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 |
|---|---|---|---|---|---|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
4,160
shares
|
$867,193
0.48% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
4,159
shares
|
$866,985
0.41% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
4,156
shares
|
$866,359
0.65% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
4,154
shares
|
$865,942
0.4% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,152
shares
|
$865,525
0.2% of portfolio
|
Q2 2022
Reduced 70.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
4,151
shares
|
$865,317
0.99% of portfolio
|
Q2 2024
Reduced 22.84%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
4,147
shares
|
$864,483
0.28% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,145
shares
|
$864,066
0.08% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
4,135
shares
|
$861,982
0.1% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
4,129
shares
|
$860,731
0.24% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$856,770
0.96% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
4,098
shares
|
$854,269
0.27% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,069
shares
|
$848,223
0.16% of portfolio
|
Q4 2024
Added 26.09%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,066
shares
|
$847,598
0.58% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,065
shares
|
$847,389
0.0% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
4,063
shares
|
$846,972
0.12% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
4,060
shares
|
$846,347
0.03% of portfolio
|
Q3 2024
Reduced 77.54%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,052
shares
|
$844,679
0.07% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
4,031
shares
|
$840,302
0.45% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
4,011
shares
|
$836,133
0.23% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,001
shares
|
$834,048
0.08% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
4,000
shares
|
$833,840
0.36% of portfolio
|
Q1 2020
Reduced 30.94%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$833,840
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$833,840
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
3,992
shares
|
$832,172
0.1% of portfolio
|
Q4 2024
Added 2.81%
|