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 |
|---|---|---|---|---|---|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
2,954
shares
|
$617,622
0.21% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,945
shares
|
$615,740
0.07% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
2,941
shares
|
$614,904
0.08% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
2,925
shares
|
$611,559
0.2% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
2,925
shares
|
$611,559
0.11% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,920
shares
|
$610,513
0.04% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
2,919
shares
|
$610,304
0.32% of portfolio
|
Q2 2022
Added 43.99%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
2,912
shares
|
$608,840
0.05% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,907
shares
|
$607,795
0.1% of portfolio
|
Q1 2025
Reduced 32.61%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
2,903
shares
|
$606,959
0.02% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,896
shares
|
$605,495
0.35% of portfolio
|
Q1 2023
Reduced 14.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,890
shares
|
$604,241
0.05% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
2,890
shares
|
$604,241
0.46% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
2,890
shares
|
$604,241
0.16% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
2,889
shares
|
$604,032
0.15% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
2,888
shares
|
$603,823
0.07% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,885
shares
|
$603,195
0.09% of portfolio
|
Q3 2022
Added 60.28%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
2,882
shares
|
$602,568
0.29% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,881
shares
|
$602,359
0.53% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
2,866
shares
|
$599,223
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
2,864
shares
|
$598,805
0.2% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
2,862
shares
|
$598,386
0.06% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
2,861
shares
|
$598,177
0.21% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
2,859
shares
|
$597,759
0.2% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
2,855
shares
|
$596,923
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|