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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
19,986
shares
|
$4.51 Million
0.07% of portfolio
|
Q3 2024
Added 1492.51%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
19,957
shares
|
$4.5 Million
0.74% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
19,889
shares
|
$4.49 Million
3.65% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
19,880
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2023
Reduced 24.25%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
19,877
shares
|
$4.49 Million
0.25% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
19,865
shares
|
$4.48 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
19,810
shares
|
$4.47 Million
2.04% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
19,800
shares
|
$4.47 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
19,700
shares
|
$4.45 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19,673
shares
|
$4.44 Million
0.18% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
19,664
shares
|
$4.44 Million
1.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
19,662
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
19,437
shares
|
$4.39 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
19,427
shares
|
$4.38 Million
5.63% of portfolio
|
Q4 2024
Reduced 61.42%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
19,357
shares
|
$4.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
19,212
shares
|
$4.34 Million
1.5% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
19,162
shares
|
$4.32 Million
0.52% of portfolio
|
Q2 2023
Reduced 2.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
19,124
shares
|
$4.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
19,093
shares
|
$4.31 Million
3.13% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
19,044
shares
|
$4.3 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
18,939
shares
|
$4.27 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,899
shares
|
$4.27 Million
0.12% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
18,768
shares
|
$4.24 Million
0.29% of portfolio
|
Q4 2024
Reduced 17.75%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
18,728
shares
|
$4.23 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,665
shares
|
$4.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 88.64%
|