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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
1,332
shares
|
$259,553
0.01% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
1,329
shares
|
$258,968
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
1,325
shares
|
$258,189
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
1,324
shares
|
$257,994
0.32% of portfolio
|
Q3 2023
Added 0.61%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
1,324
shares
|
$257,994
0.09% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
1,324
shares
|
$257,994
0.36% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
1,323
shares
|
$257,799
0.03% of portfolio
|
Q1 2025
Reduced 88.23%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,320
shares
|
$257,215
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
1,320
shares
|
$257,215
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
1,319
shares
|
$257,020
0.12% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
1,316
shares
|
$256,435
0.04% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,314
shares
|
$256,046
0.11% of portfolio
|
Q3 2024
Reduced 83.9%
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
1,312
shares
|
$255,656
0.17% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
1,311
shares
|
$255,461
0.2% of portfolio
|
Q1 2025
Added 14.6%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
1,310
shares
|
$255,266
0.19% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
1,309
shares
|
$255,071
0.21% of portfolio
|
Q4 2020
Reduced 7.1%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
1,305
shares
|
$254,292
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1,301
shares
|
$253,512
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
1,301
shares
|
$253,512
0.22% of portfolio
|
Q2 2024
Reduced 29.06%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
1,300
shares
|
$253,318
0.08% of portfolio
|
Q1 2025
Reduced 38.91%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,300
shares
|
$253,318
0.02% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,295
shares
|
$252,343
0.03% of portfolio
|
Q1 2022
Reduced 8.8%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Apr 22, 2025 Q1 2025 |
1,294
shares
|
$252,148
0.3% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,293
shares
|
$251,953
0.06% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
1,293
shares
|
$251,953
0.03% of portfolio
|
Q1 2025
Reduced 10.89%
|