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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
991
shares
|
$212,678
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
991
shares
|
$212,678
0.01% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
989
shares
|
$212,249
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
989
shares
|
$212,249
0.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
985
shares
|
$211,390
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
979
shares
|
$210,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
973
shares
|
$208,815
0.03% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
970
shares
|
$208,171
0.23% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
968
shares
|
$207,742
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
966
shares
|
$207,313
0.13% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
965
shares
|
$207,098
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
964
shares
|
$206,884
0.1% of portfolio
|
Q4 2024
Added 221.33%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
962
shares
|
$206,454
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
961
shares
|
$206,240
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
956
shares
|
$205,167
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
956
shares
|
$205,167
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
954
shares
|
$204,737
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
954
shares
|
$204,737
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
953
shares
|
$204,523
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
951
shares
|
$204,094
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
950
shares
|
$203,879
0.05% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
950
shares
|
$203,879
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
950
shares
|
$203,879
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
946
shares
|
$203,021
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
944
shares
|
$202,591
0.01% of portfolio
|
Q4 2024
New holding
|