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 |
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
15,833
shares
|
$3.07 Million
2.52% of portfolio
|
Q4 2024
Reduced 40.2%
|
|
|
Katamaran Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
15,830
shares
|
$3.07 Million
4.45% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
15,752
shares
|
$3.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
15,733
shares
|
$3.05 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
15,717
shares
|
$3.05 Million
0.08% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
15,692
shares
|
$3.05 Million
0.14% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
15,632
shares
|
$3.03 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
15,572
shares
|
$3.02 Million
0.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
15,547
shares
|
$3.02 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
15,526
shares
|
$3.01 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,500
shares
|
$3.01 Million
2.43% of portfolio
|
Q3 2021
New holding
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
15,493
shares
|
$3.01 Million
2.17% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
15,416
shares
|
$2.99 Million
0.23% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
15,411
shares
|
$2.99 Million
1.86% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,367
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Maytus Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,327
shares
|
$2.98 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,283
shares
|
$2.97 Million
0.63% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,230
shares
|
$2.96 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
15,201
shares
|
$2.95 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
15,084
shares
|
$2.93 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
15,061
shares
|
$2.92 Million
0.32% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
15,053
shares
|
$2.92 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,044
shares
|
$2.92 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
15,007
shares
|
$2.91 Million
0.85% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,004
shares
|
$2.91 Million
0.49% of portfolio
|
Q4 2024
Reduced 9.77%
|