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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
2,993
shares
|
$617,815
0.53% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,991
shares
|
$617,402
0.06% of portfolio
|
Q4 2024
Added 126.08%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,986
shares
|
$616,370
7.21% of portfolio
|
Q2 2020
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
2,982
shares
|
$615,544
0.19% of portfolio
|
Q4 2024
Added 71.87%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
2,981
shares
|
$615,338
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
2,980
shares
|
$615,131
0.11% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,965
shares
|
$612,035
0.03% of portfolio
|
Q3 2022
Reduced 26.5%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
2,964
shares
|
$611,828
0.06% of portfolio
|
Q4 2024
Added 27.76%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
2,956
shares
|
$610,177
0.11% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
2,955
shares
|
$609,971
0.09% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
2,951
shares
|
$609,145
0.41% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
2,950
shares
|
$608,939
0.01% of portfolio
|
Q1 2022
Added 742.86%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
2,948
shares
|
$608,526
0.19% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
2,947
shares
|
$608,319
0.23% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,946
shares
|
$608,113
0.04% of portfolio
|
Q4 2024
Added 43.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
2,944
shares
|
$607,700
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
2,932
shares
|
$605,223
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
2,930
shares
|
$604,810
0.18% of portfolio
|
Q4 2024
Added 28.73%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,924
shares
|
$603,572
0.58% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,920
shares
|
$602,746
0.04% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
2,899
shares
|
$598,411
0.28% of portfolio
|
Q4 2024
Reduced 59.38%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,896
shares
|
$597,792
0.35% of portfolio
|
Q1 2023
Reduced 14.55%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
2,894
shares
|
$597,379
0.32% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
2,890
shares
|
$596,553
0.18% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,886
shares
|
$595,728
0.1% of portfolio
|
Q4 2024
Added 7.73%
|