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 |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
4,794
shares
|
$1 Million
0.53% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
4,793
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 159.22%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
4,778
shares
|
$998,984
0.66% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
4,773
shares
|
$997,938
0.2% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
4,770
shares
|
$997,311
0.28% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
4,765
shares
|
$996,266
0.86% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
4,743
shares
|
$991,666
0.08% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
4,734
shares
|
$989,784
1.02% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
4,704
shares
|
$983,512
0.7% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,688
shares
|
$980,167
0.37% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
4,640
shares
|
$970,131
0.16% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,633
shares
|
$968,667
0.48% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
4,629
shares
|
$967,831
0.41% of portfolio
|
Q1 2025
Reduced 25.46%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,628
shares
|
$967,622
0.06% of portfolio
|
Q2 2021
Reduced 1.07%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
4,614
shares
|
$964,695
0.1% of portfolio
|
Q1 2025
Reduced 54.16%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
4,608
shares
|
$963,440
0.31% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
4,603
shares
|
$962,395
0.01% of portfolio
|
Q1 2025
Reduced 82.92%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
4,600
shares
|
$961,768
0.0% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
4,600
shares
|
$961,768
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
4,598
shares
|
$961,349
0.31% of portfolio
|
Q1 2024
Reduced 9.81%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
4,594
shares
|
$960,513
0.44% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
4,580
shares
|
$957,586
0.13% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,580
shares
|
$957,586
0.36% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
4,565
shares
|
$954,450
0.38% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
4,518
shares
|
$944,623
0.22% of portfolio
|
Q1 2025
Added 0.22%
|