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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
3,472
shares
|
$723,773
0.06% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,471
shares
|
$723,564
0.08% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
3,465
shares
|
$722,313
0.53% of portfolio
|
Q3 2024
Reduced 81.69%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,458
shares
|
$720,854
0.02% of portfolio
|
Q2 2024
Reduced 30.35%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,453
shares
|
$719,812
0.3% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,449
shares
|
$718,978
0.6% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
3,447
shares
|
$718,561
0.26% of portfolio
|
Q4 2024
Added 235.64%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,444
shares
|
$717,936
0.07% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,442
shares
|
$717,519
0.31% of portfolio
|
Q4 2024
Added 47.92%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
3,441
shares
|
$717,310
0.46% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
3,434
shares
|
$715,851
0.23% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,433
shares
|
$715,643
0.36% of portfolio
|
Q4 2024
Reduced 75.86%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,429
shares
|
$714,809
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
3,425
shares
|
$713,975
0.14% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,425
shares
|
$713,975
0.74% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
3,420
shares
|
$712,933
0.11% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
3,419
shares
|
$712,724
0.05% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
3,418
shares
|
$712,516
0.08% of portfolio
|
Q4 2024
Added 207.65%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
3,412
shares
|
$711,265
0.15% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
3,405
shares
|
$709,806
0.01% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
3,402
shares
|
$709,180
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
3,401
shares
|
$708,972
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
3,400
shares
|
$708,764
0.22% of portfolio
|
Q4 2024
Reduced 70.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,397
shares
|
$708,138
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
3,391
shares
|
$706,887
0.42% of portfolio
|
Q4 2024
New holding
|