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 |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
2,584
shares
|
$503,518
0.08% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,579
shares
|
$502,543
0.04% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
2,572
shares
|
$501,179
0.28% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
2,571
shares
|
$500,985
3.2% of portfolio
|
Q4 2024
Added 57.54%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,566
shares
|
$500,010
0.03% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,562
shares
|
$499,231
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
2,554
shares
|
$497,672
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
2,548
shares
|
$496,503
0.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,536
shares
|
$494,164
0.02% of portfolio
|
Q1 2025
Added 109.76%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,534
shares
|
$493,775
0.03% of portfolio
|
Q3 2022
Reduced 11.98%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,528
shares
|
$492,606
0.14% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
2,528
shares
|
$492,606
0.47% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
2,525
shares
|
$492,021
0.12% of portfolio
|
Q1 2025
Added 74.14%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,509
shares
|
$488,903
0.0% of portfolio
|
Q1 2025
Added 29.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
2,509
shares
|
$488,903
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
2,508
shares
|
$488,708
0.04% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
2,501
shares
|
$487,344
0.44% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
2,499
shares
|
$486,955
0.14% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
2,497
shares
|
$486,565
0.24% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
2,495
shares
|
$486,175
0.19% of portfolio
|
Q1 2025
Reduced 20.77%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
2,493
shares
|
$485,785
0.06% of portfolio
|
Q1 2025
Reduced 47.23%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
2,492
shares
|
$485,591
0.04% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,488
shares
|
$484,811
0.04% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,487
shares
|
$484,616
0.32% of portfolio
|
Q2 2022
Reduced 25.29%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
2,482
shares
|
$483,642
0.21% of portfolio
|
Q3 2024
Reduced 0.76%
|