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 |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
576
shares
|
$123,615
0.1% of portfolio
|
Q3 2024
Reduced 34.25%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
568
shares
|
$121,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
557
shares
|
$119,537
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
555
shares
|
$119,108
0.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
553
shares
|
$118,679
0.01% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
553
shares
|
$118,679
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
548
shares
|
$117,606
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
547
shares
|
$117,391
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
546
shares
|
$117,177
0.09% of portfolio
|
Q4 2024
Reduced 23.31%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
546
shares
|
$117,177
0.05% of portfolio
|
Q2 2024
Added 56.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
544
shares
|
$116,747
0.07% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
543
shares
|
$116,533
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
535
shares
|
$114,816
0.07% of portfolio
|
Q4 2024
Added 190.76%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
528
shares
|
$113,314
0.01% of portfolio
|
Q2 2024
Added 3671.43%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
527
shares
|
$113,099
0.03% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
517
shares
|
$110,953
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
514
shares
|
$110,309
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
509
shares
|
$109,236
0.01% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
500
shares
|
$107,305
0.04% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
500
shares
|
$107,305
0.06% of portfolio
|
Q2 2023
Reduced 7.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
500
shares
|
$107,305
0.01% of portfolio
|
Q4 2024
Reduced 86.16%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
499
shares
|
$107,090
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
490
shares
|
$105,158
0.01% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
488
shares
|
$104,729
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
485
shares
|
$104,085
0.01% of portfolio
|
Q3 2024
Added 0.21%
|