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 2,761 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $69.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
50
shares
|
$11,324
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
49
shares
|
$11,097
0.0% of portfolio
|
Q2 2024
Reduced 80.32%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
49
shares
|
$11,097
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
47
shares
|
$10,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
46
shares
|
$10,418
0.01% of portfolio
|
Q1 2024
Reduced 14.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
39
shares
|
$8,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
37
shares
|
$8,379
0.01% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
35
shares
|
$7,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
35
shares
|
$7,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
35
shares
|
$7,926
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$6,794
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$6,794
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
29
shares
|
$6,567
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
29
shares
|
$6,567
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
27
shares
|
$6,114
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
25
shares
|
$5,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
23
shares
|
$5,209
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
22
shares
|
$4,982
0.0% of portfolio
|
Q2 2024
Reduced 87.43%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
19
shares
|
$4,303
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
18
shares
|
$4,076
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
17
shares
|
$3,850
0.0% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
14
shares
|
$3,170
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
13
shares
|
$2,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
13
shares
|
$2,944
0.0% of portfolio
|
Q1 2023
Reduced 98.24%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
12
shares
|
$2,717
0.0% of portfolio
|
Q4 2024
Reduced 94.71%
|