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 |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
2,004
shares
|
$390,499
0.15% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$389,720
0.1% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,994
shares
|
$388,550
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
1,993
shares
|
$388,355
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,987
shares
|
$387,186
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
1,985
shares
|
$386,797
0.02% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
1,985
shares
|
$386,797
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,979
shares
|
$385,627
0.09% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
1,977
shares
|
$385,238
0.08% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
1,975
shares
|
$384,848
0.33% of portfolio
|
Q1 2022
Added 3.95%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
1,975
shares
|
$384,848
0.02% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
1,967
shares
|
$383,289
0.03% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,966
shares
|
$383,094
0.18% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
1,962
shares
|
$382,315
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
1,960
shares
|
$381,925
0.1% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,960
shares
|
$381,925
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,958
shares
|
$381,535
0.2% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,956
shares
|
$381,146
0.75% of portfolio
|
Q1 2023
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,954
shares
|
$380,756
0.24% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,950
shares
|
$379,977
0.23% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
1,947
shares
|
$379,392
0.13% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,941
shares
|
$378,223
0.06% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
1,938
shares
|
$377,638
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
1,931
shares
|
$376,274
0.04% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
1,919
shares
|
$373,936
0.34% of portfolio
|
Q1 2025
Reduced 4.48%
|