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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
919
shares
|
$179,076
0.19% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
916
shares
|
$178,491
0.09% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
908
shares
|
$176,932
0.01% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
904
shares
|
$176,153
0.02% of portfolio
|
Q1 2025
Reduced 73.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
903
shares
|
$175,958
0.06% of portfolio
|
Q1 2025
Reduced 25.68%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
901
shares
|
$175,568
0.0% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
890
shares
|
$173,425
0.14% of portfolio
|
Q1 2025
Reduced 36.92%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
864
shares
|
$168,359
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
859
shares
|
$167,384
0.06% of portfolio
|
Q4 2023
Added 56.47%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
850
shares
|
$165,631
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
839
shares
|
$163,487
0.06% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
837
shares
|
$163,097
0.06% of portfolio
|
Q1 2025
Reduced 45.61%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
820
shares
|
$159,785
0.04% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
820
shares
|
$159,785
0.03% of portfolio
|
Q1 2025
Added 38.51%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
817
shares
|
$159,200
0.07% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
810
shares
|
$157,836
0.08% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
807
shares
|
$157,252
0.04% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
806
shares
|
$157,057
0.07% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
805
shares
|
$156,862
0.05% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
800
shares
|
$155,888
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
786
shares
|
$153,159
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
784
shares
|
$152,770
0.03% of portfolio
|
Q1 2025
Reduced 61.94%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
774
shares
|
$150,821
0.02% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
May 15, 2025 Q1 2025 |
773
shares
|
$150,626
0.03% of portfolio
|
Q1 2025
Reduced 85.69%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
771
shares
|
$150,237
0.02% of portfolio
|
Q1 2025
Added 72.87%
|