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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
1,271
shares
|
$272,769
0.0% of portfolio
|
Q4 2024
Added 279.4%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
1,271
shares
|
$272,769
0.2% of portfolio
|
Q4 2024
Added 29.56%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
1,262
shares
|
$270,837
0.14% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
1,259
shares
|
$270,193
0.11% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
1,258
shares
|
$269,979
0.04% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
1,257
shares
|
$269,764
0.09% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
1,257
shares
|
$269,764
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,256
shares
|
$269,550
0.08% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
1,254
shares
|
$269,120
0.06% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
1,254
shares
|
$269,120
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
1,246
shares
|
$267,404
0.06% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,245
shares
|
$267,189
0.03% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1,244
shares
|
$266,974
0.09% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
1,243
shares
|
$266,760
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
1,240
shares
|
$266,116
0.13% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,239
shares
|
$265,901
0.03% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
1,232
shares
|
$264,399
0.1% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,230
shares
|
$263,970
0.1% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
1,228
shares
|
$263,541
0.0% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
1,225
shares
|
$262,897
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,225
shares
|
$262,897
0.05% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
1,225
shares
|
$262,897
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
1,225
shares
|
$262,897
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,221
shares
|
$262,038
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,216
shares
|
$260,965
0.1% of portfolio
|
Q4 2023
Reduced 20.47%
|