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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,627
shares
|
$349,170
0.1% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,627
shares
|
$349,170
0.04% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,626
shares
|
$348,955
0.12% of portfolio
|
Q3 2024
Reduced 35.98%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
1,614
shares
|
$346,380
0.23% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
1,612
shares
|
$345,951
0.13% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Harrington Investments, Inc
|
Feb 10, 2025 Q4 2024 |
1,610
shares
|
$345,522
0.2% of portfolio
|
Q2 2024
Reduced 15.71%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
1,607
shares
|
$344,878
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
1,606
shares
|
$344,663
0.03% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,606
shares
|
$344,663
0.09% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,605
shares
|
$344,449
0.09% of portfolio
|
Q2 2024
Reduced 27.21%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
1,603
shares
|
$344,019
0.02% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,601
shares
|
$343,590
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
1,599
shares
|
$343,161
0.12% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,599
shares
|
$343,161
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
1,598
shares
|
$342,946
0.12% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
1,596
shares
|
$342,517
0.23% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,591
shares
|
$341,444
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
1,588
shares
|
$340,800
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,584
shares
|
$339,942
0.07% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,584
shares
|
$339,942
0.18% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
1,582
shares
|
$339,513
0.02% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,575
shares
|
$338,010
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
1,574
shares
|
$337,796
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,572
shares
|
$337,366
0.05% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,571
shares
|
$337,152
0.22% of portfolio
|
Q2 2022
Added 0.19%
|