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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29,652
shares
|
$5.94 Million
0.24% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
29,349
shares
|
$5.88 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
29,313
shares
|
$5.88 Million
1.01% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
29,296
shares
|
$5.87 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
29,090
shares
|
$5.83 Million
0.81% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
28,925
shares
|
$5.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 31.65%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
28,825
shares
|
$5.78 Million
0.22% of portfolio
|
Q3 2023
Reduced 1.32%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
28,666
shares
|
$5.75 Million
0.73% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
28,620
shares
|
$5.74 Million
1.24% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
28,536
shares
|
$5.72 Million
0.09% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
28,528
shares
|
$5.72 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
28,393
shares
|
$5.69 Million
1.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
28,315
shares
|
$5.68 Million
1.73% of portfolio
|
Q4 2024
Added 297.96%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
28,308
shares
|
$5.67 Million
0.26% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
28,300
shares
|
$5.67 Million
0.0% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
28,202
shares
|
$5.65 Million
0.15% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
28,152
shares
|
$5.64 Million
0.43% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
28,037
shares
|
$5.62 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
27,939
shares
|
$5.6 Million
0.38% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
27,590
shares
|
$5.53 Million
0.19% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
27,562
shares
|
$5.52 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
27,554
shares
|
$5.52 Million
0.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
27,295
shares
|
$5.47 Million
0.04% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
27,289
shares
|
$5.47 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
27,288
shares
|
$5.47 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.16%
|