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 2,883 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,286
shares
|
$287,125
0.03% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
1,285
shares
|
$286,901
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
1,274
shares
|
$284,445
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
1,271
shares
|
$283,776
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
|
$283,552
0.13% of portfolio
|
Q1 2025
Reduced 57.58%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
1,270
shares
|
$283,552
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
1,264
shares
|
$282,213
0.14% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,258
shares
|
$280,873
0.03% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
1,257
shares
|
$280,650
0.09% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,251
shares
|
$279,310
0.0% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,251
shares
|
$279,310
0.03% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
1,250
shares
|
$279,087
0.17% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,246
shares
|
$278,194
0.05% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
1,245
shares
|
$277,971
0.28% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
1,244
shares
|
$277,747
0.02% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
1,240
shares
|
$276,854
0.0% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
1,240
shares
|
$276,854
0.09% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
1,238
shares
|
$276,408
0.05% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,233
shares
|
$275,291
0.03% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
1,232
shares
|
$275,068
0.09% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
1,231
shares
|
$274,845
1.15% of portfolio
|
Q1 2025
Reduced 52.12%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
1,228
shares
|
$274,175
0.12% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
1,228
shares
|
$274,175
0.18% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
1,225
shares
|
$273,505
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,225
shares
|
$273,505
0.05% of portfolio
|
Q3 2023
Reduced 7.55%
|