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 |
|---|---|---|---|---|---|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
2,778
shares
|
$573,434
0.27% of portfolio
|
Q1 2023
Reduced 59.36%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
2,769
shares
|
$571,576
0.37% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
2,768
shares
|
$571,370
0.15% of portfolio
|
Q4 2024
Added 32.38%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,766
shares
|
$570,957
0.34% of portfolio
|
Q4 2024
Reduced 73.58%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,766
shares
|
$570,957
0.02% of portfolio
|
Q4 2024
Added 31.34%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
2,760
shares
|
$569,719
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
2,748
shares
|
$567,242
0.33% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
2,734
shares
|
$564,352
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,732
shares
|
$563,939
0.13% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,732
shares
|
$563,939
0.28% of portfolio
|
Q4 2023
Added 111.46%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
2,729
shares
|
$563,320
0.07% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
2,716
shares
|
$560,636
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
2,707
shares
|
$558,778
0.28% of portfolio
|
Q4 2024
Added 36.24%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,704
shares
|
$558,159
0.03% of portfolio
|
Q4 2024
Added 79.07%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,701
shares
|
$557,540
0.12% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,693
shares
|
$555,889
0.02% of portfolio
|
Q4 2024
Added 151.21%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
2,693
shares
|
$555,889
0.37% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,689
shares
|
$555,063
0.08% of portfolio
|
Q4 2024
Added 47.34%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
2,679
shares
|
$552,999
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,670
shares
|
$551,141
0.02% of portfolio
|
Q4 2024
Added 117.96%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
2,647
shares
|
$546,393
0.38% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,638
shares
|
$544,535
0.06% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
2,637
shares
|
$544,329
0.17% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,636
shares
|
$544,123
0.23% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
2,631
shares
|
$543,091
0.12% of portfolio
|
Q4 2024
Added 0.08%
|