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 |
|---|---|---|---|---|---|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
1,182
shares
|
$230,324
0.06% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
1,182
shares
|
$230,324
0.06% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
1,180
shares
|
$229,934
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
1,171
shares
|
$228,181
0.1% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
1,171
shares
|
$228,181
0.1% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,164
shares
|
$226,817
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
1,161
shares
|
$226,232
0.07% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
1,160
shares
|
$226,037
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,155
shares
|
$225,063
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,151
shares
|
$224,283
0.04% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,151
shares
|
$224,283
0.02% of portfolio
|
Q1 2025
Reduced 66.33%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
1,150
shares
|
$224,089
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
1,149
shares
|
$223,894
0.02% of portfolio
|
Q1 2025
Reduced 64.14%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
1,145
shares
|
$223,114
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,145
shares
|
$223,114
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,144
shares
|
$222,919
0.11% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
1,143
shares
|
$222,724
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
1,142
shares
|
$222,530
0.06% of portfolio
|
Q1 2025
Reduced 90.25%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,141
shares
|
$222,335
0.06% of portfolio
|
Q1 2025
Added 715.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,140
shares
|
$222,140
0.09% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
1,138
shares
|
$221,750
0.02% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
1,138
shares
|
$221,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
1,134
shares
|
$220,971
0.05% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,133
shares
|
$220,776
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
1,132
shares
|
$220,581
4.39% of portfolio
|
Q1 2025
Added 0.27%
|