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 |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
1,228
shares
|
$239,288
0.18% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
1,225
shares
|
$238,703
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,225
shares
|
$238,703
0.05% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
1,225
shares
|
$238,703
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
1,224
shares
|
$238,508
0.04% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,221
shares
|
$237,924
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,219
shares
|
$237,534
0.04% of portfolio
|
Q1 2025
Added 54.89%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,218
shares
|
$237,339
0.02% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,216
shares
|
$236,949
0.1% of portfolio
|
Q4 2023
Reduced 20.47%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
May 14, 2025 Q1 2025 |
1,213
shares
|
$236,365
0.06% of portfolio
|
Q1 2024
Reduced 29.84%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,212
shares
|
$236,170
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
1,211
shares
|
$235,975
0.0% of portfolio
|
Q1 2024
Added 19.43%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,211
shares
|
$235,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,207
shares
|
$235,196
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,205
shares
|
$234,806
0.18% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,204
shares
|
$234,611
0.04% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
1,204
shares
|
$234,611
0.23% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,201
shares
|
$234,026
0.06% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
1,199
shares
|
$233,637
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
1,199
shares
|
$233,637
0.01% of portfolio
|
Q1 2025
Reduced 40.44%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
1,199
shares
|
$233,637
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
1,198
shares
|
$233,442
0.01% of portfolio
|
Q1 2025
Reduced 96.96%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,195
shares
|
$232,857
0.99% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,190
shares
|
$231,883
0.08% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
1,186
shares
|
$231,103
0.25% of portfolio
|
Q1 2025
Added 0.25%
|