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 |
|---|---|---|---|---|---|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,131
shares
|
$220,386
0.23% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,130
shares
|
$220,191
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
1,127
shares
|
$219,607
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
1,127
shares
|
$219,607
0.19% of portfolio
|
Q1 2025
Reduced 78.43%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,123
shares
|
$218,827
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
1,123
shares
|
$218,827
0.02% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,121
shares
|
$218,438
0.09% of portfolio
|
Q1 2025
Reduced 34.86%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,118
shares
|
$217,853
0.04% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
1,117
shares
|
$217,658
0.05% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
1,116
shares
|
$217,463
0.0% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
1,115
shares
|
$217,268
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
1,115
shares
|
$217,268
0.05% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,113
shares
|
$216,879
0.04% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,112
shares
|
$216,684
0.08% of portfolio
|
Q1 2025
Added 134.11%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,108
shares
|
$215,904
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$214,346
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,097
shares
|
$213,761
0.15% of portfolio
|
Q1 2025
Reduced 91.68%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
1,097
shares
|
$213,761
0.18% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$213,371
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
1,092
shares
|
$212,787
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
1,090
shares
|
$212,397
0.02% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
1,088
shares
|
$212,007
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,086
shares
|
$211,617
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
1,078
shares
|
$210,059
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,075
shares
|
$209,474
0.02% of portfolio
|
Q1 2025
Reduced 32.77%
|