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 2,938 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
400
shares
|
$85,844
0.06% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
397
shares
|
$85,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
393
shares
|
$84,341
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
388
shares
|
$83,268
0.03% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
380
shares
|
$81,551
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
377
shares
|
$80,907
0.05% of portfolio
|
Q4 2024
Reduced 98.46%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
377
shares
|
$80,907
0.06% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
371
shares
|
$79,620
0.02% of portfolio
|
Q4 2024
Added 26.19%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
370
shares
|
$79,405
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
368
shares
|
$78,976
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
365
shares
|
$78,332
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
356
shares
|
$76,401
0.02% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
352
shares
|
$75,542
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
351
shares
|
$75,328
0.02% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
340
shares
|
$72,967
0.1% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
337
shares
|
$72,323
0.01% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
337
shares
|
$72,323
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
330
shares
|
$70,821
0.05% of portfolio
|
Q1 2024
Reduced 92.55%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
323
shares
|
$69,319
0.01% of portfolio
|
Q1 2024
Reduced 88.57%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
321
shares
|
$68,889
0.02% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
320
shares
|
$68,675
0.0% of portfolio
|
Q4 2023
Reduced 48.39%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
317
shares
|
$68,031
0.02% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
310
shares
|
$66,529
0.02% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
310
shares
|
$66,529
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
303
shares
|
$65,026
0.0% of portfolio
|
Q2 2024
Reduced 83.42%
|