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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
4,494
shares
|
$939,605
0.14% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
4,490
shares
|
$938,769
0.25% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,472
shares
|
$935,005
0.13% of portfolio
|
Q1 2024
Added 229.55%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,466
shares
|
$933,751
0.02% of portfolio
|
Q4 2024
Added 38.57%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
4,448
shares
|
$929,987
0.0% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,440
shares
|
$928,315
0.21% of portfolio
|
Q4 2024
Added 31.59%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
4,421
shares
|
$924,342
0.03% of portfolio
|
Q1 2025
Added 97.54%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
4,420
shares
|
$924,133
0.54% of portfolio
|
Q1 2025
Reduced 51.9%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
4,410
shares
|
$922,042
0.21% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
4,401
shares
|
$920,161
0.21% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
4,389
shares
|
$917,652
0.33% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
4,378
shares
|
$915,352
0.48% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
4,374
shares
|
$914,515
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,368
shares
|
$913,261
0.05% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
4,368
shares
|
$913,261
0.94% of portfolio
|
Q1 2025
Added 59.77%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
4,361
shares
|
$911,797
0.11% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,358
shares
|
$911,170
0.58% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
4,358
shares
|
$911,170
0.34% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,357
shares
|
$910,961
0.17% of portfolio
|
Q1 2025
Added 90.76%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,355
shares
|
$910,543
0.2% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,346
shares
|
$908,661
0.29% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,344
shares
|
$908,243
0.2% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
4,331
shares
|
$905,525
0.13% of portfolio
|
Q1 2025
Added 29.01%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,328
shares
|
$904,898
0.34% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,327
shares
|
$904,689
0.02% of portfolio
|
Q1 2025
Added 27.08%
|