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 |
|---|---|---|---|---|---|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
27,550
shares
|
$6.22 Million
0.37% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,484
shares
|
$6.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
27,300
shares
|
$6.16 Million
0.05% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
27,295
shares
|
$6.16 Million
0.04% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
27,289
shares
|
$6.16 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
27,288
shares
|
$6.16 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
27,280
shares
|
$6.16 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Feb 05, 2025 Q4 2024 |
27,100
shares
|
$6.12 Million
4.24% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
27,023
shares
|
$6.1 Million
2.48% of portfolio
|
Q4 2022
Reduced 12.52%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
26,956
shares
|
$6.08 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
26,780
shares
|
$6.04 Million
0.21% of portfolio
|
Q4 2024
Added 576.78%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
26,736
shares
|
$6.03 Million
2.41% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
26,658
shares
|
$6.02 Million
1.0% of portfolio
|
Q4 2024
Added 50.97%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
26,624
shares
|
$6.01 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
26,530
shares
|
$5.99 Million
1.41% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
26,498
shares
|
$5.98 Million
0.19% of portfolio
|
Q4 2024
Reduced 39.25%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
26,478
shares
|
$5.98 Million
4.56% of portfolio
|
Q3 2024
Added 50.2%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
26,428
shares
|
$5.96 Million
0.14% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
26,398
shares
|
$5.96 Million
1.49% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
26,389
shares
|
$5.96 Million
0.86% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
26,324
shares
|
$5.94 Million
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
26,293
shares
|
$5.93 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
26,217
shares
|
$5.92 Million
0.68% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
26,183
shares
|
$5.91 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
26,167
shares
|
$5.91 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.15%
|