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 2,874 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $69.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$87,204
0.01% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
380
shares
|
$82,843
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
378
shares
|
$82,407
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
377
shares
|
$82,189
0.04% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
375
shares
|
$81,753
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
375
shares
|
$81,753
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
366
shares
|
$79,791
0.01% of portfolio
|
Q1 2025
Added 37.59%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
358
shares
|
$78,047
0.02% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
352
shares
|
$76,739
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
351
shares
|
$76,521
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
349
shares
|
$76,085
0.02% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
348
shares
|
$75,867
0.06% of portfolio
|
Q1 2025
Added 45.61%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
340
shares
|
$74,123
0.09% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
337
shares
|
$73,469
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
330
shares
|
$71,943
0.03% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
327
shares
|
$71,289
0.02% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
325
shares
|
$70,853
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
323
shares
|
$70,417
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
321
shares
|
$69,981
0.02% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
321
shares
|
$69,981
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
320
shares
|
$69,763
0.02% of portfolio
|
Q1 2025
Reduced 70.51%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
319
shares
|
$69,545
0.02% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
317
shares
|
$69,109
0.01% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
316
shares
|
$68,891
0.03% of portfolio
|
Q1 2025
Added 41.7%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
310
shares
|
$67,583
0.01% of portfolio
|
Q4 2024
Added 11.91%
|