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 2,948 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
76,117
shares
|
$15.7 Million
0.24% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
75,893
shares
|
$15.7 Million
1.91% of portfolio
|
Q4 2024
Added 163.26%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
75,373
shares
|
$15.6 Million
0.11% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
75,311
shares
|
$15.5 Million
2.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
75,168
shares
|
$15.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
75,120
shares
|
$15.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.03%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
75,003
shares
|
$15.5 Million
0.2% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Alight Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
75,000
shares
|
$15.5 Million
5.68% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
74,620
shares
|
$15.4 Million
10.22% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
73,746
shares
|
$15.2 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
73,709
shares
|
$15.2 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
73,353
shares
|
$15.1 Million
2.62% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
73,301
shares
|
$15.1 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Platt Investment Counsel, LLC
|
Jan 15, 2025 Q4 2024 |
73,252
shares
|
$15.1 Million
15.49% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
72,877
shares
|
$15 Million
7.46% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
72,711
shares
|
$15 Million
0.51% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
72,427
shares
|
$14.9 Million
12.12% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
72,140
shares
|
$14.9 Million
10.22% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
72,074
shares
|
$14.9 Million
0.19% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,235
shares
|
$14.7 Million
0.14% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
71,118
shares
|
$14.7 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
69,875
shares
|
$14.4 Million
0.39% of portfolio
|
Q4 2023
Added 29.07%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
69,713
shares
|
$14.4 Million
1.03% of portfolio
|
Q3 2023
Added 1.06%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
69,688
shares
|
$14.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 60.15%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
69,287
shares
|
$14.3 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.96%
|