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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,258
shares
|
$439,993
0.02% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
2,255
shares
|
$439,409
0.08% of portfolio
|
Q1 2025
Reduced 84.01%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
2,255
shares
|
$439,409
0.07% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,254
shares
|
$439,214
0.17% of portfolio
|
Q1 2025
Added 18.76%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
2,241
shares
|
$436,681
0.16% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
2,236
shares
|
$435,706
0.25% of portfolio
|
Q1 2025
Reduced 35.78%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,227
shares
|
$433,953
0.1% of portfolio
|
Q1 2022
Added 7.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,226
shares
|
$433,758
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
2,224
shares
|
$433,368
0.05% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
2,222
shares
|
$432,978
0.02% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
2,203
shares
|
$429,276
0.29% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
2,192
shares
|
$427,133
0.01% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,188
shares
|
$426,353
0.16% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
2,188
shares
|
$426,353
0.19% of portfolio
|
Q1 2025
Reduced 55.3%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
2,181
shares
|
$424,989
0.05% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
2,173
shares
|
$423,430
0.45% of portfolio
|
Q1 2025
Reduced 98.27%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,171
shares
|
$423,041
0.05% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,165
shares
|
$421,871
0.1% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,162
shares
|
$421,287
0.35% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,154
shares
|
$419,728
0.36% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
2,151
shares
|
$419,143
0.02% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
2,140
shares
|
$417,000
0.02% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
2,138
shares
|
$416,610
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
2,135
shares
|
$416,026
0.15% of portfolio
|
Q1 2025
Reduced 68.74%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,126
shares
|
$414,272
0.17% of portfolio
|
Q4 2024
Reduced 10.3%
|