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 |
---|---|---|---|---|---|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,028
shares
|
$435,229
0.08% of portfolio
|
Q2 2023
Added 2.53%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
2,027
shares
|
$435,014
0.02% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,026
shares
|
$434,799
0.18% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
2,019
shares
|
$433,297
0.03% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,013
shares
|
$432,009
0.02% of portfolio
|
Q4 2024
New holding
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
2,013
shares
|
$432,009
0.07% of portfolio
|
Q4 2024
Added 0.05%
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
2,011
shares
|
$431,580
0.15% of portfolio
|
Q4 2022
Reduced 46.17%
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
2,009
shares
|
$431,151
0.38% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
2,007
shares
|
$430,722
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,006
shares
|
$430,507
0.13% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
2,002
shares
|
$429,649
0.27% of portfolio
|
Q1 2024
Added 62.9%
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
1,998
shares
|
$428,790
0.16% of portfolio
|
Q4 2024
Added 0.15%
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,998
shares
|
$428,790
0.02% of portfolio
|
Q4 2024
Added 5.16%
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
1,997
shares
|
$428,576
0.44% of portfolio
|
Q4 2024
New holding
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
1,994
shares
|
$427,932
0.12% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,994
shares
|
$427,932
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
1,993
shares
|
$427,717
0.24% of portfolio
|
Q4 2024
Added 5.06%
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
1,992
shares
|
$427,503
0.19% of portfolio
|
Q4 2024
Added 0.1%
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
1,990
shares
|
$427,073
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
1,987
shares
|
$426,430
0.05% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
1,984
shares
|
$425,786
0.2% of portfolio
|
Q4 2024
Added 2.74%
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
1,981
shares
|
$425,142
0.03% of portfolio
|
Q4 2024
Reduced 21.76%
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
1,980
shares
|
$424,927
0.31% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,977
shares
|
$424,283
0.08% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
1,975
shares
|
$423,854
0.35% of portfolio
|
Q1 2022
Added 3.95%
|