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 |
|---|---|---|---|---|---|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
2,311
shares
|
$495,963
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
2,307
shares
|
$495,105
0.13% of portfolio
|
Q3 2024
Added 751.29%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,306
shares
|
$494,890
0.03% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
2,299
shares
|
$493,388
0.17% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
2,297
shares
|
$492,959
0.01% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,286
shares
|
$490,598
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,284
shares
|
$490,169
0.11% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,276
shares
|
$488,452
0.01% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,270
shares
|
$487,164
0.01% of portfolio
|
Q4 2024
Added 65.57%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,270
shares
|
$487,164
0.12% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,267
shares
|
$486,520
0.05% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,263
shares
|
$485,662
0.27% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,260
shares
|
$485,018
0.1% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,258
shares
|
$484,589
0.02% of portfolio
|
Q1 2024
Added 14.45%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
2,250
shares
|
$482,872
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Discount Bank Of New York
New York, NY |
Feb 14, 2025 Q4 2024 |
2,246
shares
|
$482,014
0.6% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
2,238
shares
|
$480,297
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
2,237
shares
|
$480,082
0.19% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,235
shares
|
$479,653
0.06% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,234
shares
|
$479,438
0.09% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
2,231
shares
|
$478,794
0.08% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,229
shares
|
$478,365
0.07% of portfolio
|
Q4 2024
Reduced 34.5%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,227
shares
|
$477,936
0.1% of portfolio
|
Q1 2022
Added 7.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,226
shares
|
$477,721
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
2,223
shares
|
$477,078
0.02% of portfolio
|
Q4 2024
Reduced 4.02%
|