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 |
|---|---|---|---|---|---|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
1,793
shares
|
$384,795
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
1,792
shares
|
$384,581
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,791
shares
|
$384,366
0.38% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
1,787
shares
|
$383,508
0.12% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
1,785
shares
|
$383,078
0.07% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
1,784
shares
|
$382,864
0.04% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,780
shares
|
$382,005
0.1% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,779
shares
|
$381,791
0.1% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
1,775
shares
|
$380,932
0.09% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,773
shares
|
$380,503
0.04% of portfolio
|
Q2 2023
Reduced 1.39%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,771
shares
|
$380,074
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
1,771
shares
|
$380,074
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
1,768
shares
|
$379,430
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,765
shares
|
$378,786
0.27% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
1,765
shares
|
$378,786
0.13% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,764
shares
|
$378,572
0.08% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
1,762
shares
|
$378,142
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
1,759
shares
|
$377,498
0.01% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,758
shares
|
$377,284
0.16% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
1,756
shares
|
$376,855
0.12% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
1,752
shares
|
$375,996
0.01% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
1,750
shares
|
$375,567
0.07% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
1,748
shares
|
$375,138
0.16% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,747
shares
|
$374,923
0.05% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,743
shares
|
$374,065
0.19% of portfolio
|
Q4 2024
Added 0.75%
|