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 |
|---|---|---|---|---|---|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
1,915
shares
|
$373,156
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,912
shares
|
$372,572
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
1,905
shares
|
$371,208
0.27% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
1,894
shares
|
$369,064
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
1,894
shares
|
$369,064
0.11% of portfolio
|
Q1 2025
Reduced 96.96%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
1,890
shares
|
$368,285
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,886
shares
|
$367,505
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$366,921
0.12% of portfolio
|
Q2 2022
Added 14.19%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
1,881
shares
|
$366,531
0.05% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
1,876
shares
|
$365,557
0.26% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
1,876
shares
|
$365,557
0.29% of portfolio
|
Q1 2025
Added 47.6%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
1,871
shares
|
$364,583
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
1,868
shares
|
$363,998
0.01% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
1,863
shares
|
$363,024
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,862
shares
|
$362,829
0.02% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,862
shares
|
$362,829
0.19% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,861
shares
|
$362,634
0.03% of portfolio
|
Q1 2025
Reduced 46.4%
|
|
|
D. Scott Neal, Inc.
|
Apr 11, 2025 Q1 2025 |
1,860
shares
|
$362,439
0.21% of portfolio
|
Q4 2021
Reduced 15.76%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
1,860
shares
|
$362,439
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,859
shares
|
$362,244
0.01% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
1,851
shares
|
$360,685
0.05% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
1,851
shares
|
$360,685
0.23% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,843
shares
|
$359,126
0.04% of portfolio
|
Q1 2025
Reduced 69.4%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,842
shares
|
$358,932
0.27% of portfolio
|
Q3 2022
Added 11.37%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
1,842
shares
|
$358,932
0.24% of portfolio
|
Q1 2025
New holding
|