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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
2,475
shares
|
$482,278
0.13% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,474
shares
|
$482,083
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,470
shares
|
$481,304
0.04% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
2,468
shares
|
$480,914
0.06% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
2,465
shares
|
$480,329
0.27% of portfolio
|
Q1 2025
Added 27288.89%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,463
shares
|
$479,940
0.13% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,458
shares
|
$478,965
0.19% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
2,451
shares
|
$477,601
0.05% of portfolio
|
Q1 2025
Added 32.06%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
2,449
shares
|
$477,212
0.01% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
2,445
shares
|
$476,432
0.25% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,443
shares
|
$476,042
0.08% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,431
shares
|
$473,704
0.06% of portfolio
|
Q2 2022
Added 45.57%
|
|
|
Neumeier Poma Investment Counsel LLC
|
May 12, 2025 Q1 2025 |
2,425
shares
|
$472,535
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
2,423
shares
|
$472,145
0.25% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
2,420
shares
|
$471,561
0.03% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,417
shares
|
$470,976
0.06% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
2,415
shares
|
$470,586
0.2% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
2,406
shares
|
$468,833
0.17% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
2,397
shares
|
$467,079
0.24% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,383
shares
|
$464,351
0.26% of portfolio
|
Q1 2024
Added 23.92%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,378
shares
|
$463,377
0.1% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
2,378
shares
|
$463,377
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
2,376
shares
|
$462,987
0.05% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
2,376
shares
|
$462,987
0.03% of portfolio
|
Q1 2025
Reduced 76.36%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
2,358
shares
|
$459,479
0.01% of portfolio
|
Q1 2025
Reduced 95.42%
|