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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,748
shares
|
$761,631
0.13% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
3,747
shares
|
$761,427
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
3,744
shares
|
$760,818
0.34% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Sg Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,741
shares
|
$760,208
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
3,740
shares
|
$760,005
0.22% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,739
shares
|
$759,802
0.09% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
3,718
shares
|
$755,534
0.34% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
3,711
shares
|
$754,112
0.04% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
3,696
shares
|
$751,064
0.3% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,681
shares
|
$748,016
0.05% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
3,676
shares
|
$746,999
0.16% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,676
shares
|
$746,999
0.51% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
3,671
shares
|
$745,983
0.06% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,669
shares
|
$745,577
0.16% of portfolio
|
Q1 2022
Reduced 4.63%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,664
shares
|
$744,561
0.15% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
3,661
shares
|
$743,951
0.39% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
3,651
shares
|
$741,919
0.19% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
3,647
shares
|
$741,106
0.06% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
3,645
shares
|
$740,700
0.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Savior LLC
|
Apr 22, 2025 Q1 2025 |
3,644
shares
|
$740,497
4.36% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
3,632
shares
|
$738,058
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
3,632
shares
|
$738,058
0.41% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,621
shares
|
$735,823
0.4% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
3,619
shares
|
$735,416
0.25% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,618
shares
|
$735,213
0.03% of portfolio
|
Q1 2025
Added 19.01%
|