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 |
|---|---|---|---|---|---|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
42,182
shares
|
$9.52 Million
0.01% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
42,102
shares
|
$9.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 83.79%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
41,996
shares
|
$9.48 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
41,542
shares
|
$9.38 Million
0.12% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
41,034
shares
|
$9.26 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
40,868
shares
|
$9.22 Million
0.35% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,864
shares
|
$9.22 Million
0.29% of portfolio
|
Q2 2020
Added 7.84%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
40,779
shares
|
$9.2 Million
1.4% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,563
shares
|
$9.16 Million
0.58% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
40,411
shares
|
$9.12 Million
0.09% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
40,393
shares
|
$9.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.08%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
40,198
shares
|
$9.07 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,868
shares
|
$9 Million
2.46% of portfolio
|
Q3 2024
Reduced 41.02%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
39,862
shares
|
$9 Million
3.83% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
39,729
shares
|
$8.97 Million
5.97% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,712
shares
|
$8.96 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
39,698
shares
|
$8.96 Million
2.31% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
39,621
shares
|
$8.94 Million
2.05% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
39,506
shares
|
$8.92 Million
4.57% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
39,449
shares
|
$8.9 Million
2.47% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
39,448
shares
|
$8.9 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
39,344
shares
|
$8.88 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
39,344
shares
|
$8.88 Million
0.23% of portfolio
|
Q3 2024
Added 55.0%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
39,260
shares
|
$8.86 Million
0.91% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
39,140
shares
|
$8.83 Million
0.8% of portfolio
|
Q4 2024
Added 1.58%
|