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 2,949 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 $61.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
920
shares
|
$187,486
0.07% of portfolio
|
Q3 2024
Added 82.9%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
919
shares
|
$187,283
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
919
shares
|
$187,283
0.09% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
918
shares
|
$187,079
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
917
shares
|
$186,875
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
916
shares
|
$186,671
0.09% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
915
shares
|
$186,467
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
910
shares
|
$185,448
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
910
shares
|
$185,448
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
910
shares
|
$185,448
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
906
shares
|
$184,633
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
899
shares
|
$183,207
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
897
shares
|
$182,799
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
882
shares
|
$179,742
0.03% of portfolio
|
Q3 2024
Added 46.27%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
871
shares
|
$177,501
0.02% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
869
shares
|
$177,093
0.04% of portfolio
|
Q4 2024
Added 146.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
859
shares
|
$175,055
0.06% of portfolio
|
Q4 2023
Added 56.47%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
853
shares
|
$173,832
0.1% of portfolio
|
Q4 2024
Added 67.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
840
shares
|
$171,183
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
830
shares
|
$169,145
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
820
shares
|
$167,107
0.13% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
807
shares
|
$164,458
0.05% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
807
shares
|
$164,458
0.09% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
805
shares
|
$164,050
0.03% of portfolio
|
Q4 2024
Added 28.8%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
805
shares
|
$164,050
0.05% of portfolio
|
Q1 2023
Added 15.0%
|