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 |
|---|---|---|---|---|---|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
26,123
shares
|
$5.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
26,122
shares
|
$5.9 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
26,120
shares
|
$5.9 Million
0.86% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
25,994
shares
|
$5.87 Million
0.1% of portfolio
|
Q4 2024
Added 45.61%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
25,819
shares
|
$5.83 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
25,774
shares
|
$5.82 Million
0.43% of portfolio
|
Q4 2024
Added 102.64%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
25,600
shares
|
$5.78 Million
0.08% of portfolio
|
Q4 2024
Added 83.3%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
25,483
shares
|
$5.75 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
25,386
shares
|
$5.73 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
25,335
shares
|
$5.72 Million
0.08% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
25,300
shares
|
$5.71 Million
1.87% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
25,124
shares
|
$5.67 Million
4.86% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
25,015
shares
|
$5.65 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Verger Capital Management LLC
|
Feb 03, 2025 Q4 2024 |
24,872
shares
|
$5.61 Million
2.74% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
24,734
shares
|
$5.58 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
24,642
shares
|
$5.56 Million
0.38% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
24,635
shares
|
$5.56 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
24,617
shares
|
$5.56 Million
0.16% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
24,444
shares
|
$5.52 Million
2.03% of portfolio
|
Q4 2024
Added 55.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
24,413
shares
|
$5.51 Million
0.2% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
24,377
shares
|
$5.5 Million
1.35% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
24,334
shares
|
$5.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 59.12%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
24,324
shares
|
$5.49 Million
2.61% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
24,286
shares
|
$5.48 Million
2.66% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
24,284
shares
|
$5.48 Million
0.5% of portfolio
|
Q4 2022
Reduced 6.64%
|