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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
517
shares
|
$100,742
0.08% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
514
shares
|
$100,158
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
514
shares
|
$100,158
0.01% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
513
shares
|
$99,963
0.06% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
500
shares
|
$97,430
0.04% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
500
shares
|
$97,430
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
500
shares
|
$97,430
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
500
shares
|
$97,430
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
496
shares
|
$96,650
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
494
shares
|
$96,260
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
493
shares
|
$96,065
0.1% of portfolio
|
Q1 2025
Added 98.79%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
486
shares
|
$94,701
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
484
shares
|
$94,312
0.33% of portfolio
|
Q1 2025
Added 89.8%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
468
shares
|
$91,194
0.02% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
468
shares
|
$91,194
0.01% of portfolio
|
Q1 2022
Added 51.46%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
453
shares
|
$88,271
30.91% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
449
shares
|
$87,492
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
446
shares
|
$86,907
0.04% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$86,322
0.07% of portfolio
|
Q1 2024
Reduced 28.89%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
443
shares
|
$86,322
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
442
shares
|
$86,128
0.04% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
441
shares
|
$85,933
0.05% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
437
shares
|
$85,153
0.01% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
425
shares
|
$82,815
0.05% of portfolio
|
Q1 2022
Reduced 74.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
423
shares
|
$82,425
0.05% of portfolio
|
Q4 2024
Reduced 22.95%
|