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 |
|---|---|---|---|---|---|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,851
shares
|
$596,087
0.35% of portfolio
|
Q1 2025
Added 72.89%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
2,847
shares
|
$595,250
0.04% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,845
shares
|
$594,832
0.08% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,845
shares
|
$594,832
0.16% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
2,841
shares
|
$593,996
0.26% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
2,831
shares
|
$591,905
0.06% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,815
shares
|
$588,560
0.09% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
2,812
shares
|
$587,932
0.07% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,808
shares
|
$587,096
0.2% of portfolio
|
Q1 2025
Reduced 62.37%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
2,806
shares
|
$586,678
0.35% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
2,800
shares
|
$585,424
0.1% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,800
shares
|
$585,424
0.13% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,791
shares
|
$583,542
0.03% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
2,781
shares
|
$581,451
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$580,824
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
2,768
shares
|
$578,733
0.09% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
2,765
shares
|
$578,106
0.07% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,750
shares
|
$574,970
0.02% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,732
shares
|
$571,206
0.12% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
2,732
shares
|
$571,206
0.24% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
2,730
shares
|
$570,788
0.41% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
2,729
shares
|
$570,579
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
2,724
shares
|
$569,533
0.06% of portfolio
|
Q1 2025
Reduced 52.24%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
2,715
shares
|
$567,652
0.33% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,715
shares
|
$567,652
0.04% of portfolio
|
Q1 2025
Added 13.93%
|