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 |
|---|---|---|---|---|---|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
1,793
shares
|
$349,383
0.29% of portfolio
|
Q1 2025
Reduced 71.98%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,792
shares
|
$349,189
0.12% of portfolio
|
Q1 2025
Reduced 42.14%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,788
shares
|
$348,409
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,783
shares
|
$347,435
0.36% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,782
shares
|
$347,240
0.03% of portfolio
|
Q1 2025
Added 73.18%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,780
shares
|
$346,850
0.1% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,777
shares
|
$346,266
0.04% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
1,775
shares
|
$345,876
0.05% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,773
shares
|
$345,486
0.04% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
1,771
shares
|
$345,097
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
1,769
shares
|
$344,707
0.0% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
1,766
shares
|
$344,122
0.03% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,765
shares
|
$343,927
0.27% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
1,765
shares
|
$343,927
0.17% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
1,765
shares
|
$343,927
0.11% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
1,764
shares
|
$343,733
0.07% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,764
shares
|
$343,733
0.03% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,758
shares
|
$342,563
0.14% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,750
shares
|
$341,005
0.02% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
1,749
shares
|
$340,810
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
1,749
shares
|
$340,810
0.27% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
1,747
shares
|
$340,420
0.04% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,742
shares
|
$339,446
0.06% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,742
shares
|
$339,446
0.02% of portfolio
|
Q1 2025
Reduced 54.06%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
1,740
shares
|
$339,056
0.14% of portfolio
|
Q4 2024
Reduced 41.12%
|