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 |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
268
shares
|
$52,222
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
267
shares
|
$52,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
258
shares
|
$50,273
0.01% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
250
shares
|
$48,715
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
250
shares
|
$48,715
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
241
shares
|
$46,961
0.83% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
240
shares
|
$46,766
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
236
shares
|
$45,986
0.01% of portfolio
|
Q1 2025
Added 77.44%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
235
shares
|
$45,792
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
234
shares
|
$45,597
0.04% of portfolio
|
Q2 2024
Added 568.57%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
233
shares
|
$45,402
0.01% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
227
shares
|
$44,233
0.02% of portfolio
|
Q3 2022
Reduced 14.66%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
220
shares
|
$42,869
0.02% of portfolio
|
Q1 2024
Added 1.38%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
220
shares
|
$42,869
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
217
shares
|
$42,284
0.0% of portfolio
|
Q4 2023
Reduced 73.44%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
217
shares
|
$42,284
0.02% of portfolio
|
Q1 2025
Reduced 71.96%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
217
shares
|
$42,284
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
216
shares
|
$42,089
0.02% of portfolio
|
Q1 2024
Added 1250.0%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
215
shares
|
$41,894
0.0% of portfolio
|
Q1 2025
Reduced 41.1%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
214
shares
|
$41,700
0.01% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
211
shares
|
$41,115
0.01% of portfolio
|
Q1 2025
Reduced 70.2%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
211
shares
|
$41,115
0.03% of portfolio
|
Q2 2024
Reduced 86.62%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
210
shares
|
$40,920
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
209
shares
|
$40,725
0.01% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
206
shares
|
$40,141
0.01% of portfolio
|
Q2 2024
Reduced 51.42%
|