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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,465
shares
|
$724,462
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,465
shares
|
$724,462
0.53% of portfolio
|
Q3 2024
Reduced 81.69%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
3,462
shares
|
$723,834
0.24% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
3,459
shares
|
$723,207
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,458
shares
|
$722,998
0.02% of portfolio
|
Q2 2024
Reduced 30.35%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
3,457
shares
|
$722,789
0.12% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
3,445
shares
|
$720,280
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
3,441
shares
|
$719,444
0.61% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
3,441
shares
|
$719,444
0.13% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,431
shares
|
$717,353
0.36% of portfolio
|
Q1 2025
Reduced 62.56%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
3,430
shares
|
$717,144
0.38% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,425
shares
|
$716,099
0.74% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
3,412
shares
|
$713,380
0.11% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
3,407
shares
|
$712,335
0.62% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
3,400
shares
|
$710,872
0.19% of portfolio
|
Q4 2024
Reduced 70.33%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,400
shares
|
$710,872
0.31% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
3,395
shares
|
$709,826
0.3% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,383
shares
|
$707,317
0.45% of portfolio
|
Q1 2025
Reduced 30.79%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
3,378
shares
|
$706,272
0.15% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
3,378
shares
|
$706,272
0.03% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,375
shares
|
$705,645
0.22% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,370
shares
|
$704,599
0.03% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,351
shares
|
$700,627
0.12% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,345
shares
|
$699,372
0.1% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
3,338
shares
|
$697,909
0.05% of portfolio
|
Q1 2025
Reduced 1.5%
|