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 2,939 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
3,185
shares
|
$663,945
0.37% of portfolio
|
Q2 2024
Added 8.96%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,178
shares
|
$662,485
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
3,175
shares
|
$661,860
0.23% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
3,174
shares
|
$661,652
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,170
shares
|
$660,818
0.07% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,167
shares
|
$660,192
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
3,158
shares
|
$658,316
0.12% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
3,158
shares
|
$658,316
0.42% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
3,150
shares
|
$656,649
0.01% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,149
shares
|
$656,440
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
3,148
shares
|
$656,232
0.69% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,141
shares
|
$654,772
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,136
shares
|
$653,730
0.43% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,129
shares
|
$652,271
0.3% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,125
shares
|
$651,437
0.31% of portfolio
|
Q4 2024
Reduced 93.72%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,122
shares
|
$650,812
0.11% of portfolio
|
Q4 2024
Added 110.38%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,120
shares
|
$650,395
0.07% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
3,117
shares
|
$649,769
0.46% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,109
shares
|
$648,102
0.03% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,107
shares
|
$647,685
0.35% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
3,106
shares
|
$647,476
0.16% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
3,100
shares
|
$646,226
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,097
shares
|
$645,600
0.22% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,091
shares
|
$644,349
0.45% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,090
shares
|
$644,141
0.13% of portfolio
|
Q4 2024
Reduced 0.61%
|