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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
6,373
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
6,334
shares
|
$1.23 Million
0.39% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
6,280
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
6,275
shares
|
$1.22 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
6,268
shares
|
$1.22 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
6,263
shares
|
$1.22 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
6,232
shares
|
$1.21 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
6,212
shares
|
$1.21 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
6,200
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
6,191
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,142
shares
|
$1.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
6,129
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
Added 116.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,089
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 61.34%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
6,084
shares
|
$1.19 Million
0.43% of portfolio
|
Q1 2025
Added 293.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
6,080
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
6,069
shares
|
$1.18 Million
0.93% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
6,048
shares
|
$1.18 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
6,025
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2025
Added 101.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
6,017
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
6,002
shares
|
$1.17 Million
0.43% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,000
shares
|
$1.17 Million
0.42% of portfolio
|
Q1 2025
Added 88.8%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
5,996
shares
|
$1.17 Million
0.3% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,985
shares
|
$1.17 Million
0.6% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
5,985
shares
|
$1.17 Million
0.25% of portfolio
|
Q1 2025
Added 65.65%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
5,984
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|