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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
1,432
shares
|
$279,039
0.1% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
1,432
shares
|
$279,039
0.14% of portfolio
|
Q4 2024
Reduced 64.33%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
1,430
shares
|
$278,649
0.08% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,429
shares
|
$278,454
0.2% of portfolio
|
Q1 2023
Reduced 2.32%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
1,426
shares
|
$277,870
0.04% of portfolio
|
Q1 2025
Reduced 43.1%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,425
shares
|
$277,675
0.06% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,425
shares
|
$277,675
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,424
shares
|
$277,480
0.12% of portfolio
|
Q1 2025
Reduced 78.96%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,423
shares
|
$277,285
0.03% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
1,423
shares
|
$277,285
0.03% of portfolio
|
Q1 2025
Reduced 69.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,422
shares
|
$277,090
0.03% of portfolio
|
Q1 2025
Added 52.9%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,422
shares
|
$277,090
0.14% of portfolio
|
Q1 2025
Reduced 43.88%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
1,416
shares
|
$275,921
0.16% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,415
shares
|
$275,726
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,415
shares
|
$275,726
0.08% of portfolio
|
Q1 2025
Added 130.08%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
1,414
shares
|
$275,532
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
1,412
shares
|
$275,142
0.23% of portfolio
|
Q1 2025
Added 48.63%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,408
shares
|
$274,362
0.05% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
1,408
shares
|
$274,362
0.08% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
1,405
shares
|
$273,778
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
1,403
shares
|
$273,388
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,402
shares
|
$273,193
0.12% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,400
shares
|
$272,804
0.06% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
1,400
shares
|
$272,804
0.06% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,398
shares
|
$272,414
0.16% of portfolio
|
Q1 2025
Added 0.22%
|