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 |
|---|---|---|---|---|---|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
1,966
shares
|
$421,923
0.07% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,960
shares
|
$420,635
0.28% of portfolio
|
Q4 2024
Reduced 74.87%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,960
shares
|
$420,635
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
1,959
shares
|
$420,420
0.46% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
1,956
shares
|
$419,777
0.75% of portfolio
|
Q1 2023
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,954
shares
|
$419,347
0.24% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
1,950
shares
|
$418,489
0.14% of portfolio
|
Q4 2024
Reduced 38.04%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
1,945
shares
|
$417,416
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,941
shares
|
$416,558
0.07% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,940
shares
|
$416,343
0.0% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,938
shares
|
$415,914
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
1,938
shares
|
$415,914
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,928
shares
|
$413,768
0.06% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
1,926
shares
|
$413,338
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
1,923
shares
|
$412,695
0.12% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,919
shares
|
$411,836
0.21% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,912
shares
|
$410,334
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
1,905
shares
|
$408,832
0.28% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
1,900
shares
|
$407,759
0.24% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,898
shares
|
$407,329
0.14% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
1,895
shares
|
$406,685
0.0% of portfolio
|
Q4 2024
Added 1894.74%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
1,891
shares
|
$405,827
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,891
shares
|
$405,827
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,886
shares
|
$404,754
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$404,110
0.12% of portfolio
|
Q2 2022
Added 14.19%
|