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 2,858 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 |
|---|---|---|---|---|---|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
2,122
shares
|
$413,492
0.21% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,120
shares
|
$413,103
0.23% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
2,119
shares
|
$412,908
0.03% of portfolio
|
Q1 2025
Added 22.2%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
2,114
shares
|
$411,934
0.12% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
2,110
shares
|
$411,154
0.21% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
2,108
shares
|
$410,764
0.17% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,106
shares
|
$410,375
0.01% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,104
shares
|
$409,985
0.05% of portfolio
|
Q1 2025
Reduced 91.97%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
2,100
shares
|
$409,206
0.83% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
2,100
shares
|
$409,206
0.45% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
2,097
shares
|
$408,621
0.03% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
2,096
shares
|
$408,426
0.12% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,096
shares
|
$408,426
0.07% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
2,094
shares
|
$408,036
0.06% of portfolio
|
Q1 2025
Reduced 21.84%
|
|
|
Tran Capital Management, L.P.
|
Apr 15, 2025 Q1 2025 |
2,090
shares
|
$407,257
0.07% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Blackstone Inc
New York, NY |
May 15, 2025 Q1 2025 |
2,089
shares
|
$407,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
2,088
shares
|
$406,867
0.01% of portfolio
|
Q1 2025
Reduced 68.74%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,086
shares
|
$406,477
0.02% of portfolio
|
Q1 2025
Reduced 21.87%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
2,083
shares
|
$405,893
0.26% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Washington Capital Management Inc
|
Apr 14, 2025 Q1 2025 |
2,075
shares
|
$404,334
0.35% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,075
shares
|
$404,334
0.05% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,073
shares
|
$403,944
0.19% of portfolio
|
Q4 2024
Added 71.46%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,070
shares
|
$403,360
0.32% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,064
shares
|
$402,191
0.08% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,059
shares
|
$401,216
0.04% of portfolio
|
Q3 2022
Reduced 8.81%
|