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 |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
4,973
shares
|
$1.04 Million
0.4% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
4,970
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
4,942
shares
|
$1.03 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
4,939
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,922
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
4,918
shares
|
$1.03 Million
0.28% of portfolio
|
Q1 2025
Added 25.04%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
4,914
shares
|
$1.03 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
4,913
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,911
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2023
Added 16.85%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,911
shares
|
$1.03 Million
0.82% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
4,905
shares
|
$1.03 Million
0.94% of portfolio
|
Q1 2025
Reduced 75.61%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,898
shares
|
$1.02 Million
0.88% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
4,889
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
4,885
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
4,880
shares
|
$1.02 Million
0.36% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
4,871
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
4,848
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2024
Reduced 7.23%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
4,847
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,846
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,841
shares
|
$1.01 Million
0.42% of portfolio
|
Q2 2023
Added 13.29%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,834
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
4,830
shares
|
$1.01 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
4,818
shares
|
$1.01 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
4,815
shares
|
$1.01 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
4,796
shares
|
$1 Million
0.26% of portfolio
|
Q1 2025
Added 9.85%
|