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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
1,331
shares
|
$285,645
0.12% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
1,329
shares
|
$285,216
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
1,326
shares
|
$284,572
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
1,325
shares
|
$284,358
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
1,324
shares
|
$284,143
0.35% of portfolio
|
Q3 2023
Added 0.61%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
1,324
shares
|
$284,143
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
1,320
shares
|
$283,285
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,316
shares
|
$282,426
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,314
shares
|
$281,997
0.11% of portfolio
|
Q3 2024
Reduced 83.9%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
1,313
shares
|
$281,782
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
1,312
shares
|
$281,568
0.15% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
1,309
shares
|
$280,924
0.23% of portfolio
|
Q4 2020
Reduced 7.1%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
1,305
shares
|
$280,066
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
1,303
shares
|
$279,636
0.07% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,301
shares
|
$279,207
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
1,301
shares
|
$279,207
0.21% of portfolio
|
Q2 2024
Reduced 29.06%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,298
shares
|
$278,563
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,296
shares
|
$278,134
0.06% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,295
shares
|
$277,919
0.04% of portfolio
|
Q1 2022
Reduced 8.8%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
1,294
shares
|
$277,705
0.08% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,293
shares
|
$277,490
0.04% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
1,292
shares
|
$277,276
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
1,292
shares
|
$277,276
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,286
shares
|
$275,988
0.03% of portfolio
|
Q3 2022
Added 0.55%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
1,275
shares
|
$273,627
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|