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 |
|---|---|---|---|---|---|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,227
shares
|
$674,701
0.27% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,224
shares
|
$674,073
0.06% of portfolio
|
Q1 2025
Reduced 26.49%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,221
shares
|
$673,446
0.04% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
3,220
shares
|
$673,237
0.18% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
3,210
shares
|
$671,146
0.34% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,209
shares
|
$670,937
0.08% of portfolio
|
Q1 2022
Reduced 13.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,205
shares
|
$670,101
0.05% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
3,205
shares
|
$670,101
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,204
shares
|
$669,892
0.12% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,198
shares
|
$668,637
0.01% of portfolio
|
Q2 2024
Reduced 48.85%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
3,194
shares
|
$667,801
0.54% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,186
shares
|
$666,128
0.09% of portfolio
|
Q2 2024
Added 59.7%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
3,185
shares
|
$665,919
0.1% of portfolio
|
Q1 2021
Reduced 7.89%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
3,185
shares
|
$665,919
0.35% of portfolio
|
Q2 2024
Added 8.96%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
3,181
shares
|
$665,083
0.07% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,181
shares
|
$665,083
0.22% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,167
shares
|
$662,156
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
3,158
shares
|
$660,274
0.11% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
3,150
shares
|
$658,602
0.12% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
3,142
shares
|
$656,929
0.05% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,138
shares
|
$656,093
0.02% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,136
shares
|
$655,674
0.43% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,129
shares
|
$654,211
0.3% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,128
shares
|
$654,002
0.52% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,128
shares
|
$654,002
0.04% of portfolio
|
Q1 2025
Reduced 5.58%
|