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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
1,499
shares
|
$292,095
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,499
shares
|
$292,095
0.03% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,496
shares
|
$291,510
0.09% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
1,491
shares
|
$290,536
0.11% of portfolio
|
Q1 2025
Reduced 50.32%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,489
shares
|
$290,146
0.06% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,488
shares
|
$289,951
0.05% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
1,481
shares
|
$288,587
0.42% of portfolio
|
Q1 2025
Reduced 34.06%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
1,479
shares
|
$288,197
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,474
shares
|
$287,223
0.22% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
1,470
shares
|
$286,444
0.28% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
1,468
shares
|
$286,054
0.08% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
1,468
shares
|
$286,054
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
1,466
shares
|
$285,664
0.11% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
1,463
shares
|
$285,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
1,461
shares
|
$284,690
0.1% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,449
shares
|
$282,352
0.03% of portfolio
|
Q2 2023
Reduced 28.69%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
1,449
shares
|
$282,352
0.17% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,443
shares
|
$281,182
0.01% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
1,443
shares
|
$281,182
0.06% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,443
shares
|
$281,182
0.12% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
1,437
shares
|
$280,013
0.11% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
1,435
shares
|
$279,624
0.13% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
1,434
shares
|
$279,429
0.17% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
1,433
shares
|
$279,234
0.07% of portfolio
|
Q1 2025
Added 36.87%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
1,432
shares
|
$279,039
0.02% of portfolio
|
Q1 2025
Added 3.84%
|