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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
1,117
shares
|
$239,719
0.02% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
1,115
shares
|
$239,290
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,111
shares
|
$238,431
0.06% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
1,110
shares
|
$238,217
0.03% of portfolio
|
Q1 2024
Added 5.21%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,108
shares
|
$237,787
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,104
shares
|
$236,929
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
1,104
shares
|
$236,929
0.14% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
1,104
shares
|
$236,929
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,102
shares
|
$236,500
0.1% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
1,101
shares
|
$236,285
0.14% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
1,100
shares
|
$236,071
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
1,095
shares
|
$234,997
0.19% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,095
shares
|
$234,997
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
1,092
shares
|
$234,354
0.02% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,092
shares
|
$234,354
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
1,085
shares
|
$232,851
0.06% of portfolio
|
Q4 2024
Added 62.67%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
1,078
shares
|
$231,349
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
1,077
shares
|
$231,134
0.09% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,068
shares
|
$229,203
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
1,067
shares
|
$228,988
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
1,067
shares
|
$228,988
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,065
shares
|
$228,559
0.03% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
1,064
shares
|
$228,345
0.07% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
1,064
shares
|
$228,345
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
1,059
shares
|
$227,271
0.11% of portfolio
|
Q2 2024
New holding
|