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 |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
2,350
shares
|
$457,921
0.17% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,348
shares
|
$457,531
0.0% of portfolio
|
Q1 2025
Reduced 67.63%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,348
shares
|
$457,531
0.21% of portfolio
|
Q2 2024
Reduced 26.44%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,348
shares
|
$457,531
0.27% of portfolio
|
Q1 2025
Reduced 78.22%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
2,346
shares
|
$457,141
0.31% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
2,340
shares
|
$455,972
0.1% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
2,329
shares
|
$453,828
0.02% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
2,329
shares
|
$453,828
0.04% of portfolio
|
Q3 2024
Added 95.06%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,323
shares
|
$452,659
0.0% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
2,322
shares
|
$452,464
0.02% of portfolio
|
Q1 2025
Reduced 25.31%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
2,313
shares
|
$450,711
0.09% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
2,309
shares
|
$449,931
0.08% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
2,307
shares
|
$449,542
0.12% of portfolio
|
Q3 2024
Added 751.29%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
2,306
shares
|
$449,347
0.03% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,305
shares
|
$449,152
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
May 14, 2025 Q1 2025 |
2,300
shares
|
$448,178
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,290
shares
|
$446,229
0.04% of portfolio
|
Q1 2025
Added 358.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,289
shares
|
$446,034
0.07% of portfolio
|
Q1 2025
Reduced 51.4%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
2,277
shares
|
$443,696
0.16% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,276
shares
|
$443,501
0.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,273
shares
|
$442,916
0.08% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
2,266
shares
|
$441,552
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
2,264
shares
|
$441,163
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,260
shares
|
$440,383
0.1% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,258
shares
|
$439,993
0.06% of portfolio
|
Q1 2025
Added 1.03%
|