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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,605
shares
|
$312,750
0.09% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,604
shares
|
$312,555
0.15% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
1,603
shares
|
$312,360
0.02% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,601
shares
|
$311,970
0.16% of portfolio
|
Q1 2025
Reduced 40.86%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,601
shares
|
$311,970
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
1,599
shares
|
$311,581
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
1,599
shares
|
$311,581
0.11% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,596
shares
|
$310,996
0.35% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,594
shares
|
$310,606
0.18% of portfolio
|
Q1 2025
Reduced 44.19%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
1,589
shares
|
$309,632
0.1% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,587
shares
|
$309,242
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,584
shares
|
$308,658
0.07% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
1,584
shares
|
$308,658
0.11% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,584
shares
|
$308,658
0.18% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
1,581
shares
|
$308,073
0.07% of portfolio
|
Q1 2025
Added 44.78%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
1,578
shares
|
$307,489
0.03% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
1,575
shares
|
$306,904
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
1,574
shares
|
$306,709
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,571
shares
|
$306,125
0.05% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,571
shares
|
$306,125
0.22% of portfolio
|
Q2 2022
Added 0.19%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
1,571
shares
|
$306,125
0.2% of portfolio
|
Q4 2022
Added 0.96%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
1,570
shares
|
$305,930
0.07% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
1,569
shares
|
$305,735
0.09% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
1,569
shares
|
$305,735
0.06% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,568
shares
|
$305,540
0.19% of portfolio
|
Q1 2025
Added 15.89%
|