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 2,952 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 $60.1 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 |
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
25,774
shares
|
$5.17 Million
0.43% of portfolio
|
Q4 2024
Added 102.64%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
25,600
shares
|
$5.13 Million
0.08% of portfolio
|
Q4 2024
Added 83.3%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
25,483
shares
|
$5.11 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
25,386
shares
|
$5.09 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
25,335
shares
|
$5.08 Million
0.08% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
25,333
shares
|
$5.08 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
25,232
shares
|
$5.06 Million
0.49% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
25,124
shares
|
$5.04 Million
4.86% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
24,893
shares
|
$4.99 Million
2.04% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
24,893
shares
|
$4.99 Million
2.04% of portfolio
|
Q3 2024
Reduced 28.58%
|
|
|
Verger Capital Management LLC
|
Feb 03, 2025 Q4 2024 |
24,872
shares
|
$4.99 Million
2.74% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
24,635
shares
|
$4.94 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
24,617
shares
|
$4.93 Million
0.16% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
24,444
shares
|
$4.9 Million
2.03% of portfolio
|
Q4 2024
Added 55.8%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
24,377
shares
|
$4.89 Million
1.35% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,341
shares
|
$4.88 Million
0.18% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
24,334
shares
|
$4.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 59.12%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
24,286
shares
|
$4.87 Million
2.66% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,284
shares
|
$4.87 Million
0.5% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
24,264
shares
|
$4.86 Million
0.06% of portfolio
|
Q4 2024
Added 25.8%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
24,074
shares
|
$4.83 Million
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
24,047
shares
|
$4.82 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
24,029
shares
|
$4.82 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
23,852
shares
|
$4.78 Million
0.29% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,769
shares
|
$4.76 Million
0.04% of portfolio
|
Q4 2024
Added 11.02%
|