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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,883
shares
|
$404,110
0.12% of portfolio
|
Q2 2022
Added 14.19%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,877
shares
|
$402,822
0.15% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
1,873
shares
|
$401,964
0.04% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,871
shares
|
$401,535
0.16% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,863
shares
|
$399,818
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
1,860
shares
|
$399,174
0.23% of portfolio
|
Q4 2021
Reduced 15.76%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
1,860
shares
|
$399,174
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,856
shares
|
$398,316
0.04% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,852
shares
|
$397,457
0.03% of portfolio
|
Q4 2024
Reduced 17.62%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
1,849
shares
|
$396,813
0.0% of portfolio
|
Q4 2024
Added 41.47%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,843
shares
|
$395,526
0.1% of portfolio
|
Q4 2024
Added 65.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,842
shares
|
$395,311
0.04% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,842
shares
|
$395,311
0.27% of portfolio
|
Q3 2022
Added 11.37%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,841
shares
|
$395,097
0.33% of portfolio
|
Q2 2022
Added 16636.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,838
shares
|
$394,453
0.2% of portfolio
|
Q4 2023
Added 0.49%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,837
shares
|
$394,238
0.14% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,833
shares
|
$393,380
0.06% of portfolio
|
Q4 2024
Reduced 83.96%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,826
shares
|
$391,877
0.06% of portfolio
|
Q4 2024
Added 37.29%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,824
shares
|
$391,448
0.04% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,817
shares
|
$389,946
0.08% of portfolio
|
Q3 2022
Added 121.32%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,815
shares
|
$389,517
0.13% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,814
shares
|
$389,302
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,810
shares
|
$388,444
0.1% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,808
shares
|
$388,014
0.02% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
1,802
shares
|
$386,727
0.02% of portfolio
|
Q4 2024
Reduced 51.06%
|