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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
2,222
shares
|
$476,863
0.09% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
2,203
shares
|
$472,785
0.33% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,188
shares
|
$469,566
0.16% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$468,493
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,181
shares
|
$468,064
0.06% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,177
shares
|
$467,205
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,171
shares
|
$465,918
0.05% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
2,166
shares
|
$464,845
0.07% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,165
shares
|
$464,630
0.1% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,165
shares
|
$464,630
0.4% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,165
shares
|
$464,630
0.29% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
2,160
shares
|
$463,557
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
2,160
shares
|
$463,557
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,156
shares
|
$462,699
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
2,151
shares
|
$461,626
0.02% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,145
shares
|
$460,338
0.15% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,138
shares
|
$458,836
0.26% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
2,138
shares
|
$458,836
0.74% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,133
shares
|
$457,763
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
2,128
shares
|
$456,690
0.13% of portfolio
|
Q4 2023
Reduced 40.79%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
2,126
shares
|
$456,260
0.31% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,123
shares
|
$455,617
0.36% of portfolio
|
Q4 2024
Added 118.64%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,121
shares
|
$455,187
0.08% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
2,121
shares
|
$455,187
0.24% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
2,118
shares
|
$454,543
0.12% of portfolio
|
Q4 2024
New holding
|