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 |
|---|---|---|---|---|---|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
5,432
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,422
shares
|
$1.13 Million
0.18% of portfolio
|
Q4 2022
Reduced 3.61%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
5,421
shares
|
$1.13 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
5,421
shares
|
$1.13 Million
0.7% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
5,408
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
5,375
shares
|
$1.12 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
5,345
shares
|
$1.12 Million
0.18% of portfolio
|
Q1 2025
Reduced 70.9%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
5,322
shares
|
$1.11 Million
0.54% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
5,308
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
5,302
shares
|
$1.11 Million
0.19% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
5,300
shares
|
$1.11 Million
0.51% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,294
shares
|
$1.11 Million
0.64% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,262
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
5,260
shares
|
$1.1 Million
0.57% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
5,255
shares
|
$1.1 Million
0.49% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,246
shares
|
$1.1 Million
1.38% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,240
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,225
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
5,216
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,208
shares
|
$1.09 Million
0.36% of portfolio
|
Q4 2021
Reduced 6.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
5,200
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
5,194
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,187
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
5,187
shares
|
$1.08 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
5,183
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
New holding
|