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 |
|---|---|---|---|---|---|
|
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
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,841
shares
|
$358,737
0.33% of portfolio
|
Q2 2022
Added 16636.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,838
shares
|
$358,152
0.2% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,837
shares
|
$357,957
0.14% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
1,837
shares
|
$357,957
0.01% of portfolio
|
Q1 2025
Reduced 72.52%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
1,835
shares
|
$357,568
0.29% of portfolio
|
Q1 2025
Reduced 95.34%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
1,835
shares
|
$357,568
0.07% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,825
shares
|
$355,619
0.18% of portfolio
|
Q1 2025
Added 37.11%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,823
shares
|
$355,229
0.25% of portfolio
|
Q1 2025
Reduced 47.58%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
1,820
shares
|
$354,645
0.3% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,817
shares
|
$354,060
0.08% of portfolio
|
Q3 2022
Added 121.32%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,816
shares
|
$353,865
0.14% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,815
shares
|
$353,670
0.13% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
1,815
shares
|
$353,670
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
1,813
shares
|
$353,281
0.17% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
1,812
shares
|
$353,086
0.11% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
1,811
shares
|
$352,891
0.25% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,810
shares
|
$352,696
0.08% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,809
shares
|
$352,501
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
1,808
shares
|
$352,306
0.34% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,801
shares
|
$350,942
0.19% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,800
shares
|
$350,748
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,795
shares
|
$349,773
0.34% of portfolio
|
Q1 2025
New holding
|