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 |
|---|---|---|---|---|---|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
5,681
shares
|
$1.19 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,679
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
5,677
shares
|
$1.19 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
5,647
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
5,645
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
5,636
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
5,624
shares
|
$1.18 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
5,609
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Added 491.04%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,595
shares
|
$1.17 Million
0.37% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,569
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
5,550
shares
|
$1.16 Million
0.94% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
5,549
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,548
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2022
Added 370.57%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
5,548
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 90.15%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
5,535
shares
|
$1.16 Million
1.46% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
5,531
shares
|
$1.16 Million
0.36% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
5,520
shares
|
$1.15 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
5,513
shares
|
$1.15 Million
1.1% of portfolio
|
Q1 2025
Added 88.03%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
5,494
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
5,484
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,472
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
5,465
shares
|
$1.14 Million
0.19% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
5,464
shares
|
$1.14 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
5,452
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
5,442
shares
|
$1.14 Million
0.11% of portfolio
|
Q1 2025
Added 2.89%
|