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 2,867 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $70 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
18,028
shares
|
$4.08 Million
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
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
|
$4.05 Million
0.28% of portfolio
|
Q4 2024
Added 25.3%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
17,875
shares
|
$4.04 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
17,823
shares
|
$4.03 Million
1.45% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
17,822
shares
|
$4.03 Million
0.65% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
17,630
shares
|
$3.99 Million
2.98% of portfolio
|
Q4 2024
Added 848.87%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
17,600
shares
|
$3.98 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%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
17,503
shares
|
$3.96 Million
0.43% of portfolio
|
Q4 2024
Reduced 31.99%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
17,459
shares
|
$3.95 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
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,416
shares
|
$3.94 Million
0.04% of portfolio
|
Q4 2024
Added 1068.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,356
shares
|
$3.92 Million
0.27% of portfolio
|
Q4 2022
Added 304.47%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
17,328
shares
|
$3.92 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
17,296
shares
|
$3.91 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
17,250
shares
|
$3.9 Million
0.34% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
17,218
shares
|
$3.89 Million
3.55% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
17,133
shares
|
$3.87 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
17,132
shares
|
$3.87 Million
0.04% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
17,123
shares
|
$3.87 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
17,079
shares
|
$3.86 Million
3.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
17,075
shares
|
$3.86 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,068
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2024
Reduced 99.32%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,844
shares
|
$3.81 Million
0.08% of portfolio
|
Q3 2024
Added 131.44%
|