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 2,874 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $69.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$239,811
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,097
shares
|
$239,156
0.15% of portfolio
|
Q1 2025
Reduced 91.68%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
1,097
shares
|
$239,156
0.18% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$238,720
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
1,092
shares
|
$238,066
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,090
shares
|
$237,630
0.02% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
1,088
shares
|
$237,194
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
1,078
shares
|
$235,014
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,075
shares
|
$234,360
0.02% of portfolio
|
Q1 2025
Reduced 32.77%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
1,075
shares
|
$234,360
0.16% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
1,074
shares
|
$234,142
0.0% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
1,073
shares
|
$233,924
0.02% of portfolio
|
Q1 2025
Reduced 78.39%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
1,068
shares
|
$232,834
0.08% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
1,067
shares
|
$232,616
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
1,067
shares
|
$232,616
0.18% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
1,064
shares
|
$231,962
0.06% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
1,062
shares
|
$231,526
0.14% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
1,059
shares
|
$230,872
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
1,058
shares
|
$230,654
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,054
shares
|
$229,782
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,053
shares
|
$229,564
0.09% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
1,053
shares
|
$229,564
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,050
shares
|
$228,910
0.04% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
1,050
shares
|
$228,910
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,049
shares
|
$228,692
0.04% of portfolio
|
Q1 2024
New holding
|