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 |
|---|---|---|---|---|---|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
6,629
shares
|
$1.29 Million
0.5% of portfolio
|
Q1 2025
Reduced 37.18%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
6,614
shares
|
$1.29 Million
0.36% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
6,592
shares
|
$1.28 Million
0.27% of portfolio
|
Q1 2025
Reduced 32.96%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
6,591
shares
|
$1.28 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
6,591
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,584
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
6,581
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
6,580
shares
|
$1.28 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
6,570
shares
|
$1.28 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,533
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,525
shares
|
$1.27 Million
0.23% of portfolio
|
Q1 2023
Reduced 65.48%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
6,523
shares
|
$1.27 Million
0.21% of portfolio
|
Q1 2025
Added 154.51%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,512
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,507
shares
|
$1.27 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
6,503
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Added 317.66%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
6,500
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2023
Reduced 6.94%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
6,489
shares
|
$1.26 Million
0.54% of portfolio
|
Q3 2022
Added 416.23%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,480
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Added 77.63%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
6,465
shares
|
$1.26 Million
0.51% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
6,454
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
Added 67.33%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
6,442
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
6,428
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
6,406
shares
|
$1.25 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
6,405
shares
|
$1.25 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
6,389
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.44%
|