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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
27,280
shares
|
$5.47 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Feb 05, 2025 Q4 2024 |
27,100
shares
|
$5.43 Million
4.24% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
27,023
shares
|
$5.42 Million
2.48% of portfolio
|
Q4 2022
Reduced 12.52%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Mar 13, 2025 Q4 2024 |
27,000
shares
|
$5.41 Million
0.74% of portfolio
|
Q3 2016
Closed
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
26,956
shares
|
$5.4 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
26,780
shares
|
$5.37 Million
0.21% of portfolio
|
Q4 2024
Added 576.78%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
26,658
shares
|
$5.34 Million
1.0% of portfolio
|
Q4 2024
Added 50.97%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
26,635
shares
|
$5.34 Million
0.43% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
26,624
shares
|
$5.34 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
26,530
shares
|
$5.32 Million
1.41% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
26,498
shares
|
$5.31 Million
0.19% of portfolio
|
Q4 2024
Reduced 39.25%
|
|
|
Engine Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
26,444
shares
|
$5.3 Million
1.4% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
26,398
shares
|
$5.29 Million
1.49% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
26,389
shares
|
$5.29 Million
0.86% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
26,324
shares
|
$5.28 Million
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
26,302
shares
|
$5.27 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
26,217
shares
|
$5.26 Million
0.68% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,207
shares
|
$5.25 Million
0.19% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
26,183
shares
|
$5.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
26,123
shares
|
$5.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
26,122
shares
|
$5.24 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
26,120
shares
|
$5.24 Million
0.86% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
25,994
shares
|
$5.21 Million
0.1% of portfolio
|
Q4 2024
Added 45.61%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
25,830
shares
|
$5.18 Million
0.07% of portfolio
|
Q4 2024
Added 58.36%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
25,819
shares
|
$5.18 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.8%
|