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 2,905 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
17,875
shares
|
$3.47 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
17,846
shares
|
$3.46 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
17,823
shares
|
$3.46 Million
1.45% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
17,795
shares
|
$3.45 Million
2.66% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
17,752
shares
|
$3.45 Million
0.36% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
17,630
shares
|
$3.42 Million
2.98% of portfolio
|
Q4 2024
Added 848.87%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
17,600
shares
|
$3.42 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,573
shares
|
$3.41 Million
1.9% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
17,515
shares
|
$3.4 Million
0.49% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
17,459
shares
|
$3.39 Million
0.87% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,416
shares
|
$3.38 Million
0.04% of portfolio
|
Q4 2024
Added 1068.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,356
shares
|
$3.37 Million
0.27% of portfolio
|
Q4 2022
Added 304.47%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
17,250
shares
|
$3.35 Million
0.34% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
17,132
shares
|
$3.33 Million
0.04% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
17,123
shares
|
$3.32 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
17,079
shares
|
$3.32 Million
3.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,068
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 99.32%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
17,021
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
17,003
shares
|
$3.3 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Apr 10, 2025 Q1 2025 |
16,960
shares
|
$3.29 Million
2.38% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,895
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
16,893
shares
|
$3.28 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
16,861
shares
|
$3.27 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,803
shares
|
$3.26 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
16,797
shares
|
$3.26 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.06%
|