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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,058
shares
|
$401,021
0.08% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,057
shares
|
$400,827
0.05% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,054
shares
|
$400,242
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
2,053
shares
|
$400,047
0.26% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
2,052
shares
|
$399,852
0.01% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,048
shares
|
$399,073
0.19% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,047
shares
|
$398,878
0.03% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
2,045
shares
|
$398,488
0.32% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
2,045
shares
|
$398,488
0.12% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
2,044
shares
|
$398,293
0.29% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,042
shares
|
$397,904
0.06% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
2,038
shares
|
$397,124
0.21% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,035
shares
|
$396,540
0.02% of portfolio
|
Q2 2021
Added 17.09%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,031
shares
|
$395,760
0.07% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
2,030
shares
|
$395,565
0.05% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,029
shares
|
$395,370
0.21% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,028
shares
|
$395,176
0.08% of portfolio
|
Q2 2023
Added 2.53%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,026
shares
|
$394,786
0.17% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
2,018
shares
|
$393,227
0.07% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
2,013
shares
|
$392,253
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
2,011
shares
|
$391,863
0.13% of portfolio
|
Q4 2022
Reduced 46.17%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
2,011
shares
|
$391,863
0.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
2,007
shares
|
$391,084
0.24% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,006
shares
|
$390,889
0.13% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
2,005
shares
|
$390,694
0.05% of portfolio
|
Q1 2025
Reduced 23.71%
|