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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
24,074
shares
|
$5.43 Million
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,065
shares
|
$5.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
24,047
shares
|
$5.43 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
23,852
shares
|
$5.38 Million
0.29% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
23,737
shares
|
$5.36 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
23,728
shares
|
$5.36 Million
2.01% of portfolio
|
Q2 2022
Added 8.7%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
23,693
shares
|
$5.35 Million
1.21% of portfolio
|
Q4 2024
Added 30.48%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
23,587
shares
|
$5.32 Million
1.3% of portfolio
|
Q3 2023
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
23,564
shares
|
$5.32 Million
4.77% of portfolio
|
Q4 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,342
shares
|
$5.27 Million
0.04% of portfolio
|
Q3 2024
Reduced 88.73%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
23,300
shares
|
$5.26 Million
1.04% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
23,275
shares
|
$5.25 Million
0.19% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,110
shares
|
$5.22 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.84%
|
|
|
Mount Capital LTD
|
Nov 13, 2024 Q3 2024 |
23,100
shares
|
$5.21 Million
1.81% of portfolio
|
Q3 2023
Reduced 68.67%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
23,050
shares
|
$5.2 Million
3.32% of portfolio
|
Q4 2024
Added 16.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,923
shares
|
$5.17 Million
0.15% of portfolio
|
Q3 2024
Added 34.06%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
22,783
shares
|
$5.14 Million
0.12% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
22,759
shares
|
$5.14 Million
2.98% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
22,739
shares
|
$5.13 Million
4.63% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
22,700
shares
|
$5.12 Million
0.17% of portfolio
|
Q3 2024
Reduced 76.77%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
22,617
shares
|
$5.1 Million
0.27% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
22,612
shares
|
$5.1 Million
1.63% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
22,551
shares
|
$5.09 Million
0.15% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
22,542
shares
|
$5.09 Million
0.42% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
22,535
shares
|
$5.09 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.28%
|