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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
752
shares
|
$146,534
0.03% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
750
shares
|
$146,145
0.02% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
745
shares
|
$145,170
0.03% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
743
shares
|
$144,780
0.02% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
738
shares
|
$143,806
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
725
shares
|
$141,273
0.07% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
721
shares
|
$140,494
0.11% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
704
shares
|
$137,181
0.02% of portfolio
|
Q1 2025
Reduced 20.18%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
699
shares
|
$136,207
0.09% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
698
shares
|
$136,012
0.07% of portfolio
|
Q1 2020
Reduced 8.52%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
695
shares
|
$135,427
0.1% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
691
shares
|
$134,648
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
691
shares
|
$134,648
0.11% of portfolio
|
Q1 2025
Reduced 69.32%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
689
shares
|
$134,258
0.03% of portfolio
|
Q2 2024
Added 59.86%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
687
shares
|
$133,868
0.01% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
683
shares
|
$133,089
0.08% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
678
shares
|
$132,115
0.03% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
670
shares
|
$130,556
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
669
shares
|
$130,361
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
647
shares
|
$126,074
0.08% of portfolio
|
Q2 2024
Reduced 86.24%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
633
shares
|
$123,346
0.05% of portfolio
|
Q1 2025
Reduced 96.57%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
623
shares
|
$121,397
0.04% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
617
shares
|
$120,228
0.02% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
616
shares
|
$120,033
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
615
shares
|
$119,838
0.12% of portfolio
|
Q1 2025
Reduced 44.84%
|