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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
1,058
shares
|
$227,057
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,054
shares
|
$226,198
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,053
shares
|
$225,984
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,053
shares
|
$225,984
0.1% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,051
shares
|
$225,555
0.17% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,049
shares
|
$225,125
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,048
shares
|
$224,911
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
1,047
shares
|
$224,696
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,047
shares
|
$224,696
0.1% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1,047
shares
|
$224,696
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,046
shares
|
$224,482
0.05% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
1,046
shares
|
$224,482
0.03% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
1,044
shares
|
$224,052
0.04% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
1,042
shares
|
$223,623
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,038
shares
|
$222,765
0.15% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
1,038
shares
|
$222,765
0.06% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
1,038
shares
|
$222,765
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
1,036
shares
|
$222,335
0.02% of portfolio
|
Q4 2023
Reduced 19.44%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,035
shares
|
$222,121
0.05% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
1,035
shares
|
$222,121
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
1,032
shares
|
$221,477
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
1,030
shares
|
$221,048
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
1,029
shares
|
$220,833
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
1,028
shares
|
$220,619
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,027
shares
|
$220,404
0.09% of portfolio
|
Q4 2023
New holding
|