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 |
|---|---|---|---|---|---|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
1,739
shares
|
$338,861
0.28% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,738
shares
|
$338,666
0.04% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Professional Advisory Services Inc
|
Apr 14, 2025 Q1 2025 |
1,735
shares
|
$338,082
0.05% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,735
shares
|
$338,082
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
1,735
shares
|
$338,082
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,732
shares
|
$337,497
0.24% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
1,728
shares
|
$336,718
0.21% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,725
shares
|
$336,133
0.08% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
1,717
shares
|
$334,574
0.02% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
1,716
shares
|
$334,379
0.06% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
1,712
shares
|
$333,600
0.02% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,710
shares
|
$333,210
0.12% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
1,707
shares
|
$332,626
0.31% of portfolio
|
Q1 2025
Reduced 30.01%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,706
shares
|
$332,431
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
1,704
shares
|
$332,041
0.1% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
1,702
shares
|
$331,651
0.1% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,701
shares
|
$331,456
0.07% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
1,700
shares
|
$331,262
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ananym Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,695
shares
|
$330,287
0.17% of portfolio
|
Q1 2025
Reduced 91.84%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
1,694
shares
|
$330,092
0.07% of portfolio
|
Q1 2025
Reduced 71.08%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,694
shares
|
$330,092
0.22% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
1,692
shares
|
$329,703
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,689
shares
|
$329,118
0.01% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,688
shares
|
$328,923
0.04% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,681
shares
|
$327,559
0.02% of portfolio
|
Q2 2022
Added 13.73%
|