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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,499
shares
|
$321,700
0.05% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,499
shares
|
$321,700
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,499
shares
|
$321,700
0.03% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,498
shares
|
$321,485
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
1,495
shares
|
$320,841
0.17% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
1,491
shares
|
$319,983
0.03% of portfolio
|
Q4 2024
Added 47.62%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,488
shares
|
$319,339
0.05% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,485
shares
|
$318,695
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
1,484
shares
|
$318,481
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
1,479
shares
|
$317,408
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,474
shares
|
$316,335
0.22% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
1,472
shares
|
$315,905
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
1,472
shares
|
$315,905
0.1% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
1,468
shares
|
$315,047
0.07% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,467
shares
|
$314,832
0.01% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
1,467
shares
|
$314,832
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
1,466
shares
|
$314,618
0.06% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
1,464
shares
|
$314,189
0.0% of portfolio
|
Q4 2024
Reduced 21.25%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,456
shares
|
$312,472
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,451
shares
|
$311,399
0.04% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
1,450
shares
|
$311,184
0.07% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,450
shares
|
$311,184
0.14% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,449
shares
|
$310,969
0.03% of portfolio
|
Q2 2023
Reduced 28.69%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
1,448
shares
|
$310,755
0.01% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,445
shares
|
$310,111
0.2% of portfolio
|
Q3 2024
Reduced 2.03%
|