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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
330
shares
|
$64,303
0.02% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
327
shares
|
$63,719
0.02% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
325
shares
|
$63,329
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
323
shares
|
$62,939
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
321
shares
|
$62,550
0.02% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
320
shares
|
$62,355
0.06% of portfolio
|
Q1 2025
Added 357.14%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
320
shares
|
$62,355
0.02% of portfolio
|
Q1 2025
Reduced 70.51%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
317
shares
|
$61,770
0.01% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
316
shares
|
$61,575
0.03% of portfolio
|
Q1 2025
Added 41.7%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
310
shares
|
$60,406
0.01% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
310
shares
|
$60,406
0.02% of portfolio
|
Q1 2025
Added 210.0%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
307
shares
|
$59,822
0.06% of portfolio
|
Q1 2025
Reduced 99.19%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
306
shares
|
$59,627
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
303
shares
|
$59,042
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
301
shares
|
$58,652
0.02% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
297
shares
|
$57,873
0.02% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
295
shares
|
$57,483
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
295
shares
|
$57,483
0.01% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
291
shares
|
$56,704
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
289
shares
|
$56,314
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
284
shares
|
$55,340
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
270
shares
|
$52,612
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
270
shares
|
$52,612
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
269
shares
|
$52,417
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
269
shares
|
$52,417
0.05% of portfolio
|
Q1 2025
Added 10.25%
|