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,436
shares
|
$1.45 Million
0.13% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
7,420
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
7,371
shares
|
$1.44 Million
0.16% of portfolio
|
Q1 2025
Reduced 48.71%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,353
shares
|
$1.43 Million
0.83% of portfolio
|
Q1 2025
Added 35.49%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
7,341
shares
|
$1.43 Million
0.29% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
7,328
shares
|
$1.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,327
shares
|
$1.43 Million
0.11% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
7,295
shares
|
$1.42 Million
0.82% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7,246
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,227
shares
|
$1.41 Million
0.1% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
7,200
shares
|
$1.4 Million
0.06% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,193
shares
|
$1.4 Million
0.32% of portfolio
|
Q1 2025
Reduced 33.09%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
7,187
shares
|
$1.4 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7,179
shares
|
$1.4 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
7,168
shares
|
$1.4 Million
0.41% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,167
shares
|
$1.4 Million
0.38% of portfolio
|
Q1 2025
Reduced 28.63%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
7,137
shares
|
$1.39 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
7,130
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
7,112
shares
|
$1.39 Million
0.19% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
7,088
shares
|
$1.38 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
7,070
shares
|
$1.38 Million
0.78% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,043
shares
|
$1.37 Million
0.28% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
6,997
shares
|
$1.36 Million
0.61% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
6,993
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
6,977
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2023
Reduced 7.92%
|