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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
1,680
shares
|
$327,364
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,670
shares
|
$325,416
0.11% of portfolio
|
Q2 2024
Reduced 32.72%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
1,667
shares
|
$324,831
0.3% of portfolio
|
Q1 2025
Reduced 89.47%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,665
shares
|
$324,441
0.19% of portfolio
|
Q4 2016
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
1,663
shares
|
$324,052
0.08% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
1,663
shares
|
$324,052
0.3% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,660
shares
|
$323,467
0.18% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,656
shares
|
$322,688
0.06% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,656
shares
|
$322,688
0.16% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,653
shares
|
$322,103
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,652
shares
|
$321,908
0.01% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,651
shares
|
$321,713
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
1,646
shares
|
$320,739
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
1,644
shares
|
$320,349
0.21% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,635
shares
|
$318,596
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,635
shares
|
$318,596
0.46% of portfolio
|
Q3 2023
Added 6.93%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
1,634
shares
|
$318,401
0.1% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,633
shares
|
$318,206
0.0% of portfolio
|
Q1 2025
Reduced 96.96%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
1,629
shares
|
$317,426
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
1,629
shares
|
$317,426
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,627
shares
|
$317,037
0.03% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
1,618
shares
|
$315,283
0.1% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
1,614
shares
|
$314,504
0.22% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
1,614
shares
|
$314,504
0.2% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
1,612
shares
|
$314,114
0.13% of portfolio
|
Q4 2024
Added 2.87%
|