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 |
|---|---|---|---|---|---|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
422
shares
|
$82,230
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
417
shares
|
$81,256
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
411
shares
|
$80,087
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
409
shares
|
$79,697
0.03% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
405
shares
|
$78,918
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
404
shares
|
$78,723
0.02% of portfolio
|
Q1 2025
Added 30.32%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$77,944
0.02% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$77,944
0.01% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
388
shares
|
$75,605
0.03% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
380
shares
|
$74,046
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
378
shares
|
$73,657
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
377
shares
|
$73,462
0.04% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
375
shares
|
$73,072
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
375
shares
|
$73,072
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
368
shares
|
$71,708
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
366
shares
|
$71,318
0.01% of portfolio
|
Q1 2025
Added 37.59%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
355
shares
|
$69,175
0.0% of portfolio
|
Q1 2025
Reduced 24.79%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
352
shares
|
$68,590
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
351
shares
|
$68,395
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
349
shares
|
$68,006
0.02% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
348
shares
|
$67,811
0.06% of portfolio
|
Q1 2025
Added 45.61%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
340
shares
|
$66,252
0.09% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
337
shares
|
$65,667
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
333
shares
|
$64,888
0.01% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
330
shares
|
$64,303
0.03% of portfolio
|
Q1 2025
Reduced 67.23%
|