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 2,938 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
4,360
shares
|
$908,885
0.69% of portfolio
|
Q4 2024
Reduced 41.7%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
4,357
shares
|
$908,260
0.27% of portfolio
|
Q4 2023
Reduced 33.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,355
shares
|
$907,843
0.2% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
4,349
shares
|
$906,592
0.3% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
4,346
shares
|
$905,967
0.33% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
4,337
shares
|
$904,091
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,329
shares
|
$902,423
0.28% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,328
shares
|
$902,214
0.34% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
4,314
shares
|
$899,296
0.17% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,311
shares
|
$898,671
0.07% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,289
shares
|
$894,084
0.37% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,288
shares
|
$893,876
0.41% of portfolio
|
Q4 2023
Reduced 67.63%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
4,288
shares
|
$893,876
0.15% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
4,276
shares
|
$891,374
0.27% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,252
shares
|
$886,371
0.22% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
4,251
shares
|
$886,163
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
4,247
shares
|
$885,329
0.11% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,231
shares
|
$881,994
0.04% of portfolio
|
Q2 2022
Added 35.78%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,230
shares
|
$881,785
0.02% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
4,210
shares
|
$877,616
0.24% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
4,188
shares
|
$873,030
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,186
shares
|
$872,613
0.41% of portfolio
|
Q3 2021
Reduced 0.1%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,181
shares
|
$871,571
0.08% of portfolio
|
Q2 2024
Added 19.22%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
4,176
shares
|
$870,528
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,160
shares
|
$867,193
0.43% of portfolio
|
Q3 2024
Reduced 5.24%
|