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 2,946 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
22,325
shares
|
$4.48 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
22,311
shares
|
$4.47 Million
0.21% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
22,309
shares
|
$4.47 Million
4.53% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,307
shares
|
$4.47 Million
0.1% of portfolio
|
Q3 2022
Added 141.63%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
22,280
shares
|
$4.47 Million
0.51% of portfolio
|
Q4 2024
Added 29.95%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
22,241
shares
|
$4.46 Million
3.57% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Jan 29, 2025 Q4 2024 |
22,200
shares
|
$4.45 Million
2.35% of portfolio
|
Q1 2023
Reduced 67.01%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
22,169
shares
|
$4.44 Million
0.06% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
22,142
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
22,110
shares
|
$4.43 Million
0.31% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
22,109
shares
|
$4.43 Million
0.73% of portfolio
|
Q4 2024
Added 213.34%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
21,990
shares
|
$4.41 Million
0.07% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
21,940
shares
|
$4.4 Million
2.92% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
21,934
shares
|
$4.4 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
21,926
shares
|
$4.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
21,877
shares
|
$4.39 Million
1.05% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
21,862
shares
|
$4.38 Million
0.09% of portfolio
|
Q4 2024
Added 43.9%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
21,839
shares
|
$4.38 Million
2.13% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
21,723
shares
|
$4.35 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
21,686
shares
|
$4.35 Million
1.62% of portfolio
|
Q4 2024
Reduced 81.41%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
21,624
shares
|
$4.33 Million
1.32% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
21,557
shares
|
$4.32 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
21,525
shares
|
$4.31 Million
1.55% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
21,403
shares
|
$4.29 Million
0.05% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
21,313
shares
|
$4.27 Million
6.29% of portfolio
|
Q1 2025
Added 739.42%
|