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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
45,559
shares
|
$10.3 Million
0.54% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
45,514
shares
|
$10.3 Million
5.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
45,471
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
45,291
shares
|
$10.2 Million
1.19% of portfolio
|
Q4 2024
Reduced 22.94%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
45,100
shares
|
$10.2 Million
6.37% of portfolio
|
Q1 2023
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
45,013
shares
|
$10.2 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
44,764
shares
|
$10.1 Million
0.3% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
44,507
shares
|
$10 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
44,339
shares
|
$10 Million
4.77% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
43,869
shares
|
$9.9 Million
0.45% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
43,783
shares
|
$9.88 Million
0.56% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
43,746
shares
|
$9.87 Million
5.27% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
43,459
shares
|
$9.81 Million
12.82% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
43,377
shares
|
$9.79 Million
0.04% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
43,280
shares
|
$9.77 Million
0.12% of portfolio
|
Q4 2024
Reduced 56.16%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
43,274
shares
|
$9.77 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
43,240
shares
|
$9.76 Million
0.81% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
43,222
shares
|
$9.76 Million
0.87% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
42,964
shares
|
$9.7 Million
0.79% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
42,900
shares
|
$9.68 Million
8.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
42,785
shares
|
$9.66 Million
1.63% of portfolio
|
Q4 2024
Added 39.71%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
42,503
shares
|
$9.59 Million
3.93% of portfolio
|
Q4 2024
Reduced 57.01%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
42,318
shares
|
$9.55 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Helios Capital Management Pte. LTD
|
Jan 27, 2025 Q4 2024 |
42,300
shares
|
$9.55 Million
5.54% of portfolio
|
Q2 2024
Added 20.86%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
42,194
shares
|
$9.52 Million
3.0% of portfolio
|
Q4 2024
Added 0.11%
|