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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
83,539
shares
|
$18.9 Million
0.73% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
83,037
shares
|
$18.8 Million
7.21% of portfolio
|
Q3 2024
Added 25.76%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
82,348
shares
|
$18.7 Million
6.97% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
82,240
shares
|
$18.6 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
81,997
shares
|
$18.6 Million
8.61% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
81,720
shares
|
$18.5 Million
0.59% of portfolio
|
Q3 2024
Added 2857.65%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
81,121
shares
|
$18.4 Million
2.66% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
80,592
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
80,491
shares
|
$18.2 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
79,970
shares
|
$18.1 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
78,950
shares
|
$17.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
77,359
shares
|
$17.5 Million
0.57% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
77,178
shares
|
$17.5 Million
0.57% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
75,893
shares
|
$17.2 Million
1.91% of portfolio
|
Q4 2024
Added 163.26%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
75,373
shares
|
$17.1 Million
0.11% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
74,943
shares
|
$17 Million
2.09% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
74,791
shares
|
$16.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
74,620
shares
|
$16.9 Million
10.22% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
74,295
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Added 572.29%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
73,746
shares
|
$16.7 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
73,709
shares
|
$16.7 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
73,353
shares
|
$16.6 Million
2.62% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Platt Investment Counsel, LLC
|
Jan 15, 2025 Q4 2024 |
73,252
shares
|
$16.6 Million
15.49% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
72,982
shares
|
$16.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
72,877
shares
|
$16.5 Million
7.46% of portfolio
|
Q4 2024
Reduced 0.45%
|