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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,172
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.62%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
5,146
shares
|
$1.08 Million
0.41% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
5,130
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
5,117
shares
|
$1.07 Million
0.48% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,106
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,106
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,103
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.96%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
5,096
shares
|
$1.07 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
5,092
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
5,064
shares
|
$1.06 Million
0.74% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
5,059
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 92.94%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
5,038
shares
|
$1.05 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
5,028
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
5,025
shares
|
$1.05 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
5,022
shares
|
$1.05 Million
0.38% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
5,022
shares
|
$1.05 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,017
shares
|
$1.05 Million
0.16% of portfolio
|
Q1 2022
Reduced 21.54%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
5,010
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 86.17%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
5,008
shares
|
$1.05 Million
0.63% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
5,007
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.25%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
5,004
shares
|
$1.05 Million
0.88% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,003
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Galilei Investment Office LLP
London, X0 |
May 08, 2025 Q1 2025 |
5,000
shares
|
$1.05 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,997
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.82%
|