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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,396
shares
|
$272,024
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,387
shares
|
$270,270
0.14% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
1,387
shares
|
$270,270
0.13% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
1,386
shares
|
$270,075
0.28% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
1,383
shares
|
$269,491
0.03% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,383
shares
|
$269,491
0.36% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
1,382
shares
|
$269,296
0.66% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
1,380
shares
|
$268,906
0.05% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Apr 11, 2025 Q1 2025 |
1,377
shares
|
$268,322
0.1% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,377
shares
|
$268,322
0.06% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
1,377
shares
|
$268,322
0.09% of portfolio
|
Q4 2024
Reduced 59.3%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
1,376
shares
|
$268,127
0.28% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
1,374
shares
|
$267,737
0.14% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
1,369
shares
|
$266,763
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,368
shares
|
$266,568
0.12% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,356
shares
|
$264,230
0.01% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
1,355
shares
|
$264,035
0.19% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
1,353
shares
|
$263,645
0.11% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,353
shares
|
$263,645
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
1,345
shares
|
$262,086
0.15% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
1,339
shares
|
$260,917
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,338
shares
|
$260,722
0.07% of portfolio
|
Q1 2025
Added 35.02%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
1,335
shares
|
$260,138
0.06% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,334
shares
|
$259,943
0.09% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
1,332
shares
|
$259,553
0.17% of portfolio
|
Q1 2025
Added 20.65%
|