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 |
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,733
shares
|
$3.25 Million
0.04% of portfolio
|
Q2 2022
Reduced 9.28%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,675
shares
|
$3.24 Million
0.88% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
16,621
shares
|
$3.23 Million
0.44% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
16,619
shares
|
$3.23 Million
0.56% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
16,609
shares
|
$3.22 Million
0.99% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,600
shares
|
$3.22 Million
0.11% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
16,596
shares
|
$3.22 Million
5.22% of portfolio
|
Q3 2022
Reduced 94.22%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
16,487
shares
|
$3.2 Million
1.02% of portfolio
|
Q1 2025
Reduced 27.09%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
16,458
shares
|
$3.19 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
16,455
shares
|
$3.19 Million
0.16% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
16,422
shares
|
$3.19 Million
0.29% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,385
shares
|
$3.18 Million
0.78% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
16,331
shares
|
$3.17 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,239
shares
|
$3.15 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
16,229
shares
|
$3.15 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
16,158
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 779.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
16,145
shares
|
$3.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
16,117
shares
|
$3.13 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
16,105
shares
|
$3.13 Million
2.7% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
16,097
shares
|
$3.12 Million
0.11% of portfolio
|
Q4 2024
Reduced 26.62%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
16,044
shares
|
$3.11 Million
1.55% of portfolio
|
Q1 2025
Reduced 34.36%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,000
shares
|
$3.11 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
15,852
shares
|
$3.08 Million
0.65% of portfolio
|
Q4 2024
Added 124.15%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,849
shares
|
$3.08 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
15,839
shares
|
$3.07 Million
0.01% of portfolio
|
Q4 2024
Added 6.18%
|