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 |
|---|---|---|---|---|---|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
1,159
shares
|
$248,732
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
1,158
shares
|
$248,518
0.06% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
1,154
shares
|
$247,659
0.16% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,150
shares
|
$246,801
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
1,146
shares
|
$245,943
0.02% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
1,145
shares
|
$245,728
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
1,144
shares
|
$245,513
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
1,144
shares
|
$245,513
0.18% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
1,144
shares
|
$245,513
0.17% of portfolio
|
Q4 2023
Reduced 2.47%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,143
shares
|
$245,299
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
1,143
shares
|
$245,299
0.08% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,141
shares
|
$244,870
0.18% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,140
shares
|
$244,655
0.09% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
1,138
shares
|
$244,226
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
1,138
shares
|
$244,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,132
shares
|
$242,938
0.06% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,131
shares
|
$242,723
0.09% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,130
shares
|
$242,509
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,130
shares
|
$242,509
0.03% of portfolio
|
Q4 2024
Reduced 63.6%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,129
shares
|
$242,294
0.21% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
1,129
shares
|
$242,294
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
1,129
shares
|
$242,294
4.75% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,125
shares
|
$241,436
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,123
shares
|
$241,007
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,120
shares
|
$240,363
0.26% of portfolio
|
Q2 2024
Added 0.09%
|