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 2,827 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $69.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
49,967
shares
|
$11.3 Million
3.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
49,802
shares
|
$11.2 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
49,380
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.66%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
49,131
shares
|
$11.1 Million
8.79% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
48,771
shares
|
$11 Million
0.02% of portfolio
|
Q4 2024
Added 282.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
48,577
shares
|
$11 Million
0.21% of portfolio
|
Q3 2024
Added 75.4%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
48,440
shares
|
$10.9 Million
0.08% of portfolio
|
Q4 2024
Added 666.21%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
48,216
shares
|
$10.9 Million
0.44% of portfolio
|
Q3 2024
Added 172.01%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
47,986
shares
|
$10.8 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
47,948
shares
|
$10.8 Million
9.59% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
47,942
shares
|
$10.8 Million
0.27% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
47,860
shares
|
$10.8 Million
0.24% of portfolio
|
Q1 2023
Added 11.74%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
47,671
shares
|
$10.8 Million
5.31% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
47,634
shares
|
$10.8 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
47,322
shares
|
$10.7 Million
0.06% of portfolio
|
Q4 2024
Added 28.21%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
47,129
shares
|
$10.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
47,074
shares
|
$10.6 Million
0.38% of portfolio
|
Q4 2024
Added 220.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
47,044
shares
|
$10.6 Million
0.53% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
46,949
shares
|
$10.6 Million
0.21% of portfolio
|
Q4 2022
Reduced 3.33%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
46,842
shares
|
$10.6 Million
0.38% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
46,746
shares
|
$10.6 Million
0.09% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
46,683
shares
|
$10.5 Million
1.62% of portfolio
|
Q2 2024
Reduced 50.06%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
46,000
shares
|
$10.4 Million
0.33% of portfolio
|
Q3 2024
Added 408.91%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
45,957
shares
|
$10.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
45,843
shares
|
$10.3 Million
2.03% of portfolio
|
Q4 2024
Added 8.39%
|