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 |
|---|---|---|---|---|---|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
2,109
shares
|
$452,612
0.23% of portfolio
|
Q4 2024
Added 33.31%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,104
shares
|
$451,539
0.05% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
2,103
shares
|
$451,324
0.16% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,100
shares
|
$450,681
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
2,100
shares
|
$450,681
0.83% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
2,097
shares
|
$450,037
0.03% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
2,096
shares
|
$449,822
0.13% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,093
shares
|
$449,178
0.23% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
2,090
shares
|
$448,534
0.06% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
2,075
shares
|
$445,315
0.37% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,075
shares
|
$445,315
0.05% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,073
shares
|
$444,886
0.19% of portfolio
|
Q4 2024
Added 71.46%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,060
shares
|
$442,096
0.09% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,059
shares
|
$441,881
0.04% of portfolio
|
Q3 2022
Reduced 8.81%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,058
shares
|
$441,667
0.1% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,053
shares
|
$440,594
0.07% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
2,053
shares
|
$440,594
0.3% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,052
shares
|
$440,379
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
2,051
shares
|
$440,165
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
2,049
shares
|
$439,735
0.31% of portfolio
|
Q4 2024
Added 19.54%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
2,049
shares
|
$439,735
0.21% of portfolio
|
Q4 2024
Added 59.83%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,047
shares
|
$439,306
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,035
shares
|
$436,731
0.02% of portfolio
|
Q2 2021
Added 17.09%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
2,031
shares
|
$435,872
0.08% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
2,029
shares
|
$435,443
0.21% of portfolio
|
Q4 2024
Reduced 1.65%
|