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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
708
shares
|
$151,943
0.03% of portfolio
|
Q4 2024
Added 1546.51%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
700
shares
|
$150,227
0.03% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
698
shares
|
$149,797
0.07% of portfolio
|
Q1 2020
Reduced 8.52%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
695
shares
|
$149,153
0.1% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
689
shares
|
$147,866
0.03% of portfolio
|
Q2 2024
Added 59.86%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
683
shares
|
$146,578
0.09% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
669
shares
|
$143,574
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
666
shares
|
$142,930
0.01% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
651
shares
|
$139,711
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
650
shares
|
$139,496
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
647
shares
|
$138,852
0.08% of portfolio
|
Q2 2024
Reduced 86.24%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
635
shares
|
$136,277
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
623
shares
|
$133,702
0.04% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
620
shares
|
$133,058
0.05% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
616
shares
|
$132,199
0.04% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
616
shares
|
$132,199
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
616
shares
|
$132,199
0.09% of portfolio
|
Q4 2024
Added 3322.22%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
615
shares
|
$131,985
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
615
shares
|
$131,985
0.02% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
602
shares
|
$129,195
0.06% of portfolio
|
Q2 2024
Added 88.71%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
592
shares
|
$127,049
0.02% of portfolio
|
Q1 2024
Reduced 36.14%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
585
shares
|
$125,546
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
582
shares
|
$124,903
0.04% of portfolio
|
Q2 2020
Added 1064.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
581
shares
|
$124,688
0.12% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
581
shares
|
$124,688
0.03% of portfolio
|
Q3 2024
New holding
|