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 2,846 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $68.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$15,653
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
65
shares
|
$14,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
60
shares
|
$13,417
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
56
shares
|
$12,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
52
shares
|
$11,628
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
51
shares
|
$11,404
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$11,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$11,181
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,181
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
50
shares
|
$11,181
0.0% of portfolio
|
Q4 2024
Reduced 76.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
50
shares
|
$11,181
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
50
shares
|
$11,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
49
shares
|
$10,957
0.0% of portfolio
|
Q2 2024
Reduced 80.32%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
49
shares
|
$10,957
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
48
shares
|
$10,733
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
39
shares
|
$8,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
37
shares
|
$8,273
0.01% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
35
shares
|
$7,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
35
shares
|
$7,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
35
shares
|
$7,826
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$6,708
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$6,708
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
29
shares
|
$6,484
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
29
shares
|
$6,484
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
27
shares
|
$6,037
0.0% of portfolio
|
Q4 2024
Added 3.85%
|