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 |
|---|---|---|---|---|---|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
4,326
shares
|
$904,480
0.65% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
4,322
shares
|
$903,643
0.23% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
4,320
shares
|
$903,225
0.31% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
4,309
shares
|
$900,925
0.24% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
4,299
shares
|
$898,834
0.42% of portfolio
|
Q1 2025
Reduced 42.95%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
4,290
shares
|
$896,953
0.41% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,288
shares
|
$896,535
0.41% of portfolio
|
Q4 2023
Reduced 67.63%
|
|
|
Pachira Investments Inc.
|
May 05, 2025 Q1 2025 |
4,282
shares
|
$895,280
0.66% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
4,281
shares
|
$895,071
0.23% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
4,269
shares
|
$892,562
0.23% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
4,252
shares
|
$889,008
0.2% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
4,243
shares
|
$887,126
0.29% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
4,242
shares
|
$886,917
0.32% of portfolio
|
Q1 2025
Reduced 19.22%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,231
shares
|
$884,617
0.04% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
4,212
shares
|
$880,644
0.2% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
4,208
shares
|
$879,808
0.19% of portfolio
|
Q1 2025
Added 115.79%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,207
shares
|
$879,599
0.37% of portfolio
|
Q1 2025
Reduced 36.85%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,205
shares
|
$879,181
0.07% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
4,198
shares
|
$877,717
0.11% of portfolio
|
Q1 2025
Added 35.99%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
4,195
shares
|
$877,090
0.27% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,194
shares
|
$876,881
0.15% of portfolio
|
Q1 2025
Added 223.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
4,192
shares
|
$876,463
0.24% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,186
shares
|
$875,208
0.41% of portfolio
|
Q3 2021
Reduced 0.1%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,181
shares
|
$874,163
0.07% of portfolio
|
Q2 2024
Added 19.22%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
4,176
shares
|
$873,118
0.54% of portfolio
|
Q1 2024
New holding
|