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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,621
shares
|
$754,833
0.46% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,620
shares
|
$754,625
0.54% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
3,615
shares
|
$753,582
0.28% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,613
shares
|
$753,165
0.18% of portfolio
|
Q4 2024
Added 256.31%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,606
shares
|
$751,706
0.28% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,604
shares
|
$751,289
0.21% of portfolio
|
Q4 2024
Added 62.12%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,594
shares
|
$749,205
0.2% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
3,585
shares
|
$747,329
0.15% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
3,583
shares
|
$746,912
0.05% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
3,576
shares
|
$745,452
0.44% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,572
shares
|
$744,619
0.09% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
3,570
shares
|
$744,202
0.53% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
3,564
shares
|
$742,951
0.03% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,564
shares
|
$742,951
0.12% of portfolio
|
Q3 2023
Reduced 15.26%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
3,556
shares
|
$741,283
0.48% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
3,552
shares
|
$740,449
0.01% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,545
shares
|
$738,990
0.39% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,545
shares
|
$738,990
0.14% of portfolio
|
Q3 2020
Reduced 3.96%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,540
shares
|
$737,948
0.09% of portfolio
|
Q4 2024
Reduced 49.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,535
shares
|
$736,906
0.04% of portfolio
|
Q2 2022
Added 28.22%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,506
shares
|
$730,860
0.1% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,482
shares
|
$725,857
0.41% of portfolio
|
Q4 2024
Added 41.26%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
3,482
shares
|
$725,857
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,481
shares
|
$725,649
0.24% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
3,478
shares
|
$725,023
0.53% of portfolio
|
Q4 2024
Added 1.31%
|