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 |
|---|---|---|---|---|---|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
1,741
shares
|
$373,636
0.23% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,735
shares
|
$372,348
0.21% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
1,735
shares
|
$372,348
0.05% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
1,735
shares
|
$372,348
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
1,734
shares
|
$372,133
0.03% of portfolio
|
Q4 2024
Reduced 24.71%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,731
shares
|
$371,489
0.01% of portfolio
|
Q4 2024
Reduced 76.27%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
1,729
shares
|
$371,060
0.11% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
1,722
shares
|
$369,558
0.26% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,721
shares
|
$369,343
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
1,718
shares
|
$368,699
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
1,716
shares
|
$368,270
0.07% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,709
shares
|
$366,768
0.07% of portfolio
|
Q4 2024
Added 42.18%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,706
shares
|
$366,124
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
1,702
shares
|
$365,266
0.14% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
1,700
shares
|
$364,837
0.03% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
1,697
shares
|
$364,193
0.17% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
1,689
shares
|
$362,476
0.26% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,689
shares
|
$362,476
0.06% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Feb 28, 2025 Q4 2024 |
1,683
shares
|
$361,188
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,682
shares
|
$360,974
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,682
shares
|
$360,974
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,681
shares
|
$360,759
0.02% of portfolio
|
Q2 2022
Added 13.73%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$360,759
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
1,680
shares
|
$360,544
0.12% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
1,677
shares
|
$359,900
0.04% of portfolio
|
Q4 2024
Reduced 6.63%
|