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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
2,439
shares
|
$523,433
0.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,439
shares
|
$523,433
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,431
shares
|
$521,716
0.06% of portfolio
|
Q2 2022
Added 45.57%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
2,420
shares
|
$519,356
0.03% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
2,420
shares
|
$519,356
0.49% of portfolio
|
Q4 2024
Reduced 46.75%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,415
shares
|
$518,283
0.09% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
2,406
shares
|
$516,351
0.21% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$515,064
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,391
shares
|
$513,132
0.25% of portfolio
|
Q4 2024
Reduced 24.74%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,386
shares
|
$512,059
0.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
2,384
shares
|
$511,630
0.06% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,383
shares
|
$511,415
0.04% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,383
shares
|
$511,415
0.26% of portfolio
|
Q1 2024
Added 23.92%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,378
shares
|
$510,342
0.1% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
2,378
shares
|
$510,342
0.14% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
2,372
shares
|
$509,054
0.26% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,348
shares
|
$503,904
0.23% of portfolio
|
Q2 2024
Reduced 26.44%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,346
shares
|
$503,475
0.19% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,341
shares
|
$502,402
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,329
shares
|
$499,826
0.02% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
2,329
shares
|
$499,826
0.04% of portfolio
|
Q3 2024
Added 95.06%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
2,329
shares
|
$499,826
0.08% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,322
shares
|
$498,324
0.33% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
2,319
shares
|
$497,680
0.2% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,313
shares
|
$496,392
0.01% of portfolio
|
Q4 2024
Added 79.16%
|