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 2,950 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
31,641
shares
|
$6.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
31,595
shares
|
$6.33 Million
1.63% of portfolio
|
Q2 2024
Added 15.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
31,581
shares
|
$6.33 Million
0.1% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
31,562
shares
|
$6.33 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
31,561
shares
|
$6.33 Million
1.43% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
31,284
shares
|
$6.27 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
31,255
shares
|
$6.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
31,254
shares
|
$6.26 Million
5.11% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
31,136
shares
|
$6.24 Million
2.16% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
30,992
shares
|
$6.21 Million
0.39% of portfolio
|
Q4 2024
Added 58.76%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
30,934
shares
|
$6.2 Million
0.23% of portfolio
|
Q1 2023
Added 5.18%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
30,852
shares
|
$6.18 Million
6.45% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
30,679
shares
|
$6.15 Million
2.18% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
30,534
shares
|
$6.12 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
30,400
shares
|
$6.09 Million
1.56% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
30,397
shares
|
$6.09 Million
0.01% of portfolio
|
Q3 2022
Reduced 10.46%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
30,240
shares
|
$6.06 Million
0.16% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
30,236
shares
|
$6.06 Million
1.58% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
30,161
shares
|
$6.05 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
29,978
shares
|
$6.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
29,958
shares
|
$6.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
29,810
shares
|
$5.98 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
29,705
shares
|
$5.95 Million
2.71% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Feb 13, 2025 Q4 2024 |
29,681
shares
|
$5.95 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
29,673
shares
|
$5.95 Million
1.26% of portfolio
|
Q4 2024
Added 0.45%
|