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 |
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
14,930
shares
|
$2.9 Million
0.79% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
14,919
shares
|
$2.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
14,884
shares
|
$2.89 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
14,798
shares
|
$2.87 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
14,774
shares
|
$2.87 Million
0.16% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,741
shares
|
$2.86 Million
0.12% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Gallo Partners, LP
Bloomfield, NJ |
Feb 14, 2025 Q4 2024 |
14,721
shares
|
$2.86 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
14,633
shares
|
$2.84 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
14,604
shares
|
$2.83 Million
3.07% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,600
shares
|
$2.83 Million
0.22% of portfolio
|
Q4 2024
Reduced 27.71%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
14,535
shares
|
$2.82 Million
1.27% of portfolio
|
Q3 2024
Added 93.75%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
14,530
shares
|
$2.82 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
14,464
shares
|
$2.81 Million
0.14% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
14,459
shares
|
$2.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.27%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
14,413
shares
|
$2.8 Million
0.21% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
14,404
shares
|
$2.8 Million
0.38% of portfolio
|
Q3 2022
Reduced 25.27%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,404
shares
|
$2.8 Million
0.99% of portfolio
|
Q1 2024
Reduced 85.07%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
14,371
shares
|
$2.79 Million
0.33% of portfolio
|
Q4 2024
Reduced 35.72%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
14,335
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Added 150.52%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
14,278
shares
|
$2.77 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
14,267
shares
|
$2.77 Million
0.99% of portfolio
|
Q4 2024
Added 281.88%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
14,261
shares
|
$2.77 Million
0.06% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
14,244
shares
|
$2.77 Million
0.89% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
14,229
shares
|
$2.76 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,207
shares
|
$2.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.91%
|