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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,444
shares
|
$309,896
0.06% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,437
shares
|
$308,394
0.12% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,435
shares
|
$307,965
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,434
shares
|
$307,750
0.05% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
1,434
shares
|
$307,750
0.15% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
1,432
shares
|
$307,321
0.16% of portfolio
|
Q4 2024
Reduced 64.33%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,429
shares
|
$306,677
0.2% of portfolio
|
Q1 2023
Reduced 2.32%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
1,426
shares
|
$306,033
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
1,425
shares
|
$305,819
0.07% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
1,425
shares
|
$305,819
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,423
shares
|
$305,390
0.1% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,414
shares
|
$303,458
0.04% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,414
shares
|
$303,458
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
1,411
shares
|
$302,814
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,408
shares
|
$302,170
0.05% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,408
shares
|
$302,170
0.09% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
1,405
shares
|
$301,527
0.11% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
1,405
shares
|
$301,527
0.19% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,404
shares
|
$301,312
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
1,402
shares
|
$300,883
0.1% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,401
shares
|
$300,668
0.36% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
1,400
shares
|
$300,454
0.07% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
1,397
shares
|
$299,810
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,396
shares
|
$299,595
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,395
shares
|
$299,380
0.17% of portfolio
|
Q4 2024
Added 0.07%
|