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 |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
18,484
shares
|
$4.17 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,469
shares
|
$4.17 Million
0.13% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
18,449
shares
|
$4.16 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
18,444
shares
|
$4.16 Million
1.64% of portfolio
|
Q4 2024
Reduced 78.45%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
18,366
shares
|
$4.15 Million
0.75% of portfolio
|
Q4 2024
Added 145.34%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,362
shares
|
$4.14 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
18,325
shares
|
$4.14 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
18,260
shares
|
$4.12 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
18,224
shares
|
$4.11 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
18,199
shares
|
$4.11 Million
4.13% of portfolio
|
Q4 2024
Reduced 32.93%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
18,176
shares
|
$4.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
18,139
shares
|
$4.09 Million
1.13% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
18,135
shares
|
$4.09 Million
1.57% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
18,107
shares
|
$4.09 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
17,980
shares
|
$4.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
17,923
shares
|
$4.05 Million
1.93% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
17,898
shares
|
$4.04 Million
0.28% of portfolio
|
Q4 2024
Added 25.3%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
17,880
shares
|
$4.04 Million
0.35% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
17,875
shares
|
$4.03 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
17,823
shares
|
$4.02 Million
1.45% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
17,822
shares
|
$4.02 Million
0.65% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
17,600
shares
|
$3.97 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
17,573
shares
|
$3.97 Million
1.9% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
17,459
shares
|
$3.94 Million
0.87% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,423
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2024
Added 0.55%
|