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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,037
shares
|
$634,975
0.29% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,035
shares
|
$634,557
0.04% of portfolio
|
Q1 2025
Reduced 31.41%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
3,028
shares
|
$633,094
0.59% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
3,026
shares
|
$632,676
0.13% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,026
shares
|
$632,676
0.29% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,025
shares
|
$632,467
0.4% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
3,020
shares
|
$631,421
0.23% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
3,003
shares
|
$627,867
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$627,240
0.25% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
May 08, 2025 Q1 2025 |
3,000
shares
|
$627,240
0.31% of portfolio
|
Q1 2025
Reduced 72.09%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
3,000
shares
|
$627,240
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,995
shares
|
$626,194
0.51% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
2,994
shares
|
$625,985
0.16% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
2,993
shares
|
$625,776
0.48% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,991
shares
|
$625,358
0.06% of portfolio
|
Q4 2024
Added 126.08%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
2,986
shares
|
$624,312
0.18% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,986
shares
|
$624,312
7.21% of portfolio
|
Q2 2020
New holding
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
2,983
shares
|
$623,685
0.25% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
2,983
shares
|
$623,685
0.4% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,965
shares
|
$619,922
0.03% of portfolio
|
Q3 2022
Reduced 26.5%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,963
shares
|
$619,504
0.55% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
2,960
shares
|
$618,876
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,960
shares
|
$618,876
0.27% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
2,956
shares
|
$618,040
0.1% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
2,955
shares
|
$617,831
0.09% of portfolio
|
Q4 2024
Reduced 3.15%
|