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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,335
shares
|
$697,281
0.04% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,328
shares
|
$695,818
0.0% of portfolio
|
Q1 2025
Reduced 67.63%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
3,320
shares
|
$694,145
0.01% of portfolio
|
Q1 2025
Reduced 54.33%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,313
shares
|
$692,682
0.09% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
3,309
shares
|
$691,845
0.09% of portfolio
|
Q1 2025
Added 163.88%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
3,306
shares
|
$691,218
0.22% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
3,304
shares
|
$690,800
0.49% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,301
shares
|
$690,173
0.09% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,300
shares
|
$689,964
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
3,300
shares
|
$689,964
0.44% of portfolio
|
Q2 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,296
shares
|
$689,127
0.05% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
3,285
shares
|
$686,827
0.03% of portfolio
|
Q1 2025
Reduced 29.61%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
3,275
shares
|
$684,737
0.11% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
3,268
shares
|
$683,273
0.33% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,266
shares
|
$682,855
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,262
shares
|
$682,018
0.08% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
3,259
shares
|
$681,391
0.55% of portfolio
|
Q4 2023
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
3,254
shares
|
$680,346
0.2% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
3,254
shares
|
$680,346
0.29% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
3,249
shares
|
$679,300
0.12% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,241
shares
|
$677,628
0.04% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
3,238
shares
|
$677,001
3.25% of portfolio
|
Q1 2025
Reduced 80.14%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,237
shares
|
$676,791
0.09% of portfolio
|
Q1 2025
Added 28.15%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
3,237
shares
|
$676,791
0.23% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
3,229
shares
|
$675,119
0.04% of portfolio
|
Q1 2025
Reduced 3.12%
|