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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
2,706
shares
|
$565,770
0.06% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,701
shares
|
$564,725
0.12% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
2,693
shares
|
$563,052
0.09% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,691
shares
|
$562,634
0.05% of portfolio
|
Q1 2025
Added 43.67%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
2,686
shares
|
$561,588
0.06% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
2,681
shares
|
$560,543
0.1% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
2,681
shares
|
$560,543
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
2,679
shares
|
$560,125
0.06% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
2,675
shares
|
$559,289
0.07% of portfolio
|
Q1 2025
Reduced 43.65%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,666
shares
|
$557,407
0.2% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
2,662
shares
|
$556,570
0.13% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,660
shares
|
$556,152
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,645
shares
|
$553,016
0.02% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
2,644
shares
|
$552,807
0.29% of portfolio
|
Q1 2025
Added 127.93%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
2,644
shares
|
$552,807
0.15% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
2,638
shares
|
$551,553
0.1% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,628
shares
|
$549,462
0.09% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
2,624
shares
|
$548,625
0.23% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,622
shares
|
$548,207
0.39% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
2,617
shares
|
$547,162
0.5% of portfolio
|
Q1 2025
Reduced 21.1%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,617
shares
|
$547,162
0.28% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
2,606
shares
|
$544,862
0.42% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,603
shares
|
$544,235
0.49% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
2,600
shares
|
$543,608
0.11% of portfolio
|
Q3 2022
Reduced 3.7%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
2,600
shares
|
$543,608
0.01% of portfolio
|
Q1 2025
Reduced 11.86%
|