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 |
|---|---|---|---|---|---|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,291
shares
|
$251,564
0.09% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,288
shares
|
$250,979
0.07% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,286
shares
|
$250,589
0.03% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
1,285
shares
|
$250,395
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
1,277
shares
|
$248,836
0.29% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
1,274
shares
|
$248,251
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
1,272
shares
|
$247,861
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
1,271
shares
|
$247,667
0.12% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
1,270
shares
|
$247,472
0.13% of portfolio
|
Q1 2025
Reduced 57.58%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
1,264
shares
|
$246,303
0.14% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
1,258
shares
|
$245,133
0.03% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
1,257
shares
|
$244,939
0.09% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
1,253
shares
|
$244,159
0.02% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
1,253
shares
|
$244,159
0.18% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
1,253
shares
|
$244,159
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
1,251
shares
|
$243,769
0.01% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,251
shares
|
$243,769
0.03% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
1,250
shares
|
$243,575
0.18% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
1,246
shares
|
$242,795
0.05% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
1,245
shares
|
$242,600
0.28% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
1,243
shares
|
$242,210
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
1,240
shares
|
$241,626
0.0% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
1,238
shares
|
$241,236
0.05% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
1,232
shares
|
$240,067
0.09% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
1,228
shares
|
$239,288
0.12% of portfolio
|
Q1 2025
Reduced 8.01%
|