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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,565
shares
|
$304,955
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
1,563
shares
|
$304,566
0.09% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
1,555
shares
|
$303,007
0.0% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,554
shares
|
$302,812
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
1,553
shares
|
$302,617
0.16% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
1,544
shares
|
$300,863
0.06% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
1,544
shares
|
$300,863
0.21% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,544
shares
|
$300,863
0.06% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
1,541
shares
|
$300,279
0.01% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
1,540
shares
|
$300,084
0.15% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
1,538
shares
|
$299,694
0.08% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
1,537
shares
|
$299,499
0.1% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
1,536
shares
|
$299,304
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,534
shares
|
$298,915
0.03% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,534
shares
|
$298,915
0.01% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,531
shares
|
$298,330
0.16% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
1,528
shares
|
$297,746
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,520
shares
|
$296,187
0.09% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,516
shares
|
$295,407
0.03% of portfolio
|
Q1 2023
Reduced 17.92%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
1,508
shares
|
$293,848
0.01% of portfolio
|
Q1 2025
Added 65.71%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,507
shares
|
$293,654
0.08% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
1,506
shares
|
$293,459
0.12% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
1,505
shares
|
$293,264
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
1,504
shares
|
$293,069
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,502
shares
|
$292,679
0.04% of portfolio
|
Q4 2024
Added 0.13%
|