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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
94
shares
|
$20,173
0.05% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
91
shares
|
$19,529
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
90
shares
|
$19,314
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
89
shares
|
$19,100
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
89
shares
|
$19,100
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
82
shares
|
$17,598
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$17,168
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
80
shares
|
$17,168
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
79
shares
|
$16,954
0.01% of portfolio
|
Q4 2024
Added 71.74%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
78
shares
|
$16,739
0.02% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
76
shares
|
$16,310
0.0% of portfolio
|
Q1 2024
Reduced 12.64%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
76
shares
|
$16,310
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
74
shares
|
$15,881
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
72
shares
|
$15,451
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
70
shares
|
$15,022
0.01% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$15,022
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
65
shares
|
$13,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
60
shares
|
$12,876
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
60
shares
|
$12,876
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
56
shares
|
$12,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
53
shares
|
$11,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
52
shares
|
$11,159
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
51
shares
|
$10,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$10,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$10,730
0.01% of portfolio
|
Q4 2021
New holding
|