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 |
|---|---|---|---|---|---|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
307
shares
|
$66,929
0.06% of portfolio
|
Q1 2025
Reduced 99.19%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
306
shares
|
$66,711
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
303
shares
|
$66,057
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
301
shares
|
$65,621
0.02% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
300
shares
|
$65,403
0.03% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
297
shares
|
$64,748
0.02% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
296
shares
|
$64,530
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
295
shares
|
$64,312
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
291
shares
|
$63,440
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
289
shares
|
$63,004
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
284
shares
|
$61,914
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
270
shares
|
$58,862
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
269
shares
|
$58,644
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
269
shares
|
$58,644
0.05% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
268
shares
|
$58,426
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
267
shares
|
$58,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
258
shares
|
$56,246
0.01% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$54,502
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
250
shares
|
$54,502
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
241
shares
|
$52,540
0.83% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
235
shares
|
$51,232
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
234
shares
|
$51,014
0.04% of portfolio
|
Q2 2024
Added 568.57%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
233
shares
|
$50,796
0.01% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
227
shares
|
$49,488
0.02% of portfolio
|
Q3 2022
Reduced 14.66%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
220
shares
|
$47,962
0.02% of portfolio
|
Q1 2024
Added 1.38%
|