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 |
|---|---|---|---|---|---|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
1,075
shares
|
$209,474
0.16% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
1,074
shares
|
$209,279
0.0% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
1,073
shares
|
$209,084
0.02% of portfolio
|
Q1 2025
Reduced 78.39%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
1,070
shares
|
$208,500
0.09% of portfolio
|
Q1 2025
Reduced 90.78%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
1,067
shares
|
$207,915
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,065
shares
|
$207,525
0.04% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
1,064
shares
|
$207,331
0.06% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
1,059
shares
|
$206,356
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
1,059
shares
|
$206,356
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
1,058
shares
|
$206,161
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,054
shares
|
$205,382
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,053
shares
|
$205,187
0.09% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
1,050
shares
|
$204,603
0.04% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
1,050
shares
|
$204,603
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,049
shares
|
$204,408
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,048
shares
|
$204,213
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
1,046
shares
|
$203,823
0.04% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,046
shares
|
$203,823
0.04% of portfolio
|
Q1 2025
Reduced 36.37%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,042
shares
|
$203,044
0.07% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,038
shares
|
$202,264
0.13% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,036
shares
|
$201,874
0.02% of portfolio
|
Q4 2023
Reduced 19.44%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,035
shares
|
$201,680
0.05% of portfolio
|
Q2 2024
Reduced 42.51%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
1,035
shares
|
$201,680
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
1,029
shares
|
$200,510
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,027
shares
|
$200,121
0.09% of portfolio
|
Q4 2023
New holding
|