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 |
|---|---|---|---|---|---|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
36,246
shares
|
$8.18 Million
4.77% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
36,236
shares
|
$8.18 Million
2.73% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
35,891
shares
|
$8.1 Million
0.25% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,480
shares
|
$8.01 Million
0.37% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
35,409
shares
|
$7.99 Million
0.55% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
35,201
shares
|
$7.94 Million
0.11% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
35,100
shares
|
$7.92 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
35,076
shares
|
$7.92 Million
0.95% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jan 23, 2025 Q4 2024 |
34,860
shares
|
$7.87 Million
3.95% of portfolio
|
Q4 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
34,636
shares
|
$7.82 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
34,581
shares
|
$7.8 Million
0.17% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
34,089
shares
|
$7.69 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
34,042
shares
|
$7.68 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
34,023
shares
|
$7.68 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Dec 31, 2024 Q3 2024 |
33,955
shares
|
$7.66 Million
6.14% of portfolio
|
Q3 2024
Reduced 61.81%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Feb 05, 2025 Q4 2024 |
33,844
shares
|
$7.64 Million
6.02% of portfolio
|
Q4 2024
Added 79.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
33,804
shares
|
$7.63 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
33,632
shares
|
$7.59 Million
0.24% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
33,493
shares
|
$7.56 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
33,490
shares
|
$7.56 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
33,476
shares
|
$7.56 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
33,456
shares
|
$7.55 Million
4.57% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
32,654
shares
|
$7.37 Million
7.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
32,346
shares
|
$7.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
32,271
shares
|
$7.28 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.94%
|