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 2,867 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $70 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
50
shares
|
$11,307
0.0% of portfolio
|
Q4 2024
Reduced 76.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
50
shares
|
$11,307
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
50
shares
|
$11,307
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
49
shares
|
$11,080
0.0% of portfolio
|
Q2 2024
Reduced 80.32%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
49
shares
|
$11,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
48
shares
|
$10,854
0.0% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
45
shares
|
$10,176
0.0% of portfolio
|
Q4 2024
Added 246.15%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
39
shares
|
$8,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
37
shares
|
$8,367
0.01% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
35
shares
|
$7,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
35
shares
|
$7,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
35
shares
|
$7,914
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$6,784
0.0% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$6,784
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
29
shares
|
$6,558
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
29
shares
|
$6,558
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
27
shares
|
$6,105
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
27
shares
|
$6,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
25
shares
|
$5,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
23
shares
|
$5,201
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
20
shares
|
$4,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
19
shares
|
$4,296
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
17
shares
|
$3,844
0.0% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
16
shares
|
$3,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
14
shares
|
$3,165
0.0% of portfolio
|
Q2 2024
New holding
|