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 $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
2,628
shares
|
$563,995
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,622
shares
|
$562,707
0.02% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
2,615
shares
|
$561,205
0.3% of portfolio
|
Q4 2024
Added 40.67%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
2,613
shares
|
$560,775
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,611
shares
|
$560,346
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
2,600
shares
|
$557,986
0.13% of portfolio
|
Q3 2022
Reduced 3.7%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,600
shares
|
$557,986
0.05% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
2,595
shares
|
$556,912
0.14% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
2,594
shares
|
$556,698
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
2,591
shares
|
$556,054
0.04% of portfolio
|
Q4 2020
Added 35.93%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,587
shares
|
$555,196
0.07% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
2,585
shares
|
$554,766
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,585
shares
|
$554,766
0.05% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,582
shares
|
$554,123
0.24% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,578
shares
|
$553,264
0.12% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
2,576
shares
|
$552,835
0.05% of portfolio
|
Q4 2024
Added 53.52%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,571
shares
|
$551,762
0.1% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
2,571
shares
|
$551,762
3.2% of portfolio
|
Q4 2024
Added 57.54%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,570
shares
|
$551,547
0.06% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,566
shares
|
$550,689
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,563
shares
|
$550,045
0.09% of portfolio
|
Q4 2024
Added 52.29%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,562
shares
|
$549,830
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
2,557
shares
|
$548,757
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,553
shares
|
$547,899
0.13% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
2,548
shares
|
$546,826
0.32% of portfolio
|
Q4 2024
Reduced 0.55%
|