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 $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,174
shares
|
$848,198
0.74% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,173
shares
|
$847,995
0.16% of portfolio
|
Q1 2025
Added 35.05%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
4,155
shares
|
$844,337
0.22% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,152
shares
|
$843,727
0.2% of portfolio
|
Q2 2022
Reduced 70.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
4,151
shares
|
$843,524
0.99% of portfolio
|
Q2 2024
Reduced 22.84%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
4,149
shares
|
$843,118
0.26% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
4,132
shares
|
$839,663
0.1% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,131
shares
|
$839,460
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
4,129
shares
|
$839,054
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4,128
shares
|
$838,850
0.03% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
4,125
shares
|
$838,241
0.35% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
4,125
shares
|
$838,241
0.14% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,112
shares
|
$835,599
0.08% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
4,111
shares
|
$835,396
0.59% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$835,193
0.96% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,087
shares
|
$830,519
0.06% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,072
shares
|
$827,471
0.03% of portfolio
|
Q1 2025
Reduced 39.63%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,066
shares
|
$826,251
0.58% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
4,063
shares
|
$825,642
0.1% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,001
shares
|
$813,043
0.08% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Montgomery Investment Management Inc
|
May 06, 2025 Q1 2025 |
4,000
shares
|
$812,840
0.33% of portfolio
|
Q1 2020
Reduced 30.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,996
shares
|
$812,027
0.06% of portfolio
|
Q1 2025
Reduced 93.03%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,992
shares
|
$811,214
0.1% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
3,971
shares
|
$806,946
0.05% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,968
shares
|
$806,337
0.05% of portfolio
|
Q4 2023
Reduced 2.58%
|