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 |
|---|---|---|---|---|---|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
1,186
shares
|
$264,798
0.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
1,182
shares
|
$263,905
0.06% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
1,182
shares
|
$263,905
0.06% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,180
shares
|
$263,458
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
1,180
shares
|
$263,458
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,178
shares
|
$263,012
0.09% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
1,173
shares
|
$261,895
0.21% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
1,171
shares
|
$261,449
0.1% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
1,171
shares
|
$261,449
0.1% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
1,170
shares
|
$261,225
0.13% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,164
shares
|
$259,886
0.04% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
1,161
shares
|
$259,216
0.06% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
1,160
shares
|
$258,993
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,155
shares
|
$257,876
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,151
shares
|
$256,983
0.04% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
1,150
shares
|
$256,760
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
1,150
shares
|
$256,760
0.03% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
1,149
shares
|
$256,537
0.02% of portfolio
|
Q1 2025
Reduced 64.14%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,148
shares
|
$256,313
0.1% of portfolio
|
Q2 2025
Reduced 72.63%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
1,145
shares
|
$255,644
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,145
shares
|
$255,644
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,144
shares
|
$255,420
0.11% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
1,143
shares
|
$255,197
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
1,142
shares
|
$254,974
0.06% of portfolio
|
Q1 2025
Reduced 90.25%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,142
shares
|
$254,974
0.16% of portfolio
|
Q2 2025
Reduced 8.86%
|