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 |
|---|---|---|---|---|---|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
3,089
shares
|
$637,631
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,087
shares
|
$637,218
0.09% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
3,085
shares
|
$636,805
0.18% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,084
shares
|
$636,599
0.13% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
3,082
shares
|
$636,186
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,081
shares
|
$635,980
0.23% of portfolio
|
Q1 2024
Reduced 56.4%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
3,080
shares
|
$635,773
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
3,075
shares
|
$634,741
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
3,070
shares
|
$633,709
0.07% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
3,055
shares
|
$630,613
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
3,052
shares
|
$629,993
0.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
3,040
shares
|
$627,516
0.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
3,038
shares
|
$627,103
0.42% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 23, 2025 Q4 2024 |
3,036
shares
|
$626,691
0.59% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,026
shares
|
$624,626
0.29% of portfolio
|
Q4 2022
Reduced 1.3%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,024
shares
|
$624,214
0.18% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,019
shares
|
$623,181
0.45% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,015
shares
|
$622,356
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
3,015
shares
|
$622,356
0.22% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
3,009
shares
|
$621,117
0.3% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
3,001
shares
|
$619,466
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$619,260
0.26% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
2,997
shares
|
$618,640
0.15% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,996
shares
|
$618,434
0.18% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,995
shares
|
$618,227
0.52% of portfolio
|
Q2 2024
Reduced 0.66%
|