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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
3,617
shares
|
$735,010
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,616
shares
|
$734,807
0.14% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,594
shares
|
$730,336
0.01% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
3,583
shares
|
$728,101
0.22% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,576
shares
|
$726,678
0.48% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
3,572
shares
|
$725,866
0.4% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
3,570
shares
|
$725,459
0.26% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,570
shares
|
$725,459
0.49% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
3,564
shares
|
$724,240
0.03% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,564
shares
|
$724,240
0.12% of portfolio
|
Q3 2023
Reduced 15.26%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,554
shares
|
$722,208
0.48% of portfolio
|
Q1 2025
Reduced 72.36%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
3,552
shares
|
$721,801
0.01% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
3,551
shares
|
$721,598
0.07% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
3,545
shares
|
$720,379
0.27% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
3,545
shares
|
$720,379
0.35% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
3,545
shares
|
$720,379
0.21% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,545
shares
|
$720,379
0.14% of portfolio
|
Q3 2020
Reduced 3.96%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
3,544
shares
|
$720,176
0.28% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
3,541
shares
|
$719,566
0.1% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,536
shares
|
$718,550
0.2% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,535
shares
|
$718,347
0.04% of portfolio
|
Q2 2022
Added 28.22%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
3,530
shares
|
$717,331
0.39% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
3,500
shares
|
$711,235
0.03% of portfolio
|
Q1 2025
Reduced 43.55%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
3,482
shares
|
$707,577
0.12% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
3,466
shares
|
$704,325
0.35% of portfolio
|
Q1 2025
Added 6.42%
|