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 |
|---|---|---|---|---|---|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,539
shares
|
$544,894
1.28% of portfolio
|
Q4 2024
Reduced 42.6%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,534
shares
|
$543,821
0.03% of portfolio
|
Q3 2022
Reduced 11.98%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,534
shares
|
$543,821
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
2,530
shares
|
$542,963
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,528
shares
|
$542,534
0.14% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
2,526
shares
|
$542,104
0.12% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,517
shares
|
$540,173
0.07% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,516
shares
|
$539,958
0.11% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
2,509
shares
|
$538,456
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,506
shares
|
$537,812
0.09% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,494
shares
|
$535,237
0.06% of portfolio
|
Q4 2024
Added 33.58%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
2,490
shares
|
$534,378
0.19% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,488
shares
|
$533,949
0.05% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,487
shares
|
$533,735
0.32% of portfolio
|
Q2 2022
Reduced 25.29%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
2,482
shares
|
$532,662
0.22% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
2,475
shares
|
$531,159
0.13% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,474
shares
|
$530,945
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,472
shares
|
$530,515
0.04% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,470
shares
|
$530,086
0.04% of portfolio
|
Q4 2023
Added 2.11%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,469
shares
|
$529,872
0.24% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
2,463
shares
|
$528,584
0.14% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,458
shares
|
$527,511
0.0% of portfolio
|
Q4 2024
Reduced 21.39%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
2,445
shares
|
$524,721
0.27% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
2,444
shares
|
$524,506
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,442
shares
|
$524,077
0.39% of portfolio
|
Q4 2024
Added 9.9%
|